Royal London Asset Management’s Applovin APP Stock Holding History

Royal London Asset 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 Q2	$124M	Buy	241,152 +6,013	+3%	+$2.9M	0.23%	87
2026 Q1	$93.6M	Buy	235,139 +114,748	+95%	+$55.5M	0.2%	109
2025 Q4	$81.1M	Sell	120,391 -2,086	-2%	-$1.31M	0.17%	122
2025 Q3	$88M	Sell	122,477 -7,453	-6%	-$3.44M	0.19%	103
2025 Q2	$45.5M	Buy	129,930 +5,867	+5%	+$1.9M	0.1%	178
2025 Q1	$32.9M	Buy	124,063 +13,998	+13%	+$4.82M	0.08%	225
2024 Q4	$35.6M	Buy	110,065 +10,089	+10%	+$2.55M	0.09%	190
2024 Q3	$13.1M	Buy	+99,976	New	+$9.12M	0.03%	372
2023 Q1	–	Sell	-66,824	Closed	-$703K	–	676
2022 Q4	$703K	Hold	66,824	–	–	﹤0.01%	634
2022 Q3	$1.3M	Buy	66,824 +550	+0.8%	+$16.4K	0.01%	620
2022 Q2	$2.28M	Buy	66,274 +11,936	+22%	+$480K	0.01%	590
2022 Q1	$2.99M	Buy	+54,338	New	+$3.46M	0.01%	593

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

Royal London Asset Management's APP Position: Q2 2026 in Review

Royal London Asset Management increased its Applovin (APP) stake by 2.6% in Q2 2026, buying an estimated $2.9M and bringing the position to 241,152 shares worth $124M. The position accounts for 0.23% of the portfolio, ranked #87.

Royal London Asset Management first reported a position in APP in Q1 2022 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Royal London Asset Management held 241,152 shares of Applovin worth $124M as of Q2 2026.
Royal London Asset Management bought 6,013 Applovin shares in Q2 2026, an estimated $2.9M.
Applovin made up 0.23% of Royal London Asset Management's portfolio in Q2 2026, its #87 holding.
Royal London Asset Management first reported a position in Applovin in Q1 2022 and has held it in 12 quarters since.
1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.