You’re exploring APP as your free preview. Sign up free for 3 full 5D deep-dives a month, or start a 14-day Pro trial for unlimited access to more than 3,000 US-listed stocks - no credit card.

AppLovin Corporation· APP

🇺🇸 US · LargeSP500NASDAQ

Technology Software - Application Website

Price: $228.85
Day: +0.15%
Mkt Cap: $76.88B
52W Range: $225.19 – $738.01
Volume: 5.21M
Beta: 2.53

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Holdings sentiment: 3.9 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,565 institutions hold; 834 added, 507 reduced

Blog

Holdings Sentiment

APP Holdings Sentiment Score

A weighted 1-5 sentiment score across insider, institutional, and fund activity.

Holdings Sentiment

3.9/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+25

Institutional Flow

50% weight

+66

Fund Flow

10% weight

Overall Holdings sentiment of 3.9/5 (Bullish) 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 mean holder activity reads more positive: more buying, or less selling than the stock's usual pace.Last updated November 2, 2026.

Insider Trading Activity

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

Insider Activity for APP

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock.

Bullish

Insider selling eased in Q3 2026

9 sales totaling $1.6M (3.1K shares)

Share volume is well below the historical pace (<0.1x average), insiders are holding more

All sales came from a single insider

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

<0.1x

Selling pace

vs own 6-qtr average

Light

0.02%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 5.8 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, APP

Top 8 highest-value insider trades from the last 8 quarters

Vivas Eduardo

Director

Sell

30,856 shares at $651.37

≈0.4% of their stake at the time

Nov 10, 2025$20.10M

Vivas Eduardo

Director

Sell

26,812 shares at $650.37

≈0.4% of their stake at the time

Nov 10, 2025$17.44M

Vivas Eduardo

Director

Sell

33,406 shares at $451.50

≈0.5% of their stake at the time

Mar 16, 2026$15.08M

Vivas Eduardo

Director

Sell

20,695 shares at $652.30

≈0.3% of their stake at the time

Nov 10, 2025$13.50M

Vivas Eduardo

Director

Sell

28,807 shares at $452.50

≈0.4% of their stake at the time

Mar 16, 2026$13.04M

Vivas Eduardo

Director

Sell

19,249 shares at $653.35

≈0.3% of their stake at the time

Nov 10, 2025$12.58M

Vivas Eduardo

Director

Sell

26,877 shares at $453.48

≈0.4% of their stake at the time

Mar 16, 2026$12.19M

Vivas Eduardo

Director

Sell

17,517 shares at $649.40

≈0.2% of their stake at the time

Nov 10, 2025$11.38M

Institutional Ownership Analysis

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

Institutional Positions for APP

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

67.2% institutional ownership

Moderate accumulation: 1050 adding vs 649 reducing

13F shares increased by 3.7%, a notable change

Momentum improving from prior quarter

+401

Net breadth

1,050 adding vs 649 reducing

Accumulating

1.62

Add / reduce ratio

in Q2 2026

+74

New − closed

216 initiated, 142 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1050 growing-649 shrinkingNet: +401

216

834

507

142

New (216)

Increased (834)

Reduced (507)

Closed (142)

Top Institutional Holders, APP

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

24.0M

$12.4B

Ownership

7.14%

+1.9%

VANGUARD CAPITAL MANAGEMENT LLC

17.7M

$9.1B

Ownership

5.27%

+6.2%

FMR LLC

17.3M

$8.9B

Ownership

5.14%

+10.5%

STATE STREET CORP

12.1M

$6.2B

Ownership

3.59%

+2.8%

INVESCO LTD.

11.0M

$5.7B

Ownership

3.26%

+70.7%

CAPITAL WORLD INVESTORS

8.2M

$4.2B

Ownership

2.42%

+157.0%

GEODE CAPITAL MANAGEMENT, LLC

7.4M

$3.8B

Ownership

2.19%

+1.3%

BAILLIE GIFFORD & CO

6.5M

$3.3B

Ownership

1.92%

-3.2%

ETF and Mutual Fund Holdings

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

Fund Activity

Q3 2026: 172 ETFs and mutual funds reporting

82 buying77 sellingNet: +5

Buying (82)

Unchanged (13)

Selling (77)

In total, funds bought 3.4M shares and sold 10.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q3 2026

172 ETFs and mutual funds reporting

82 buying vs 77 selling (balanced)

Top Fund Holders, APP

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FIDELITY PURITAN TRUST

45.8K

Weight

1.01%

Aug 31, 2026Decreased

John Hancock Funds II

39.4K

Weight

0.83%

Aug 31, 2026Increased

SEI INSTITUTIONAL INVESTMENTS TRUST

34.1K

Weight

1.89%

Aug 31, 2026Decreased

SHELTON FUNDS

31.8K

Weight

24.06%

Aug 31, 2026Decreased

Northern Lights Fund Trust IV

28.4K

Weight

8.46%

Aug 31, 2026Increased

RBB FUND, INC.

20.4K

Weight

1.49%

Aug 31, 2026Decreased

Horizon Funds

19.2K

Weight

5.08%

Aug 31, 2026Increased

BNY Mellon Advantage Funds, Inc.

14.5K

Weight

3.06%

Aug 31, 2026Increased

AppLovin Corporation· APP

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings44Most 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 Holdings44Most 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