Janus Henderson Group
APP icon

Janus Henderson Group’s Applovin APP Stock Holding History

Janus Henderson Group’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 		$718M Sell
1,815,061
-1,427,174
-44% -$690M 0.34% 64
2025
Q4 		$2.18B Sell
3,242,235
-304,341
-9% -$192M 0.98% 12
2025
Q3 		$2.55B Buy
3,546,576
+812,739
+30% +$375M 1.16% 11
2025
Q2 		$957M Buy
2,733,837
+458,369
+20% +$149M 0.47% 42
2025
Q1 		$620M Buy
2,275,468
+33,804
+2% +$11.6M 0.34% 61
2024
Q4 		$726M Sell
2,241,664
-109,138
-5% -$27.6M 0.37% 52
2024
Q3 		$307M Buy
2,350,802
+560,560
+31% +$51.1M 0.16% 151
2024
Q2 		$149M Buy
1,790,242
+1,779,595
+16,715% +$138M 0.08% 211
2024
Q1 		$737K Sell
10,647
-57,516
-84% -$3.05M ﹤0.01% 1811
2023
Q4 		$2.72M Buy
68,163
+58
+0.1% +$2.27K ﹤0.01% 1085
2023
Q3 		$2.72M Sell
68,105
-4,728
-6% -$168K ﹤0.01% 1027
2023
Q2 		$1.87M Buy
72,833
+16,734
+30% +$346K ﹤0.01% 1281
2023
Q1 		$884K Buy
56,099
+20,962
+60% +$275K ﹤0.01% 1702
2022
Q4 		$370K Buy
+35,137
New +$515K ﹤0.01% 1868
2022
Q3 		– Sell
-10,287
Closed -$355K – 2194
2022
Q2 		$355K Buy
10,287
+708
+7% +$28.5K ﹤0.01% 1971
2022
Q1 		$527K Buy
9,579
+7,093
+285% +$451K ﹤0.01% 1885
2021
Q4 		$234K Buy
+2,486
New +$232K ﹤0.01% 2315

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group's APP Position: Q1 2026 in Review

Janus Henderson Group reduced its Applovin (APP) stake by 44% in Q1 2026, selling an estimated $690M and leaving 1,815,061 shares worth $718M. The position accounts for 0.34% of the portfolio, ranked #64.

Janus Henderson Group first reported a position in APP in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.55B in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Janus Henderson Group held 1,815,061 shares of Applovin worth $718M as of Q1 2026.
  • Janus Henderson Group sold 1,427,174 Applovin shares in Q1 2026, an estimated $690M.
  • Applovin made up 0.34% of Janus Henderson Group's portfolio in Q1 2026, its #64 holding.
  • Janus Henderson Group first reported a position in Applovin in Q4 2021 and has held it in 17 quarters since.
  • Janus Henderson Group's Applovin position peaked at $2.55B in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.