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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.36 B.
Top institutional holders include Steve Mandel and Chase Coleman.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 10.04% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $153.6 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 175.4%. Conversely, Louis Moore Bacon reduced exposure by 96.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for AppLovin Corporation (APP)
Major holders include Steve Mandel ($583.04 M), Chase Coleman ($398 M), Frank Sands ($386.68 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 4.75 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $153.6 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited APP. The total reported sell value was $338.48 M.
Yes, 2 managers opened new positions in APP, and 6 increased their existing holdings. The total reported buy value was $492.09 M.
