IC
APP icon

Iconiq Capital’s Applovin APP Stock Holding History

Iconiq Capital’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 		$36.8M Hold
71,370
– – 1.06% 12
2026
Q1 		$28.4M Hold
71,370
– – 0.64% 20
2025
Q4 		$48.1M Hold
71,370
– – 0.73% 19
2025
Q3 		$51.3M Sell
71,370
-1,127
-2% -$520K 0.64% 19
2025
Q2 		$2.89M Buy
72,497
+31,704
+78% +$10.3M 0.05% 51
2025
Q1 		$10.8M Buy
40,793
+39,976
+4,893% +$13.8M 0.19% 25
2024
Q4 		$265K Buy
+817
New +$207K ﹤0.01% 265
2021
Q4 		– Sell
-28,200
Closed -$2.04M – 73
2021
Q3 		$2.04M Buy
+28,200
New +$1.92M 0.01% 49

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

Iconiq Capital's APP Position: Q2 2026 in Review

Iconiq Capital held its Applovin (APP) position steady in Q2 2026 at 71,370 shares worth $36.8M. The position accounts for 1.06% of the portfolio, ranked #12.

Iconiq Capital first reported a position in APP in Q3 2021 and has held it in 8 quarters since. The position peaked at $51.3M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Iconiq Capital held 71,370 shares of Applovin worth $36.8M as of Q2 2026.
  • Iconiq Capital left its Applovin share count unchanged in Q2 2026.
  • Applovin made up 1.06% of Iconiq Capital's portfolio in Q2 2026, its #12 holding.
  • Iconiq Capital first reported a position in Applovin in Q3 2021 and has held it in 8 quarters since.
  • Iconiq Capital's Applovin position peaked at $51.3M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.