State Street’s Applovin APP Stock Holding History

State Street’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	$6.24B	Buy	12,101,830 +334,501	+3%	+$161M	0.19%	90
2026 Q1	$4.68B	Sell	11,767,329 -137,514	-1%	-$66.5M	0.16%	115
2025 Q4	$8.02B	Buy	11,904,843 +52,377	+0.4%	+$33M	0.27%	62
2025 Q3	$8.52B	Buy	11,852,466 +6,237,051	+111%	+$2.88B	0.3%	55
2025 Q2	$1.97B	Buy	5,615,415 +133,402	+2%	+$43.3M	0.07%	240
2025 Q1	$1.45B	Buy	5,482,013 +88,091	+2%	+$30.4M	0.06%	279
2024 Q4	$1.75B	Buy	5,393,922 +5,899	+0.1%	+$1.49M	0.07%	250
2024 Q3	$703M	Buy	5,388,023 +428,419	+9%	+$39.1M	0.03%	465
2024 Q2	$413M	Buy	4,959,604 +1,150,653	+30%	+$89.3M	0.02%	562
2024 Q1	$264M	Buy	3,808,951 +684,019	+22%	+$36.2M	0.01%	736
2023 Q4	$125M	Buy	3,124,932 +54,843	+2%	+$2.15M	0.01%	1155
2023 Q3	$123M	Sell	3,070,089 -2,006	-0.1%	-$71.2K	0.01%	1050
2023 Q2	$79M	Buy	3,072,095 +20,591	+0.7%	+$425K	﹤0.01%	1377
2023 Q1	$48.1M	Buy	3,051,504 +119,116	+4%	+$1.56M	﹤0.01%	1676
2022 Q4	$30.9M	Sell	2,932,388 -532,853	-15%	-$7.82M	﹤0.01%	1943
2022 Q3	$67.5M	Buy	3,465,241 +424,435	+14%	+$12.7M	﹤0.01%	1391
2022 Q2	$105M	Buy	3,040,806 +2,805,820	+1,194%	+$113M	0.01%	1119
2022 Q1	$12.9M	Buy	234,986 +86,336	+58%	+$5.49M	﹤0.01%	2676
2021 Q4	$14M	Buy	148,650 +18,204	+14%	+$1.7M	﹤0.01%	2705
2021 Q3	$9.44M	Buy	130,446 +42,946	+49%	+$2.92M	﹤0.01%	2917
2021 Q2	$6.58M	Buy	+87,500	New	+$6.04M	﹤0.01%	3115

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

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

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

State Street's APP Position: Q2 2026 in Review

State Street increased its Applovin (APP) stake by 2.8% in Q2 2026, buying an estimated $161M and bringing the position to 12,101,830 shares worth $6.24B. The position accounts for 0.19% of the portfolio, ranked #90.

State Street first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.52B in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

State Street held 12,101,830 shares of Applovin worth $6.24B as of Q2 2026.
State Street bought 334,501 Applovin shares in Q2 2026, an estimated $161M.
Applovin made up 0.19% of State Street's portfolio in Q2 2026, its #90 holding.
State Street first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
State Street's Applovin position peaked at $8.52B in Q3 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.