SICM
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Sustainable Insight Capital Management’s Applovin APP Stock Holding History

Sustainable Insight 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
Q1 		$509K Buy
1,280
+120
+10% +$58K 0.17% 71
2025
Q4 		$782K Buy
+1,160
New +$731K 0.26% 48

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sustainable Insight Capital Management's APP Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its Applovin (APP) stake by 10% in Q1 2026, buying an estimated $58K and bringing the position to 1,280 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #71.

Sustainable Insight Capital Management first reported a position in APP in Q4 2025 and has held it in 2 quarters since. The position peaked at $782K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Sustainable Insight Capital Management held 1,280 shares of Applovin worth $509K as of Q1 2026.
  • Sustainable Insight Capital Management bought 120 Applovin shares in Q1 2026, an estimated $58K.
  • Applovin made up 0.17% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #71 holding.
  • Sustainable Insight Capital Management first reported a position in Applovin in Q4 2025 and has held it in 2 quarters since.
  • Sustainable Insight Capital Management's Applovin position peaked at $782K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.