TSS
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Two Sigma Securities’s Applovin APP Stock Holding History

Two Sigma Securities’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
Q1 		– Sell
-47,100
Closed -$15.3M – 1447
2024
Q4 		$15.3M Sell
47,100
-44,200
-48% -$11.2M 2.02% 1
2024
Q3 		$11.9M Buy
91,300
+14,400
+19% +$1.31M 0.2% 118
2024
Q2 		$6.4M Sell
76,900
-27,700
-26% -$2.15M 0.08% 289
2024
Q1 		$7.24M Buy
+104,600
New +$5.54M 0.07% 300
2023
Q4 		– Sell
-12,000
Closed -$480K – 3001
2023
Q3 		$480K Buy
+12,000
New +$426K 0.01% 1565
2023
Q2 		– Sell
-30,200
Closed -$476K – 2752
2023
Q1 		$476K Sell
30,200
-42,800
-59% -$561K 0.01% 1295
2022
Q4 		$769K Buy
73,000
+57,500
+371% +$843K 0.02% 826
2022
Q3 		$302K Buy
+15,500
New +$463K 0.01% 1565

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Baillie Gifford & Co
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
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

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

Two Sigma Securities sold out of Applovin (APP) in Q1 2026, closing a stake of 519 shares — an estimated $350K sold.

Two Sigma Securities first reported a position in APP in Q2 2022 and held it in 11 quarters. The position peaked at $2.57M in Q2 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Two Sigma Securities reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Securities sold 519 Applovin shares in Q1 2026, an estimated $350K.
  • Two Sigma Securities first reported a position in Applovin in Q2 2022 and held it in 11 quarters.
  • Two Sigma Securities's Applovin position peaked at $2.57M in Q2 2024.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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