Sapient Capital
APP icon

Sapient Capital’s Applovin APP Stock Holding History

Sapient Capital’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
Q3 		$297M Sell
1,021,459
-94,411
-8% -$34.8M 3.99% 4
2026
Q2 		$575M Sell
1,115,870
-155,603
-12% -$75.1M 7.52% 3
2026
Q1 		$506M Buy
1,271,473
+109
+0% +$52.7K 7.64% 3
2025
Q4 		$882M Sell
1,271,364
-1,098
-0.1% -$692K 12.39% 2
2025
Q3 		$906M Sell
1,272,462
-8,029
-0.6% -$3.7M 13.95% 2
2025
Q2 		$448M Sell
1,280,491
-3,544
-0.3% -$1.15M 8.03% 2
2025
Q1 		$340M Buy
1,284,035
+95,589
+8% +$32.9M 6.71% 2
2024
Q4 		$385M Sell
1,188,446
-364,134
-23% -$92.1M 7.35% 2
2024
Q3 		$203M Sell
1,552,580
-1,387,654
-47% -$127M 4.07% 4
2024
Q2 		$245M Sell
2,940,234
-1,008,618
-26% -$78.3M 5.09% 4
2024
Q1 		$273M Sell
3,948,852
-193,110
-5% -$10.2M 6.05% 2
2023
Q4 		$165M Buy
+4,141,962
New +$162M 4.26% 4

Other funds holding APP

Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Sapient Capital's APP Position: Q3 2026 in Review

Sapient Capital reduced its Applovin (APP) stake by 8.5% in Q3 2026, selling an estimated $34.8M and leaving 1,021,459 shares worth $297M. The position accounts for 3.99% of the portfolio, ranked #4.

Sapient Capital first reported a position in APP in Q4 2023 and has held it in 12 quarters since. The position peaked at $906M in Q3 2025. 190 funds tracked by Wall St. Rank hold APP as of Q3 2026.

  • Sapient Capital held 1,021,459 shares of Applovin worth $297M as of Q3 2026.
  • Sapient Capital sold 94,411 Applovin shares in Q3 2026, an estimated $34.8M.
  • Applovin made up 3.99% of Sapient Capital's portfolio in Q3 2026, its #4 holding.
  • Sapient Capital first reported a position in Applovin in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Applovin position peaked at $906M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.