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Steadview Capital Management’s Applovin APP Stock Holding History

Steadview Capital 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
2026
Q2 		$38.8M Sell
75,290
-14,160
-16% -$6.83M 11.67% 4
2026
Q1 		$35.6M Sell
89,450
-57,415
-39% -$27.8M 15.71% 3
2025
Q4 		$99M Sell
146,865
-18,410
-11% -$11.6M 18.63% 3
2025
Q3 		$119M Sell
165,275
-54,405
-25% -$25.1M 17.02% 2
2025
Q2 		$76.9M Sell
219,680
-7,000
-3% -$2.27M 11.11% 4
2025
Q1 		$60.1M Sell
226,680
-56,870
-20% -$19.6M 13.05% 4
2024
Q4 		$91.8M Sell
283,550
-103,450
-27% -$26.2M 19% 2
2024
Q3 		$50.5M Buy
387,000
+60,900
+19% +$5.56M 15.56% 3
2024
Q2 		$27.1M Buy
326,100
+23,600
+8% +$1.83M 9.11% 5
2024
Q1 		$20.9M Buy
+302,500
New +$16M 6.19% 7

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 $3.37T AUM 44.26% 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

Steadview Capital Management's APP Position: Q2 2026 in Review

Steadview Capital Management reduced its Applovin (APP) stake by 16% in Q2 2026, selling an estimated $6.83M and leaving 75,290 shares worth $38.8M. The position accounts for 11.67% of the portfolio, ranked #4.

Steadview Capital Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $119M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Steadview Capital Management held 75,290 shares of Applovin worth $38.8M as of Q2 2026.
  • Steadview Capital Management sold 14,160 Applovin shares in Q2 2026, an estimated $6.83M.
  • Applovin made up 11.67% of Steadview Capital Management's portfolio in Q2 2026, its #4 holding.
  • Steadview Capital Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Steadview Capital Management's Applovin position peaked at $119M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Steadview Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.