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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.22 B.
Top institutional holders include Steve Mandel and Frank Sands.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 14.50% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $335.79 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 435.8%. Conversely, Steve Mandel reduced exposure by 28.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for AppLovin Corporation (APP)
Major holders include Steve Mandel ($537.01 M), Frank Sands ($428.52 M), Terry Smith ($358.89 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.77 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $335.79 M, with 8 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited APP. The total reported sell value was $879.29 M.
Yes, 2 managers opened new positions in APP, and 6 increased their existing holdings. The total reported buy value was $543.49 M.
