Daiwa Securities Group
APP icon

Daiwa Securities Group’s Applovin APP Stock Holding History

Daiwa Securities 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 		$41.2M Buy
79,921
+2,422
+3% +$1.17M 0.08% 139
2026
Q1 		$30.8M Sell
77,499
-2,777
-3% -$1.34M 0.09% 127
2025
Q4 		$54.1M Sell
80,276
-7,462
-9% -$4.7M 0.17% 92
2025
Q3 		$63M Buy
87,738
+13,930
+19% +$6.42M 0.21% 69
2025
Q2 		$25.8M Buy
73,808
+14,232
+24% +$4.61M 0.1% 136
2025
Q1 		$15.8M Sell
59,576
-24,057
-29% -$8.29M 0.07% 181
2024
Q4 		$27.1M Buy
83,633
+2,327
+3% +$589K 0.12% 104
2024
Q3 		$10.6M Sell
81,306
-29,309
-26% -$2.67M 0.05% 215
2024
Q2 		$9.21M Sell
110,615
-56,678
-34% -$4.4M 0.05% 207
2024
Q1 		$11.6M Buy
167,293
+11,517
+7% +$610K 0.07% 168
2023
Q4 		$6.21M Buy
155,776
+8,592
+6% +$337K 0.04% 258
2023
Q3 		$5.88M Buy
147,184
+51,771
+54% +$1.84M 0.04% 243
2023
Q2 		$2.46M Buy
+95,413
New +$1.97M 0.02% 443
2022
Q4 		– Sell
-6,262
Closed -$122K – 1317
2022
Q3 		$122K Hold
6,262
– – ﹤0.01% 989
2022
Q2 		$216K Sell
6,262
-6,609
-51% -$266K ﹤0.01% 955
2022
Q1 		$709K Sell
12,871
-13,633
-51% -$868K ﹤0.01% 780
2021
Q4 		$2.5M Buy
+26,504
New +$2.47M 0.01% 450

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

Daiwa Securities Group's APP Position: Q2 2026 in Review

Daiwa Securities Group increased its Applovin (APP) stake by 3.1% in Q2 2026, buying an estimated $1.17M and bringing the position to 79,921 shares worth $41.2M. The position accounts for 0.08% of the portfolio, ranked #139.

Daiwa Securities Group first reported a position in APP in Q4 2021 and has held it in 17 quarters since. The position peaked at $63M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Daiwa Securities Group held 79,921 shares of Applovin worth $41.2M as of Q2 2026.
  • Daiwa Securities Group bought 2,422 Applovin shares in Q2 2026, an estimated $1.17M.
  • Applovin made up 0.08% of Daiwa Securities Group's portfolio in Q2 2026, its #139 holding.
  • Daiwa Securities Group first reported a position in Applovin in Q4 2021 and has held it in 17 quarters since.
  • Daiwa Securities Group's Applovin position peaked at $63M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.