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
Q1 		$137M Buy
344,000
+342,900
+31,173% +$166M 0.02% 863
2025
Q4 		$741K Sell
1,100
-685,800
-100% -$432M ﹤0.01% 5351
2025
Q3 		$494M Buy
+686,900
New +$317M 0.06% 305
2025
Q2 		– Sell
-5,100
Closed -$1.35M – 6068
2025
Q1 		$1.35M Sell
5,100
-5,000
-50% -$1.72M ﹤0.01% 4468
2024
Q4 		$3.27M Sell
10,100
-50,000
-83% -$12.6M ﹤0.01% 3867
2024
Q3 		$7.85M Buy
60,100
+50,000
+495% +$4.56M ﹤0.01% 2941
2024
Q2 		$841K Sell
10,100
-195,800
-95% -$15.2M ﹤0.01% 4516
2024
Q1 		$14.3M Buy
+205,900
New +$10.9M ﹤0.01% 2143
2022
Q4 		– Sell
-100,000
Closed -$1.95M – 5966
2022
Q3 		$1.95M Buy
+100,000
New +$2.99M ﹤0.01% 3999

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Goldman Sachs's APP Position: Q1 2026 in Review

Goldman Sachs increased its Applovin (APP) stake by 9.1% in Q1 2026, buying an estimated $109M and bringing the position to 2,701,859 shares worth $1.08B. The position accounts for 0.12% of the portfolio, ranked #153.

Goldman Sachs first reported a position in APP in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.31B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Goldman Sachs held 2,701,859 shares of Applovin worth $1.08B as of Q1 2026.
  • Goldman Sachs bought 226,470 Applovin shares in Q1 2026, an estimated $109M.
  • Applovin made up 0.12% of Goldman Sachs's portfolio in Q1 2026, its #153 holding.
  • Goldman Sachs first reported a position in Applovin in Q2 2021 and has held it in 20 quarters since.
  • Goldman Sachs's Applovin position peaked at $2.31B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.