Stifel Financial
APP icon

Stifel Financial’s Applovin APP Stock Holding History

Stifel Financial’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 		$34M Sell
66,015
-19,552
-23% -$9.44M 0.03% 491
2026
Q1 		$34.1M Sell
85,567
-17,244
-17% -$8.33M 0.03% 457
2025
Q4 		$69.3M Buy
102,811
+72
+0.1% +$45.4K 0.06% 297
2025
Q3 		$73.8M Buy
102,739
+5,714
+6% +$2.63M 0.07% 279
2025
Q2 		$34M Sell
97,025
-24,432
-20% -$7.92M 0.03% 430
2025
Q1 		$32.2M Buy
121,457
+1,204
+1% +$415K 0.03% 425
2024
Q4 		$38.9M Buy
120,253
+2,752
+2% +$696K 0.04% 376
2024
Q3 		$15.3M Buy
117,501
+6,188
+6% +$565K 0.02% 695
2024
Q2 		$9.26M Buy
111,313
+16,340
+17% +$1.27M 0.01% 844
2024
Q1 		$6.57M Buy
94,973
+73,810
+349% +$3.91M 0.01% 1001
2023
Q4 		$843K Sell
21,163
-7,355
-26% -$288K ﹤0.01% 2241
2023
Q3 		$1.14M Buy
28,518
+9,200
+48% +$326K ﹤0.01% 1967
2023
Q2 		$497K Buy
19,318
+4,698
+32% +$97.1K ﹤0.01% 2524
2023
Q1 		$230K Buy
+14,620
New +$192K ﹤0.01% 2963
2022
Q2 		– Sell
-19,844
Closed -$1.09M – 3320
2022
Q1 		$1.09M Sell
19,844
-11,787
-37% -$750K ﹤0.01% 2050
2021
Q4 		$2.98M Buy
31,631
+6,619
+26% +$616K ﹤0.01% 1365
2021
Q3 		$1.81M Buy
25,012
+14,873
+147% +$1.01M ﹤0.01% 1646
2021
Q2 		$762K Buy
+10,139
New +$700K ﹤0.01% 2301

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

Stifel Financial's APP Position: Q2 2026 in Review

Stifel Financial reduced its Applovin (APP) stake by 23% in Q2 2026, selling an estimated $9.44M and leaving 66,015 shares worth $34M. The position accounts for 0.03% of the portfolio, ranked #491.

Stifel Financial first reported a position in APP in Q2 2021 and has held it in 18 quarters since. The position peaked at $73.8M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Stifel Financial held 66,015 shares of Applovin worth $34M as of Q2 2026.
  • Stifel Financial sold 19,552 Applovin shares in Q2 2026, an estimated $9.44M.
  • Applovin made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #491 holding.
  • Stifel Financial first reported a position in Applovin in Q2 2021 and has held it in 18 quarters since.
  • Stifel Financial's Applovin position peaked at $73.8M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.