IIM
APP icon

Illumine Investment Management’s Applovin APP Stock Holding History

Illumine Investment 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
2026
Q1 		$2.2M Sell
5,539
-29
-0.5% -$14K 1.69% 19
2025
Q4 		$3.75M Sell
5,568
-172
-3% -$108K 2.73% 9
2025
Q3 		$4.12M Buy
+5,740
New +$2.65M 2.94% 4

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

Illumine Investment Management's APP Position: Q1 2026 in Review

Illumine Investment Management reduced its Applovin (APP) stake by 0.52% in Q1 2026, selling an estimated $14K and leaving 5,539 shares worth $2.2M. The position accounts for 1.69% of the portfolio, ranked #19.

Illumine Investment Management first reported a position in APP in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.12M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Illumine Investment Management held 5,539 shares of Applovin worth $2.2M as of Q1 2026.
  • Illumine Investment Management sold 29 Applovin shares in Q1 2026, an estimated $14K.
  • Applovin made up 1.69% of Illumine Investment Management's portfolio in Q1 2026, its #19 holding.
  • Illumine Investment Management first reported a position in Applovin in Q3 2025 and has held it in 3 quarters since.
  • Illumine Investment Management's Applovin position peaked at $4.12M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.