OAM
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OP Asset Management’s Applovin APP Stock Holding History

OP 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
Q2 		$13.2M Buy
25,654
+2,183
+9% +$1.05M 0.14% 119
2026
Q1 		$9.34M Sell
23,471
-11,415
-33% -$5.52M 0.09% 145
2025
Q4 		$23.5M Buy
34,886
+4,697
+16% +$2.96M 0.28% 61
2025
Q3 		$21.7M Buy
30,189
+367
+1% +$169K 0.28% 59
2025
Q2 		$10.4M Buy
29,822
+2,984
+11% +$967K 0.15% 120
2025
Q1 		$7.11M Buy
+26,838
New +$9.25M 0.12% 154

Other funds holding APP

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

OP Asset Management's APP Position: Q2 2026 in Review

OP Asset Management increased its Applovin (APP) stake by 9.3% in Q2 2026, buying an estimated $1.05M and bringing the position to 25,654 shares worth $13.2M. The position accounts for 0.14% of the portfolio, ranked #119.

OP Asset Management first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.5M in Q4 2025. 536 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • OP Asset Management held 25,654 shares of Applovin worth $13.2M as of Q2 2026.
  • OP Asset Management bought 2,183 Applovin shares in Q2 2026, an estimated $1.05M.
  • Applovin made up 0.14% of OP Asset Management's portfolio in Q2 2026, its #119 holding.
  • OP Asset Management first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Applovin position peaked at $23.5M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.