AC
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Armistice Capital’s Applovin APP Stock Holding History

Armistice Capital’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 		$14.5M Buy
28,228
+3,806
+16% +$1.84M 0.18% 83
2026
Q1 		$9.72M Buy
24,422
+2,160
+10% +$1.04M 0.17% 93
2025
Q4 		$15M Buy
22,262
+2,742
+14% +$1.73M 0.18% 85
2025
Q3 		$14M Buy
19,520
+4,450
+30% +$2.05M 0.21% 75
2025
Q2 		$5.28M Sell
15,070
-18,068
-55% -$5.86M 0.09% 96
2025
Q1 		$8.78M Buy
33,138
+26,992
+439% +$9.3M 0.13% 96
2024
Q4 		$1.99M Buy
+6,146
New +$1.55M 0.03% 154

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

Armistice Capital's APP Position: Q2 2026 in Review

Armistice Capital increased its Applovin (APP) stake by 16% in Q2 2026, buying an estimated $1.84M and bringing the position to 28,228 shares worth $14.5M. The position accounts for 0.18% of the portfolio, ranked #83.

Armistice Capital first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Armistice Capital held 28,228 shares of Applovin worth $14.5M as of Q2 2026.
  • Armistice Capital bought 3,806 Applovin shares in Q2 2026, an estimated $1.84M.
  • Applovin made up 0.18% of Armistice Capital's portfolio in Q2 2026, its #83 holding.
  • Armistice Capital first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • Armistice Capital's Applovin position peaked at $15M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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