Adage Capital Partners
APP icon

Adage Capital Partners’s Applovin APP Stock Holding History

Adage Capital Partners’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124M Sell
239,800
-3,000
-1% -$1.45M 0.17% 108
2026
Q1 		$96.6M Sell
242,800
-1,600
-0.7% -$773K 0.15% 140
2025
Q4 		$165M Sell
244,400
-1,800
-0.7% -$1.13M 0.25% 72
2025
Q3 		$177M Buy
+246,200
New +$114M 0.28% 58

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners's APP Position: Q2 2026 in Review

Adage Capital Partners reduced its Applovin (APP) stake by 1.2% in Q2 2026, selling an estimated $1.45M and leaving 239,800 shares worth $124M. The position accounts for 0.17% of the portfolio, ranked #108.

Adage Capital Partners first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $177M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Adage Capital Partners held 239,800 shares of Applovin worth $124M as of Q2 2026.
  • Adage Capital Partners sold 3,000 Applovin shares in Q2 2026, an estimated $1.45M.
  • Applovin made up 0.17% of Adage Capital Partners's portfolio in Q2 2026, its #108 holding.
  • Adage Capital Partners first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • Adage Capital Partners's Applovin position peaked at $177M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.