Victory Capital Management
APP icon

Victory Capital Management’s Applovin APP Stock Holding History

Victory 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 		$181M Buy
351,647
+2,363
+0.7% +$1.14M 0.1% 216
2026
Q1 		$139M Sell
349,284
-44,333
-11% -$21.4M 0.09% 240
2025
Q4 		$265M Sell
393,617
-27,893
-7% -$17.6M 0.15% 146
2025
Q3 		$303M Buy
421,510
+1,076
+0.3% +$496K 0.18% 125
2025
Q2 		$147M Sell
420,434
-291
-0.1% -$94.3K 0.09% 225
2025
Q1 		$111M Buy
420,725
+80,016
+23% +$27.6M 0.11% 201
2024
Q4 		$110M Sell
340,709
-34,183
-9% -$8.65M 0.11% 205
2024
Q3 		$48.9M Buy
374,892
+117,186
+45% +$10.7M 0.05% 478
2024
Q2 		$21.4M Sell
257,706
-78,970
-23% -$6.13M 0.02% 789
2024
Q1 		$23.3M Buy
336,676
+75,652
+29% +$4.01M 0.02% 753
2023
Q4 		$10.4M Buy
261,024
+12,803
+5% +$502K 0.01% 1040
2023
Q3 		$9.92M Buy
248,221
+184,487
+289% +$6.54M 0.01% 1015
2023
Q2 		$1.64M Buy
63,734
+50,929
+398% +$1.05M ﹤0.01% 1459
2023
Q1 		$202K Sell
12,805
-45,638
-78% -$598K ﹤0.01% 2246
2022
Q4 		$615K Sell
58,443
-3,840
-6% -$56.3K ﹤0.01% 1931
2022
Q3 		$1.21M Sell
62,283
-693,127
-92% -$20.7M ﹤0.01% 1642
2022
Q2 		$26M Sell
755,410
-243,214
-24% -$9.77M 0.03% 715
2022
Q1 		$53.7M Buy
998,624
+151,049
+18% +$9.61M 0.05% 495
2021
Q4 		$79.9M Buy
847,575
+707,237
+504% +$65.9M 0.07% 370
2021
Q3 		$10.2M Buy
140,338
+136,315
+3,388% +$9.27M 0.01% 1101
2021
Q2 		$302K Buy
+4,023
New +$278K ﹤0.01% 2409

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 $3.37T AUM 44.26% 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

Victory Capital Management's APP Position: Q2 2026 in Review

Victory Capital Management increased its Applovin (APP) stake by 0.68% in Q2 2026, buying an estimated $1.14M and bringing the position to 351,647 shares worth $181M. The position accounts for 0.1% of the portfolio, ranked #216.

Victory Capital Management first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $303M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Victory Capital Management held 351,647 shares of Applovin worth $181M as of Q2 2026.
  • Victory Capital Management bought 2,363 Applovin shares in Q2 2026, an estimated $1.14M.
  • Applovin made up 0.1% of Victory Capital Management's portfolio in Q2 2026, its #216 holding.
  • Victory Capital Management first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Victory Capital Management's Applovin position peaked at $303M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.