Mitsubishi UFJ Asset Management
APP icon

Mitsubishi UFJ Asset Management’s Applovin APP Stock Holding History

Mitsubishi UFJ Asset 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 		$241M Buy
606,693
+38,328
+7% +$18.5M 0.16% 116
2025
Q4 		$351M Buy
568,365
+26,252
+5% +$16.5M 0.24% 86
2025
Q3 		$390M Buy
542,113
+304,142
+128% +$140M 0.28% 69
2025
Q2 		$83.3M Buy
237,971
+22,859
+11% +$7.41M 0.07% 242
2025
Q1 		$57M Buy
215,112
+21,824
+11% +$7.52M 0.05% 292
2024
Q4 		$67.8M Buy
193,288
+19,753
+11% +$5M 0.07% 234
2024
Q3 		$22.7M Buy
173,535
+21,554
+14% +$1.97M 0.02% 458
2024
Q2 		$12.6M Sell
151,981
-33,306
-18% -$2.58M 0.02% 519
2024
Q1 		$12.8M Buy
185,287
+156,107
+535% +$8.27M 0.02% 509
2023
Q4 		$1.11M Hold
29,180
– – ﹤0.01% 802
2023
Q3 		$1.17M Buy
29,180
+80
+0.3% +$2.84K ﹤0.01% 797
2023
Q2 		$749K Hold
29,100
– – ﹤0.01% 863
2023
Q1 		$458K Hold
29,100
– – ﹤0.01% 916
2022
Q4 		$312K Sell
29,100
-30,600
-51% -$449K ﹤0.01% 975
2022
Q3 		$1.16M Hold
59,700
– – ﹤0.01% 778
2022
Q2 		$2.06M Buy
59,700
+30,600
+105% +$1.23M 0.01% 702
2022
Q1 		$1.6M Hold
29,100
– – 0.01% 773
2021
Q4 		$2.75M Buy
+29,100
New +$2.71M 0.01% 693

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management's APP Position: Q1 2026 in Review

Mitsubishi UFJ Asset Management increased its Applovin (APP) stake by 6.7% in Q1 2026, buying an estimated $18.5M and bringing the position to 606,693 shares worth $241M. The position accounts for 0.16% of the portfolio, ranked #116.

Mitsubishi UFJ Asset Management first reported a position in APP in Q4 2021 and has held it in 18 quarters since. The position peaked at $390M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Mitsubishi UFJ Asset Management held 606,693 shares of Applovin worth $241M as of Q1 2026.
  • Mitsubishi UFJ Asset Management bought 38,328 Applovin shares in Q1 2026, an estimated $18.5M.
  • Applovin made up 0.16% of Mitsubishi UFJ Asset Management's portfolio in Q1 2026, its #116 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Applovin in Q4 2021 and has held it in 18 quarters since.
  • Mitsubishi UFJ Asset Management's Applovin position peaked at $390M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2026, filed 12 May 2026.