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Smithbridge Asset Management’s Applovin APP Stock Holding History

Smithbridge 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
Q2 		$6.06M Sell
11,765
-348
-3% -$168K 0.83% 36
2026
Q1 		$4.82M Sell
12,113
-13,116
-52% -$6.34M 0.72% 42
2025
Q4 		$17M Sell
25,229
-150
-0.6% -$94.5K 1.45% 25
2025
Q3 		$18.2M Sell
25,379
-500
-2% -$231K 2.65% 6
2025
Q2 		$9.06M Sell
25,879
-25,354
-49% -$8.22M 1.58% 21
2025
Q1 		$13.6M Buy
+51,233
New +$17.7M 2.52% 8
2024
Q3 		$7.09M Buy
+54,276
New +$4.95M 1.22% 28

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 $3.37T AUM 44.26% 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

Smithbridge Asset Management's APP Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Applovin (APP) stake by 2.9% in Q2 2026, selling an estimated $168K and leaving 11,765 shares worth $6.06M. The position accounts for 0.83% of the portfolio, ranked #36.

Smithbridge Asset Management first reported a position in APP in Q3 2024 and has held it in 7 quarters since. The position peaked at $18.2M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Smithbridge Asset Management held 11,765 shares of Applovin worth $6.06M as of Q2 2026.
  • Smithbridge Asset Management sold 348 Applovin shares in Q2 2026, an estimated $168K.
  • Applovin made up 0.83% of Smithbridge Asset Management's portfolio in Q2 2026, its #36 holding.
  • Smithbridge Asset Management first reported a position in Applovin in Q3 2024 and has held it in 7 quarters since.
  • Smithbridge Asset Management's Applovin position peaked at $18.2M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.