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Corsair Capital Management’s Applovin APP Stock Holding History

Corsair 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
Q2 		$618K Buy
1,200
+600
+100% +$290K 0.08% 98
2026
Q1 		$239K Hold
600
– – 0.04% 137
2025
Q4 		$404K Hold
600
– – 0.06% 110
2025
Q3 		$431K Buy
+600
New +$277K 0.07% 105
2025
Q1 		– Sell
-1,750
Closed -$567K – 123
2024
Q4 		$567K Sell
1,750
-3,250
-65% -$822K 0.12% 66
2024
Q3 		$653K Buy
+5,000
New +$456K 0.15% 50

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

Corsair Capital Management's APP Position: Q2 2026 in Review

Corsair Capital Management increased its Applovin (APP) stake by 100% in Q2 2026, buying an estimated $290K and bringing the position to 1,200 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #98.

Corsair Capital Management first reported a position in APP in Q3 2024 and has held it in 6 quarters since. The position peaked at $653K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Corsair Capital Management held 1,200 shares of Applovin worth $618K as of Q2 2026.
  • Corsair Capital Management bought 600 Applovin shares in Q2 2026, an estimated $290K.
  • Applovin made up 0.08% of Corsair Capital Management's portfolio in Q2 2026, its #98 holding.
  • Corsair Capital Management first reported a position in Applovin in Q3 2024 and has held it in 6 quarters since.
  • Corsair Capital Management's Applovin position peaked at $653K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Corsair Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.