Two Sigma Advisers
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Two Sigma Advisers’s Applovin APP Stock Holding History

Two Sigma Advisers’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 		– Sell
-20,500
Closed -$14.7M – 2348
2025
Q3 		$14.7M Sell
20,500
-3,500
-15% -$1.61M 0.03% 397
2025
Q2 		$8.4M Buy
24,000
+6,200
+35% +$2.01M 0.02% 571
2025
Q1 		$4.72M Sell
17,800
-490,014
-96% -$169M 0.01% 810
2024
Q4 		$164M Sell
507,814
-958,200
-65% -$242M 0.38% 55
2024
Q3 		$191M Sell
1,466,014
-1,887,400
-56% -$172M 0.45% 53
2024
Q2 		$279M Buy
3,353,414
+513,800
+18% +$39.9M 0.62% 37
2024
Q1 		$197M Buy
2,839,614
+408,100
+17% +$21.6M 0.46% 49
2023
Q4 		$96.9M Buy
2,431,514
+964,800
+66% +$37.8M 0.23% 101
2023
Q3 		$58.6M Buy
1,466,714
+1,455,214
+12,654% +$51.6M 0.15% 147
2023
Q2 		$296K Sell
11,500
-131,014
-92% -$2.71M ﹤0.01% 1983
2023
Q1 		$2.24M Buy
142,514
+13,200
+10% +$173K 0.01% 1215
2022
Q4 		$1.36M Buy
+129,314
New +$1.9M ﹤0.01% 1425

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Advisers's APP Position: Q4 2025 in Review

Two Sigma Advisers sold out of Applovin (APP) in Q4 2025, closing a stake of 20,500 shares — an estimated $14.7M sold.

Two Sigma Advisers first reported a position in APP in Q4 2022 and held it in 12 quarters. The position peaked at $279M in Q2 2024. 1,593 funds tracked by Wall St. Rank hold APP as of Q4 2025.

  • Two Sigma Advisers reported no remaining Applovin position as of Q4 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 20,500 Applovin shares in Q4 2025, an estimated $14.7M.
  • Two Sigma Advisers first reported a position in Applovin in Q4 2022 and held it in 12 quarters.
  • Two Sigma Advisers's Applovin position peaked at $279M in Q2 2024.
  • 1,593 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on Two Sigma Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.