MFAM
APP icon

Motley Fool Asset Management’s Applovin APP Stock Holding History

Motley Fool 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
Q2 		$12.5M Sell
24,257
-8,174
-25% -$3.94M 0.48% 40
2026
Q1 		$12.9M Buy
32,431
+693
+2% +$335K 0.55% 37
2025
Q4 		$21.4M Buy
31,738
+8,400
+36% +$5.29M 0.83% 22
2025
Q3 		$16.8M Buy
+23,338
New +$10.8M 0.69% 23

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 $3.38T AUM 44.17% 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

Motley Fool Asset Management's APP Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Applovin (APP) stake by 25% in Q2 2026, selling an estimated $3.94M and leaving 24,257 shares worth $12.5M. The position accounts for 0.48% of the portfolio, ranked #40.

Motley Fool Asset Management first reported a position in APP in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.4M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Motley Fool Asset Management held 24,257 shares of Applovin worth $12.5M as of Q2 2026.
  • Motley Fool Asset Management sold 8,174 Applovin shares in Q2 2026, an estimated $3.94M.
  • Applovin made up 0.48% of Motley Fool Asset Management's portfolio in Q2 2026, its #40 holding.
  • Motley Fool Asset Management first reported a position in Applovin in Q3 2025 and has held it in 4 quarters since.
  • Motley Fool Asset Management's Applovin position peaked at $21.4M in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.