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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
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

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Sapient Capital's APP Position: Q2 2026 in Review

Sapient Capital reduced its Applovin (APP) stake by 12% in Q2 2026, selling an estimated $75.1M and leaving 1,115,870 shares worth $575M. The position accounts for 7.52% of the portfolio, ranked #3.

Sapient Capital first reported a position in APP in Q4 2023 and has held it in 11 quarters since. The position peaked at $906M in Q3 2025. 194 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sapient Capital held 1,115,870 shares of Applovin worth $575M as of Q2 2026.
  • Sapient Capital sold 155,603 Applovin shares in Q2 2026, an estimated $75.1M.
  • Applovin made up 7.52% of Sapient Capital's portfolio in Q2 2026, its #3 holding.
  • Sapient Capital first reported a position in Applovin in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's Applovin position peaked at $906M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.