Smith Group Asset Management’s Applovin APP Stock Holding History

Smith Group 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	$39.5M	Buy	99,195 +7,156	+8%	+$3.46M	2.01%	25
2025 Q4	$62M	Buy	92,039 +5,712	+7%	+$3.6M	3.29%	7
2025 Q3	$62M	Sell	86,327 -26,606	-24%	-$12.3M	3.56%	4
2025 Q2	$39.5M	Buy	112,933 +4,223	+4%	+$1.37M	2.59%	11
2025 Q1	$28.8M	Sell	108,710 -43,523	-29%	-$15M	2.16%	16
2024 Q4	$49.3M	Sell	152,233 -236,213	-61%	-$59.8M	3.63%	3
2024 Q3	$50.7M	Buy	388,446 +5,642	+1%	+$515K	4.21%	3
2024 Q2	$31.9M	Buy	382,804 +16,449	+4%	+$1.28M	2.83%	9
2024 Q1	$25.4M	Buy	366,355 +347,200	+1,813%	+$18.4M	1.45%	24
2023 Q4	$763K	Buy	+19,155	New	+$751K	0.04%	117

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith Group Asset Management's APP Position: Q1 2026 in Review

Smith Group Asset Management increased its Applovin (APP) stake by 7.8% in Q1 2026, buying an estimated $3.46M and bringing the position to 99,195 shares worth $39.5M. The position accounts for 2.01% of the portfolio, ranked #25.

Smith Group Asset Management first reported a position in APP in Q4 2023 and has held it in 10 quarters since. The position peaked at $62M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Smith Group Asset Management held 99,195 shares of Applovin worth $39.5M as of Q1 2026.
Smith Group Asset Management bought 7,156 Applovin shares in Q1 2026, an estimated $3.46M.
Applovin made up 2.01% of Smith Group Asset Management's portfolio in Q1 2026, its #25 holding.
Smith Group Asset Management first reported a position in Applovin in Q4 2023 and has held it in 10 quarters since.
Smith Group Asset Management's Applovin position peaked at $62M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.