APP

Applovin Corp-Class A$434.48 4.03%
Information TechnologyUSCUSIP 03831W108· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
836
-77 QoQ
13F Value (tracked)
$77.4B
Insider Net · 180d
-$372.5M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)20 adding · 26 trimming
Insider net (180d)-$372.5M

Price & smart-money activity

$434.48 4.03%5Y +618.0%
$8.56$201.88$395.20$588.52$781.8520212022202320242025202625131263214946198483394832374445333471034351748402170331712352541377041165883601961511472231702152501804193402143043082671892453292114342
Hover for who · click for detailEnd-of-day closing prices52w $350.00 – $733.60
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Ask your agent what changed in APP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/APP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for APP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

836 tracked 13F filers
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$9.4B
23.6M
−2.2%
Reduced · −532K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$6.7B
16.8M
New
+16.8M sh
Q1 2026
3FMR LLC
$6.2B
15.7M
+20%
Added · +2.6M sh
Q1 2026
4STATE STREET CORP
$4.7B
11.8M
−1.1%
Reduced · −138K sh
Q1 2026
5GEODE CAPITAL MANAGEMENT, LLC
$2.9B
7.3M
+1.7%
Added · +121K sh
Q1 2026
6BAILLIE GIFFORD & CO
$2.7B
6.7M
+8.7%
Added · +534K sh
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$2.4B
5.9M
New
+5.9M sh
Q1 2026
8MORGAN STANLEY
$2.2B
5.6M
+0.8%
Added · +43K sh
Q1 2026
9PRICE T ROWE ASSOCIATES INC /MD/
$2.2B
5.4M
−11%
Reduced · −655K sh
Q1 2026
10JPMORGAN CHASE & CO
$1.5B
4.1M
−42%
Reduced · −2.9M sh
Q1 2026
11KENSICO CAPITAL MANAGEMENT CORP
$1.3B
3.3M
+5.3%
Added · +166K sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$1.3B
3.2M
−13%
Reduced · −455K sh
Q1 2026
13NORGES BANK
$2.0B
3.0M
+11%
Added · +310K sh
Q4 2025
14GOLDMAN SACHS GROUP INC
$1.1B
2.7M
+9.1%
Added · +226K sh
Q1 2026
15NORTHERN TRUST CORP
$958.1M
2.4M
+0.3%
Added · +8K sh
Q1 2026
16JENNISON ASSOCIATES LLC
$915.8M
2.3M
−16%
Reduced · −436K sh
Q1 2026
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$783.5M
2.0M
+3.3%
Added · +63K sh
Q1 2026
18ALLIANCEBERNSTEIN L.P.
$1.3B
1.9M
+11%
Added · +179K sh
Q1 2026
19UBS Group AG
$725.2M
1.8M
−0.2%
Reduced · −4K sh
Q1 2026
20JANUS HENDERSON GROUP PLC
$718.3M
1.8M
−44%
Reduced · −1.4M sh
Q1 2026
21SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
$712.4M
1.8M
−0.5%
Reduced · −10K sh
Q1 2026
22Jericho Capital Asset Management L.P.
$667.5M
1.7M
−20%
Reduced · −418K sh
Q1 2026
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$642.3M
1.6M
+1.6%
Added · +25K sh
Q1 2026
24VANGUARD FIDUCIARY TRUST CO
$610.9M
1.5M
New
+1.5M sh
Q1 2026
25Legal & General Group Plc
$588.5M
1.5M
−1.9%
Reduced · −28K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
17
funds
Reduced
26
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$372.5M
7 insiders
Net
-$372.5M
400 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 15, 2026Messing BarbaraDirectorGrant (A)40$0
Jul 15, 2026WEBB MAYNARD G JRDirectorGrant (A)41$0
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)262$137K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)1K$597K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)412$215K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)120$63K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)138$72K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)240$125K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)182$94K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)202$104K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)380$196K
Jun 16, 2026Vivas EduardoDirectorSell (S)348$181K

Institutional ownership over time

830 funds+401 since Q3 2024
0454907Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $75.1B · 1 values withheld

Funds that own APP also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA416 funds$451.9B
AMAZON.COM INCAMZN414 funds$245.2B
BROADCOM INCAVGO408 funds$174.7B
MICROSOFT CORPMSFT406 funds$312.3B
ALPHABET INC-CL AGOOGL405 funds$211.5B
META PLATFORMS INC-CLASS AMETA405 funds$136.0B
APPLE INCAAPL399 funds$330.2B
VISA INC-CLASS A SHARESV394 funds$70.7B
ALPHABET INC-CL CGOOG392 funds$135.0B
JPMORGAN CHASE & COJPM388 funds$78.2B
NETFLIX INCNFLX388 funds$56.8B
TESLA INCTSLA387 funds$82.9B

Ranked by how many of APP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown
  • Form 4APP
    May 29, 2026
  • Form 4APP
    May 27, 2026
  • Form 4APP
    May 27, 2026
  • Form 4APP
    May 27, 2026
  • Form 4APP
    May 22, 2026
  • Form 4APP
    May 22, 2026
  • Form 4APP
    May 22, 2026
  • Form 4APP
    May 22, 2026
  • Form 4APP
    May 22, 2026
  • Form 4APP
    May 8, 2026
  • Form 4APP
    Apr 17, 2026
  • Form 4APP
    Apr 17, 2026
  • Form 4APP
    Mar 20, 2026
  • Form 4APP
    Mar 18, 2026
  • Form 4APP
    Mar 13, 2026

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.