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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.97 B.
Top institutional holders include Frank Sands and Chase Coleman.
Institutional sentiment is currently Bearish. This is evidenced by a $1.03 B net outflow during the quarter.
Recent activity highlights Frank Sands who increased their stake by 43.9%. Conversely, Jefferies Group reduced exposure by 91.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for AppLovin Corporation (APP)
Major holders include Frank Sands ($986.04 M), Chase Coleman ($871.24 M), Steve Mandel ($525.94 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.36 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.03 B, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited APP. The total reported sell value was $1.34 B.
Yes, 0 managers opened new positions in APP, and 3 increased their existing holdings. The total reported buy value was $317.33 M.
