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 		$252M Buy
632,300
+108,800
+21% +$52.6M 0.03% 574
2025
Q4 		$353M Sell
523,500
-36,800
-7% -$23.2M 0.04% 414
2025
Q3 		$403M Buy
560,300
+35,400
+7% +$16.3M 0.05% 364
2025
Q2 		$184M Buy
524,900
+500,000
+2,008% +$162M 0.03% 596
2025
Q1 		$6.6M Buy
24,900
+14,800
+147% +$5.1M ﹤0.01% 3089
2024
Q4 		$3.27M Sell
10,100
-14,000
-58% -$3.54M ﹤0.01% 3868
2024
Q3 		$3.15M Sell
24,100
-38,500
-62% -$3.51M ﹤0.01% 3755
2024
Q2 		$5.21M Buy
+62,600
New +$4.86M ﹤0.01% 3115
2022
Q4 		– Sell
-45,100
Closed -$879K – 5967
2022
Q3 		$879K Buy
+45,100
New +$1.35M ﹤0.01% 4602

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.