SC
APP icon

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
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

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Steph & Co's APP Position: Q2 2026 in Review

Steph & Co held its Applovin (APP) position steady in Q2 2026 at 330 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #109.

Steph & Co first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $484K in Q3 2025. 194 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Steph & Co held 330 shares of Applovin worth $170K as of Q2 2026.
  • Steph & Co left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 0.04% of Steph & Co's portfolio in Q2 2026, its #109 holding.
  • Steph & Co first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Steph & Co's Applovin position peaked at $484K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.