JY
APP icon

Jeff Yass’s Applovin APP Stock Holding History

Jeff Yass’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 		$1.42B Sell
2,751,700
-464,600
-14% -$224M 0.11% 153
2026
Q1 		$1.28B Sell
3,216,300
-882,000
-22% -$426M 0.14% 112
2025
Q4 		$2.76B Sell
4,098,300
-1,234,700
-23% -$778M 0.32% 56
2025
Q3 		$3.83B Buy
5,333,000
+2,584,500
+94% +$1.19B 0.44% 40
2025
Q2 		$962M Sell
2,748,500
-1,862,900
-40% -$604M 0.13% 117
2025
Q1 		$1.22B Buy
4,611,400
+2,707,100
+142% +$933M 0.21% 74
2024
Q4 		$617M Buy
1,904,300
+1,279,200
+205% +$324M 0.09% 159
2024
Q3 		$81.6M Buy
625,100
+168,400
+37% +$15.4M 0.01% 762
2024
Q2 		$38M Sell
456,700
-277,300
-38% -$21.5M 0.01% 1184
2024
Q1 		$50.8M Buy
734,000
+518,800
+241% +$27.5M 0.01% 1025
2023
Q4 		$8.58M Sell
215,200
-136,400
-39% -$5.35M ﹤0.01% 2844
2023
Q3 		$14M Sell
351,600
-67,700
-16% -$2.4M ﹤0.01% 2144
2023
Q2 		$10.8M Buy
419,300
+58,200
+16% +$1.2M ﹤0.01% 2417
2023
Q1 		$5.69M Sell
361,100
-91,800
-20% -$1.2M ﹤0.01% 3267
2022
Q4 		$4.77M Sell
452,900
-146,200
-24% -$2.14M ﹤0.01% 3308
2022
Q3 		$11.7M Buy
599,100
+213,100
+55% +$6.37M ﹤0.01% 1966
2022
Q2 		$13.3M Buy
386,000
+265,800
+221% +$10.7M ﹤0.01% 1854
2022
Q1 		$6.62M Sell
120,200
-197,400
-62% -$12.6M ﹤0.01% 3178
2021
Q4 		$29.9M Buy
317,600
+101,500
+47% +$9.45M ﹤0.01% 1476
2021
Q3 		$15.6M Buy
216,100
+61,900
+40% +$4.21M ﹤0.01% 2269
2021
Q2 		$11.6M Buy
+154,200
New +$10.6M ﹤0.01% 2711

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

Jeff Yass's APP Position: Q2 2026 in Review

Jeff Yass reduced its Applovin (APP) stake by 23% in Q2 2026, selling an estimated $30.3M and leaving 207,671 shares worth $107M. The position accounts for 0.01% of the portfolio, ranked #929.

Jeff Yass first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $405M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Jeff Yass held 207,671 shares of Applovin worth $107M as of Q2 2026.
  • Jeff Yass sold 62,868 Applovin shares in Q2 2026, an estimated $30.3M.
  • Applovin made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #929 holding.
  • Jeff Yass first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Jeff Yass's Applovin position peaked at $405M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.