AppLovin Corp (APP)
- Sector
- Information Technology
- Industry
- Application Software
- Last price
- $272.28
- As of
Kresmion compiles this page from APP's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
AppLovin Corp (APP): 7 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-05.
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Preview the APP dossierActive signals for APP
- highCONSENSUS_SELL
3 tracked funds reduced APP this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 88% of APP (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +66% to APP (2026Q2)
- highCONSENSUS_BUY
3 tracked funds increased APP this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +162% to APP (2026Q2)
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Every signal on APP, as it fires
You are seeing 5 of 39 signals recorded on APP since 2026-05-02.
The five above landed across 2 days. The other 34 were recorded on 4 other days. 34 of the 39 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in APP (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| COATUE MANAGEMENT LLCCUSIP 03831W108 · 2026Q2 | $603.4M | 1.24% | , |
| LONE PINE CAPITAL LLCCUSIP 03831W108 · 2026Q2 | $537M | 3.28% | , |
| CITADEL ADVISORS LLCCUSIP 03831W108 · 2026Q2 | $96.1M | 0.01% | , |
| Bridgewater Associates, LPCUSIP 03831W108 · 2026Q2 | $75.5M | 0.31% | , |
| D. E. Shaw & Co., Inc.CUSIP 03831W108 · 2026Q2 | $49M | 0.02% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 03831W108 · 2026Q2 | $17.6M | 0.01% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 03831W108 · 2026Q2 | $356K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, APP
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
APP against its peers
APP's operating margin of 75.8% ranks in the 96th percentile of 13 Application Software sub-industry peers, fiscal periods ending between 2025-07-31 and 2026-05-31.
| Metric | APP | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 5.5B USD | 7.1B USD | 46 | 13 |
| Gross margin | n/a | 81.2% | n/a | 8 |
| Operating margin | 75.8% | 26.1% | 96 | 13 |
| Net margin | 60.8% | 20.5% | 96 | 13 |
| Return on equity | 156.2% | 19.4% | 96 | 12 |
| P / E | 27.9x | 44.2x | 32 | 13 |
| 1 year | -53.9% | -21.4% | 18 | 13 |
Peers (13): CDNS, SNPS, ADBE, INTU, DDOG, ADSK, WDAY, CRM, PTC, ORCL, PLTR, FICO, TYL. Fiscal periods ending between 2025-07-31 and 2026-05-31. Every figure is one full fiscal year read from one annual filing (APP: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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