DGM
APP icon

Delta Global Management’s Applovin APP Stock Holding History

Delta Global 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
Q1 		– Sell
-8,690
Closed -$5.86M – 162
2025
Q4 		$5.86M Sell
8,690
-14,227
-62% -$8.96M 0.43% 44
2025
Q3 		$16.5M Sell
22,917
-21,275
-48% -$9.81M 1.21% 28
2025
Q2 		$15.5M Sell
44,192
-32,946
-43% -$10.7M 1.03% 29
2025
Q1 		$20.4M Buy
77,138
+67,357
+689% +$23.2M 1.47% 21
2024
Q4 		$3.17M Buy
+9,781
New +$2.47M 0.26% 43
2024
Q3 		– Sell
-429,509
Closed -$35.7M – 42
2024
Q2 		$35.7M Buy
429,509
+132,724
+45% +$10.3M 2.38% 20
2024
Q1 		$20.5M Buy
+296,785
New +$15.7M 1.56% 26

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delta Global Management's APP Position: Q1 2026 in Review

Delta Global Management sold out of Applovin (APP) in Q1 2026, closing a stake of 8,690 shares — an estimated $5.86M sold.

Delta Global Management first reported a position in APP in Q1 2024 and held it in 7 quarters. The position peaked at $35.7M in Q2 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Delta Global Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Delta Global Management sold 8,690 Applovin shares in Q1 2026, an estimated $5.86M.
  • Delta Global Management first reported a position in Applovin in Q1 2024 and held it in 7 quarters.
  • Delta Global Management's Applovin position peaked at $35.7M in Q2 2024.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.