Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Applovin APP Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2025
Q3 		– Sell
-2,886
Closed -$1.01M – 607
2025
Q2 		$1.01M Buy
+2,886
New +$936K ﹤0.01% 479
2023
Q1 		– Sell
-243,700
Closed -$2.57M – 699
2022
Q4 		$2.57M Sell
243,700
-29,800
-11% -$437K 0.01% 408
2022
Q3 		$5.33M Buy
+273,500
New +$8.17M 0.03% 323

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s APP Position: Q3 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Applovin (APP) in Q3 2025, closing a stake of 2,886 shares — an estimated $1.01M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in APP in Q3 2022 and held it in 3 quarters. The position peaked at $5.33M in Q3 2022. 1,453 funds tracked by Wall St. Rank hold APP as of Q3 2025.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Applovin position as of Q3 2025 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,886 Applovin shares in Q3 2025, an estimated $1.01M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Applovin in Q3 2022 and held it in 3 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Applovin position peaked at $5.33M in Q3 2022.
  • 1,453 funds tracked by Wall St. Rank held Applovin as of Q3 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2025, filed 13 Nov 2025.