Wellington Management Group
APP icon

Wellington Management Group’s Applovin APP Stock Holding History

Wellington Management Group’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 		$435M Buy
1,093,058
+210,845
+24% +$102M 0.08% 220
2025
Q4 		$594M Buy
882,213
+188,339
+27% +$119M 0.1% 184
2025
Q3 		$499M Buy
693,874
+268,480
+63% +$124M 0.09% 206
2025
Q2 		$149M Sell
425,394
-689,631
-62% -$224M 0.03% 429
2025
Q1 		$295M Sell
1,115,025
-198,362
-15% -$68.4M 0.06% 263
2024
Q4 		$425M Buy
1,313,387
+1,297,035
+7,932% +$328M 0.08% 211
2024
Q3 		$2.13M Sell
16,352
-115,316
-88% -$10.5M ﹤0.01% 1526
2024
Q2 		$11M Sell
131,668
-8,657
-6% -$672K ﹤0.01% 1132
2024
Q1 		$9.71M Sell
140,325
-41,708
-23% -$2.21M ﹤0.01% 1143
2023
Q4 		$7.25M Buy
182,033
+171,586
+1,642% +$6.73M ﹤0.01% 1202
2023
Q3 		$417K Buy
10,447
+1,827
+21% +$64.8K ﹤0.01% 1717
2023
Q2 		$222K Sell
8,620
-9,679
-53% -$200K ﹤0.01% 1775
2023
Q1 		$288K Buy
18,299
+5,944
+48% +$77.9K ﹤0.01% 1929
2022
Q4 		$130K Sell
12,355
-435
-3% -$6.38K ﹤0.01% 1954
2022
Q3 		$249K Buy
12,790
+3,304
+35% +$98.7K ﹤0.01% 1947
2022
Q2 		$326K Buy
+9,486
New +$381K ﹤0.01% 1936

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

Wellington Management Group's APP Position: Q1 2026 in Review

Wellington Management Group increased its Applovin (APP) stake by 24% in Q1 2026, buying an estimated $102M and bringing the position to 1,093,058 shares worth $435M. The position accounts for 0.08% of the portfolio, ranked #220.

Wellington Management Group first reported a position in APP in Q2 2022 and has held it in 16 quarters since. The position peaked at $594M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Wellington Management Group held 1,093,058 shares of Applovin worth $435M as of Q1 2026.
  • Wellington Management Group bought 210,845 Applovin shares in Q1 2026, an estimated $102M.
  • Applovin made up 0.08% of Wellington Management Group's portfolio in Q1 2026, its #220 holding.
  • Wellington Management Group first reported a position in Applovin in Q2 2022 and has held it in 16 quarters since.
  • Wellington Management Group's Applovin position peaked at $594M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

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