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Mizuho Securities USA’s Applovin APP Stock Holding History

Mizuho Securities USA’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 		$10.9M Buy
21,063
+4,680
+29% +$2.26M 0.18% 90
2026
Q1 		$6.52M Sell
16,383
-3,327
-17% -$1.61M 0.15% 137
2025
Q4 		$11.8M Sell
19,710
-7
-0% -$4.41K 0.2% 81
2025
Q3 		$12.8M Buy
+19,717
New +$9.09M 0.26% 67

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

Mizuho Securities USA's APP Position: Q2 2026 in Review

Mizuho Securities USA increased its Applovin (APP) stake by 29% in Q2 2026, buying an estimated $2.26M and bringing the position to 21,063 shares worth $10.9M. The position accounts for 0.18% of the portfolio, ranked #90.

Mizuho Securities USA first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8M in Q3 2025. 1,449 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Mizuho Securities USA held 21,063 shares of Applovin worth $10.9M as of Q2 2026.
  • Mizuho Securities USA bought 4,680 Applovin shares in Q2 2026, an estimated $2.26M.
  • Applovin made up 0.18% of Mizuho Securities USA's portfolio in Q2 2026, its #90 holding.
  • Mizuho Securities USA first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • Mizuho Securities USA's Applovin position peaked at $12.8M in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.