Two Sigma Investments’s Applovin APP Stock Holding History

Two Sigma Investments’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	$5.89M	Buy	14,800 +800	+6%	+$387K	﹤0.01%	1827
2025 Q4	$9.43M	Buy	+14,000	New	+$8.82M	0.01%	1165

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Investments's APP Position: Q1 2026 in Review

Two Sigma Investments sold out of Applovin (APP) in Q1 2026, closing a stake of 2,398 shares — an estimated $1.16M sold.

Two Sigma Investments first reported a position in APP in Q3 2022 and held it in 12 quarters. The position peaked at $210M in Q2 2024. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Two Sigma Investments reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
Two Sigma Investments sold 2,398 Applovin shares in Q1 2026, an estimated $1.16M.
Two Sigma Investments first reported a position in Applovin in Q3 2022 and held it in 12 quarters.
Two Sigma Investments's Applovin position peaked at $210M in Q2 2024.
1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.