SM
APP icon

STF Management’s Applovin APP Stock Holding History

STF 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
2025
Q4 		$1.2M Sell
1,781
-2,504
-58% -$1.58M 1.13% 18
2025
Q3 		$3.08M Sell
4,285
-11
-0.3% -$5.07K 1.14% 17
2025
Q2 		$1.5M Buy
4,296
+110
+3% +$35.7K 0.59% 40
2025
Q1 		$1.11M Sell
4,186
-37
-0.9% -$12.8K 0.53% 42
2024
Q4 		$1.37M Buy
+4,223
New +$1.07M 0.61% 36

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

STF Management's APP Position: Q4 2025 in Review

STF Management reduced its Applovin (APP) stake by 58% in Q4 2025, selling an estimated $1.58M and leaving 1,781 shares worth $1.2M. The position accounts for 1.13% of the portfolio, ranked #18.

STF Management first reported a position in APP in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.08M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold APP as of Q4 2025.

  • STF Management held 1,781 shares of Applovin worth $1.2M as of Q4 2025.
  • STF Management sold 2,504 Applovin shares in Q4 2025, an estimated $1.58M.
  • Applovin made up 1.13% of STF Management's portfolio in Q4 2025, its #18 holding.
  • STF Management first reported a position in Applovin in Q4 2024 and has held it in 5 quarters since.
  • STF Management's Applovin position peaked at $3.08M in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on STF Management's 13F filing for Q4 2025, filed 5 Feb 2026.