Kovitz Investment Group Partners
APP icon

Kovitz Investment Group Partners’s Applovin APP Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$3.01M Sell
7,550
-133
-2% -$64.3K 0.07% 177
2025
Q4 		$5.18M Sell
7,683
-25,743
-77% -$16.2M 0.11% 142
2025
Q3 		$24M Buy
33,426
+26,599
+390% +$12.3M 0.09% 195
2025
Q2 		$2.39M Buy
6,827
+5,802
+566% +$1.88M 0.01% 591
2025
Q1 		$271K Buy
+1,025
New +$353K ﹤0.01% 1089

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's APP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Applovin (APP) stake by 1.7% in Q1 2026, selling an estimated $64.3K and leaving 7,550 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #177.

Kovitz Investment Group Partners first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $24M in Q3 2025. 1,387 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Kovitz Investment Group Partners held 7,550 shares of Applovin worth $3.01M as of Q1 2026.
  • Kovitz Investment Group Partners sold 133 Applovin shares in Q1 2026, an estimated $64.3K.
  • Applovin made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #177 holding.
  • Kovitz Investment Group Partners first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Applovin position peaked at $24M in Q3 2025.
  • 1,387 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.