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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
2025
Q4 		– Sell
-65,000
Closed -$46.7M – 276
2025
Q3 		$46.7M Sell
65,000
-131,900
-67% -$60.8M 0.63% 51
2025
Q2 		$68.9M Buy
+196,900
New +$63.8M 1.16% 16

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 1,383 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.
  • 1,383 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.