Los Angeles Capital Management’s Applovin APP Stock Holding History

Los Angeles 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 Q1	$3.03M	Sell	7,616 -146,184	-95%	-$70.7M	0.01%	417
2025 Q4	$95.5M	Buy	153,800 +11,122	+8%	+$7.01M	0.33%	58
2025 Q3	$103M	Buy	142,678 +5,097	+4%	+$2.35M	0.35%	56
2025 Q2	$48.2M	Buy	137,581 +44,427	+48%	+$14.4M	0.18%	107
2025 Q1	$24.7M	Buy	93,154 +52,792	+131%	+$18.2M	0.11%	144
2024 Q4	$13.1M	Buy	40,362 +20,543	+104%	+$5.2M	0.05%	221
2024 Q3	$2.59M	Sell	19,819 -69,824	-78%	-$6.37M	0.01%	410
2024 Q2	$7.46M	Sell	89,643 -325,858	-78%	-$25.3M	0.03%	290
2024 Q1	$28.8M	Buy	415,501 +180,459	+77%	+$9.55M	0.1%	182
2023 Q4	$9.37M	Buy	235,042 +83,782	+55%	+$3.28M	0.04%	270
2023 Q3	$6.04M	Buy	151,260 +123,955	+454%	+$4.4M	0.03%	291
2023 Q2	$703K	Buy	+27,305	New	+$564K	﹤0.01%	749

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Los Angeles Capital Management's APP Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Applovin (APP) stake by 95% in Q1 2026, selling an estimated $70.7M and leaving 7,616 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #417.

Los Angeles Capital Management first reported a position in APP in Q2 2023 and has held it in 12 quarters since. The position peaked at $103M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Los Angeles Capital Management held 7,616 shares of Applovin worth $3.03M as of Q1 2026.
Los Angeles Capital Management sold 146,184 Applovin shares in Q1 2026, an estimated $70.7M.
Applovin made up 0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #417 holding.
Los Angeles Capital Management first reported a position in Applovin in Q2 2023 and has held it in 12 quarters since.
Los Angeles Capital Management's Applovin position peaked at $103M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.