IC
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IEQ Capital’s Applovin APP Stock Holding History

IEQ 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
Q1 		$67.5M Sell
169,564
-15,515,834
-99% -$7.5B 0.31% 58
2025
Q4 		$10.6B Sell
15,685,398
-94,523
-0.6% -$59.6M 31.64% 1
2025
Q3 		$11.3B Buy
15,779,921
+15,724,631
+28,440% +$7.25B 34.42% 1
2025
Q2 		$19.4M Sell
55,290
-39,343
-42% -$12.8M 0.12% 133
2025
Q1 		$25.1M Buy
94,633
+55,071
+139% +$19M 0.2% 76
2024
Q4 		$12.8M Sell
39,562
-7,718
-16% -$1.95M 0.12% 104
2024
Q3 		$6.17M Sell
47,280
-9,729
-17% -$888K 0.08% 169
2024
Q2 		$4.74M Buy
57,009
+1,105
+2% +$85.7K 0.06% 196
2024
Q1 		$3.87M Buy
55,904
+12,038
+27% +$637K 0.06% 219
2023
Q4 		$1.75M Buy
43,866
+17,454
+66% +$684K 0.03% 314
2023
Q3 		$1.06M Buy
26,412
+1,889
+8% +$67K 0.02% 392
2023
Q2 		$631K Sell
24,523
-755
-3% -$15.6K 0.01% 490
2023
Q1 		$398K Sell
25,278
-911
-3% -$11.9K 0.01% 640
2022
Q4 		$276K Buy
+26,189
New +$384K 0.01% 656

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

IEQ Capital's APP Position: Q1 2026 in Review

IEQ Capital reduced its Applovin (APP) stake by 99% in Q1 2026, selling an estimated $7.5B and leaving 169,564 shares worth $67.5M. The position accounts for 0.31% of the portfolio, ranked #58.

IEQ Capital first reported a position in APP in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • IEQ Capital held 169,564 shares of Applovin worth $67.5M as of Q1 2026.
  • IEQ Capital sold 15,515,834 Applovin shares in Q1 2026, an estimated $7.5B.
  • Applovin made up 0.31% of IEQ Capital's portfolio in Q1 2026, its #58 holding.
  • IEQ Capital first reported a position in Applovin in Q4 2022 and has held it in 14 quarters since.
  • IEQ Capital's Applovin position peaked at $11.3B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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