Hudson Bay Capital Management
APP icon

Hudson Bay Capital Management’s Applovin APP Stock Holding History

Hudson Bay Capital 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
2025
Q2 		– Sell
-19,000
Closed -$5.03M – 1371
2025
Q1 		$5.03M Buy
+19,000
New +$6.55M 0.02% 591
2021
Q4 		– Sell
-150,000
Closed -$10.9M – 1086
2021
Q3 		$10.9M Buy
+150,000
New +$10.2M 0.15% 110

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hudson Bay Capital Management's APP Position: Q1 2026 in Review

Hudson Bay Capital Management sold out of Applovin (APP) in Q1 2026, closing a stake of 2,247 shares — an estimated $1.51M sold.

Hudson Bay Capital Management first reported a position in APP in Q1 2025 and held it in 3 quarters. The position peaked at $11.7M in Q2 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Hudson Bay Capital Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Hudson Bay Capital Management sold 2,247 Applovin shares in Q1 2026, an estimated $1.51M.
  • Hudson Bay Capital Management first reported a position in Applovin in Q1 2025 and held it in 3 quarters.
  • Hudson Bay Capital Management's Applovin position peaked at $11.7M in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.