BBL
APP icon

Beck Bode LLC’s Applovin APP Stock Holding History

Beck Bode LLC’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
-14,871
Closed -$10M – 103
2025
Q4 		$10M Sell
14,871
-1,556
-9% -$980K 1.67% 26
2025
Q3 		$11.8M Sell
16,427
-1,302
-7% -$600K 1.91% 26
2025
Q2 		$6.21M Sell
17,729
-1,766
-9% -$573K 1.05% 29
2025
Q1 		$5.17M Buy
19,495
+701
+4% +$242K 0.96% 36
2024
Q4 		$6.09M Buy
+18,794
New +$4.75M 1.11% 34

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

Beck Bode LLC's APP Position: Q1 2026 in Review

Beck Bode LLC sold out of Applovin (APP) in Q1 2026, closing a stake of 14,871 shares — an estimated $10M sold.

Beck Bode LLC first reported a position in APP in Q4 2024 and held it in 5 quarters. The position peaked at $11.8M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Beck Bode LLC reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Beck Bode LLC sold 14,871 Applovin shares in Q1 2026, an estimated $10M.
  • Beck Bode LLC first reported a position in Applovin in Q4 2024 and held it in 5 quarters.
  • Beck Bode LLC's Applovin position peaked at $11.8M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.