Goldman Sachs
APP icon

Goldman Sachs’s Applovin APP Stock Holding History

Goldman Sachs’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 		$1.65B Buy
3,192,790
+490,931
+18% +$237M 0.14% 115
2026
Q1 		$1.08B Buy
2,701,859
+226,470
+9% +$109M 0.12% 153
2025
Q4 		$1.67B Sell
2,475,389
-736,197
-23% -$464M 0.2% 81
2025
Q3 		$2.31B Buy
3,211,586
+1,242,159
+63% +$573M 0.28% 46
2025
Q2 		$689M Sell
1,969,427
-227,546
-10% -$73.8M 0.09% 200
2025
Q1 		$582M Sell
2,196,973
-168,009
-7% -$57.9M 0.09% 208
2024
Q4 		$766M Sell
2,364,982
-823,642
-26% -$208M 0.12% 142
2024
Q3 		$416M Buy
3,188,624
+1,522,447
+91% +$139M 0.07% 281
2024
Q2 		$139M Sell
1,666,177
-140,882
-8% -$10.9M 0.02% 641
2024
Q1 		$125M Buy
1,807,059
+23,426
+1% +$1.24M 0.02% 672
2023
Q4 		$71.1M Sell
1,783,633
-92,392
-5% -$3.62M 0.01% 958
2023
Q3 		$75M Buy
1,876,025
+133,418
+8% +$4.73M 0.02% 862
2023
Q2 		$44.8M Sell
1,742,607
-223,863
-11% -$4.62M 0.01% 1187
2023
Q1 		$31M Sell
1,966,470
-769,291
-28% -$10.1M 0.01% 1425
2022
Q4 		$28.8M Buy
2,735,761
+557,919
+26% +$8.18M 0.01% 1631
2022
Q3 		$42.4M Buy
2,177,842
+297,643
+16% +$8.89M 0.01% 1229
2022
Q2 		$64.8M Sell
1,880,199
-356,030
-16% -$14.3M 0.02% 949
2022
Q1 		$123M Buy
2,236,229
+736,174
+49% +$46.8M 0.03% 647
2021
Q4 		$141M Buy
1,500,055
+309,385
+26% +$28.8M 0.03% 616
2021
Q3 		$86.2M Buy
1,190,670
+1,187,060
+32,883% +$80.7M 0.02% 843
2021
Q2 		$271K Buy
+3,610
New +$249K ﹤0.01% 5576

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

Goldman Sachs's APP Position: Q2 2026 in Review

Goldman Sachs increased its Applovin (APP) stake by 18% in Q2 2026, buying an estimated $237M and bringing the position to 3,192,790 shares worth $1.65B. The position accounts for 0.14% of the portfolio, ranked #115.

Goldman Sachs first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.31B in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Goldman Sachs held 3,192,790 shares of Applovin worth $1.65B as of Q2 2026.
  • Goldman Sachs bought 490,931 Applovin shares in Q2 2026, an estimated $237M.
  • Applovin made up 0.14% of Goldman Sachs's portfolio in Q2 2026, its #115 holding.
  • Goldman Sachs first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Goldman Sachs's Applovin position peaked at $2.31B in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.