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Convergence Investment Partners’s Applovin APP Stock Holding History

Convergence Investment Partners’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 		$7.46M Buy
14,470
+10,608
+275% +$5.12M 0.71% 38
2026
Q1 		$1.54M Sell
3,862
-1,354
-26% -$654K 0.25% 146
2025
Q4 		$3.51M Sell
5,216
-1,908
-27% -$1.2M 0.7% 36
2025
Q3 		$5.12M Sell
7,124
-422
-6% -$195K 1.15% 14
2025
Q2 		$2.64M Sell
7,546
-1,861
-20% -$603K 0.67% 37
2025
Q1 		$2.49M Sell
9,407
-4,185
-31% -$1.44M 0.69% 35
2024
Q4 		$4.4M Sell
13,592
-6,245
-31% -$1.58M 0.98% 19
2024
Q3 		$2.59M Sell
19,837
-13,679
-41% -$1.25M 0.7% 41
2024
Q2 		$2.79M Buy
33,516
+10,667
+47% +$828K 0.82% 29
2024
Q1 		$1.58M Buy
22,849
+11,260
+97% +$596K 0.61% 46
2023
Q4 		$462K Buy
11,589
+4,127
+55% +$162K 0.24% 97
2023
Q3 		$298K Buy
+7,462
New +$265K 0.18% 114

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

Convergence Investment Partners's APP Position: Q2 2026 in Review

Convergence Investment Partners increased its Applovin (APP) stake by 275% in Q2 2026, buying an estimated $5.12M and bringing the position to 14,470 shares worth $7.46M. The position accounts for 0.71% of the portfolio, ranked #38.

Convergence Investment Partners first reported a position in APP in Q3 2023 and has held it in 12 quarters since. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Convergence Investment Partners held 14,470 shares of Applovin worth $7.46M as of Q2 2026.
  • Convergence Investment Partners bought 10,608 Applovin shares in Q2 2026, an estimated $5.12M.
  • Applovin made up 0.71% of Convergence Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Convergence Investment Partners first reported a position in Applovin in Q3 2023 and has held it in 12 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.