LA
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LBP AM’s Applovin APP Stock Holding History

LBP AM’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 		$18.5M Sell
35,885
-9,371
-21% -$4.52M 0.18% 105
2026
Q1 		$18M Sell
45,256
-27,992
-38% -$13.5M 0.25% 81
2025
Q4 		$49.4M Buy
73,248
+39,409
+116% +$24.8M 0.57% 30
2025
Q3 		$24.3M Buy
33,839
+9,795
+41% +$4.52M 0.3% 71
2025
Q2 		$8.42M Sell
24,044
-334
-1% -$108K 0.12% 149
2025
Q1 		$6.46M Sell
24,378
-4,293
-15% -$1.48M 0.1% 165
2024
Q4 		$9.28M Sell
28,671
-2,728
-9% -$690K 0.13% 141
2024
Q3 		$4.1M Buy
+31,399
New +$2.86M 0.06% 201

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

LBP AM's APP Position: Q2 2026 in Review

LBP AM reduced its Applovin (APP) stake by 21% in Q2 2026, selling an estimated $4.52M and leaving 35,885 shares worth $18.5M. The position accounts for 0.18% of the portfolio, ranked #105.

LBP AM first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.4M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • LBP AM held 35,885 shares of Applovin worth $18.5M as of Q2 2026.
  • LBP AM sold 9,371 Applovin shares in Q2 2026, an estimated $4.52M.
  • Applovin made up 0.18% of LBP AM's portfolio in Q2 2026, its #105 holding.
  • LBP AM first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • LBP AM's Applovin position peaked at $49.4M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.