LRI Investments’s Applovin APP Stock Holding History

LRI Investments’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	$463K	Sell	898 -517	-37%	-$250K	0.04%	195
2026 Q1	$563K	Sell	1,415 -156	-10%	-$75.4K	0.05%	166
2025 Q4	$1.06M	Buy	1,571 +490	+45%	+$309K	0.09%	109
2025 Q3	$777K	Buy	1,081 +279	+35%	+$129K	0.06%	135
2025 Q2	$281K	Buy	802 +455	+131%	+$148K	0.02%	235
2025 Q1	$92K	Sell	347 -87	-20%	-$30K	0.01%	433
2024 Q4	$140K	Buy	434 +323	+291%	+$81.7K	0.01%	354
2024 Q3	$31.5K	Buy	+111	New	+$10.1K	﹤0.01%	581

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

LRI Investments's APP Position: Q2 2026 in Review

LRI Investments reduced its Applovin (APP) stake by 37% in Q2 2026, selling an estimated $250K and leaving 898 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #195.

LRI Investments first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 558 funds tracked by Wall St. Rank hold APP as of Q2 2026.

LRI Investments held 898 shares of Applovin worth $463K as of Q2 2026.
LRI Investments sold 517 Applovin shares in Q2 2026, an estimated $250K.
Applovin made up 0.04% of LRI Investments's portfolio in Q2 2026, its #195 holding.
LRI Investments first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
LRI Investments's Applovin position peaked at $1.06M in Q4 2025.
558 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.