Thurston Springer Miller Herd & Titak’s Applovin APP Stock Holding History

Thurston Springer Miller Herd & Titak’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	$27.8K	Hold	54	–	–	0.01%	601
2026 Q1	$21.5K	Sell	54 -108	-67%	-$52.2K	0.01%	749
2025 Q4	$109K	Buy	162 +47	+41%	+$29.6K	0.04%	341
2025 Q3	$82.6K	Sell	115 -1,398	-92%	-$645K	0.16%	158
2025 Q2	$530K	Buy	1,513 +1,469	+3,339%	+$476K	0.07%	234
2025 Q1	$11.7K	Sell	44 -7	-14%	-$2.41K	﹤0.01%	1067
2024 Q4	$16.5K	Buy	+51	New	+$12.9K	﹤0.01%	774
2024 Q3	–	Sell	-447	Closed	-$37.2K	–	1541
2024 Q2	$37.2K	Buy	+447	New	+$34.7K	0.01%	630

Other funds holding APP

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's APP Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Applovin (APP) position steady in Q2 2026 at 54 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #601.

Thurston Springer Miller Herd & Titak first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $530K in Q2 2025. 505 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Thurston Springer Miller Herd & Titak held 54 shares of Applovin worth $27.8K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Applovin share count unchanged in Q2 2026.
Applovin made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #601 holding.
Thurston Springer Miller Herd & Titak first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Applovin position peaked at $530K in Q2 2025.
505 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.