SEI Investments’s Applovin APP Stock Holding History

SEI 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 Q3	$61.4M	Sell	211,429 -294,440	-58%	-$108M	0.05%	360
2026 Q2	$261M	Buy	505,869 +34,095	+7%	+$16.5M	0.23%	73
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments's APP Position: Q3 2026 in Review

SEI Investments reduced its Applovin (APP) stake by 58% in Q3 2026, selling an estimated $108M and leaving 211,429 shares worth $61.4M. The position accounts for 0.05% of the portfolio, ranked #360.

SEI Investments first reported a position in APP in Q2 2023 and has held it in 14 quarters since. The position peaked at $321M in Q3 2025. 957 funds tracked by Wall St. Rank hold APP as of Q3 2026.

SEI Investments held 211,429 shares of Applovin worth $61.4M as of Q3 2026.
SEI Investments sold 294,440 Applovin shares in Q3 2026, an estimated $108M.
Applovin made up 0.05% of SEI Investments's portfolio in Q3 2026, its #360 holding.
SEI Investments first reported a position in Applovin in Q2 2023 and has held it in 14 quarters since.
SEI Investments's Applovin position peaked at $321M in Q3 2025.
957 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.