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Gotham Asset Management’s Applovin APP Stock Holding History

Gotham Asset 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 		$76.4M Buy
148,268
+59,990
+68% +$29M 0.18% 55
2026
Q1 		$35.1M Buy
88,278
+9,254
+12% +$4.47M 0.11% 234
2025
Q4 		$53.2M Sell
79,024
-2,679
-3% -$1.69M 0.19% 49
2025
Q3 		$58.7M Buy
81,703
+1,033
+1% +$476K 0.26% 22
2025
Q2 		$28.2M Sell
80,670
-133
-0.2% -$43.1K 0.17% 82
2025
Q1 		$21.4M Buy
80,803
+2,758
+4% +$950K 0.18% 85
2024
Q4 		$25.3M Sell
78,045
-84,970
-52% -$21.5M 0.24% 36
2024
Q3 		$21.3M Sell
163,015
-49,878
-23% -$4.55M 0.22% 50
2024
Q2 		$17.7M Buy
212,893
+37,280
+21% +$2.89M 0.23% 42
2024
Q1 		$12.2M Sell
175,613
-87,705
-33% -$4.64M 0.18% 86
2023
Q4 		$10.5M Sell
263,318
-15,987
-6% -$627K 0.19% 76
2023
Q3 		$11.2M Sell
279,305
-58,570
-17% -$2.08M 0.23% 55
2023
Q2 		$8.69M Buy
337,875
+15,084
+5% +$312K 0.19% 87
2023
Q1 		$5.08M Buy
322,791
+90,874
+39% +$1.19M 0.12% 194
2022
Q4 		$2.44M Buy
231,917
+161,902
+231% +$2.37M 0.07% 357
2022
Q3 		$1.36M Buy
70,015
+19,705
+39% +$589K 0.04% 543
2022
Q2 		$1.73M Buy
+50,310
New +$2.02M 0.06% 413
2022
Q1 		– Sell
-4,455
Closed -$420K – 1130
2021
Q4 		$420K Buy
+4,455
New +$415K 0.01% 832

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

Gotham Asset Management's APP Position: Q2 2026 in Review

Gotham Asset Management increased its Applovin (APP) stake by 68% in Q2 2026, buying an estimated $29M and bringing the position to 148,268 shares worth $76.4M. The position accounts for 0.18% of the portfolio, ranked #55.

Gotham Asset Management first reported a position in APP in Q4 2021 and has held it in 18 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Gotham Asset Management held 148,268 shares of Applovin worth $76.4M as of Q2 2026.
  • Gotham Asset Management bought 59,990 Applovin shares in Q2 2026, an estimated $29M.
  • Applovin made up 0.18% of Gotham Asset Management's portfolio in Q2 2026, its #55 holding.
  • Gotham Asset Management first reported a position in Applovin in Q4 2021 and has held it in 18 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.