LCM
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Logan Capital Management’s Applovin APP Stock Holding History

Logan Capital Management’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 		$42.4M Buy
+82,390
New +$39.8M 1.58% 14
2026
Q1 		– Sell
-82,358
Closed -$39.8M – 290
2025
Q4 		$55.5M Buy
82,358
+1,186
+1% +$747K 2.34% 8
2025
Q3 		$58.3M Sell
81,172
-11,205
-12% -$5.17M 2.46% 7
2025
Q2 		$32.3M Sell
92,377
-8,982
-9% -$2.91M 1.5% 11
2025
Q1 		$26.9M Sell
101,359
-8,413
-8% -$2.9M 1.22% 15
2024
Q4 		$35.5M Sell
109,772
-3,195
-3% -$808K 1.49% 10
2024
Q3 		$14.7M Sell
112,967
-65
-0.1% -$5.93K 0.61% 49
2024
Q2 		$9.41M Buy
113,032
+45,880
+68% +$3.56M 0.41% 74
2024
Q1 		$4.65M Buy
+67,152
New +$3.56M 0.2% 122

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

Logan Capital Management's APP Position: Q2 2026 in Review

Logan Capital Management opened a new position in Applovin (APP) in Q2 2026: 82,390 shares worth $42.4M. The stake represents 1.58% of the portfolio and ranks #14 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in APP as recently as Q4 2025.

Logan Capital Management first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $58.3M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Logan Capital Management held 82,390 shares of Applovin worth $42.4M as of Q2 2026.
  • Applovin was a new Logan Capital Management position in Q2 2026.
  • Applovin made up 1.58% of Logan Capital Management's portfolio in Q2 2026, its #14 holding.
  • Logan Capital Management first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
  • Logan Capital Management's Applovin position peaked at $58.3M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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