IMRF
APP icon

Illinois Municipal Retirement Fund’s Applovin APP Stock Holding History

Illinois Municipal Retirement Fund’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 		$19.2M Sell
37,262
-22,081
-37% -$10.7M 0.22% 107
2026
Q1 		$23.6M Sell
59,343
-3,123
-5% -$1.51M 0.3% 63
2025
Q4 		$42.1M Buy
62,466
+803
+1% +$506K 0.53% 23
2025
Q3 		$44.3M Buy
61,663
+2,562
+4% +$1.18M 0.57% 21
2025
Q2 		$20.7M Buy
59,101
+12,829
+28% +$4.16M 0.28% 74
2025
Q1 		$12.3M Sell
46,272
-873
-2% -$301K 0.18% 137
2024
Q4 		$15.3M Sell
47,145
-49,381
-51% -$12.5M 0.22% 105
2024
Q3 		$12.6M Sell
96,526
-10,131
-9% -$924K 0.18% 144
2024
Q2 		$8.88M Sell
106,657
-48,468
-31% -$3.76M 0.13% 212
2024
Q1 		$10.7M Buy
155,125
+8,867
+6% +$469K 0.16% 167
2023
Q4 		$5.83M Hold
146,258
– – 0.1% 253
2023
Q3 		$5.84M Hold
146,258
– – 0.11% 234
2023
Q2 		$3.76M Hold
146,258
– – 0.08% 313
2023
Q1 		$2.3M Buy
146,258
+119,562
+448% +$1.57M 0.05% 390
2022
Q4 		$281K Buy
+26,696
New +$392K 0.01% 806

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

Illinois Municipal Retirement Fund's APP Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its Applovin (APP) stake by 37% in Q2 2026, selling an estimated $10.7M and leaving 37,262 shares worth $19.2M. The position accounts for 0.22% of the portfolio, ranked #107.

Illinois Municipal Retirement Fund first reported a position in APP in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.3M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Illinois Municipal Retirement Fund held 37,262 shares of Applovin worth $19.2M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 22,081 Applovin shares in Q2 2026, an estimated $10.7M.
  • Applovin made up 0.22% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #107 holding.
  • Illinois Municipal Retirement Fund first reported a position in Applovin in Q4 2022 and has held it in 15 quarters since.
  • Illinois Municipal Retirement Fund's Applovin position peaked at $44.3M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.