WCM Investment Management
APP icon

WCM Investment Management’s Applovin APP Stock Holding History

WCM Investment 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 		$1.86B Buy
5,001,600
+245,290
+5% +$119M 4.25% 4
2025
Q4 		$3.3B Sell
4,756,310
-185,769
-4% -$117M 6.79% 2
2025
Q3 		$3.52B Sell
4,942,079
-917,344
-16% -$423M 7.32% 2
2025
Q2 		$1.96B Sell
5,859,423
-566,084
-9% -$184M 4.46% 5
2025
Q1 		$1.75B Sell
6,425,507
-502,051
-7% -$173M 4.5% 3
2024
Q4 		$2.32B Sell
6,927,558
-3,892,851
-36% -$985M 5.46% 2
2024
Q3 		$1.38B Buy
10,820,409
+1,029,009
+11% +$93.9M 3.13% 10
2024
Q2 		$814M Buy
9,791,400
+2,604,338
+36% +$202M 1.92% 21
2024
Q1 		$497M Buy
+7,187,062
New +$381M 1.18% 33

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

WCM Investment Management's APP Position: Q1 2026 in Review

WCM Investment Management increased its Applovin (APP) stake by 5.2% in Q1 2026, buying an estimated $119M and bringing the position to 5,001,600 shares worth $1.86B. The position accounts for 4.25% of the portfolio, ranked #4.

WCM Investment Management first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.52B in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • WCM Investment Management held 5,001,600 shares of Applovin worth $1.86B as of Q1 2026.
  • WCM Investment Management bought 245,290 Applovin shares in Q1 2026, an estimated $119M.
  • Applovin made up 4.25% of WCM Investment Management's portfolio in Q1 2026, its #4 holding.
  • WCM Investment Management first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
  • WCM Investment Management's Applovin position peaked at $3.52B in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.