Kayne Anderson Rudnick Investment Management
APP icon

Kayne Anderson Rudnick Investment Management’s Applovin APP Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$9.57K Sell
18
-3
-14% -$1.45K ﹤0.01% 747
2026
Q1 		$8.51K Sell
21
-12
-36% -$5.8K ﹤0.01% 700
2025
Q4 		$22.4K Buy
33
+2
+6% +$1.26K ﹤0.01% 654
2025
Q3 		$22.3K Hold
31
– – ﹤0.01% 664
2025
Q2 		$10.9K Buy
31
+21
+210% +$6.81K ﹤0.01% 711
2025
Q1 		$2.65K Hold
10
– – ﹤0.01% 778
2024
Q4 		$3.24K Hold
10
– – ﹤0.01% 776
2024
Q3 		$1.31K Hold
10
– – ﹤0.01% 848
2024
Q2 		$832 Hold
10
– – ﹤0.01% 870
2024
Q1 		$692 Buy
+10
New +$529 ﹤0.01% 880

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

Kayne Anderson Rudnick Investment Management's APP Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Applovin (APP) stake by 14% in Q2 2026, selling an estimated $1.45K and leaving 18 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Kayne Anderson Rudnick Investment Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.4K in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 18 shares of Applovin worth $9.57K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 3 Applovin shares in Q2 2026, an estimated $1.45K.
  • Applovin made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #747 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Kayne Anderson Rudnick Investment Management's Applovin position peaked at $22.4K in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.