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Greenstone Partners & Co’s Applovin APP Stock Holding History

Greenstone Partners & Co’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 		$101M Hold
195,251
– – 23.25% 1
2026
Q1 		$77.7M Hold
195,251
– – 19.67% 1
2025
Q4 		$132M Sell
195,251
-149,000
-43% -$93.9M 25.57% 1
2025
Q3 		$247M Sell
344,251
-4,264
-1% -$1.97M 45.23% 1
2025
Q2 		$122M Sell
348,515
-55,800
-14% -$18.1M 28.59% 1
2025
Q1 		$107M Sell
404,315
-288,124
-42% -$99.3M 28.44% 1
2024
Q4 		$224M Sell
692,439
-104,398
-13% -$26.4M 52.61% 1
2024
Q3 		$104M Hold
796,837
– – 36.3% 1
2024
Q2 		$66.3M Hold
796,837
– – 27.7% 1
2024
Q1 		$55.2M Hold
796,837
– – 24.75% 1
2023
Q4 		$31.8M Buy
796,837
+29,585
+4% +$1.16M 17.74% 1
2023
Q3 		$30.7M Sell
767,252
-105,190
-12% -$3.73M 20.29% 1
2023
Q2 		$22.4M Sell
872,442
-81,345
-9% -$1.68M 15.35% 1
2023
Q1 		$15M Buy
953,787
+199,646
+26% +$2.62M 11.36% 4
2022
Q4 		$7.94M Buy
754,141
+179,989
+31% +$2.64M 7.43% 9
2022
Q3 		$11.2M Buy
574,152
+120,567
+27% +$3.6M 11.25% 4
2022
Q2 		$15.6M Buy
453,585
+51,270
+13% +$2.06M 16.65% 1
2022
Q1 		$22.2M Buy
402,315
+159,449
+66% +$10.1M 19.02% 1
2021
Q4 		$22.9M Buy
242,866
+16,000
+7% +$1.49M 16.59% 2
2021
Q3 		$16.4M Buy
226,866
+50,900
+29% +$3.46M 12.34% 2
2021
Q2 		$13.2M Buy
+175,966
New +$12.1M 9.97% 5

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

Greenstone Partners & Co's APP Position: Q2 2026 in Review

Greenstone Partners & Co held its Applovin (APP) position steady in Q2 2026 at 195,251 shares worth $101M. The position accounts for 23.25% of the portfolio, ranked #1.

Greenstone Partners & Co first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $247M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Greenstone Partners & Co held 195,251 shares of Applovin worth $101M as of Q2 2026.
  • Greenstone Partners & Co left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 23.25% of Greenstone Partners & Co's portfolio in Q2 2026, its #1 holding.
  • Greenstone Partners & Co first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Greenstone Partners & Co's Applovin position peaked at $247M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Greenstone Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.