Panagora Asset Management’s Applovin APP Stock Holding History

Panagora 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	$19.8M	Sell	38,446 -38,902	-50%	-$18.8M	0.06%	247
2026 Q1	$30.8M	Buy	77,348 +1,418	+2%	+$685K	0.12%	177
2025 Q4	$51.2M	Sell	75,930 -68,048	-47%	-$42.9M	0.18%	120
2025 Q3	$103M	Buy	143,978 +74,787	+108%	+$34.5M	0.42%	55
2025 Q2	$24.2M	Buy	69,191 +6,707	+11%	+$2.17M	0.11%	179
2025 Q1	$16.6M	Buy	62,484 +34,513	+123%	+$11.9M	0.08%	204
2024 Q4	$9.06M	Buy	+27,971	New	+$7.08M	0.04%	250
2022 Q4	–	Sell	-10,834	Closed	-$211K	–	1428
2022 Q3	$211K	Buy	+10,834	New	+$324K	﹤0.01%	1360

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Panagora Asset Management reduced its Applovin (APP) stake by 50% in Q2 2026, selling an estimated $18.8M and leaving 38,446 shares worth $19.8M. The position accounts for 0.06% of the portfolio, ranked #247.

Panagora Asset Management first reported a position in APP in Q3 2022 and has held it in 8 quarters since. The position peaked at $103M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Panagora Asset Management held 38,446 shares of Applovin worth $19.8M as of Q2 2026.
Panagora Asset Management sold 38,902 Applovin shares in Q2 2026, an estimated $18.8M.
Applovin made up 0.06% of Panagora Asset Management's portfolio in Q2 2026, its #247 holding.
Panagora Asset Management first reported a position in Applovin in Q3 2022 and has held it in 8 quarters since.
Panagora Asset Management's Applovin position peaked at $103M in Q3 2025.
1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.