Jefferies Group's APP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 13,549 shares of AppLovin Corporation (APP) worth $9.74 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in APP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 10,760 shares. Largest reduction occurred in Q4 2024, reducing 14,876 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +11,136 | New Buy | 11,136 | $10.53 |
| Q1 2023 | -11,136 | Sold Out | 11,136 | $0.00 |
| Q3 2023 | +16,328 | New Buy | 16,328 | $39.96 |
| Q4 2023 | -16,328 | Sold Out | 16,328 | $0.00 |
| Q4 2024 | +1,452 | New Buy | 1,452 | $323.83 |
| Q1 2025 | -352 | Reduce 24.24% | 1,100 | $264.97 |
| Q2 2025 | +1,689 | Add 153.55% | 2,789 | $350.08 |
| Q3 2025 | +10,760 | Add 385.80% | 13,549 | $718.54 |
Jefferies Group's AppLovin Corporation Investment FAQs
Jefferies Group first purchased AppLovin Corporation (APP) in Q4 2022, acquiring 11,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held AppLovin Corporation (APP) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to AppLovin Corporation (APP) was in Q3 2023, adding 16,328 shares worth $652,467. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 13,549 shares of AppLovin Corporation (APP), valued at approximately $9.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AppLovin Corporation (APP) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in AppLovin Corporation (APP) was 16,328 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.