PCM
APP icon

Penserra Capital Management’s Applovin APP Stock Holding History

Penserra Capital 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 		$6.07M Buy
15,261
+2,611
+21% +$1.26M 0.07% 256
2025
Q4 		$8.52M Sell
12,650
-2,332
-16% -$1.47M 0.1% 207
2025
Q3 		$10.8M Buy
14,982
+8,332
+125% +$3.84M 0.13% 179
2025
Q2 		$2.33M Sell
6,650
-157
-2% -$50.9K 0.03% 320
2025
Q1 		$1.8M Buy
6,807
+5,165
+315% +$1.78M 0.03% 319
2024
Q4 		$530K Sell
1,642
-719
-30% -$182K 0.01% 557
2024
Q3 		$307K Sell
2,361
-33,226
-93% -$3.03M 0.01% 629
2024
Q2 		$2.96M Buy
35,587
+31,780
+835% +$2.47M 0.04% 305
2024
Q1 		$262K Buy
+3,807
New +$202K ﹤0.01% 685

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

Penserra Capital Management's APP Position: Q1 2026 in Review

Penserra Capital Management increased its Applovin (APP) stake by 21% in Q1 2026, buying an estimated $1.26M and bringing the position to 15,261 shares worth $6.07M. The position accounts for 0.07% of the portfolio, ranked #256.

Penserra Capital Management first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Penserra Capital Management held 15,261 shares of Applovin worth $6.07M as of Q1 2026.
  • Penserra Capital Management bought 2,611 Applovin shares in Q1 2026, an estimated $1.26M.
  • Applovin made up 0.07% of Penserra Capital Management's portfolio in Q1 2026, its #256 holding.
  • Penserra Capital Management first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
  • Penserra Capital Management's Applovin position peaked at $10.8M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.