Steph & Co’s Applovin APP Stock Holding History

Steph & Co’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	$92.6K	Sell	319 -11	-3%	-$4.05K	0.02%	143
2026 Q2	$170K	Hold	330	–	–	0.04%	109
2026 Q1	$131K	Hold	330	–	–	0.04%	120
2025 Q4	$222K	Sell	330 -344	-51%	-$217K	0.06%	89
2025 Q3	$484K	Hold	674	–	–	0.15%	57
2025 Q2	$236K	Sell	674 -575	-46%	-$186K	0.08%	92
2025 Q1	$331K	Buy	1,249 +229	+22%	+$78.9K	0.12%	78
2024 Q4	$330K	Sell	1,020 -2,002	-66%	-$506K	0.11%	74
2024 Q3	$395K	Buy	3,022 +11	+0.4%	+$1K	0.13%	74
2024 Q2	$251K	Buy	3,011 +1,679	+126%	+$130K	0.09%	95
2024 Q1	$92.2K	Buy	+1,332	New	+$70.5K	0.03%	155

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

Steph & Co's APP Position: Q3 2026 in Review

Steph & Co reduced its Applovin (APP) stake by 3.3% in Q3 2026, selling an estimated $4.05K and leaving 319 shares worth $92.6K. The position accounts for 0.02% of the portfolio, ranked #143.

Steph & Co first reported a position in APP in Q1 2024 and has held it in 11 quarters since. The position peaked at $484K in Q3 2025. 159 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Steph & Co held 319 shares of Applovin worth $92.6K as of Q3 2026.
Steph & Co sold 11 Applovin shares in Q3 2026, an estimated $4.05K.
Applovin made up 0.02% of Steph & Co's portfolio in Q3 2026, its #143 holding.
Steph & Co first reported a position in Applovin in Q1 2024 and has held it in 11 quarters since.
Steph & Co's Applovin position peaked at $484K in Q3 2025.
159 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.