BluePath Capital Management
APP icon

BluePath Capital Management’s Applovin APP Stock Holding History

BluePath 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
Q3 		$1.09M Buy
3,742
+291
+8% +$107K 0.57% 72
2026
Q2 		$1.78M Buy
3,451
+585
+20% +$282K 0.97% 19
2026
Q1 		$1.14M Sell
2,866
-655
-19% -$317K 0.79% 45
2025
Q4 		$2.37M Sell
3,521
-17
-0.5% -$10.7K 1.6% 9
2025
Q3 		$2.54M Sell
3,538
-50
-1% -$23.1K 1.86% 8
2025
Q2 		$1.26M Buy
3,588
+362
+11% +$117K 1.1% 20
2025
Q1 		$855K Buy
3,226
+2,007
+165% +$692K 0.89% 24
2024
Q4 		$385K Buy
+1,219
New +$308K 0.21% 83
2023
Q4 		– Sell
-825
Closed -$33K – 120
2023
Q3 		$33K Buy
+825
New +$29.3K 0.03% 241

Other funds holding APP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BluePath Capital Management's APP Position: Q3 2026 in Review

BluePath Capital Management increased its Applovin (APP) stake by 8.4% in Q3 2026, buying an estimated $107K and bringing the position to 3,742 shares worth $1.09M. The position accounts for 0.57% of the portfolio, ranked #72.

BluePath Capital Management first reported a position in APP in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.54M in Q3 2025. 778 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • BluePath Capital Management held 3,742 shares of Applovin worth $1.09M as of Q3 2026.
  • BluePath Capital Management bought 291 Applovin shares in Q3 2026, an estimated $107K.
  • Applovin made up 0.57% of BluePath Capital Management's portfolio in Q3 2026, its #72 holding.
  • BluePath Capital Management first reported a position in Applovin in Q3 2023 and has held it in 9 quarters since.
  • BluePath Capital Management's Applovin position peaked at $2.54M in Q3 2025.
  • 778 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.