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
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 $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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return