Position in APP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$194,973,036
-$98,402,127 QoQ
Shares Held
489,882
+12.5% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $353,510,468 across 11 Advertising Agencies names. APP ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
489,882 | $194,973,036 | |
| 2 | OMC |
Omnicom Group Inc.
|
1,943,875 | $146,393,226 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
307,425 | $2,920,537 | |
| 4 | WPP |
WPP plc
|
158,107 | $2,458,563 | |
| 5 | TTD |
Trade Desk, Inc.
|
79,957 | $1,814,224 | |
| 6 | ZD |
Ziff Davis, Inc.
|
33,937 | $1,423,996 | |
| 7 | TSQ |
Townsquare Media, Inc.
|
234,114 | $1,271,239 | |
| 8 | CRTO |
Criteo S.A.
|
62,100 | $1,113,453 |
All Filings in APP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||