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Rakuten Investment Management’s Applovin APP Stock Holding History

Rakuten Investment 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 		$21M Buy
56,349
+5,830
+12% +$2.82M 0.04% 80
2025
Q4 		$35.3M Sell
50,519
-1,975,963
-98% -$1.25B 0.12% 54
2025
Q3 		$516M Buy
+2,026,482
New +$934M 1.84% 7
2025
Q1 		$4.65M Buy
+17,067
New +$5.88M 0.02% 221
2024
Q3 		$477K Buy
3,737
+1,265
+51% +$115K ﹤0.01% 436
2024
Q2 		$205K Buy
2,472
+920
+59% +$71.4K ﹤0.01% 465
2024
Q1 		$107K Buy
+1,552
New +$82.2K ﹤0.01% 478

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

Rakuten Investment Management's APP Position: Q1 2026 in Review

Rakuten Investment Management increased its Applovin (APP) stake by 12% in Q1 2026, buying an estimated $2.82M and bringing the position to 56,349 shares worth $21M. The position accounts for 0.04% of the portfolio, ranked #80.

Rakuten Investment Management first reported a position in APP in Q1 2024 and has held it in 7 quarters since. The position peaked at $516M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Rakuten Investment Management held 56,349 shares of Applovin worth $21M as of Q1 2026.
  • Rakuten Investment Management bought 5,830 Applovin shares in Q1 2026, an estimated $2.82M.
  • Applovin made up 0.04% of Rakuten Investment Management's portfolio in Q1 2026, its #80 holding.
  • Rakuten Investment Management first reported a position in Applovin in Q1 2024 and has held it in 7 quarters since.
  • Rakuten Investment Management's Applovin position peaked at $516M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.