Marshall Wace’s Applovin APP Stock Holding History

Marshall Wace’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	–	Sell	-132,000	Closed	-$52.5M	–	3143
2026 Q1	$52.5M	Buy	+132,000	New	+$63.8M	0.05%	347
2025 Q1	–	Sell	-96,500	Closed	-$31.2M	–	2610
2024 Q4	$31.2M	Buy	+96,500	New	+$24.4M	0.04%	412

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace's APP Position: Q2 2026 in Review

Marshall Wace reduced its Applovin (APP) stake by 9.7% in Q2 2026, selling an estimated $10.5M and leaving 201,500 shares worth $104M. The position accounts for 0.08% of the portfolio, ranked #191.

Marshall Wace first reported a position in APP in Q3 2021 and has held it in 12 quarters since. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Marshall Wace held 201,500 shares of Applovin worth $104M as of Q2 2026.
Marshall Wace sold 21,722 Applovin shares in Q2 2026, an estimated $10.5M.
Applovin made up 0.08% of Marshall Wace's portfolio in Q2 2026, its #191 holding.
Marshall Wace first reported a position in Applovin in Q3 2021 and has held it in 12 quarters since.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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