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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
Q2 		$19.3M Sell
37,398
-3,427
-8% -$1.65M 0.13% 128
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 $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

New York Life Investment Management's APP Position: Q2 2026 in Review

New York Life Investment Management reduced its Applovin (APP) stake by 8.4% in Q2 2026, selling an estimated $1.65M and leaving 37,398 shares worth $19.3M. The position accounts for 0.13% of the portfolio, ranked #128.

New York Life Investment Management first reported a position in APP in Q4 2024 and has held it in 5 quarters since. The position peaked at $26.5M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • New York Life Investment Management held 37,398 shares of Applovin worth $19.3M as of Q2 2026.
  • New York Life Investment Management sold 3,427 Applovin shares in Q2 2026, an estimated $1.65M.
  • Applovin made up 0.13% of New York Life Investment Management's portfolio in Q2 2026, its #128 holding.
  • New York Life Investment Management first reported a position in Applovin in Q4 2024 and has held it in 5 quarters since.
  • New York Life Investment Management's Applovin position peaked at $26.5M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.