DS
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David Shaw’s Applovin APP Stock Holding History

David Shaw’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 		$49M Sell
95,196
-208,303
-69% -$101M 0.02% 769
2026
Q1 		$121M Sell
303,499
-159,738
-34% -$77.2M 0.07% 314
2025
Q4 		$312M Sell
463,237
-27,985
-6% -$17.6M 0.17% 111
2025
Q3 		$353M Sell
491,222
-1,374,530
-74% -$634M 0.2% 104
2025
Q2 		$653M Buy
1,865,752
+1,630,363
+693% +$529M 0.46% 20
2025
Q1 		$62.4M Sell
235,389
-1,205,728
-84% -$416M 0.06% 410
2024
Q4 		$467M Buy
1,441,117
+801,734
+125% +$203M 0.34% 45
2024
Q3 		$83.5M Buy
639,383
+592,835
+1,274% +$54.1M 0.07% 326
2024
Q2 		$3.87M Sell
46,548
-6,083
-12% -$472K ﹤0.01% 2063
2024
Q1 		$3.64M Sell
52,631
-624,549
-92% -$33.1M ﹤0.01% 2143
2023
Q4 		$27M Buy
677,180
+668,680
+7,867% +$26.2M 0.02% 761
2023
Q3 		$340K Buy
+8,500
New +$302K ﹤0.01% 3570
2023
Q1 		– Sell
-850,916
Closed -$11.2M – 4412
2022
Q4 		$8.96M Buy
+850,916
New +$12.5M 0.01% 1540
2022
Q3 		– Sell
-158,271
Closed -$5.45M – 5161
2022
Q2 		$5.45M Sell
158,271
-357,916
-69% -$14.4M 0.01% 2019
2022
Q1 		$28.4M Buy
516,187
+170,420
+49% +$10.8M 0.03% 810
2021
Q4 		$32.6M Buy
345,767
+338,486
+4,649% +$31.5M 0.03% 774
2021
Q3 		$527K Buy
+7,281
New +$495K ﹤0.01% 4055

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

David Shaw's APP Position: Q2 2026 in Review

David Shaw reduced its Applovin (APP) stake by 69% in Q2 2026, selling an estimated $101M and leaving 95,196 shares worth $49M. The position accounts for 0.02% of the portfolio, ranked #769.

David Shaw first reported a position in APP in Q3 2021 and has held it in 17 quarters since. The position peaked at $653M in Q2 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • David Shaw held 95,196 shares of Applovin worth $49M as of Q2 2026.
  • David Shaw sold 208,303 Applovin shares in Q2 2026, an estimated $101M.
  • Applovin made up 0.02% of David Shaw's portfolio in Q2 2026, its #769 holding.
  • David Shaw first reported a position in Applovin in Q3 2021 and has held it in 17 quarters since.
  • David Shaw's Applovin position peaked at $653M in Q2 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.