Position in APP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,012,907
-$42,759 QoQ
Shares Held
66,015
-22.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#212
of 1,457 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $53,163,726 across 7 Advertising Agencies names. APP ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
66,015 | $34,012,907 | |
| 2 | OMC |
Omnicom Group Inc.
|
191,523 | $13,948,618 | |
| 3 | TTD |
Trade Desk, Inc.
|
151,673 | $2,742,247 | |
| 4 | MGNI |
Magnite, Inc.
|
53,887 | $1,022,775 | |
| 5 | WPP |
WPP plc
|
64,543 | $999,770 | |
| 6 | DV |
DoubleVerify Holdings, Inc.
|
34,938 | $378,727 | |
| 7 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
24,249 | $58,682 |
All Filings in APP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,012,907 | 66,015 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $34,055,666 | 85,567 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $69,276,104 | 102,811 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $73,822,079 | 102,739 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $33,966,510 | 97,025 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,182,459 | 121,457 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,941,526 | 120,253 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,339,755 | 117,501 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,263,467 | 111,313 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,574,030 | 94,973 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $843,344 | 21,163 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,139,578 | 28,518 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $497,051 | 19,318 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $230,264 | 14,620 | Shares | Defined | 2023-05-12 | |
| 2022-03-31 | $1,092,809 | 19,844 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,981,538 | 31,631 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,810,118 | 25,012 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $762,147 | 10,139 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||