Franklin Resources
APP icon

Franklin Resources’s Applovin APP Stock Holding History

Franklin Resources’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 		$588M Sell
1,140,306
-95,213
-8% -$46M 0.13% 157
2026
Q1 		$492M Sell
1,235,519
-598,929
-33% -$289M 0.12% 171
2025
Q4 		$1.24B Sell
1,834,448
-608,002
-25% -$383M 0.3% 75
2025
Q3 		$1.75B Buy
2,442,450
+487,492
+25% +$225M 0.44% 44
2025
Q2 		$684M Sell
1,954,958
-74,852
-4% -$24.3M 0.18% 127
2025
Q1 		$538M Buy
2,029,810
+944,853
+87% +$326M 0.15% 148
2024
Q4 		$351M Buy
1,084,957
+87,961
+9% +$22.3M 0.1% 210
2024
Q3 		$145M Buy
996,996
+269,134
+37% +$24.6M 0.04% 365
2024
Q2 		$60.6M Buy
727,862
+348,446
+92% +$27M 0.02% 506
2024
Q1 		$26.3M Buy
379,416
+144,229
+61% +$7.64M 0.01% 778
2023
Q4 		$9.37M Buy
235,187
+142,938
+155% +$5.6M ﹤0.01% 948
2023
Q3 		$3.69M Buy
92,249
+37,770
+69% +$1.34M ﹤0.01% 1173
2023
Q2 		$1.4M Buy
+54,479
New +$1.13M ﹤0.01% 1531
2022
Q2 		– Sell
-290,633
Closed -$16M – 2362
2022
Q1 		$16M Sell
290,633
-1,638,122
-85% -$104M 0.01% 909
2021
Q4 		$182M Buy
1,928,755
+115,222
+6% +$10.7M 0.07% 324
2021
Q3 		$131M Sell
1,813,533
-244,422
-12% -$16.6M 0.05% 391
2021
Q2 		$155M Buy
+2,057,955
New +$142M 0.06% 360

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources's APP Position: Q2 2026 in Review

Franklin Resources reduced its Applovin (APP) stake by 7.7% in Q2 2026, selling an estimated $46M and leaving 1,140,306 shares worth $588M. The position accounts for 0.13% of the portfolio, ranked #157.

Franklin Resources first reported a position in APP in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.75B in Q3 2025. 1,159 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Franklin Resources held 1,140,306 shares of Applovin worth $588M as of Q2 2026.
  • Franklin Resources sold 95,213 Applovin shares in Q2 2026, an estimated $46M.
  • Applovin made up 0.13% of Franklin Resources's portfolio in Q2 2026, its #157 holding.
  • Franklin Resources first reported a position in Applovin in Q2 2021 and has held it in 17 quarters since.
  • Franklin Resources's Applovin position peaked at $1.75B in Q3 2025.
  • 1,159 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.