Aware Super’s Applovin APP Stock Holding History

Aware Super’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	$16.3M	Buy	+40,952	New	+$19.8M	0.25%	112
2025 Q3	$30.6M	Buy	42,585 +127	+0.3%	+$58.6K	0.42%	67
2025 Q2	$14.9M	Buy	42,458 +23,789	+127%	+$7.71M	0.22%	115
2025 Q1	$4.95M	Buy	18,669 +10,594	+131%	+$3.65M	0.08%	169
2024 Q4	$2.61M	Buy	+8,075	New	+$2.04M	0.04%	204
2023 Q4	$28.9M	Buy	+42,925	New	+$1.68M	0.39%	71

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aware Super's APP Position: Q1 2026 in Review

Aware Super opened a new position in Applovin (APP) in Q1 2026: 40,952 shares worth $16.3M. The stake represents 0.25% of the portfolio and ranks #112 among its holdings. This is a return to the name: Aware Super previously reported a position in APP as recently as Q3 2025.

Aware Super first reported a position in APP in Q4 2023 and has held it in 6 quarters since. The position peaked at $30.6M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Aware Super held 40,952 shares of Applovin worth $16.3M as of Q1 2026.
Applovin was a new Aware Super position in Q1 2026.
Applovin made up 0.25% of Aware Super's portfolio in Q1 2026, its #112 holding.
Aware Super first reported a position in Applovin in Q4 2023 and has held it in 6 quarters since.
Aware Super's Applovin position peaked at $30.6M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.