EIP
APP icon

Epoch Investment Partners’s Applovin APP Stock Holding History

Epoch Investment Partners’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 		$68.8M Sell
133,621
-24,396
-15% -$11.8M 0.39% 91
2026
Q1 		$62.9M Buy
158,017
+63,638
+67% +$30.8M 0.38% 105
2025
Q4 		$63.6M Sell
94,379
-42,428
-31% -$26.7M 0.36% 103
2025
Q3 		$98.3M Sell
136,807
-5,639
-4% -$2.6M 0.54% 65
2025
Q2 		$49.9M Buy
+142,446
New +$46.2M 0.26% 136

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

Epoch Investment Partners's APP Position: Q2 2026 in Review

Epoch Investment Partners reduced its Applovin (APP) stake by 15% in Q2 2026, selling an estimated $11.8M and leaving 133,621 shares worth $68.8M. The position accounts for 0.39% of the portfolio, ranked #91.

Epoch Investment Partners first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $98.3M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Epoch Investment Partners held 133,621 shares of Applovin worth $68.8M as of Q2 2026.
  • Epoch Investment Partners sold 24,396 Applovin shares in Q2 2026, an estimated $11.8M.
  • Applovin made up 0.39% of Epoch Investment Partners's portfolio in Q2 2026, its #91 holding.
  • Epoch Investment Partners first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Epoch Investment Partners's Applovin position peaked at $98.3M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.