KC
APP icon

Kadensa Capital’s Applovin APP Stock Holding History

Kadensa Capital’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 		$4.17M Sell
8,089
-21,716
-73% -$10.5M 0.89% 23
2026
Q1 		$11.9M Buy
+29,805
New +$14.4M 1.65% 26
2025
Q1 		– Sell
-3,047
Closed -$987K – 60
2024
Q4 		$987K Buy
+3,047
New +$771K 0.12% 49

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

Kadensa Capital's APP Position: Q2 2026 in Review

Kadensa Capital reduced its Applovin (APP) stake by 73% in Q2 2026, selling an estimated $10.5M and leaving 8,089 shares worth $4.17M. The position accounts for 0.89% of the portfolio, ranked #23.

Kadensa Capital first reported a position in APP in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.9M in Q1 2026. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Kadensa Capital held 8,089 shares of Applovin worth $4.17M as of Q2 2026.
  • Kadensa Capital sold 21,716 Applovin shares in Q2 2026, an estimated $10.5M.
  • Applovin made up 0.89% of Kadensa Capital's portfolio in Q2 2026, its #23 holding.
  • Kadensa Capital first reported a position in Applovin in Q4 2024 and has held it in 3 quarters since.
  • Kadensa Capital's Applovin position peaked at $11.9M in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Kadensa Capital's 13F filing for Q2 2026, filed 14 Aug 2026.