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Thrive Capital Management (Pennsylvania)’s Applovin APP Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q1 		$3.3M Buy
8,281
+2,654
+47% +$1.28M 0.72% 70
2025
Q4 		$3.79M Buy
5,627
+790
+16% +$498K 0.84% 54
2025
Q3 		$3.48M Sell
4,837
-100
-2% -$46.1K 0.9% 49
2025
Q2 		$1.73M Buy
4,937
+3,199
+184% +$1.04M 0.54% 85
2025
Q1 		$461K Buy
+1,738
New +$599K 0.28% 85
2024
Q4 		– Sell
-6,507
Closed -$849K – 102
2024
Q3 		$849K Buy
+6,507
New +$594K 0.4% 83

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s APP Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Applovin (APP) stake by 47% in Q1 2026, buying an estimated $1.28M and bringing the position to 8,281 shares worth $3.3M. The position accounts for 0.72% of the portfolio, ranked #70.

Thrive Capital Management (Pennsylvania) first reported a position in APP in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 8,281 shares of Applovin worth $3.3M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) bought 2,654 Applovin shares in Q1 2026, an estimated $1.28M.
  • Applovin made up 0.72% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #70 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Applovin in Q3 2024 and has held it in 6 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Applovin position peaked at $3.79M in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.