AGF Management’s Applovin APP Stock Holding History

AGF Management’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
2025 Q4	–	Sell	-161,855	Closed	-$116M	–	647
2025 Q3	$116M	Buy	+161,855	New	+$74.6M	0.51%	56

Other funds holding APP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AGF Management's APP Position: Q4 2025 in Review

AGF Management sold out of Applovin (APP) in Q4 2025, closing a stake of 161,855 shares — an estimated $116M sold.

AGF Management first reported a position in APP in Q3 2025 and held it in 1 quarter. The position peaked at $116M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold APP as of Q4 2025.

AGF Management reported no remaining Applovin position as of Q4 2025 after selling out during the quarter.
AGF Management sold 161,855 Applovin shares in Q4 2025, an estimated $116M.
AGF Management first reported a position in Applovin in Q3 2025 and held it in 1 quarter.
AGF Management's Applovin position peaked at $116M in Q3 2025.
1,592 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.