GQG Partners
APP icon

GQG Partners’s Applovin APP Stock Holding History

GQG Partners’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 		$954K Sell
1,852
-15
-0.8% -$7.24K ﹤0.01% 94
2026
Q1 		$743K Sell
1,867
-307
-14% -$148K ﹤0.01% 68
2025
Q4 		$1.46M Sell
2,174
-489
-18% -$308K ﹤0.01% 68
2025
Q3 		$1.91M Sell
2,663
-92
-3% -$42.4K ﹤0.01% 74
2025
Q2 		$964K Sell
2,755
-1,281
-32% -$415K ﹤0.01% 77
2025
Q1 		$1.07M Sell
4,036
-8,434,521
-100% -$2.91B ﹤0.01% 74
2024
Q4 		$2.73B Sell
8,438,557
-1,165,779
-12% -$295M 4.06% 7
2024
Q3 		$1.25B Sell
9,604,336
-3,684,700
-28% -$336M 1.97% 19
2024
Q2 		$1.11B Sell
13,289,036
-9,357,153
-41% -$726M 1.68% 20
2024
Q1 		$1.57B Sell
22,646,189
-3,043,593
-12% -$161M 2.52% 13
2023
Q4 		$1.02B Sell
25,689,782
-392,631
-2% -$15.4M 2.17% 17
2023
Q3 		$1.04B Buy
26,082,413
+11,003,635
+73% +$390M 2.41% 14
2023
Q2 		$388M Buy
+15,078,778
New +$312M 0.89% 27
2022
Q1 		– Sell
-969,211
Closed -$91.3M – 75
2021
Q4 		$91.3M Buy
+969,211
New +$90.3M 0.23% 48

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

GQG Partners's APP Position: Q2 2026 in Review

GQG Partners reduced its Applovin (APP) stake by 0.8% in Q2 2026, selling an estimated $7.24K and leaving 1,852 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #94.

GQG Partners first reported a position in APP in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.73B in Q4 2024. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • GQG Partners held 1,852 shares of Applovin worth $954K as of Q2 2026.
  • GQG Partners sold 15 Applovin shares in Q2 2026, an estimated $7.24K.
  • Applovin made up ﹤0.01% of GQG Partners's portfolio in Q2 2026, its #94 holding.
  • GQG Partners first reported a position in Applovin in Q4 2021 and has held it in 14 quarters since.
  • GQG Partners's Applovin position peaked at $2.73B in Q4 2024.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on GQG Partners's 13F filing for Q2 2026, filed 12 Aug 2026.