State of Michigan Retirement System’s Applovin APP Stock Holding History

State of Michigan 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	$38.6M	Hold	75,000	–	–	0.17%	106
2026 Q1	$29.9M	Sell	75,000 -100	-0.1%	-$48.3K	0.16%	117
2025 Q4	$50.6M	Sell	75,100 -2,300	-3%	-$1.45M	0.25%	74
2025 Q3	$55.6M	Buy	77,400 +73,200	+1,743%	+$33.8M	0.27%	60
2025 Q2	$1.47M	Buy	4,200 +300	+8%	+$97.3K	0.01%	751
2025 Q1	$1.03M	Hold	3,900	–	–	0.01%	833
2024 Q4	$1.26M	Buy	+3,900	New	+$987K	0.01%	801

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Michigan Retirement System's APP Position: Q2 2026 in Review

State of Michigan Retirement System held its Applovin (APP) position steady in Q2 2026 at 75,000 shares worth $38.6M. The position accounts for 0.17% of the portfolio, ranked #106.

State of Michigan Retirement System first reported a position in APP in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.6M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

State of Michigan Retirement System held 75,000 shares of Applovin worth $38.6M as of Q2 2026.
State of Michigan Retirement System left its Applovin share count unchanged in Q2 2026.
Applovin made up 0.17% of State of Michigan Retirement System's portfolio in Q2 2026, its #106 holding.
State of Michigan Retirement System first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
State of Michigan Retirement System's Applovin position peaked at $55.6M in Q3 2025.
1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.