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NEOS Investment Management’s Applovin APP Stock Holding History

NEOS Investment 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 		$117M Buy
227,667
+21,034
+10% +$10.2M 0.43% 41
2026
Q1 		$82.2M Buy
206,633
+49,172
+31% +$23.8M 0.42% 44
2025
Q4 		$106M Buy
157,461
+36,567
+30% +$23M 0.61% 28
2025
Q3 		$86.9M Buy
120,894
+67,707
+127% +$31.2M 0.65% 21
2025
Q2 		$18.6M Buy
53,187
+22,560
+74% +$7.31M 0.23% 84
2025
Q1 		$8.12M Buy
30,627
+11,290
+58% +$3.89M 0.15% 139
2024
Q4 		$6.26M Buy
+19,337
New +$4.89M 0.15% 130

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

NEOS Investment Management's APP Position: Q2 2026 in Review

NEOS Investment Management increased its Applovin (APP) stake by 10% in Q2 2026, buying an estimated $10.2M and bringing the position to 227,667 shares worth $117M. The position accounts for 0.43% of the portfolio, ranked #41.

NEOS Investment Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • NEOS Investment Management held 227,667 shares of Applovin worth $117M as of Q2 2026.
  • NEOS Investment Management bought 21,034 Applovin shares in Q2 2026, an estimated $10.2M.
  • Applovin made up 0.43% of NEOS Investment Management's portfolio in Q2 2026, its #41 holding.
  • NEOS Investment Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.