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Poehling Capital Management’s Applovin APP Stock Holding History

Poehling Capital Management’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
Q1 		– Sell
-350
Closed -$236K – 154
2025
Q4 		$236K Hold
350
– – 0.05% 132
2025
Q3 		$251K Buy
+350
New +$161K 0.05% 124

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
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

Poehling Capital Management's APP Position: Q1 2026 in Review

Poehling Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 350 shares — an estimated $236K sold.

Poehling Capital Management first reported a position in APP in Q3 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 1,390 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Poehling Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Poehling Capital Management sold 350 Applovin shares in Q1 2026, an estimated $236K.
  • Poehling Capital Management first reported a position in Applovin in Q3 2025 and held it in 2 quarters.
  • Poehling Capital Management's Applovin position peaked at $251K in Q3 2025.
  • 1,390 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.