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New York Life Investment Management’s Applovin APP Stock Holding History

New York Life 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
Q1 		$16.2M Buy
40,825
+2,812
+7% +$1.36M 0.14% 136
2025
Q4 		$25.6M Buy
38,013
+1,172
+3% +$738K 0.22% 86
2025
Q3 		$26.5M Buy
+36,841
New +$17M 0.23% 83
2025
Q1 		– Sell
-620
Closed -$201K – 819
2024
Q4 		$201K Buy
+620
New +$157K ﹤0.01% 815

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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 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

New York Life Investment Management's APP Position: Q1 2026 in Review

New York Life Investment Management increased its Applovin (APP) stake by 7.4% in Q1 2026, buying an estimated $1.36M and bringing the position to 40,825 shares worth $16.2M. The position accounts for 0.14% of the portfolio, ranked #136.

New York Life Investment Management first reported a position in APP in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.5M in Q3 2025. 1,386 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • New York Life Investment Management held 40,825 shares of Applovin worth $16.2M as of Q1 2026.
  • New York Life Investment Management bought 2,812 Applovin shares in Q1 2026, an estimated $1.36M.
  • Applovin made up 0.14% of New York Life Investment Management's portfolio in Q1 2026, its #136 holding.
  • New York Life Investment Management first reported a position in Applovin in Q4 2024 and has held it in 4 quarters since.
  • New York Life Investment Management's Applovin position peaked at $26.5M in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.