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
Q2 		$1.85B Sell
3,709,328
-1,292,272
-26% -$624M 3.35% 6
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 $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

WCM Investment Management's APP Position: Q2 2026 in Review

WCM Investment Management reduced its Applovin (APP) stake by 26% in Q2 2026, selling an estimated $624M and leaving 3,709,328 shares worth $1.85B. The position accounts for 3.35% of the portfolio, ranked #6.

WCM Investment Management first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.52B in Q3 2025. 1,458 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • WCM Investment Management held 3,709,328 shares of Applovin worth $1.85B as of Q2 2026.
  • WCM Investment Management sold 1,292,272 Applovin shares in Q2 2026, an estimated $624M.
  • Applovin made up 3.35% of WCM Investment Management's portfolio in Q2 2026, its #6 holding.
  • WCM Investment Management first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • WCM Investment Management's Applovin position peaked at $3.52B in Q3 2025.
  • 1,458 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.