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Altshuler Shaham’s Applovin APP Stock Holding History

Altshuler Shaham’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 		$80.1M Buy
155,561
+27,751
+22% +$13.4M 1% 32
2026
Q1 		$50.9M Buy
127,810
+126,707
+11,487% +$61.2M 0.92% 32
2025
Q4 		$743K Sell
1,103
-179,230
-99% -$113M 0.01% 123
2025
Q3 		$130M Buy
180,333
+167,533
+1,309% +$77.3M 2.14% 17
2025
Q2 		$4.48M Sell
12,800
-3,453
-21% -$1.12M 0.14% 38
2025
Q1 		$4.31M Buy
16,253
+9,499
+141% +$3.27M 0.1% 33
2024
Q4 		$2.19M Sell
6,754
-13,721
-67% -$3.47M 0.07% 30
2024
Q3 		$2.67M Sell
20,475
-7,678
-27% -$701K 0.16% 27
2024
Q2 		$2.34M Sell
28,153
-1,050
-4% -$81.5K 0.08% 27
2024
Q1 		$2.02M Buy
+29,203
New +$1.55M 0.08% 27

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

Altshuler Shaham's APP Position: Q2 2026 in Review

Altshuler Shaham increased its Applovin (APP) stake by 22% in Q2 2026, buying an estimated $13.4M and bringing the position to 155,561 shares worth $80.1M. The position accounts for 1% of the portfolio, ranked #32.

Altshuler Shaham first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $130M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Altshuler Shaham held 155,561 shares of Applovin worth $80.1M as of Q2 2026.
  • Altshuler Shaham bought 27,751 Applovin shares in Q2 2026, an estimated $13.4M.
  • Applovin made up 1% of Altshuler Shaham's portfolio in Q2 2026, its #32 holding.
  • Altshuler Shaham first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Altshuler Shaham's Applovin position peaked at $130M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.