Park Avenue Securities’s Applovin APP Stock Holding History

Park Avenue Securities’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	$10.5M	Buy	20,294 +2,854	+16%	+$1.38M	0.07%	228
2026 Q1	$6.94M	Sell	17,440 -5	-0%	-$2.42K	0.05%	255
2025 Q4	$11.8M	Sell	17,445 -1,731	-9%	-$1.09M	0.1%	166
2025 Q3	$13.8M	Sell	19,176 -1,714	-8%	-$790K	0.11%	141
2025 Q2	$7.31M	Buy	20,890 +4,890	+31%	+$1.59M	0.07%	211
2025 Q1	$4.24M	Buy	16,000 +1,652	+12%	+$569K	0.05%	228
2024 Q4	$4.65M	Buy	14,348 +622	+5%	+$157K	0.05%	258
2024 Q3	$1.79M	Sell	13,726 -630	-4%	-$57.5K	0.02%	459
2024 Q2	$1.2M	Buy	+14,356	New	+$1.11M	0.01%	588

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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

BAAM

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Park Avenue Securities's APP Position: Q2 2026 in Review

Park Avenue Securities increased its Applovin (APP) stake by 16% in Q2 2026, buying an estimated $1.38M and bringing the position to 20,294 shares worth $10.5M. The position accounts for 0.07% of the portfolio, ranked #228.

Park Avenue Securities first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.8M in Q3 2025. 505 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Park Avenue Securities held 20,294 shares of Applovin worth $10.5M as of Q2 2026.
Park Avenue Securities bought 2,854 Applovin shares in Q2 2026, an estimated $1.38M.
Applovin made up 0.07% of Park Avenue Securities's portfolio in Q2 2026, its #228 holding.
Park Avenue Securities first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
Park Avenue Securities's Applovin position peaked at $13.8M in Q3 2025.
505 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.