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APP icon

Xponance’s Applovin APP Stock Holding History

Xponance’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 		$35.3M Sell
68,608
-841
-1% -$406K 0.22% 66
2026
Q1 		$27.6M Buy
69,449
+6,412
+10% +$3.1M 0.2% 78
2025
Q4 		$42.5M Buy
63,037
+6,003
+11% +$3.78M 0.32% 43
2025
Q3 		$41M Buy
57,034
+9,436
+20% +$4.35M 0.32% 37
2025
Q2 		$16.7M Sell
47,598
-219
-0.5% -$71K 0.14% 121
2025
Q1 		$12.7M Buy
47,817
+593
+1% +$204K 0.12% 142
2024
Q4 		$15.3M Buy
47,224
+3,205
+7% +$811K 0.14% 115
2024
Q3 		$5.75M Sell
44,019
-1,140
-3% -$104K 0.06% 269
2024
Q2 		$3.76M Buy
45,159
+21,495
+91% +$1.67M 0.04% 352
2024
Q1 		$1.64M Buy
23,664
+10,000
+73% +$529K 0.02% 573
2023
Q4 		$545K Buy
13,664
+334
+3% +$13.1K 0.01% 908
2023
Q3 		$533K Sell
13,330
-75
-0.6% -$2.66K 0.01% 865
2023
Q2 		$345K Sell
13,405
-16,265
-55% -$336K ﹤0.01% 1011
2023
Q1 		$467K Buy
29,670
+743
+3% +$9.74K 0.01% 939
2022
Q4 		$305K Buy
28,927
+2,535
+10% +$37.2K ﹤0.01% 1031
2022
Q3 		$514K Buy
26,392
+169
+0.6% +$5.05K 0.01% 833
2022
Q2 		$903K Buy
+26,223
New +$1.05M 0.02% 610

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

Xponance's APP Position: Q2 2026 in Review

Xponance reduced its Applovin (APP) stake by 1.2% in Q2 2026, selling an estimated $406K and leaving 68,608 shares worth $35.3M. The position accounts for 0.22% of the portfolio, ranked #66.

Xponance first reported a position in APP in Q2 2022 and has held it in 17 quarters since. The position peaked at $42.5M in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Xponance held 68,608 shares of Applovin worth $35.3M as of Q2 2026.
  • Xponance sold 841 Applovin shares in Q2 2026, an estimated $406K.
  • Applovin made up 0.22% of Xponance's portfolio in Q2 2026, its #66 holding.
  • Xponance first reported a position in Applovin in Q2 2022 and has held it in 17 quarters since.
  • Xponance's Applovin position peaked at $42.5M in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.