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Sheets Smith Investment Management’s Applovin APP Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$3.95M Sell
5,501
-160
-3% -$73.8K 2.56% 3
2025
Q2 		$1.98M Buy
5,661
+65
+1% +$21.1K 1.74% 10
2025
Q1 		$1.48M Sell
5,596
-4,478
-44% -$1.54M 1.48% 14
2024
Q4 		$3.26M Buy
+10,074
New +$2.55M 2.76% 8

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheets Smith Investment Management's APP Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Applovin (APP) stake by 2.8% in Q3 2025, selling an estimated $73.8K and leaving 5,501 shares worth $3.95M. The position accounts for 2.56% of the portfolio, ranked #3.

Sheets Smith Investment Management first reported a position in APP in Q4 2024 and has held it in 4 quarters since. 1,452 funds tracked by Wall St. Rank hold APP as of Q3 2025.

  • Sheets Smith Investment Management held 5,501 shares of Applovin worth $3.95M as of Q3 2025.
  • Sheets Smith Investment Management sold 160 Applovin shares in Q3 2025, an estimated $73.8K.
  • Applovin made up 2.56% of Sheets Smith Investment Management's portfolio in Q3 2025, its #3 holding.
  • Sheets Smith Investment Management first reported a position in Applovin in Q4 2024 and has held it in 4 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Applovin as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.