Jane Street
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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 		$1.15B Buy
2,896,400
+535,300
+23% +$259M 0.15% 85
2025
Q4 		$1.59B Buy
2,361,100
+345,300
+17% +$218M 0.24% 56
2025
Q3 		$1.45B Buy
2,015,800
+301,000
+18% +$139M 0.22% 63
2025
Q2 		$600M Buy
1,714,800
+435,600
+34% +$141M 0.12% 112
2025
Q1 		$339M Buy
1,279,200
+355,700
+39% +$123M 0.09% 149
2024
Q4 		$299M Buy
923,500
+479,600
+108% +$121M 0.07% 173
2024
Q3 		$58M Buy
443,900
+112,000
+34% +$10.2M 0.01% 624
2024
Q2 		$27.6M Buy
331,900
+168,400
+103% +$13.1M 0.01% 1044
2024
Q1 		$11.3M Buy
163,500
+71,000
+77% +$3.76M ﹤0.01% 1702
2023
Q4 		$3.69M Sell
92,500
-61,500
-40% -$2.41M ﹤0.01% 3313
2023
Q3 		$6.15M Buy
154,000
+77,500
+101% +$2.75M ﹤0.01% 2338
2023
Q2 		$1.97M Buy
76,500
+56,200
+277% +$1.16M ﹤0.01% 4188
2023
Q1 		$320K Buy
20,300
+4,000
+25% +$52.4K ﹤0.01% 7084
2022
Q4 		$172K Sell
16,300
-151,900
-90% -$2.23M ﹤0.01% 7778
2022
Q3 		$3.28M Sell
168,200
-39,200
-19% -$1.17M ﹤0.01% 3308
2022
Q2 		$7.14M Buy
207,400
+156,800
+310% +$6.3M ﹤0.01% 2165
2022
Q1 		$2.79M Sell
50,600
-81,900
-62% -$5.21M ﹤0.01% 4111
2021
Q4 		$12.5M Sell
132,500
-92,400
-41% -$8.61M ﹤0.01% 1633
2021
Q3 		$16.3M Buy
224,900
+101,000
+82% +$6.87M 0.01% 1283
2021
Q2 		$9.31M Buy
+123,900
New +$8.55M ﹤0.01% 1806

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.