APG Asset Management
APP icon

APG Asset Management’s Applovin APP Stock Holding History

APG Asset 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
2026
Q2 		$97.9M Buy
217,309
+58,151
+37% +$28.1M 0.24% 84
2026
Q1 		$55M Buy
159,158
+1,640
+1% +$793K 0.17% 106
2025
Q4 		$90.4M Buy
157,518
+150,618
+2,183% +$94.9M 0.26% 70
2025
Q3 		$4.22M Buy
+6,900
New +$3.18M 0.01% 461
2025
Q2 		– Sell
-7,427
Closed -$1.82M – 544
2025
Q1 		$1.82M Sell
7,427
-3,653
-33% -$1.26M 0.01% 505
2024
Q4 		$3.47M Buy
11,080
+347
+3% +$87.8K 0.01% 491
2024
Q3 		$1.26M Sell
10,733
-18,147
-63% -$1.66M 0.01% 353
2024
Q2 		$2.24M Buy
+28,880
New +$2.24M ﹤0.01% 532

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

APG Asset Management's APP Position: Q2 2026 in Review

APG Asset Management increased its Applovin (APP) stake by 37% in Q2 2026, buying an estimated $28.1M and bringing the position to 217,309 shares worth $97.9M. The position accounts for 0.24% of the portfolio, ranked #84.

APG Asset Management first reported a position in APP in Q2 2024 and has held it in 8 quarters since. 1,163 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • APG Asset Management held 217,309 shares of Applovin worth $97.9M as of Q2 2026.
  • APG Asset Management bought 58,151 Applovin shares in Q2 2026, an estimated $28.1M.
  • Applovin made up 0.24% of APG Asset Management's portfolio in Q2 2026, its #84 holding.
  • APG Asset Management first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.