VCM
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Voleon Capital Management’s Applovin APP Stock Holding History

Voleon 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
Q1 		$4.35M Buy
10,933
+8,923
+444% +$4.31M 0.09% 226
2025
Q4 		$1.35M Buy
2,010
+554
+38% +$349K 0.03% 393
2025
Q3 		$1.05M Sell
1,456
-331
-19% -$153K 0.03% 434
2025
Q2 		$626K Sell
1,787
-2,051
-53% -$665K 0.03% 291
2025
Q1 		$1.02M Sell
3,838
-17
-0.4% -$5.86K 0.08% 199
2024
Q4 		$1.25M Buy
+3,855
New +$975K 0.09% 180

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

Voleon Capital Management's APP Position: Q1 2026 in Review

Voleon Capital Management increased its Applovin (APP) stake by 444% in Q1 2026, buying an estimated $4.31M and bringing the position to 10,933 shares worth $4.35M. The position accounts for 0.09% of the portfolio, ranked #226.

Voleon Capital Management first reported a position in APP in Q4 2024 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Voleon Capital Management held 10,933 shares of Applovin worth $4.35M as of Q1 2026.
  • Voleon Capital Management bought 8,923 Applovin shares in Q1 2026, an estimated $4.31M.
  • Applovin made up 0.09% of Voleon Capital Management's portfolio in Q1 2026, its #226 holding.
  • Voleon Capital Management first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.