MIP
APP icon

Marietta Investment Partners’s Applovin APP Stock Holding History

Marietta Investment 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
Q2 		$2.64M Sell
5,116
-194
-4% -$93.6K 0.45% 61
2026
Q1 		$2.11M Sell
5,310
-2,332
-31% -$1.13M 0.42% 69
2025
Q4 		$5.15M Buy
7,642
+166
+2% +$105K 1.02% 31
2025
Q3 		$5.37M Buy
7,476
+1,660
+29% +$765K 1.04% 29
2025
Q2 		$2.04M Buy
+5,816
New +$1.89M 0.45% 56

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marietta Investment Partners's APP Position: Q2 2026 in Review

Marietta Investment Partners reduced its Applovin (APP) stake by 3.7% in Q2 2026, selling an estimated $93.6K and leaving 5,116 shares worth $2.64M. The position accounts for 0.45% of the portfolio, ranked #61.

Marietta Investment Partners first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.37M in Q3 2025. 1,254 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Marietta Investment Partners held 5,116 shares of Applovin worth $2.64M as of Q2 2026.
  • Marietta Investment Partners sold 194 Applovin shares in Q2 2026, an estimated $93.6K.
  • Applovin made up 0.45% of Marietta Investment Partners's portfolio in Q2 2026, its #61 holding.
  • Marietta Investment Partners first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Marietta Investment Partners's Applovin position peaked at $5.37M in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.