Arrowstreet Capital
APP icon

Arrowstreet Capital’s Applovin APP Stock Holding History

Arrowstreet 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
Q1 		$252M Buy
632,819
+285,353
+82% +$138M 0.14% 140
2025
Q4 		$234M Sell
347,466
-594,860
-63% -$375M 0.14% 155
2025
Q3 		$677M Sell
942,326
-966,544
-51% -$446M 0.43% 47
2025
Q2 		$668M Sell
1,908,870
-475,171
-20% -$154M 0.47% 39
2025
Q1 		$632M Sell
2,384,041
-509,107
-18% -$175M 0.51% 35
2024
Q4 		$937M Buy
2,893,148
+2,373,885
+457% +$601M 0.75% 16
2024
Q3 		$67.8M Buy
519,263
+195,101
+60% +$17.8M 0.06% 280
2024
Q2 		$27M Buy
+324,162
New +$25.2M 0.02% 415
2024
Q1 		– Sell
-124,819
Closed -$4.97M – 1630
2023
Q4 		$4.97M Buy
+124,819
New +$4.89M 0.01% 753
2023
Q1 		– Sell
-71,606
Closed -$754K – 1338
2022
Q4 		$754K Buy
+71,606
New +$1.05M ﹤0.01% 1072

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital's APP Position: Q1 2026 in Review

Arrowstreet Capital increased its Applovin (APP) stake by 82% in Q1 2026, buying an estimated $138M and bringing the position to 632,819 shares worth $252M. The position accounts for 0.14% of the portfolio, ranked #140.

Arrowstreet Capital first reported a position in APP in Q4 2022 and has held it in 10 quarters since. The position peaked at $937M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Arrowstreet Capital held 632,819 shares of Applovin worth $252M as of Q1 2026.
  • Arrowstreet Capital bought 285,353 Applovin shares in Q1 2026, an estimated $138M.
  • Applovin made up 0.14% of Arrowstreet Capital's portfolio in Q1 2026, its #140 holding.
  • Arrowstreet Capital first reported a position in Applovin in Q4 2022 and has held it in 10 quarters since.
  • Arrowstreet Capital's Applovin position peaked at $937M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.