Position in APP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,120,686
+$1,472,742 QoQ
Shares Held
4,116
+152.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#622
of 1,447 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Arax Advisory Partners holds $4,607,647 across 17 Advertising Agencies names. APP ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
4,116 | $2,120,686 | |
| 2 | OMC |
Omnicom Group Inc.
|
17,882 | $1,302,346 | |
| 3 | QNST |
Quinstreet, Inc
|
18,202 | $266,659 | |
| 4 | DV |
DoubleVerify Holdings, Inc.
|
23,573 | $255,531 | |
| 5 | MCHX |
Marchex Inc
|
145,908 | $234,911 | |
| 6 | TTD |
Trade Desk, Inc.
|
5,077 | $91,792 | |
| 7 | STGW |
Stagwell Inc
|
9,177 | $68,185 | |
| 8 | NEXN |
Nexxen International Ltd.
|
7,234 | $65,323 |
All Filings in APP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,120,686 | 4,116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $647,944 | 1,628 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $975,017 | 1,447 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,106,551 | 1,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $497,463 | 1,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $551,402 | 2,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $175,839 | 543 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $139,819 | 1,071 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $86,548 | 1,040 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||