ClearBridge Investments
APP icon

ClearBridge Investments’s Applovin APP Stock Holding History

ClearBridge Investments’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 		$315M Sell
610,724
-98,008
-14% -$47.3M 0.26% 89
2026
Q1 		$282M Sell
708,732
-32,877
-4% -$15.9M 0.25% 106
2025
Q4 		$500M Sell
741,609
-120,419
-14% -$75.9M 0.4% 62
2025
Q3 		$619M Sell
862,028
-70,603
-8% -$32.6M 0.47% 50
2025
Q2 		$326M Sell
932,631
-192,921
-17% -$62.5M 0.27% 92
2025
Q1 		$298M Buy
1,125,552
+177,910
+19% +$61.3M 0.26% 97
2024
Q4 		$307M Buy
947,642
+61,152
+7% +$15.5M 0.25% 101
2024
Q3 		$116M Sell
886,490
-6,854
-0.8% -$625K 0.09% 216
2024
Q2 		$74.3M Buy
893,344
+376,835
+73% +$29.2M 0.06% 267
2024
Q1 		$35.8M Buy
516,509
+453,477
+719% +$24M 0.03% 385
2023
Q4 		$2.51M Buy
63,032
+1,918
+3% +$75.2K ﹤0.01% 614
2023
Q3 		$2.44M Buy
61,114
+1,707
+3% +$60.6K ﹤0.01% 578
2023
Q2 		$1.53M Buy
59,407
+57
+0.1% +$1.18K ﹤0.01% 614
2023
Q1 		$935K Buy
59,350
+475
+0.8% +$6.23K ﹤0.01% 648
2022
Q4 		$620K Buy
58,875
+1,877
+3% +$27.5K ﹤0.01% 692
2022
Q3 		$1.11M Buy
56,998
+3,902
+7% +$117K ﹤0.01% 669
2022
Q2 		$1.83M Buy
53,096
+12,518
+31% +$503K ﹤0.01% 642
2022
Q1 		$2.23M Buy
40,578
+26,128
+181% +$1.66M ﹤0.01% 652
2021
Q4 		$1.36M Buy
14,450
+1,288
+10% +$120K ﹤0.01% 698
2021
Q3 		$953K Buy
13,162
+1,801
+16% +$122K ﹤0.01% 711
2021
Q2 		$854K Buy
+11,361
New +$784K ﹤0.01% 724

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

ClearBridge Investments's APP Position: Q2 2026 in Review

ClearBridge Investments reduced its Applovin (APP) stake by 14% in Q2 2026, selling an estimated $47.3M and leaving 610,724 shares worth $315M. The position accounts for 0.26% of the portfolio, ranked #89.

ClearBridge Investments first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $619M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • ClearBridge Investments held 610,724 shares of Applovin worth $315M as of Q2 2026.
  • ClearBridge Investments sold 98,008 Applovin shares in Q2 2026, an estimated $47.3M.
  • Applovin made up 0.26% of ClearBridge Investments's portfolio in Q2 2026, its #89 holding.
  • ClearBridge Investments first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • ClearBridge Investments's Applovin position peaked at $619M in Q3 2025.
  • 1,154 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.