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Sagewood Asset Management’s Applovin APP Stock Holding History

Sagewood 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 		$607K Buy
1,178
+291
+33% +$140K 0.14% 145
2026
Q1 		$353K Buy
887
+356
+67% +$172K 0.11% 186
2025
Q4 		$358K Buy
+531
New +$335K 0.13% 145

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

Sagewood Asset Management's APP Position: Q2 2026 in Review

Sagewood Asset Management increased its Applovin (APP) stake by 33% in Q2 2026, buying an estimated $140K and bringing the position to 1,178 shares worth $607K. The position accounts for 0.14% of the portfolio, ranked #145.

Sagewood Asset Management first reported a position in APP in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sagewood Asset Management held 1,178 shares of Applovin worth $607K as of Q2 2026.
  • Sagewood Asset Management bought 291 Applovin shares in Q2 2026, an estimated $140K.
  • Applovin made up 0.14% of Sagewood Asset Management's portfolio in Q2 2026, its #145 holding.
  • Sagewood Asset Management first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.