Envestnet Asset Management
APP icon

Envestnet Asset Management’s Applovin APP Stock Holding History

Envestnet Asset 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 		$195M Buy
489,882
+54,491
+13% +$26.3M 0.05% 336
2025
Q4 		$293M Sell
435,391
-34,898
-7% -$22M 0.09% 213
2025
Q3 		$338M Sell
470,289
-37,141
-7% -$17.1M 0.1% 194
2025
Q2 		$178M Sell
507,430
-37,988
-7% -$12.3M 0.05% 337
2025
Q1 		$145M Sell
545,418
-34,079
-6% -$11.7M 0.05% 367
2024
Q4 		$188M Sell
579,497
-128,779
-18% -$32.6M 0.06% 301
2024
Q3 		$92.5M Buy
708,276
+158,823
+29% +$14.5M 0.03% 497
2024
Q2 		$45.7M Buy
549,453
+480,336
+695% +$37.3M 0.02% 706
2024
Q1 		$4.78M Buy
69,117
+49,222
+247% +$2.61M ﹤0.01% 2007
2023
Q4 		$793K Buy
19,895
+10,163
+104% +$398K ﹤0.01% 3073
2023
Q3 		$389K Buy
+9,732
New +$345K ﹤0.01% 3385
2023
Q1 		– Sell
-15,005
Closed -$158K – 3970
2022
Q4 		$158K Buy
+15,005
New +$220K ﹤0.01% 3726

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

Envestnet Asset Management's APP Position: Q1 2026 in Review

Envestnet Asset Management increased its Applovin (APP) stake by 13% in Q1 2026, buying an estimated $26.3M and bringing the position to 489,882 shares worth $195M. The position accounts for 0.05% of the portfolio, ranked #336.

Envestnet Asset Management first reported a position in APP in Q4 2022 and has held it in 12 quarters since. The position peaked at $338M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Envestnet Asset Management held 489,882 shares of Applovin worth $195M as of Q1 2026.
  • Envestnet Asset Management bought 54,491 Applovin shares in Q1 2026, an estimated $26.3M.
  • Applovin made up 0.05% of Envestnet Asset Management's portfolio in Q1 2026, its #336 holding.
  • Envestnet Asset Management first reported a position in Applovin in Q4 2022 and has held it in 12 quarters since.
  • Envestnet Asset Management's Applovin position peaked at $338M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.