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Glynn Capital Management’s Applovin APP Stock Holding History

Glynn 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 		$12.9M Buy
25,117
+4,429
+21% +$2.14M 3.56% 10
2026
Q1 		$8.23M Buy
20,688
+6,747
+48% +$3.26M 3.94% 13
2025
Q4 		$9.39M Buy
13,941
+13,930
+126,636% +$8.78M 3.23% 17
2025
Q3 		$7.9K Buy
+11
New +$5.07K ﹤0.01% 35

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

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

Glynn Capital Management increased its Applovin (APP) stake by 21% in Q2 2026, buying an estimated $2.14M and bringing the position to 25,117 shares worth $12.9M. The position accounts for 3.56% of the portfolio, ranked #10.

Glynn Capital Management first reported a position in APP in Q3 2025 and has held it in 4 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Glynn Capital Management held 25,117 shares of Applovin worth $12.9M as of Q2 2026.
  • Glynn Capital Management bought 4,429 Applovin shares in Q2 2026, an estimated $2.14M.
  • Applovin made up 3.56% of Glynn Capital Management's portfolio in Q2 2026, its #10 holding.
  • Glynn Capital Management first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Glynn Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.