Jefferies Group's APP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,024 shares of AppLovin Corporation (APP) worth $1.2 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 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 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 |
|---|---|---|---|---|
| Q1 2026 | +1,926 | Add 175.41% | 3,024 | $398.00 |
| Q4 2025 | -12,451 | Reduce 91.90% | 1,098 | $673.82 |
| Q3 2025 | +10,760 | Add 385.80% | 13,549 | $718.54 |
| Q2 2025 | +1,689 | Add 153.55% | 2,789 | $350.08 |
| Q1 2025 | -352 | Reduce 24.24% | 1,100 | $264.97 |
| Q4 2024 | +1,452 | New Buy | 1,452 | $323.83 |
| Q4 2023 | -16,328 | Sold Out | 0 | $0.00 |
| Q3 2023 | +16,328 | New Buy | 16,328 | $39.96 |
| Q1 2023 | -11,136 | Sold Out | 0 | $0.00 |
| Q4 2022 | +11,136 | New Buy | 11,136 | $10.53 |
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 10 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 Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,024 shares of AppLovin Corporation (APP), valued at approximately $1.2 M.
As of the Q1 2026 filing, AppLovin Corporation (APP) represents approximately 0.01% 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.