Walleye Capital
APP icon

Walleye Capital’s Applovin APP Stock Holding History

Walleye Capital’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 		$2.47M Sell
6,200
-16,600
-73% -$8.02M 0.01% 1297
2025
Q4 		$15.4M Sell
22,800
-24,100
-51% -$15.2M 0.05% 408
2025
Q3 		$33.7M Buy
46,900
+4,700
+11% +$2.17M 0.13% 114
2025
Q2 		$14.8M Buy
42,200
+23,400
+124% +$7.59M 0.06% 352
2025
Q1 		$4.98M Sell
18,800
-55,400
-75% -$19.1M 0.02% 788
2024
Q4 		$24M Sell
74,200
-16,700
-18% -$4.22M 0.06% 274
2024
Q3 		$11.9M Buy
90,900
+10,600
+13% +$967K 0.02% 597
2024
Q2 		$6.68M Sell
80,300
-34,700
-30% -$2.69M 0.01% 1060
2024
Q1 		$7.96M Buy
115,000
+76,200
+196% +$4.03M 0.01% 979
2023
Q4 		$1.55M Buy
38,800
+15,300
+65% +$600K ﹤0.01% 1990
2023
Q3 		$939K Sell
23,500
-11,300
-32% -$401K ﹤0.01% 2297
2023
Q2 		$895K Buy
34,800
+29,700
+582% +$614K ﹤0.01% 1943
2023
Q1 		$80.3K Sell
5,100
-5,400
-51% -$70.8K ﹤0.01% 3037
2022
Q4 		$111K Sell
10,500
-10,600
-50% -$155K ﹤0.01% 2326
2022
Q3 		$411K Buy
+21,100
New +$631K 0.01% 1595

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

Walleye Capital's APP Position: Q1 2026 in Review

Walleye Capital sold out of Applovin (APP) in Q1 2026, closing a stake of 9,481 shares — an estimated $4.58M sold.

Walleye Capital first reported a position in APP in Q4 2021 and held it in 11 quarters. The position peaked at $17M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Walleye Capital reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
  • Walleye Capital sold 9,481 Applovin shares in Q1 2026, an estimated $4.58M.
  • Walleye Capital first reported a position in Applovin in Q4 2021 and held it in 11 quarters.
  • Walleye Capital's Applovin position peaked at $17M in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.