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Scopus Asset Management’s Applovin APP Stock Holding History

Scopus 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
Q1 		– Sell
-86,150
Closed -$58M – 282
2025
Q4 		$58M Sell
86,150
-34,850
-29% -$22M 0.95% 19
2025
Q3 		$86.9M Sell
121,000
-34,000
-22% -$15.7M 1.18% 10
2025
Q2 		$54.3M Buy
155,000
+40,000
+35% +$13M 0.91% 26
2025
Q1 		$30.5M Sell
115,000
-250
-0.2% -$86.2K 0.6% 56
2024
Q4 		$37.3M Buy
+115,250
New +$29.2M 0.89% 33

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Scopus Asset Management's APP Position: Q1 2026 in Review

Scopus Asset Management sold out of Applovin (APP) in Q1 2026, closing a stake of 86,150 shares — an estimated $58M sold.

Scopus Asset Management first reported a position in APP in Q4 2024 and held it in 5 quarters. The position peaked at $86.9M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Scopus Asset Management reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Scopus Asset Management sold 86,150 Applovin shares in Q1 2026, an estimated $58M.
  • Scopus Asset Management first reported a position in Applovin in Q4 2024 and held it in 5 quarters.
  • Scopus Asset Management's Applovin position peaked at $86.9M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.