YC
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Yarbrough Capital’s Applovin APP Stock Holding History

Yarbrough 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
Q3 		$2.38M Hold
8,198
– – 0.07% 59
2026
Q2 		$4.22M Hold
8,198
– – 0.13% 57
2026
Q1 		$3.26M Hold
8,198
– – 0.11% 60
2025
Q4 		$5.52M Hold
8,198
– – 0.17% 51
2025
Q3 		$5.89M Hold
8,198
– – 0.18% 50
2025
Q2 		$2.87M Buy
8,198
+4,490
+121% +$1.46M 0.1% 72
2025
Q1 		$983K Buy
+3,708
New +$1.28M 0.04% 96

Other funds holding APP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Yarbrough Capital's APP Position: Q3 2026 in Review

Yarbrough Capital held its Applovin (APP) position steady in Q3 2026 at 8,198 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #59.

Yarbrough Capital first reported a position in APP in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.89M in Q3 2025. 660 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Yarbrough Capital held 8,198 shares of Applovin worth $2.38M as of Q3 2026.
  • Yarbrough Capital left its Applovin share count unchanged in Q3 2026.
  • Applovin made up 0.07% of Yarbrough Capital's portfolio in Q3 2026, its #59 holding.
  • Yarbrough Capital first reported a position in Applovin in Q1 2025 and has held it in 7 quarters since.
  • Yarbrough Capital's Applovin position peaked at $5.89M in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.