Guru Ownership Trend
Guru Analysis for AppLovin Corporation (APP)
AppLovin Corporation (APP), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.34 B.
Top institutional holders include Chase Coleman and Steve Mandel.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.80% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $507.01 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 385.8%. Conversely, Louis Moore Bacon reduced exposure by 56.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 4.45% | 2,002,989 | $1.44 B | Q3 2025 | ||
| 5.80% | Reduce -12.1% | 1,109,138 | $796.96 M | Q3 2025 | |
| 2.02% | Add 24.4% | 1,016,959 | $730.73 M | Q3 2025 | |
| 0.95% | Reduce -27.5% | 1,001,432 | $719.57 M | Q3 2025 | |
| 0.84% | Add 4.0% | 223,574 | $160.65 M | Q3 2025 | |
| 0.08% | Reduce -16.7% | 182,491 | $129.13 M | Q3 2025 | |
| 0.30% | Reduce -56.4% | 162,525 | $116.78 M | Q3 2025 | |
| 0.26% | Add 1.3% | 81,703 | $58.71 M | Q3 2025 | |
| 0.52% | Reduce -56.6% | 52,681 | $37.85 M | Q3 2025 | |
| 0.07% | Add 229.8% | 24,454 | $17.57 M | Q3 2025 | |
| 0.05% | Add 385.8% | 13,549 | $9.74 M | Q3 2025 | |
| 0.00% | New Buy | 381 | $274,686 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AppLovin Corporation (APP)
Major holders include Chase Coleman ($1.44 B), Steve Mandel ($796.96 M), Frank Sands ($730.73 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.87 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $507.01 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited APP. The total reported sell value was $677.54 M.
Yes, 1 managers opened new positions in APP, and 5 increased their existing holdings. The total reported buy value was $170.53 M.