SICM
APP icon

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
Q2 		$361K Sell
700
-580
-45% -$280K 0.15% 67
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
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 $3.38T AUM 44.17% 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

Sustainable Insight Capital Management's APP Position: Q2 2026 in Review

Sustainable Insight Capital Management reduced its Applovin (APP) stake by 45% in Q2 2026, selling an estimated $280K and leaving 700 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #67.

Sustainable Insight Capital Management first reported a position in APP in Q4 2025 and has held it in 3 quarters since. The position peaked at $782K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sustainable Insight Capital Management held 700 shares of Applovin worth $361K as of Q2 2026.
  • Sustainable Insight Capital Management sold 580 Applovin shares in Q2 2026, an estimated $280K.
  • Applovin made up 0.15% of Sustainable Insight Capital Management's portfolio in Q2 2026, its #67 holding.
  • Sustainable Insight Capital Management first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
  • Sustainable Insight Capital Management's Applovin position peaked at $782K in Q4 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.