Mariner
APP icon

Mariner’s Applovin APP Stock Holding History

Mariner’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 		$28.8M Sell
55,956
-17,208
-24% -$8.3M 0.03% 395
2026
Q1 		$29.1M Sell
73,164
-27,996
-28% -$13.5M 0.03% 379
2025
Q4 		$68.3M Sell
101,160
-771
-0.8% -$486K 0.08% 202
2025
Q3 		$73.2M Sell
101,931
-15,073
-13% -$6.95M 0.09% 174
2025
Q2 		$40.9M Buy
117,004
+19,569
+20% +$6.34M 0.06% 269
2025
Q1 		$25.8M Sell
97,435
-88,763
-48% -$30.6M 0.04% 327
2024
Q4 		$60.3M Sell
186,198
-24,537
-12% -$6.21M 0.1% 177
2024
Q3 		$27.5M Sell
210,735
-227
-0.1% -$20.7K 0.05% 297
2024
Q2 		$17.6M Buy
210,962
+3,183
+2% +$247K 0.03% 356
2024
Q1 		$14.4M Buy
207,779
+185,742
+843% +$9.83M 0.03% 410
2023
Q4 		$878K Buy
22,037
+4,602
+26% +$180K ﹤0.01% 1521
2023
Q3 		$697K Buy
17,435
+2,536
+17% +$90K ﹤0.01% 1551
2023
Q2 		$383K Buy
14,899
+2,488
+20% +$51.4K ﹤0.01% 1930
2023
Q1 		$194K Sell
12,411
-1,848
-13% -$24.2K ﹤0.01% 2424
2022
Q4 		$150K Buy
+14,259
New +$209K ﹤0.01% 2424

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

Mariner's APP Position: Q2 2026 in Review

Mariner reduced its Applovin (APP) stake by 24% in Q2 2026, selling an estimated $8.3M and leaving 55,956 shares worth $28.8M. The position accounts for 0.03% of the portfolio, ranked #395.

Mariner first reported a position in APP in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.2M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Mariner held 55,956 shares of Applovin worth $28.8M as of Q2 2026.
  • Mariner sold 17,208 Applovin shares in Q2 2026, an estimated $8.3M.
  • Applovin made up 0.03% of Mariner's portfolio in Q2 2026, its #395 holding.
  • Mariner first reported a position in Applovin in Q4 2022 and has held it in 15 quarters since.
  • Mariner's Applovin position peaked at $73.2M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.