Axiom Investors’s Applovin APP Stock Holding History

Axiom Investors’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	–	Sell	-581,244	Closed	-$392M	–	122
2025 Q4	$392M	Sell	581,244 -39,237	-6%	-$24.7M	3.44%	10
2025 Q3	$446M	Buy	+620,481	New	+$286M	3.28%	9

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Axiom Investors's APP Position: Q1 2026 in Review

Axiom Investors sold out of Applovin (APP) in Q1 2026, closing a stake of 581,244 shares — an estimated $392M sold.

Axiom Investors first reported a position in APP in Q3 2025 and held it in 2 quarters. The position peaked at $446M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Axiom Investors reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Axiom Investors sold 581,244 Applovin shares in Q1 2026, an estimated $392M.
Axiom Investors first reported a position in Applovin in Q3 2025 and held it in 2 quarters.
Axiom Investors's Applovin position peaked at $446M in Q3 2025.
1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Axiom Investors's 13F filing for Q1 2026, filed 14 May 2026.