Opinicus Capital
APP icon

Opinicus Capital’s Applovin APP Stock Holding History

Opinicus Capital’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
Q3 		$241K Buy
829
+229
+38% +$84.3K 0.13% 91
2026
Q2 		$309K Sell
600
-4
-0.7% -$1.93K 0.17% 84
2026
Q1 		$240K Sell
604
-17
-3% -$8.22K 0.17% 89
2025
Q4 		$418K Sell
621
-120
-16% -$75.6K 0.29% 71
2025
Q3 		$532K Sell
741
-59
-7% -$27.2K 0.37% 72
2025
Q2 		$280K Buy
800
+38
+5% +$12.3K 0.21% 86
2025
Q1 		$202K Sell
762
-601
-44% -$207K 0.18% 96
2024
Q4 		$441K Buy
+1,363
New +$345K 0.37% 66

Other funds holding APP

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Opinicus Capital's APP Position: Q3 2026 in Review

Opinicus Capital increased its Applovin (APP) stake by 38% in Q3 2026, buying an estimated $84.3K and bringing the position to 829 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #91.

Opinicus Capital first reported a position in APP in Q4 2024 and has held it in 8 quarters since. The position peaked at $532K in Q3 2025. 417 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Opinicus Capital held 829 shares of Applovin worth $241K as of Q3 2026.
  • Opinicus Capital bought 229 Applovin shares in Q3 2026, an estimated $84.3K.
  • Applovin made up 0.13% of Opinicus Capital's portfolio in Q3 2026, its #91 holding.
  • Opinicus Capital first reported a position in Applovin in Q4 2024 and has held it in 8 quarters since.
  • Opinicus Capital's Applovin position peaked at $532K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.