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Westerkirk Capital’s Applovin APP Stock Holding History

Westerkirk Capital’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 		$3.32M Sell
8,339
-413
-5% -$200K 0.36% 58
2025
Q4 		$5.9M Buy
8,752
+2,618
+43% +$1.65M 0.57% 42
2025
Q3 		$4.41M Buy
6,134
+144
+2% +$66.4K 0.5% 42
2025
Q2 		$2.1M Buy
+5,990
New +$1.94M 0.26% 79

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

Westerkirk Capital's APP Position: Q1 2026 in Review

Westerkirk Capital reduced its Applovin (APP) stake by 4.7% in Q1 2026, selling an estimated $200K and leaving 8,339 shares worth $3.32M. The position accounts for 0.36% of the portfolio, ranked #58.

Westerkirk Capital first reported a position in APP in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.9M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Westerkirk Capital held 8,339 shares of Applovin worth $3.32M as of Q1 2026.
  • Westerkirk Capital sold 413 Applovin shares in Q1 2026, an estimated $200K.
  • Applovin made up 0.36% of Westerkirk Capital's portfolio in Q1 2026, its #58 holding.
  • Westerkirk Capital first reported a position in Applovin in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Applovin position peaked at $5.9M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.