ASRS
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Arizona State Retirement System’s Applovin APP Stock Holding History

Arizona State Retirement System’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 		$32.8M Buy
63,700
+493
+0.8% +$238K 0.17% 98
2026
Q1 		$25.2M Sell
63,207
-1,897
-3% -$917K 0.15% 114
2025
Q4 		$43.9M Sell
65,104
-2,290
-3% -$1.44M 0.24% 73
2025
Q3 		$48.4M Sell
67,394
-332
-0.5% -$153K 0.26% 61
2025
Q2 		$23.7M Buy
67,726
+6,456
+11% +$2.09M 0.14% 131
2025
Q1 		$16.2M Buy
61,270
+912
+2% +$314K 0.1% 171
2024
Q4 		$19.5M Buy
60,358
+1,835
+3% +$464K 0.12% 142
2024
Q3 		$7.64M Buy
58,523
+9,155
+19% +$835K 0.05% 323
2024
Q2 		$4.11M Buy
49,368
+100
+0.2% +$7.76K 0.03% 454
2024
Q1 		$3.41M Buy
49,268
+9,042
+22% +$479K 0.02% 518
2023
Q4 		$1.6M Buy
40,226
+826
+2% +$32.4K 0.01% 798
2023
Q3 		$1.57M Sell
39,400
-3,468
-8% -$123K 0.01% 763
2023
Q2 		$1.1M Buy
42,868
+8,906
+26% +$184K 0.01% 967
2023
Q1 		$535K Buy
33,962
+1,011
+3% +$13.3K ﹤0.01% 1360
2022
Q4 		$347K Buy
32,951
+71
+0.2% +$1.04K ﹤0.01% 1595
2022
Q3 		$641K Sell
32,880
-295
-0.9% -$8.81K 0.01% 1178
2022
Q2 		$1.14M Buy
+33,175
New +$1.33M 0.01% 897

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

Arizona State Retirement System's APP Position: Q2 2026 in Review

Arizona State Retirement System increased its Applovin (APP) stake by 0.78% in Q2 2026, buying an estimated $238K and bringing the position to 63,700 shares worth $32.8M. The position accounts for 0.17% of the portfolio, ranked #98.

Arizona State Retirement System first reported a position in APP in Q2 2022 and has held it in 17 quarters since. The position peaked at $48.4M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Arizona State Retirement System held 63,700 shares of Applovin worth $32.8M as of Q2 2026.
  • Arizona State Retirement System bought 493 Applovin shares in Q2 2026, an estimated $238K.
  • Applovin made up 0.17% of Arizona State Retirement System's portfolio in Q2 2026, its #98 holding.
  • Arizona State Retirement System first reported a position in Applovin in Q2 2022 and has held it in 17 quarters since.
  • Arizona State Retirement System's Applovin position peaked at $48.4M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.