ONGA
APP icon

O'Neil Global Advisors’s Applovin APP Stock Holding History

O'Neil Global Advisors’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 		– Sell
-2,067
Closed -$1.39M – 15
2025
Q4 		$1.39M Sell
2,067
-2,833
-58% -$1.79M 0.48% 29
2025
Q3 		$3.52M Buy
+4,900
New +$2.26M 0.65% 18
2025
Q1 		– Sell
-16,428
Closed -$5.32M – 23
2024
Q4 		$5.32M Buy
16,428
+10,059
+158% +$2.54M 1.55% 8
2024
Q3 		$831K Sell
6,369
-21,610
-77% -$1.97M 0.21% 43
2024
Q2 		$2.33M Sell
27,979
-105,921
-79% -$8.22M 1.09% 17
2024
Q1 		$9.27M Buy
+133,900
New +$7.09M 11.43% 3
2022
Q1 		– Sell
-2,195
Closed -$207K – 67
2021
Q4 		$207K Buy
+2,195
New +$204K 0.34% 51

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

O'Neil Global Advisors's APP Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Applovin (APP) in Q1 2026, closing a stake of 2,067 shares — an estimated $1.39M sold.

O'Neil Global Advisors first reported a position in APP in Q4 2021 and held it in 7 quarters. The position peaked at $9.27M in Q1 2024. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • O'Neil Global Advisors reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,067 Applovin shares in Q1 2026, an estimated $1.39M.
  • O'Neil Global Advisors first reported a position in Applovin in Q4 2021 and held it in 7 quarters.
  • O'Neil Global Advisors's Applovin position peaked at $9.27M in Q1 2024.
  • 1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.