RhumbLine Advisers’s Applovin APP Stock Holding History

RhumbLine Advisers’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	$226M	Sell	438,735 -5,730	-1%	-$2.77M	0.17%	85
2026 Q1	$177M	Sell	444,465 -2,070	-0.5%	-$1M	0.15%	106
2025 Q4	$301M	Sell	446,535 -15,910	-3%	-$10M	0.24%	65
2025 Q3	$332M	Buy	462,445 +173,795	+60%	+$80.1M	0.27%	55
2025 Q2	$101M	Sell	288,650 -167,052	-37%	-$54.2M	0.09%	193
2025 Q1	$121M	Buy	455,702 +15,213	+3%	+$5.24M	0.11%	153
2024 Q4	$143M	Buy	440,489 +24,451	+6%	+$6.19M	0.13%	132
2024 Q3	$54.3M	Buy	416,038 +88,240	+27%	+$8.05M	0.05%	316
2024 Q2	$27.3M	Buy	327,798 +85,886	+36%	+$6.66M	0.03%	526
2024 Q1	$16.7M	Sell	241,912 -8,706	-3%	-$461K	0.02%	789
2023 Q4	$9.99M	Sell	250,618 -4,142	-2%	-$162K	0.01%	1064
2023 Q3	$10.2M	Sell	254,760 -9,951	-4%	-$353K	0.01%	983
2023 Q2	$6.81M	Buy	264,711 +9,212	+4%	+$190K	0.01%	1198
2023 Q1	$4.02M	Buy	255,499 +20,504	+9%	+$269K	0.01%	1445
2022 Q4	$2.47M	Buy	234,995 +11,290	+5%	+$166K	﹤0.01%	1671
2022 Q3	$4.36M	Buy	223,705 +9,354	+4%	+$280K	0.01%	1315
2022 Q2	$7.38M	Buy	+214,351	New	+$8.61M	0.01%	1060

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

RhumbLine Advisers's APP Position: Q2 2026 in Review

RhumbLine Advisers reduced its Applovin (APP) stake by 1.3% in Q2 2026, selling an estimated $2.77M and leaving 438,735 shares worth $226M. The position accounts for 0.17% of the portfolio, ranked #85.

RhumbLine Advisers first reported a position in APP in Q2 2022 and has held it in 17 quarters since. The position peaked at $332M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

RhumbLine Advisers held 438,735 shares of Applovin worth $226M as of Q2 2026.
RhumbLine Advisers sold 5,730 Applovin shares in Q2 2026, an estimated $2.77M.
Applovin made up 0.17% of RhumbLine Advisers's portfolio in Q2 2026, its #85 holding.
RhumbLine Advisers first reported a position in Applovin in Q2 2022 and has held it in 17 quarters since.
RhumbLine Advisers's Applovin position peaked at $332M in Q3 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.