FCM
APP icon

Fernbridge Capital Management’s Applovin APP Stock Holding History

Fernbridge Capital 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
Q2 		– Sell
-34,631
Closed -$13.8M – 17
2026
Q1 		$13.8M Sell
34,631
-7,598
-18% -$3.67M 0.88% 16
2025
Q4 		$28.5M Sell
42,229
-31,870
-43% -$20.1M 1.4% 17
2025
Q3 		$53.2M Buy
74,099
+33,611
+83% +$15.5M 2.59% 11
2025
Q2 		$14.2M Buy
+40,488
New +$13.1M 0.68% 24

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

Fernbridge Capital Management's APP Position: Q2 2026 in Review

Fernbridge Capital Management sold out of Applovin (APP) in Q2 2026, closing a stake of 34,631 shares — an estimated $13.8M sold.

Fernbridge Capital Management first reported a position in APP in Q2 2025 and held it in 4 quarters. The position peaked at $53.2M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Fernbridge Capital Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Fernbridge Capital Management sold 34,631 Applovin shares in Q2 2026, an estimated $13.8M.
  • Fernbridge Capital Management first reported a position in Applovin in Q2 2025 and held it in 4 quarters.
  • Fernbridge Capital Management's Applovin position peaked at $53.2M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Fernbridge Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.