Michael Gelband’s Applovin APP Stock Holding History

Michael Gelband’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	$1.72M	Buy	+3,332	New	+$1.61M	0.01%	878
2025 Q3	–	Sell	-168,710	Closed	-$59.1M	–	1513
2025 Q2	$59.1M	Buy	+168,710	New	+$54.7M	0.52%	27
2025 Q1	–	Sell	-41,179	Closed	-$13.3M	–	1439
2024 Q4	$13.3M	Buy	+41,179	New	+$10.4M	0.09%	201
2024 Q2	–	Sell	-51,828	Closed	-$3.59M	–	1506
2024 Q1	$3.59M	Sell	51,828 -102,980	-67%	-$5.45M	0.03%	497
2023 Q4	$6.17M	Sell	154,808 -278,958	-64%	-$10.9M	0.04%	301
2023 Q3	$17.3M	Buy	+433,766	New	+$15.4M	0.17%	118
2023 Q2	–	Sell	-124,432	Closed	-$1.96M	–	1831
2023 Q1	$1.96M	Buy	+124,432	New	+$1.63M	0.02%	883
2022 Q2	–	Sell	-263,216	Closed	-$14.5M	–	1912
2022 Q1	$14.5M	Buy	263,216 +118,772	+82%	+$7.56M	0.18%	109
2021 Q4	$13.6M	Buy	144,444 +62,324	+76%	+$5.8M	0.14%	131
2021 Q3	$5.94M	Buy	+82,120	New	+$5.58M	0.08%	337

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

Michael Gelband's APP Position: Q2 2026 in Review

Michael Gelband opened a new position in Applovin (APP) in Q2 2026: 3,332 shares worth $1.72M. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Michael Gelband previously reported a position in APP as recently as Q2 2025.

Michael Gelband first reported a position in APP in Q3 2021 and has held it in 10 quarters since. The position peaked at $59.1M in Q2 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Michael Gelband held 3,332 shares of Applovin worth $1.72M as of Q2 2026.
Applovin was a new Michael Gelband position in Q2 2026.
Applovin made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #878 holding.
Michael Gelband first reported a position in Applovin in Q3 2021 and has held it in 10 quarters since.
Michael Gelband's Applovin position peaked at $59.1M in Q2 2025.
1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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