§ TECHNOLOGY
USD · Technology

APP

APPLOVIN CORP-CLASS A
USDSector · TechnologyMarket cap · $103.1BBeta · 2.49
LAST · MARKET CLOSE · OCT 05
283.94
+15.72 ▲ 5.86%PREV CLOSE · $268.22
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 270.19HIGH 287.20LOW 270.0052W 297.50 — 745.61
EVENTSJUL 08 · WMG SELLJUN 30 · EARNINGS +0.1%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
842 increased/new, 515 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$137K
1 txn · 90d
ANALYST
30 buy, 4 hold, 0 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E24.8P/B106.68
EPS (TTM)13.01
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.23.6M0.2%−2%
VANGUARD CAPITAL MANAGEMENT LLC16.8Mn/an/a
Fidelity Management15.7M0.3%+20%
State Street11.8M0.2%−1%
Geode Capital Management7.3M0.2%+2%
BAILLIE GIFFORD & CO6.7M2.7%+9%
◇ AC INTELLIGENCE

Top institutional owners for APP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER23.3% · 0 holders
OTHER28.5% · 1,164 holders
QUALITY / COMPOUNDER15.3% · 50 holders
DEALER / BANK12.5% · 83 holders
PASSIVE / INDEX12.2% · 14 holders
TACTICAL / MACRO2.5% · 8 holders
GROWTH / MOMENTUM2.4% · 3 holders
SYSTEMATIC / QUANT1.6% · 17 holders
INCOME / DEFENSIVE1.6% · 57 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUL 08WEBB MAYNARD G JRSELL262−$137K
JUN 12Foroughi Arash AdamSELL920−$459K
JUN 08Valenzuela VictoriaSELL206−$121K
JUN 05WEBB MAYNARD G JRSELL164−$97K
MAY 29Stumpf MatthewSELL9K−$5M
MAY 27Shikin VasilySELL4−$2K
◇ AC INTELLIGENCE

0 insider buys, 6 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES