Vann Equity Management’s Applovin APP Stock Holding History

Vann Equity Management’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	$775K	Sell	1,505 -27	-2%	-$13K	0.47%	59
2026 Q1	$610K	Buy	+1,532	New	+$740K	0.43%	62

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vann Equity Management's APP Position: Q2 2026 in Review

Vann Equity Management reduced its Applovin (APP) stake by 1.8% in Q2 2026, selling an estimated $13K and leaving 1,505 shares worth $775K. The position accounts for 0.47% of the portfolio, ranked #59.

Vann Equity Management first reported a position in APP in Q1 2026 and has held it in 2 quarters since. 1,427 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Vann Equity Management held 1,505 shares of Applovin worth $775K as of Q2 2026.
Vann Equity Management sold 27 Applovin shares in Q2 2026, an estimated $13K.
Applovin made up 0.47% of Vann Equity Management's portfolio in Q2 2026, its #59 holding.
Vann Equity Management first reported a position in Applovin in Q1 2026 and has held it in 2 quarters since.
1,427 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.