Jennison Associates
APP icon

Jennison Associates’s Applovin APP Stock Holding History

Jennison Associates’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 		$916M Sell
2,300,905
-436,119
-16% -$211M 0.63% 35
2025
Q4 		$1.84B Sell
2,737,024
-1,149,126
-30% -$724M 1.11% 26
2025
Q3 		$2.79B Buy
3,886,150
+1,381,970
+55% +$637M 1.63% 17
2025
Q2 		$877M Buy
2,504,180
+117,200
+5% +$38M 0.52% 38
2025
Q1 		$632M Buy
2,386,980
+1,107,104
+87% +$382M 0.44% 45
2024
Q4 		$414M Buy
+1,279,876
New +$324M 0.25% 58
2024
Q3 		– Sell
-28,305
Closed -$2.36M – 561
2024
Q2 		$2.36M Buy
+28,305
New +$2.2M ﹤0.01% 441

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

Jennison Associates's APP Position: Q1 2026 in Review

Jennison Associates reduced its Applovin (APP) stake by 16% in Q1 2026, selling an estimated $211M and leaving 2,300,905 shares worth $916M. The position accounts for 0.63% of the portfolio, ranked #35.

Jennison Associates first reported a position in APP in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.79B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Jennison Associates held 2,300,905 shares of Applovin worth $916M as of Q1 2026.
  • Jennison Associates sold 436,119 Applovin shares in Q1 2026, an estimated $211M.
  • Applovin made up 0.63% of Jennison Associates's portfolio in Q1 2026, its #35 holding.
  • Jennison Associates first reported a position in Applovin in Q2 2024 and has held it in 7 quarters since.
  • Jennison Associates's Applovin position peaked at $2.79B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.