Macquarie Group
APP icon

Macquarie Group’s Applovin APP Stock Holding History

Macquarie Group’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 		$24.6M Buy
47,782
+14,892
+45% +$7.19M 0.11% 167
2026
Q1 		$13.1M Sell
32,890
-52,154
-61% -$25.2M 0.08% 202
2025
Q4 		$57.3M Sell
85,044
-117,455
-58% -$74M 0.25% 78
2025
Q3 		$146M Sell
202,499
-100,261
-33% -$46.2M 0.17% 124
2025
Q2 		$106M Sell
302,760
-280,733
-48% -$91M 0.13% 213
2025
Q1 		$155M Buy
583,493
+567,244
+3,491% +$195M 0.19% 123
2024
Q4 		$5.21M Sell
16,249
-29,966
-65% -$7.58M 0.01% 940
2024
Q3 		$6.03M Sell
46,215
-28,775
-38% -$2.63M 0.01% 927
2024
Q2 		$6.24M Buy
74,990
+13,114
+21% +$1.02M 0.01% 924
2024
Q1 		$4.28M Sell
61,876
-10,584
-15% -$560K ﹤0.01% 1006
2023
Q4 		$2.89M Sell
72,460
-17,758
-20% -$696K ﹤0.01% 1119
2023
Q3 		$3.6M Sell
90,218
-79,876
-47% -$2.83M ﹤0.01% 1006
2023
Q2 		$4.38M Buy
+170,094
New +$3.51M 0.01% 960
2022
Q4 		– Sell
-2,055
Closed -$40K – 1766
2022
Q3 		$40K Hold
2,055
– – ﹤0.01% 2003
2022
Q2 		$71K Buy
+2,055
New +$82.6K ﹤0.01% 1957

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

Macquarie Group's APP Position: Q2 2026 in Review

Macquarie Group increased its Applovin (APP) stake by 45% in Q2 2026, buying an estimated $7.19M and bringing the position to 47,782 shares worth $24.6M. The position accounts for 0.11% of the portfolio, ranked #167.

Macquarie Group first reported a position in APP in Q2 2022 and has held it in 15 quarters since. The position peaked at $155M in Q1 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Macquarie Group held 47,782 shares of Applovin worth $24.6M as of Q2 2026.
  • Macquarie Group bought 14,892 Applovin shares in Q2 2026, an estimated $7.19M.
  • Applovin made up 0.11% of Macquarie Group's portfolio in Q2 2026, its #167 holding.
  • Macquarie Group first reported a position in Applovin in Q2 2022 and has held it in 15 quarters since.
  • Macquarie Group's Applovin position peaked at $155M in Q1 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.