State Board of Administration of Florida Retirement System
APP icon

State Board of Administration of Florida Retirement System’s Applovin APP Stock Holding History

State Board of Administration of Florida Retirement System’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 		$107M Sell
207,990
-2,161
-1% -$1.04M 0.18% 91
2026
Q1 		$83.6M Sell
210,151
-2,332
-1% -$1.13M 0.16% 111
2025
Q4 		$143M Sell
212,483
-7,083
-3% -$4.46M 0.25% 71
2025
Q3 		$158M Sell
219,566
-23,714
-10% -$10.9M 0.28% 60
2025
Q2 		$85.2M Sell
243,280
-7,967
-3% -$2.58M 0.15% 121
2025
Q1 		$66.6M Buy
251,247
+2,220
+0.9% +$765K 0.13% 139
2024
Q4 		$80.6M Buy
249,027
+24,020
+11% +$6.08M 0.15% 113
2024
Q3 		$29.4M Buy
225,007
+6,000
+3% +$547K 0.06% 304
2024
Q2 		$18.2M Buy
219,007
+5,757
+3% +$447K 0.04% 412
2024
Q1 		$3.36M Buy
213,250
+10,156
+5% +$538K 0.01% 855
2023
Q4 		$8.09M Buy
203,094
+265
+0.1% +$10.4K 0.02% 648
2023
Q3 		$8.11M Buy
202,829
+240
+0.1% +$8.51K 0.02% 619
2023
Q2 		$5.21M Sell
202,589
-10,661
-5% -$220K 0.01% 774
2023
Q1 		$3.36M Hold
213,250
– – 0.01% 879
2022
Q4 		$2.25M Sell
213,250
-5,593
-3% -$82K 0.01% 948
2022
Q3 		$4.26M Hold
218,843
– – 0.01% 812
2022
Q2 		$7.54M Buy
+218,843
New +$8.8M 0.02% 645

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 $3.38T AUM 44.17% 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

State Board of Administration of Florida Retirement System's APP Position: Q2 2026 in Review

State Board of Administration of Florida Retirement System reduced its Applovin (APP) stake by 1% in Q2 2026, selling an estimated $1.04M and leaving 207,990 shares worth $107M. The position accounts for 0.18% of the portfolio, ranked #91.

State Board of Administration of Florida Retirement System first reported a position in APP in Q2 2022 and has held it in 17 quarters since. The position peaked at $158M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • State Board of Administration of Florida Retirement System held 207,990 shares of Applovin worth $107M as of Q2 2026.
  • State Board of Administration of Florida Retirement System sold 2,161 Applovin shares in Q2 2026, an estimated $1.04M.
  • Applovin made up 0.18% of State Board of Administration of Florida Retirement System's portfolio in Q2 2026, its #91 holding.
  • State Board of Administration of Florida Retirement System first reported a position in Applovin in Q2 2022 and has held it in 17 quarters since.
  • State Board of Administration of Florida Retirement System's Applovin position peaked at $158M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q2 2026, filed 10 Aug 2026.