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
Q2 		$228M Sell
442,768
-190,051
-30% -$91.7M 0.1% 183
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 $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

Arrowstreet Capital's APP Position: Q2 2026 in Review

Arrowstreet Capital reduced its Applovin (APP) stake by 30% in Q2 2026, selling an estimated $91.7M and leaving 442,768 shares worth $228M. The position accounts for 0.1% of the portfolio, ranked #183.

Arrowstreet Capital first reported a position in APP in Q4 2022 and has held it in 11 quarters since. The position peaked at $937M in Q4 2024. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Arrowstreet Capital held 442,768 shares of Applovin worth $228M as of Q2 2026.
  • Arrowstreet Capital sold 190,051 Applovin shares in Q2 2026, an estimated $91.7M.
  • Applovin made up 0.1% of Arrowstreet Capital's portfolio in Q2 2026, its #183 holding.
  • Arrowstreet Capital first reported a position in Applovin in Q4 2022 and has held it in 11 quarters since.
  • Arrowstreet Capital's Applovin position peaked at $937M in Q4 2024.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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