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 Q3	$3.33M	Sell	11,459 -306	-3%	-$113K	0.45%	53
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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Smithbridge Asset Management's APP Position: Q3 2026 in Review

Smithbridge Asset Management reduced its Applovin (APP) stake by 2.6% in Q3 2026, selling an estimated $113K and leaving 11,459 shares worth $3.33M. The position accounts for 0.45% of the portfolio, ranked #53.

Smithbridge Asset Management first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.2M in Q3 2025. 168 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Smithbridge Asset Management held 11,459 shares of Applovin worth $3.33M as of Q3 2026.
Smithbridge Asset Management sold 306 Applovin shares in Q3 2026, an estimated $113K.
Applovin made up 0.45% of Smithbridge Asset Management's portfolio in Q3 2026, its #53 holding.
Smithbridge Asset Management first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
Smithbridge Asset Management's Applovin position peaked at $18.2M in Q3 2025.
168 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.