AS
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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
Q2 		$18.5M Sell
35,868
-5,084
-12% -$2.45M 0.26% 99
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
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

Aware Super's APP Position: Q2 2026 in Review

Aware Super reduced its Applovin (APP) stake by 12% in Q2 2026, selling an estimated $2.45M and leaving 35,868 shares worth $18.5M. The position accounts for 0.26% of the portfolio, ranked #99.

Aware Super first reported a position in APP in Q4 2023 and has held it in 7 quarters since. The position peaked at $30.6M in Q3 2025. 1,458 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Aware Super held 35,868 shares of Applovin worth $18.5M as of Q2 2026.
  • Aware Super sold 5,084 Applovin shares in Q2 2026, an estimated $2.45M.
  • Applovin made up 0.26% of Aware Super's portfolio in Q2 2026, its #99 holding.
  • Aware Super first reported a position in Applovin in Q4 2023 and has held it in 7 quarters since.
  • Aware Super's Applovin position peaked at $30.6M in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.