Geode Capital Management
APP icon

Geode Capital Management’s Applovin APP Stock Holding History

Geode 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 		$3.78B Buy
7,362,995
+74,623
+1% +$36M 0.2% 75
2026
Q1 		$2.9B Buy
7,288,372
+121,369
+2% +$58.7M 0.18% 91
2025
Q4 		$4.82B Buy
7,167,003
+448,005
+7% +$282M 0.3% 46
2025
Q3 		$4.81B Buy
6,718,998
+3,386,990
+102% +$1.56B 0.31% 44
2025
Q2 		$1.16B Sell
3,332,008
-1,116,188
-25% -$362M 0.08% 209
2025
Q1 		$1.18B Sell
4,448,196
-71,249
-2% -$24.6M 0.09% 190
2024
Q4 		$1.46B Buy
4,519,445
+573,310
+15% +$145M 0.11% 148
2024
Q3 		$514M Buy
3,946,135
+449,241
+13% +$41M 0.04% 369
2024
Q2 		$291M Buy
3,496,894
+335,537
+11% +$26M 0.03% 489
2024
Q1 		$219M Buy
3,161,357
+618,651
+24% +$32.8M 0.02% 564
2023
Q4 		$101M Buy
2,542,706
+22,320
+0.9% +$875K 0.01% 861
2023
Q3 		$101M Buy
2,520,386
+52,634
+2% +$1.87M 0.01% 784
2023
Q2 		$63.5M Buy
2,467,752
+219,675
+10% +$4.54M 0.01% 1073
2023
Q1 		$35.4M Buy
2,248,077
+86,651
+4% +$1.14M ﹤0.01% 1428
2022
Q4 		$22.8M Buy
2,161,426
+118,286
+6% +$1.73M ﹤0.01% 1684
2022
Q3 		$39.8M Buy
2,043,140
+733,490
+56% +$21.9M 0.01% 1249
2022
Q2 		$45M Buy
1,309,650
+836,048
+177% +$33.6M 0.01% 1202
2022
Q1 		$26.1M Buy
473,602
+78,100
+20% +$4.97M ﹤0.01% 1702
2021
Q4 		$37.3M Buy
395,502
+16,843
+4% +$1.57M ﹤0.01% 1521
2021
Q3 		$27.4M Buy
378,659
+5,290
+1% +$360K ﹤0.01% 1740
2021
Q2 		$28.1M Buy
+373,369
New +$25.8M ﹤0.01% 1739

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management increased its Applovin (APP) stake by 1% in Q2 2026, buying an estimated $36M and bringing the position to 7,362,995 shares worth $3.78B. The position accounts for 0.2% of the portfolio, ranked #75.

Geode Capital Management first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.82B in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Geode Capital Management held 7,362,995 shares of Applovin worth $3.78B as of Q2 2026.
  • Geode Capital Management bought 74,623 Applovin shares in Q2 2026, an estimated $36M.
  • Applovin made up 0.2% of Geode Capital Management's portfolio in Q2 2026, its #75 holding.
  • Geode Capital Management first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Geode Capital Management's Applovin position peaked at $4.82B in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.