JFG
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Jefferies Financial Group’s Applovin APP Stock Holding History

Jefferies Financial Group’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.35M Buy
16,201
+13,177
+436% +$6.36M 0.05% 285
2026
Q1 		$1.2M Buy
3,024
+1,926
+175% +$931K 0.01% 848
2025
Q4 		$740K Sell
1,098
-12,451
-92% -$7.85M ﹤0.01% 1209
2025
Q3 		$9.74M Buy
13,549
+10,760
+386% +$4.96M 0.05% 247
2025
Q2 		$976K Buy
2,789
+1,689
+154% +$548K 0.01% 746
2025
Q1 		$291K Sell
1,100
-352
-24% -$121K ﹤0.01% 1250
2024
Q4 		$470K Buy
+1,452
New +$367K ﹤0.01% 1120
2023
Q4 		– Sell
-16,328
Closed -$652K – 1677
2023
Q3 		$652K Buy
+16,328
New +$579K 0.01% 967
2023
Q1 		– Sell
-11,136
Closed -$117K – 1612
2022
Q4 		$117K Buy
+11,136
New +$163K ﹤0.01% 1353

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's APP Position: Q2 2026 in Review

Jefferies Financial Group increased its Applovin (APP) stake by 436% in Q2 2026, buying an estimated $6.36M and bringing the position to 16,201 shares worth $8.35M. The position accounts for 0.05% of the portfolio, ranked #285.

Jefferies Financial Group first reported a position in APP in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.74M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Jefferies Financial Group held 16,201 shares of Applovin worth $8.35M as of Q2 2026.
  • Jefferies Financial Group bought 13,177 Applovin shares in Q2 2026, an estimated $6.36M.
  • Applovin made up 0.05% of Jefferies Financial Group's portfolio in Q2 2026, its #285 holding.
  • Jefferies Financial Group first reported a position in Applovin in Q4 2022 and has held it in 9 quarters since.
  • Jefferies Financial Group's Applovin position peaked at $9.74M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.