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Smartleaf Asset Management’s Applovin APP Stock Holding History

Smartleaf Asset 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 		$992K Buy
2,666
+164
+7% +$79.3K 0.04% 396
2025
Q4 		$1.74M Buy
2,502
+247
+11% +$156K 0.07% 261
2025
Q3 		$1.61M Buy
2,255
+676
+43% +$312K 0.1% 229
2025
Q2 		$527K Sell
1,579
-429
-21% -$139K 0.05% 367
2025
Q1 		$547K Sell
2,008
-437
-18% -$151K 0.05% 343
2024
Q4 		$820K Sell
2,445
-686
-22% -$174K 0.08% 254
2024
Q3 		$400K Buy
3,131
+2,556
+445% +$233K 0.05% 330
2024
Q2 		$47.8K Buy
575
+437
+317% +$33.9K 0.01% 755
2024
Q1 		$9.5K Buy
138
+44
+47% +$2.33K ﹤0.01% 1024
2023
Q4 		$3.83K Buy
+94
New +$3.69K ﹤0.01% 900

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

Smartleaf Asset Management's APP Position: Q1 2026 in Review

Smartleaf Asset Management increased its Applovin (APP) stake by 6.6% in Q1 2026, buying an estimated $79.3K and bringing the position to 2,666 shares worth $992K. The position accounts for 0.04% of the portfolio, ranked #396.

Smartleaf Asset Management first reported a position in APP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Smartleaf Asset Management held 2,666 shares of Applovin worth $992K as of Q1 2026.
  • Smartleaf Asset Management bought 164 Applovin shares in Q1 2026, an estimated $79.3K.
  • Applovin made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #396 holding.
  • Smartleaf Asset Management first reported a position in Applovin in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Applovin position peaked at $1.74M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.