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APP

19 quarters

Position history for GAGotham Asset Management, LLC's holdings in Applovin Corporation

Yes. Gotham Asset Management holds 148,268 shares of APP (AppLovin), worth $76.4M, as of its Q2 2026 13F filing. It increased the position by 59,990 shares (+68.0%) from Q1 2026. Gotham Asset Management has held APP since Q2 2022, across 17 quarterly 13F filings. APP is 0.2% of Gotham Asset Management's reported 13F portfolio.

Current Value

$76.4M

Current Shares

148,268

Total Value Change

+$76M

Total Shares Change

+143,813

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
148,268
+68.0%
$76.4M0.2%$515.23
52
2026-Q1
Increased
88,278
+11.7%
$35.1M0.1%$398.00
39
2025-Q4
Decreased
79,024
-3.3%
$53.2M0.2%$673.82
0
2025-Q3
Increased
81,703
+1.3%
$58.7M0.3%$718.54
36
2025-Q2
Decreased
80,670
-0.2%
$28.2M0.2%$350.08
0
2025-Q1
Increased
80,803
+3.5%
$21.4M0.2%$264.97
35
2024-Q4
Decreased
78,045
-52.1%
$25.3M0.2%$323.83
0
2024-Q3
Decreased
163,015
-23.4%
$21.3M0.2%$130.55
0
2024-Q2
Increased
212,893
+21.2%
$17.7M0.2%$83.22
40
2024-Q1
Decreased
175,613
-33.3%
$12.2M0.2%$69.22
0
2023-Q4
Decreased
263,318
-5.7%
$10.5M0.2%$39.85
0
2023-Q3
Decreased
279,305
-17.3%
$11.2M0.2%$39.96
0
2023-Q2
Increased
337,875
+4.7%
$8.7M0.2%$25.73
35
2023-Q1
Increased
322,791
+39.2%
$5.1M0.1%$15.75
43
2022-Q4
Increased
231,917
+231.2%
$2.4M0.1%$10.53
42
2022-Q3
Increased
70,015
+39.2%
$1.4M0.0%$19.49
34
2022-Q2
New
50,310
-
$1.7M0.1%$34.44
36
2022-Q1
Exited
0
-100.0%
$00.0%$55.07
0
2021-Q4
New
4,455
-
$420,0000.0%$94.26
33

Other major holders of APP: Vanguard Group Inc., BlackRock, Inc.

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