Renaissance Technologies
APP icon

Renaissance Technologies’s Applovin APP Stock Holding History

Renaissance Technologies’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 		$174M Buy
436,540
+117,719
+37% +$56.9M 0.27% 63
2025
Q4 		$215M Sell
318,821
-682,611
-68% -$430M 0.33% 49
2025
Q3 		$720M Sell
1,001,432
-379,400
-27% -$175M 0.95% 6
2025
Q2 		$483M Buy
1,380,832
+501,632
+57% +$163M 0.64% 16
2025
Q1 		$233M Buy
879,200
+356,800
+68% +$123M 0.35% 39
2024
Q4 		$169M Buy
522,400
+328,200
+169% +$83M 0.25% 70
2024
Q3 		$25.4M Sell
194,200
-173,100
-47% -$15.8M 0.04% 561
2024
Q2 		$30.6M Sell
367,300
-269,300
-42% -$20.9M 0.05% 437
2024
Q1 		$44.1M Buy
636,600
+334,100
+110% +$17.7M 0.07% 339
2023
Q4 		$12.1M Buy
+302,500
New +$11.9M 0.02% 859
2023
Q3 		– Sell
-56,600
Closed -$1.46M – 3633
2023
Q2 		$1.46M Sell
56,600
-1,057,400
-95% -$21.8M ﹤0.01% 2206
2023
Q1 		$17.5M Sell
1,114,000
-1,059,539
-49% -$13.9M 0.02% 790
2022
Q4 		$22.9M Buy
2,173,539
+2,033,939
+1,457% +$29.8M 0.03% 643
2022
Q3 		$2.72M Sell
139,600
-26,600
-16% -$795K ﹤0.01% 1828
2022
Q2 		$5.72M Buy
166,200
+72,100
+77% +$2.9M 0.01% 1462
2022
Q1 		$5.18M Buy
+94,100
New +$5.99M 0.01% 1566

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

Renaissance Technologies's APP Position: Q1 2026 in Review

Renaissance Technologies increased its Applovin (APP) stake by 37% in Q1 2026, buying an estimated $56.9M and bringing the position to 436,540 shares worth $174M. The position accounts for 0.27% of the portfolio, ranked #63.

Renaissance Technologies first reported a position in APP in Q1 2022 and has held it in 16 quarters since. The position peaked at $720M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Renaissance Technologies held 436,540 shares of Applovin worth $174M as of Q1 2026.
  • Renaissance Technologies bought 117,719 Applovin shares in Q1 2026, an estimated $56.9M.
  • Applovin made up 0.27% of Renaissance Technologies's portfolio in Q1 2026, its #63 holding.
  • Renaissance Technologies first reported a position in Applovin in Q1 2022 and has held it in 16 quarters since.
  • Renaissance Technologies's Applovin position peaked at $720M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.