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John Overdeck’s Applovin APP Stock Holding History

John Overdeck’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 		$6.65M Sell
12,900
-1,900
-13% -$917K ﹤0.01% 1869
2026
Q1 		$5.89M Buy
14,800
+800
+6% +$387K ﹤0.01% 1827
2025
Q4 		$9.43M Buy
+14,000
New +$8.82M 0.01% 1165

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

John Overdeck's APP Position: Q2 2026 in Review

John Overdeck opened a new position in Applovin (APP) in Q2 2026: 691 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #4408 among its holdings. This is a return to the name: John Overdeck previously reported a position in APP as recently as Q4 2025.

John Overdeck first reported a position in APP in Q3 2022 and has held it in 13 quarters since. The position peaked at $210M in Q2 2024. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • John Overdeck held 691 shares of Applovin worth $356K as of Q2 2026.
  • Applovin was a new John Overdeck position in Q2 2026.
  • Applovin made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4408 holding.
  • John Overdeck first reported a position in Applovin in Q3 2022 and has held it in 13 quarters since.
  • John Overdeck's Applovin position peaked at $210M in Q2 2024.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.