Position in APP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$225,888,682
+$30,915,646 QoQ
Shares Held
438,423
-10.5% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#66
of 1,446 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $376,628,210 across 11 Advertising Agencies names. APP ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
438,423 | $225,888,682 | |
| 2 | OMC |
Omnicom Group Inc.
|
1,899,496 | $138,340,293 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
258,033 | $2,797,077 | |
| 4 | ZD |
Ziff Davis, Inc.
|
32,636 | $1,709,147 | |
| 5 | WPP |
WPP plc
|
108,586 | $1,681,997 | |
| 6 | TSQ |
Townsquare Media, Inc.
|
234,934 | $1,660,983 | |
| 7 | MGNI |
Magnite, Inc.
|
85,619 | $1,625,048 | |
| 8 | TTD |
Trade Desk, Inc.
|
80,779 | $1,460,484 |
All Filings in APP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,888,682 | 438,423 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $194,973,036 | 489,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $293,375,163 | 435,391 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $337,921,458 | 470,289 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $177,641,094 | 507,430 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $144,519,407 | 545,418 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $187,658,513 | 579,497 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $92,465,431 | 708,276 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,725,478 | 549,453 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,784,278 | 69,117 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $792,815 | 19,895 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $388,890 | 9,732 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $158,002 | 15,005 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||