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Severin Investments’s Applovin APP Stock Holding History

Severin 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 		$661K Buy
+1,283
New +$619K 0.5% 63
2025
Q4 		– Sell
-1,720
Closed -$1.24M – 169
2025
Q3 		$1.24M Buy
1,720
+499
+41% +$230K 1.1% 12
2025
Q2 		$427K Buy
+1,221
New +$396K 0.4% 110

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Severin Investments's APP Position: Q2 2026 in Review

Severin Investments opened a new position in Applovin (APP) in Q2 2026: 1,283 shares worth $661K. The stake represents 0.5% of the portfolio and ranks #63 among its holdings. This is a return to the name: Severin Investments previously reported a position in APP as recently as Q3 2025.

Severin Investments first reported a position in APP in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Severin Investments held 1,283 shares of Applovin worth $661K as of Q2 2026.
  • Applovin was a new Severin Investments position in Q2 2026.
  • Applovin made up 0.5% of Severin Investments's portfolio in Q2 2026, its #63 holding.
  • Severin Investments first reported a position in Applovin in Q2 2025 and has held it in 3 quarters since.
  • Severin Investments's Applovin position peaked at $1.24M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.