Joel Greenblatt's APP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 81,703 shares of AppLovin Corporation (APP) worth $58.71 M, representing 0.26% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in APP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 161,902 shares. Largest reduction occurred in Q1 2024, reducing 87,705 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AppLovin Corporation (APP) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppLovin Corporation (APP) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +4,455 | New Buy | 4,455 | $94.28 |
| Q1 2022 | -4,455 | Sold Out | 4,455 | $0.00 |
| Q2 2022 | +50,310 | New Buy | 50,310 | $34.45 |
| Q3 2022 | +19,705 | Add 39.17% | 70,015 | $19.50 |
| Q4 2022 | +161,902 | Add 231.24% | 231,917 | $10.53 |
| Q1 2023 | +90,874 | Add 39.18% | 322,791 | $15.75 |
| Q2 2023 | +15,084 | Add 4.67% | 337,875 | $25.73 |
| Q3 2023 | -58,570 | Reduce 17.33% | 279,305 | $39.96 |
| Q4 2023 | -15,987 | Reduce 5.72% | 263,318 | $39.85 |
| Q1 2024 | -87,705 | Reduce 33.31% | 175,613 | $69.22 |
| Q2 2024 | +37,280 | Add 21.23% | 212,893 | $83.22 |
| Q3 2024 | -49,878 | Reduce 23.43% | 163,015 | $130.55 |
| Q4 2024 | -84,970 | Reduce 52.12% | 78,045 | $323.83 |
| Q1 2025 | +2,758 | Add 3.53% | 80,803 | $264.97 |
| Q2 2025 | -133 | Reduce 0.16% | 80,670 | $350.08 |
| Q3 2025 | +1,033 | Add 1.28% | 81,703 | $718.54 |
Joel Greenblatt's AppLovin Corporation Investment FAQs
Joel Greenblatt first purchased AppLovin Corporation (APP) in Q4 2021, acquiring 4,455 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held AppLovin Corporation (APP) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to AppLovin Corporation (APP) was in Q4 2022, adding 231,917 shares worth $2.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 81,703 shares of AppLovin Corporation (APP), valued at approximately $58.71 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 0.26% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in AppLovin Corporation (APP) was 337,875 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.