Jane Street
APP icon

Jane Street’s Applovin APP Stock Holding History

Jane Street’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 		$1.17B Buy
2,929,600
+324,400
+12% +$157M 0.15% 83
2025
Q4 		$1.76B Sell
2,605,200
-502,700
-16% -$317M 0.27% 50
2025
Q3 		$2.23B Buy
3,107,900
+1,192,900
+62% +$550M 0.34% 42
2025
Q2 		$670M Buy
1,915,000
+236,200
+14% +$76.6M 0.13% 98
2025
Q1 		$445M Buy
1,678,800
+353,900
+27% +$122M 0.11% 105
2024
Q4 		$429M Buy
1,324,900
+377,200
+40% +$95.4M 0.09% 121
2024
Q3 		$124M Buy
947,700
+206,500
+28% +$18.8M 0.03% 332
2024
Q2 		$61.7M Sell
741,200
-242,000
-25% -$18.8M 0.01% 593
2024
Q1 		$68.1M Buy
983,200
+778,900
+381% +$41.2M 0.01% 498
2023
Q4 		$8.14M Buy
204,300
+4,400
+2% +$172K ﹤0.01% 2205
2023
Q3 		$7.99M Sell
199,900
-50,800
-20% -$1.8M ﹤0.01% 2037
2023
Q2 		$6.45M Buy
250,700
+142,700
+132% +$2.95M ﹤0.01% 2406
2023
Q1 		$1.7M Sell
108,000
-28,300
-21% -$371K ﹤0.01% 4104
2022
Q4 		$1.44M Sell
136,300
-409,600
-75% -$6.01M ﹤0.01% 4401
2022
Q3 		$10.6M Buy
545,900
+251,800
+86% +$7.52M ﹤0.01% 1626
2022
Q2 		$10.1M Sell
294,100
-37,300
-11% -$1.5M ﹤0.01% 1726
2022
Q1 		$18.3M Sell
331,400
-67,000
-17% -$4.26M 0.01% 1340
2021
Q4 		$37.6M Sell
398,400
-171,400
-30% -$16M 0.01% 791
2021
Q3 		$41.2M Buy
569,800
+411,100
+259% +$27.9M 0.01% 690
2021
Q2 		$11.9M Buy
+158,700
New +$11M ﹤0.01% 1527

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

Jane Street's APP Position: Q1 2026 in Review

Jane Street reduced its Applovin (APP) stake by 20% in Q1 2026, selling an estimated $1.72M and leaving 14,061 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Jane Street first reported a position in APP in Q2 2021 and has held it in 20 quarters since. The position peaked at $145M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Jane Street held 14,061 shares of Applovin worth $5.6M as of Q1 2026.
  • Jane Street sold 3,561 Applovin shares in Q1 2026, an estimated $1.72M.
  • Applovin made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #3347 holding.
  • Jane Street first reported a position in Applovin in Q2 2021 and has held it in 20 quarters since.
  • Jane Street's Applovin position peaked at $145M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.