Question 1

How many shares of APP does Gotham Asset Management, LLC own?

Accepted Answer

As of 2026-Q2, Gotham Asset Management, LLC holds 148,268 shares of APP (APPLOVIN CORP-CLASS A).

Question 2

What is Gotham Asset Management, LLC's APP position worth?

Accepted Answer

As of 2026-Q2, Gotham Asset Management, LLC's APP position is worth $76.4M.

Question 3

Is Gotham Asset Management, LLC buying or selling APP?

Accepted Answer

In 2026-Q2, Gotham Asset Management, LLC increased their APP position (+68.0% change in shares).

Question 4

When did Gotham Asset Management, LLC first buy APP?

Accepted Answer

Based on available 13F filings, Gotham Asset Management, LLC first reported a position in APP in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	148,268	+68.0%	$76.4M	0.2%	$515.23	52
2026-Q1	Increased	88,278	+11.7%	$35.1M	0.1%	$398.00	39
2025-Q4	Decreased	79,024	-3.3%	$53.2M	0.2%	$673.82	0
2025-Q3	Increased	81,703	+1.3%	$58.7M	0.3%	$718.54	36
2025-Q2	Decreased	80,670	-0.2%	$28.2M	0.2%	$350.08	0
2025-Q1	Increased	80,803	+3.5%	$21.4M	0.2%	$264.97	35
2024-Q4	Decreased	78,045	-52.1%	$25.3M	0.2%	$323.83	0
2024-Q3	Decreased	163,015	-23.4%	$21.3M	0.2%	$130.55	0