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Silvant Capital Management’s Applovin APP Stock Holding History

Silvant 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 		$22.4M Buy
56,354
+661
+1% +$319K 0.78% 22
2025
Q4 		$37.5M Buy
55,693
+40,692
+271% +$25.6M 1.27% 17
2025
Q3 		$10.8M Buy
15,001
+959
+7% +$442K 0.37% 35
2025
Q2 		$4.92M Sell
14,042
-24,654
-64% -$7.99M 0.19% 77
2025
Q1 		$10.3M Buy
38,696
+8,328
+27% +$2.87M 0.47% 30
2024
Q4 		$9.83M Sell
30,368
-8,211
-21% -$2.08M 0.41% 35
2024
Q3 		$5.04M Buy
+38,579
New +$3.52M 0.22% 61

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Silvant Capital Management increased its Applovin (APP) stake by 1.2% in Q1 2026, buying an estimated $319K and bringing the position to 56,354 shares worth $22.4M. The position accounts for 0.78% of the portfolio, ranked #22.

Silvant Capital Management first reported a position in APP in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.5M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Silvant Capital Management held 56,354 shares of Applovin worth $22.4M as of Q1 2026.
  • Silvant Capital Management bought 661 Applovin shares in Q1 2026, an estimated $319K.
  • Applovin made up 0.78% of Silvant Capital Management's portfolio in Q1 2026, its #22 holding.
  • Silvant Capital Management first reported a position in Applovin in Q3 2024 and has held it in 7 quarters since.
  • Silvant Capital Management's Applovin position peaked at $37.5M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.