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 short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in APP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2023, adding 16,328 shares. Largest reduction occurred in Q4 2023, reducing 16,328 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
| Report Date | 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 | 0 | $0.00 |
| Q3 2023 | +16,328 | New Buy | 16,328 | $39.96 |
| Q4 2023 | -16,328 | Sold Out | 0 | $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 8 quarters since Q4 2022.
Jefferies Group's largest addition to AppLovin Corporation (APP) was in Q3 2023, adding 16,328 shares worth $652,467.
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.
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.
Jefferies Group's peak holding in AppLovin Corporation (APP) was 16,328 shares, as reported at the end of Q3 2023.