Position in APP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$13,607,224
+$2,183,828 QoQ
Shares Held
26,410
-8.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#321
of 1,444 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026JACOBSON & SCHMITT ADVISORS, LLC holds $19,796,550 across 2 Advertising Agencies names. APP ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
26,410 | $13,607,224 | |
| 2 | TTD |
Trade Desk, Inc.
|
342,330 | $6,189,326 |
All Filings in APP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,607,224 | 26,410 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $11,423,396 | 28,702 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $19,778,638 | 29,353 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $21,011,546 | 29,242 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,799,096 | 33,704 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,861,653 | 37,218 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,291,563 | 50,309 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,639,550 | 73,838 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||