OBAM
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ODDO BHF Asset Management’s Applovin APP Stock Holding History

ODDO BHF 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
Q1 		$4.81M Buy
12,080
+3,999
+49% +$1.93M 0.19% 115
2025
Q4 		$5.45M Buy
8,081
+2,954
+58% +$1.86M 0.2% 103
2025
Q3 		$3.68M Buy
5,127
+3,913
+322% +$1.8M 0.14% 135
2025
Q2 		$425K Sell
1,214
-164
-12% -$53.2K 0.02% 341
2025
Q1 		$365K Buy
+1,378
New +$475K 0.02% 358

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 $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 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

ODDO BHF Asset Management's APP Position: Q1 2026 in Review

ODDO BHF Asset Management increased its Applovin (APP) stake by 49% in Q1 2026, buying an estimated $1.93M and bringing the position to 12,080 shares worth $4.81M. The position accounts for 0.19% of the portfolio, ranked #115.

ODDO BHF Asset Management first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.45M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • ODDO BHF Asset Management held 12,080 shares of Applovin worth $4.81M as of Q1 2026.
  • ODDO BHF Asset Management bought 3,999 Applovin shares in Q1 2026, an estimated $1.93M.
  • Applovin made up 0.19% of ODDO BHF Asset Management's portfolio in Q1 2026, its #115 holding.
  • ODDO BHF Asset Management first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • ODDO BHF Asset Management's Applovin position peaked at $5.45M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on ODDO BHF Asset Management's 13F filing for Q1 2026, filed 18 May 2026.