RG
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Renaissance Group’s Applovin APP Stock Holding History

Renaissance Group’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 		$32.6M Sell
63,304
-4,151
-6% -$2M 1.32% 21
2026
Q1 		$26.8M Buy
67,455
+8,889
+15% +$4.3M 1.12% 42
2025
Q4 		$39.5M Sell
58,566
-12,972
-18% -$8.17M 1.58% 11
2025
Q3 		$51.4M Sell
71,538
-31,417
-31% -$14.5M 1.94% 1
2025
Q2 		$36M Sell
102,955
-1,909
-2% -$619K 1.4% 21
2025
Q1 		$27.8M Sell
104,864
-5,156
-5% -$1.78M 1.23% 41
2024
Q4 		$35.6M Sell
110,020
-198,065
-64% -$50.1M 1.48% 23
2024
Q3 		$40.2M Buy
+308,085
New +$28.1M 1.66% 7

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Group's APP Position: Q2 2026 in Review

Renaissance Group reduced its Applovin (APP) stake by 6.2% in Q2 2026, selling an estimated $2M and leaving 63,304 shares worth $32.6M. The position accounts for 1.32% of the portfolio, ranked #21.

Renaissance Group first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $51.4M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Renaissance Group held 63,304 shares of Applovin worth $32.6M as of Q2 2026.
  • Renaissance Group sold 4,151 Applovin shares in Q2 2026, an estimated $2M.
  • Applovin made up 1.32% of Renaissance Group's portfolio in Q2 2026, its #21 holding.
  • Renaissance Group first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
  • Renaissance Group's Applovin position peaked at $51.4M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.