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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
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

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
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

Opinicus Capital's APP Position: Q2 2026 in Review

Opinicus Capital reduced its Applovin (APP) stake by 0.66% in Q2 2026, selling an estimated $1.93K and leaving 600 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #84.

Opinicus Capital first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q3 2025. 536 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Opinicus Capital held 600 shares of Applovin worth $309K as of Q2 2026.
  • Opinicus Capital sold 4 Applovin shares in Q2 2026, an estimated $1.93K.
  • Applovin made up 0.17% of Opinicus Capital's portfolio in Q2 2026, its #84 holding.
  • Opinicus Capital first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Opinicus Capital's Applovin position peaked at $532K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.