Bessemer Group
APP icon

Bessemer Group’s Applovin APP Stock Holding History

Bessemer Group’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 		$61.8M Sell
119,900
-3,024
-2% -$1.46M 0.08% 193
2026
Q1 		$48.9M Buy
122,924
+2,984
+2% +$1.44M 0.08% 190
2025
Q4 		$80.8M Buy
119,940
+110,955
+1,235% +$69.9M 0.12% 168
2025
Q3 		$6.46M Buy
8,985
+385
+4% +$178K 0.01% 339
2025
Q2 		$3.01M Sell
8,600
-9,042
-51% -$2.93M ﹤0.01% 412
2025
Q1 		$4.67M Sell
17,642
-24,575
-58% -$8.47M 0.01% 358
2024
Q4 		$13.7M Sell
42,217
-1,970
-4% -$498K 0.02% 292
2024
Q3 		$5.77M Buy
44,187
+35,096
+386% +$3.2M 0.01% 396
2024
Q2 		$757K Buy
9,091
+2,506
+38% +$194K ﹤0.01% 723
2024
Q1 		$456K Buy
6,585
+6,580
+131,600% +$348K ﹤0.01% 834
2023
Q4 		$0 Hold
5
– – ﹤0.01% 2135
2023
Q3 		$0 Buy
+5
New +$177 ﹤0.01% 2154

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

Bessemer Group's APP Position: Q2 2026 in Review

Bessemer Group reduced its Applovin (APP) stake by 2.5% in Q2 2026, selling an estimated $1.46M and leaving 119,900 shares worth $61.8M. The position accounts for 0.08% of the portfolio, ranked #193.

Bessemer Group first reported a position in APP in Q3 2023 and has held it in 12 quarters since. The position peaked at $80.8M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Bessemer Group held 119,900 shares of Applovin worth $61.8M as of Q2 2026.
  • Bessemer Group sold 3,024 Applovin shares in Q2 2026, an estimated $1.46M.
  • Applovin made up 0.08% of Bessemer Group's portfolio in Q2 2026, its #193 holding.
  • Bessemer Group first reported a position in Applovin in Q3 2023 and has held it in 12 quarters since.
  • Bessemer Group's Applovin position peaked at $80.8M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.