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Bayesian Capital Management’s Applovin APP Stock Holding History

Bayesian Capital 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
2026
Q1 		– Sell
-302
Closed -$203K – 144
2025
Q4 		$203K Buy
+302
New +$190K 0.47% 89
2025
Q3 		– Sell
-10,800
Closed -$3.78M – 531
2025
Q2 		$3.78M Buy
+10,800
New +$3.5M 0.6% 36
2024
Q4 		– Sell
-11,900
Closed -$1.55M – 679
2024
Q3 		$1.55M Buy
+11,900
New +$1.09M 0.18% 167
2024
Q2 		– Sell
-40,192
Closed -$2.78M – 717
2024
Q1 		$2.78M Sell
40,192
-41,700
-51% -$2.21M 0.27% 100
2023
Q4 		$3.26M Sell
81,892
-14,008
-15% -$549K 0.35% 67
2023
Q3 		$3.83M Buy
95,900
+2,000
+2% +$70.9K 0.44% 51
2023
Q2 		$2.42M Buy
93,900
+28,000
+42% +$578K 0.26% 96
2023
Q1 		$1.04M Buy
65,900
+15,300
+30% +$201K 0.13% 227
2022
Q4 		$533K Buy
50,600
+39,050
+338% +$573K 0.08% 340
2022
Q3 		$225K Sell
11,550
-3,048
-21% -$91.1K 0.05% 496
2022
Q2 		$503K Buy
+14,598
New +$587K 0.09% 334

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bayesian Capital Management's APP Position: Q1 2026 in Review

Bayesian Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 302 shares — an estimated $203K sold.

Bayesian Capital Management first reported a position in APP in Q2 2022 and held it in 11 quarters. The position peaked at $3.83M in Q3 2023. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Bayesian Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Bayesian Capital Management sold 302 Applovin shares in Q1 2026, an estimated $203K.
  • Bayesian Capital Management first reported a position in Applovin in Q2 2022 and held it in 11 quarters.
  • Bayesian Capital Management's Applovin position peaked at $3.83M in Q3 2023.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Bayesian Capital Management's 13F filing for Q1 2026, filed 15 May 2026.