AppLovin Corporation· APP

🇺🇸 US · LargeSP500NASDAQ

TechnologySoftware - ApplicationWebsite

Price: $335.67
Day: -19.66%
Mkt Cap: $112.76B
52W Range: $332.19 – $745.61
Volume: 15.13M
Beta: 2.48

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

AppLovin Corporation

APP|Technology|Software - Application

Current price: $336

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.6M

Net share flow-3.1K

Purchases0 ($0)

Sales9 ($1.6M)

Top Notable Transactions

Insider

Type

Value

Date

Vivas Eduardo

Sale

$20.1M

Nov 10

Vivas Eduardo

Sale

$17.4M

Nov 10

Vivas Eduardo

Sale

$15.1M

Mar 16

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership63.6%

13F share flow-86.8%

Investors holding1.5K

+859 adding-942 reducing

158

701

573

369

New 158Inc 701Red 573Closed 369

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$9.4B

-2.2%

FMR LLC

$6.2B

+19.9%

STATE STREET CORP

$4.7B

-1.2%

GEODE CAPITAL MANAGEMENT, LLC

$2.9B

+1.7%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting251

Total shares held42.1M

Share flow-6.4%

92 buying81 selling

Buying 92Unchanged 78Selling 81

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

22.7K

2.35%

ADAMS DIVERSIFIED EQUITY FUND, INC.

6.4K

1.53%

HOMESTEAD FUNDS INC

6.0K

0.11%

+146

Meeder Funds

151

0.00%

+49

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore APP on stockoscope.com→

Generated August 7, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

APP Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.6/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-46

Fund Flow

10% weight

Overall Smart Money sentiment of 2.6/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 6, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for APP

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

9 sales totaling $1.6M (3.1K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, APP

Top 8 highest-value recent insider trades

Vivas Eduardo

Director

Sell

30,856 shares at $651.37

Nov 10, 2025$20.10M

Vivas Eduardo

Director

Sell

26,812 shares at $650.37

Nov 10, 2025$17.44M

Vivas Eduardo

Director

Sell

33,406 shares at $451.50

Mar 16, 2026$15.08M

Vivas Eduardo

Director

Sell

20,695 shares at $652.30

Nov 10, 2025$13.50M

Vivas Eduardo

Director

Sell

28,807 shares at $452.50

Mar 16, 2026$13.04M

Vivas Eduardo

Director

Sell

19,249 shares at $653.35

Nov 10, 2025$12.58M

Vivas Eduardo

Director

Sell

26,877 shares at $453.48

Mar 16, 2026$12.19M

Vivas Eduardo

Director

Sell

17,517 shares at $649.40

Nov 10, 2025$11.38M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for APP

Total dollar value invested by institutions each quarter

Bearish Signal

Institutions reducing exposure in Q1 2026

63.6% institutional ownership

Balanced activity: 859 adding vs 942 reducing

13F shares decreased by 10.8%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+464 growing-1045 shrinkingNet: -581

369

225

820

New (95)

Increased (369)

Reduced (225)

Closed (820)

Top Institutional Holders, APP

Largest 8 institutional positions by ownership percentage as of Q2 2026

BAILLIE GIFFORD & CO

6.5M

$3.3B

Ownership

1.92%

-3.4%

JENNISON ASSOCIATES LLC

1.8M

$937.5M

Ownership

0.54%

-20.9%

BANK OF NEW YORK MELLON CORP

1.4M

$730.0M

Ownership

0.42%

+4.3%

SAPIENT CAPITAL LLC

1.1M

$574.9M

Ownership

0.33%

-12.2%

CITIGROUP INC

608.7K

$313.6M

Ownership

0.18%

+46.1%

SUMITOMO MITSUI TRUST GROUP, INC.

560.4K

$288.7M

Ownership

0.17%

+1.8%

ENVESTNET ASSET MANAGEMENT INC

438.4K

$225.9M

Ownership

0.13%

-10.5%

TD ASSET MANAGEMENT INC

402.9K

$207.6M

Ownership

0.12%

-10.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 251 ETFs and mutual funds reporting

92 buying81 sellingNet: +11

Buying (92)

Unchanged (78)

Selling (81)

Neutral

Mixed fund activity in Q2 2026

251 ETFs and mutual funds reporting

92 buying vs 81 selling (balanced)

Top Fund Holders, APP

Largest 4 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

22.7K

Weight

2.35%

No change

ADAMS DIVERSIFIED EQUITY FUND, INC.

6.4K

Weight

1.53%

No change

HOMESTEAD FUNDS INC

6.0K

Weight

0.11%

Increased

Meeder Funds

151

Weight

0.00%

Increased

AppLovin Corporation· APP

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings141Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings141Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights