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Henry Ellenbogen’s Applovin APP Stock Holding History

Henry Ellenbogen’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 		– Sell
-163,405
Closed -$110M – 38
2025
Q4 		$110M Sell
163,405
-24,431
-13% -$15.4M 1.04% 30
2025
Q3 		$135M Hold
187,836
– – 1% 35
2025
Q2 		$65.8M Sell
187,836
-147,722
-44% -$47.9M 0.5% 40
2025
Q1 		$88.9M Buy
+335,558
New +$116M 0.79% 38

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Henry Ellenbogen's APP Position: Q1 2026 in Review

Henry Ellenbogen sold out of Applovin (APP) in Q1 2026, closing a stake of 163,405 shares — an estimated $110M sold.

Henry Ellenbogen first reported a position in APP in Q1 2025 and held it in 4 quarters. The position peaked at $135M in Q3 2025. 1,390 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Henry Ellenbogen reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Henry Ellenbogen sold 163,405 Applovin shares in Q1 2026, an estimated $110M.
  • Henry Ellenbogen first reported a position in Applovin in Q1 2025 and held it in 4 quarters.
  • Henry Ellenbogen's Applovin position peaked at $135M in Q3 2025.
  • 1,390 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Durable Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.