APPLOVIN CORP CLASS A

$APP
Smart money positioned

27 of the Top-200 alpha managers hold $APP as of the latest 13F snapshot.

13F holders
1,384
Insider buys · 90d
0
Congress · 90d
2trades

Smart Money · top-200 alpha cohort

27 holders · Q1 2026

$APP is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.77%, with an average of 0.22% of portfolio. Largest holder: Coatue Management LLC at 1.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,384 · Source: 13F-HR
01
Brightline Capital Management, LLC
0.33% of portfolio
22,545,600 sh
02
State Street
0.27% of portfolio
11,904,843 sh
03
Axa S.a.
0.16% of portfolio
11,767,329 sh
04
Solus Alternative Asset Management LP
0.33% of portfolio
8,134,500 sh
05
Parthenon LLC
2.72% of portfolio
8,046,440 sh
06
Litman Gregory Wealth Management LLC
0.28% of portfolio
5,648,120 sh
07
Cannell Capital LLC
4.25% of portfolio
5,001,600 sh
08
Lynch & Associates
26.69% of portfolio
3,284,250 sh
09
ProShare Advisors LLC
0.22% of portfolio
3,027,991 sh
10
Envestnet Asset Management Inc.
0.16% of portfolio
2,638,869 sh
See all 1,384 13F holders · Pro →

Insider activity · last 90 days

42 transactions · 3 filers
18 Dec 2025
Valenzuela Victoria
▼ SOLD
7,609
$657.13
S
08 Dec 2025
Harvey Dawson Alyssa
▼ SOLD
150
$693.32
S
24 Nov 2025
Shikin Vasily
▼ SOLD
25
$564.21
S
24 Nov 2025
Shikin Vasily
▼ SOLD
32
$562.75
S
24 Nov 2025
Shikin Vasily
▼ SOLD
297
$561.26
S
24 Nov 2025
Shikin Vasily
▼ SOLD
598
$560.38
S
24 Nov 2025
Shikin Vasily
▼ SOLD
330
$559.26
S
24 Nov 2025
Shikin Vasily
▼ SOLD
336
$558.25
S
24 Nov 2025
Shikin Vasily
▼ SOLD
49
$556.14
S
24 Nov 2025
Shikin Vasily
▼ SOLD
774
$555.39
S
24 Nov 2025
Shikin Vasily
▼ SOLD
623
$554.30
S
24 Nov 2025
Shikin Vasily
▼ SOLD
753
$553.39
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

8 disclosures · STOCK Act
House · Michigan · Traded May 15
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded Mar 13
SOLD
$1K–$15K
Apr 6STOCK
House · California · Traded Feb 5
SOLD
$1K–$15K
Mar 9STOCK
House · California · Traded Feb 10
SOLD
$1K–$15K
Mar 9STOCK
House · California · Traded Dec 19
BOUGHT
$1K–$15K
Jan 12STOCK
House · Michigan · Traded Dec 19
SOLD
$1K–$15K
Jan 9STOCK
House · California · Traded Nov 18
BOUGHT
$1K–$15K
Dec 15STOCK
House · California · Traded Nov 3
SOLD
$1K–$15K
Dec 8STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:01 UTC.