Baker Avenue Asset Management’s Applovin APP Stock Holding History

Baker Avenue Asset Management’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
2024 Q1	–	Sell	-35,000	Closed	-$4.79K	–	374
2023 Q4	$4.79K	Buy	+35,000	New	+$1.37M	﹤0.01%	362

Other funds holding APP

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Baker Avenue Asset Management's APP Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Applovin (APP) stake by 3.9% in Q2 2026, selling an estimated $2.55M and leaving 130,016 shares worth $67M. The position accounts for 1.27% of the portfolio, ranked #23.

Baker Avenue Asset Management first reported a position in APP in Q4 2021 and has held it in 17 quarters since. 782 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Baker Avenue Asset Management held 130,016 shares of Applovin worth $67M as of Q2 2026.
Baker Avenue Asset Management sold 5,285 Applovin shares in Q2 2026, an estimated $2.55M.
Applovin made up 1.27% of Baker Avenue Asset Management's portfolio in Q2 2026, its #23 holding.
Baker Avenue Asset Management first reported a position in Applovin in Q4 2021 and has held it in 17 quarters since.
782 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.