SEI Investments’s Applovin APP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$188M Buy
471,774
+65,890
+16% +$31.8M 0.17% 106
2025
Q4
$273M Sell
405,884
-40,270
-9% -$25.4M 0.27% 61
2025
Q3
$321M Buy
446,154
+29,398
+7% +$13.6M 0.34% 45
2025
Q2
$146M Sell
416,756
-94,885
-19% -$30.8M 0.17% 111
2025
Q1
$136M Buy
511,641
+121,334
+31% +$41.8M 0.17% 112
2024
Q4
$126M Sell
390,307
-146,256
-27% -$37M 0.16% 125
2024
Q3
$70M Buy
536,563
+20,898
+4% +$1.91M 0.09% 241
2024
Q2
$42.9M Buy
515,665
+224,306
+77% +$17.4M 0.06% 338
2024
Q1
$20.2M Buy
291,359
+239,131
+458% +$12.7M 0.03% 596
2023
Q4
$2.08M Buy
52,228
+14,443
+38% +$566K ﹤0.01% 1574
2023
Q3
$1.51M Buy
37,785
+16,086
+74% +$571K ﹤0.01% 1718
2023
Q2
$558K Buy
+21,699
New +$448K ﹤0.01% 2087

Other funds holding APP

SEI Investments's APP Position: Q1 2026 in Review

SEI Investments increased its Applovin (APP) stake by 16% in Q1 2026, buying an estimated $31.8M and bringing the position to 471,774 shares worth $188M. The position accounts for 0.17% of the portfolio, ranked #106.

SEI Investments first reported a position in APP in Q2 2023 and has held it in 12 quarters since. The position peaked at $321M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • SEI Investments held 471,774 shares of Applovin worth $188M as of Q1 2026.
  • SEI Investments bought 65,890 Applovin shares in Q1 2026, an estimated $31.8M.
  • Applovin made up 0.17% of SEI Investments's portfolio in Q1 2026, its #106 holding.
  • SEI Investments first reported a position in Applovin in Q2 2023 and has held it in 12 quarters since.
  • SEI Investments's Applovin position peaked at $321M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.