William Blair & Company
APP icon

William Blair & Company’s Applovin APP Stock Holding History

William Blair & Company’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 		$62.2M Sell
120,816
-19,135
-14% -$9.23M 0.16% 126
2026
Q1 		$55.7M Sell
139,951
-154,488
-52% -$74.7M 0.16% 131
2025
Q4 		$198M Sell
294,439
-21,949
-7% -$13.8M 0.53% 43
2025
Q3 		$227M Buy
316,388
+163,210
+107% +$75.3M 0.61% 39
2025
Q2 		$53.6M Buy
153,178
+56,582
+59% +$18.3M 0.15% 134
2025
Q1 		$25.6M Sell
96,596
-60,590
-39% -$20.9M 0.08% 193
2024
Q4 		$50.9M Sell
157,186
-9,024
-5% -$2.28M 0.15% 132
2024
Q3 		$21.7M Buy
166,210
+2,505
+2% +$229K 0.06% 220
2024
Q2 		$13.6M Sell
163,705
-14,365
-8% -$1.11M 0.04% 283
2024
Q1 		$12.3M Buy
178,070
+29,894
+20% +$1.58M 0.04% 298
2023
Q4 		$5.9M Buy
148,176
+21,763
+17% +$853K 0.02% 421
2023
Q3 		$5.05M Buy
+126,413
New +$4.48M 0.02% 434
2022
Q3 		– Sell
-6,650
Closed -$229K – 1819
2022
Q2 		$229K Sell
6,650
-902
-12% -$36.3K ﹤0.01% 1362
2022
Q1 		$416K Buy
7,552
+386
+5% +$24.6K ﹤0.01% 1230
2021
Q4 		$675K Sell
7,166
-1,191
-14% -$111K ﹤0.01% 1100
2021
Q3 		$605K Buy
+8,357
New +$568K ﹤0.01% 1092

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

William Blair & Company's APP Position: Q2 2026 in Review

William Blair & Company reduced its Applovin (APP) stake by 14% in Q2 2026, selling an estimated $9.23M and leaving 120,816 shares worth $62.2M. The position accounts for 0.16% of the portfolio, ranked #126.

William Blair & Company first reported a position in APP in Q3 2021 and has held it in 16 quarters since. The position peaked at $227M in Q3 2025. 1,460 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • William Blair & Company held 120,816 shares of Applovin worth $62.2M as of Q2 2026.
  • William Blair & Company sold 19,135 Applovin shares in Q2 2026, an estimated $9.23M.
  • Applovin made up 0.16% of William Blair & Company's portfolio in Q2 2026, its #126 holding.
  • William Blair & Company first reported a position in Applovin in Q3 2021 and has held it in 16 quarters since.
  • William Blair & Company's Applovin position peaked at $227M in Q3 2025.
  • 1,460 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.