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
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 $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 $110B AUM 4.8% 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

State Board of Administration of Florida Retirement System's APP Position: Q1 2026 in Review

State Board of Administration of Florida Retirement System reduced its Applovin (APP) stake by 1.1% in Q1 2026, selling an estimated $1.13M and leaving 210,151 shares worth $83.6M. The position accounts for 0.16% of the portfolio, ranked #111.

State Board of Administration of Florida Retirement System first reported a position in APP in Q2 2022 and has held it in 16 quarters since. The position peaked at $158M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • State Board of Administration of Florida Retirement System held 210,151 shares of Applovin worth $83.6M as of Q1 2026.
  • State Board of Administration of Florida Retirement System sold 2,332 Applovin shares in Q1 2026, an estimated $1.13M.
  • Applovin made up 0.16% of State Board of Administration of Florida Retirement System's portfolio in Q1 2026, its #111 holding.
  • State Board of Administration of Florida Retirement System first reported a position in Applovin in Q2 2022 and has held it in 16 quarters since.
  • State Board of Administration of Florida Retirement System's Applovin position peaked at $158M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q1 2026, filed 8 May 2026.