Pine Valley Investments’s Applovin APP Stock Holding History

Pine Valley 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	$6.31M	Sell	12,250 -138	-1%	-$66.6K	0.25%	91
2026 Q1	$4.93M	Buy	12,388 +327	+3%	+$158K	0.23%	109
2025 Q4	$8.13M	Buy	12,061 +2,361	+24%	+$1.49M	0.38%	67
2025 Q3	$6.97M	Buy	9,700 +7,487	+338%	+$3.45M	0.34%	75
2025 Q2	$775K	Buy	2,213 +453	+26%	+$147K	0.04%	294
2025 Q1	$466K	Buy	1,760 +14	+0.8%	+$4.83K	0.03%	349
2024 Q4	$565K	Hold	1,746	–	–	0.03%	318
2024 Q3	$228K	Buy	+1,746	New	+$159K	0.01%	462

Other funds holding APP

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Pine Valley Investments's APP Position: Q2 2026 in Review

Pine Valley Investments reduced its Applovin (APP) stake by 1.1% in Q2 2026, selling an estimated $66.6K and leaving 12,250 shares worth $6.31M. The position accounts for 0.25% of the portfolio, ranked #91.

Pine Valley Investments first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.13M in Q4 2025. 670 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Pine Valley Investments held 12,250 shares of Applovin worth $6.31M as of Q2 2026.
Pine Valley Investments sold 138 Applovin shares in Q2 2026, an estimated $66.6K.
Applovin made up 0.25% of Pine Valley Investments's portfolio in Q2 2026, its #91 holding.
Pine Valley Investments first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
Pine Valley Investments's Applovin position peaked at $8.13M in Q4 2025.
670 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.