Applovin APP
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$31.27M (9 inflow days, 11 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 33.9% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 3.55% to 3.33% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| AMF Fonder AB | Mutual Fund | 2026/Q3 | +387,237 | 0.1% |
| Xiaochuan Ge | Individual/Insider | 2026/Q3 | +968,735 | 0.3% |
| Capital Research | Mutual Fund | 2026/Q3 | +4,409,264 | 3.9% |
| FMR | Mutual Fund | 2026/Q3 | +1,379,965 | 4.8% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,002,916 | 5.8% |
| Fundsmith, LLP | Mutual Fund | 2026/Q3 | +696,568 | 0.2% |
| Canada Pension Plan Investment Board | Government Pension Fund | 2026/Q3 | +667,358 | 0.3% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +589,764 | 3.0% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +427,677 | 0.8% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +414,759 | 1.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +400,447 | 7.2% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +360,953 | 0.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +334,501 | 3.6% |
| Menora Mivtachim Provident Funds | Mutual Fund | 2026/Q3 | +302,945 | 0.1% |
| La Caisse de dépôt et placement du Québec | Government Pension Fund | 2026/Q3 | +289,846 | 0.1% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 14 Oct 2026 | Maynard Webb | Independent Director | Other Acquisition | +67 | – | 1,831 |
| 14 Oct 2026 | Barbara Messing | Independent Director | Other Acquisition | +64 | – | 8,591 |
| 20 Aug 2026 | Vasily Shikin | Former Chief Technology Officer | Intent to Sell (Form 144) | -117,598 | $302.73 | – |
| 19 Aug 2026 | Adam Foroughi | Chief Executive Officer | Sale to Issuer | -2,730 | $308.77 | 7,593,117 |
| 19 Aug 2026 | Victoria Valenzuela | Consultant & Director | Sale to Issuer | -2,730 | $308.77 | 236,172 |
| 19 Aug 2026 | Matthew Stumpf | Chief Financial Officer | Sale to Issuer | -2,021 | $308.77 | 175,429 |
| 19 Aug 2026 | Corina Cacovean | Chief Legal Officer | Sale to Issuer | -1,540 | $308.77 | 4,787 |
| 19 Aug 2026 | Xiaochuan Ge | Sale to Issuer | -5,459 | $308.77 | 968,735 | |
| 12 Aug 2026 | Herald Chen | Director | Other Acquisition | +100,000 | – | 590,720 |
| 12 Aug 2026 | Herald Chen | Director | Derivative Exercise and Sale | -100,000 | – | 590,720 |
| 12 Aug 2026 | Herald Chen | Director | Derivative Exercise and Retained | +43,791 | – | 590,720 |
| 6 Aug 2026 | Eduardo Vivas | Independent Director | Other Acquisition | +213,675 | – | 6,996,455 |
| 6 Aug 2026 | Eduardo Vivas | Independent Director | Other Disposition | -213,675 | – | 6,996,455 |
| 31 Jul 2026 | Corina Cacovean | Chief Legal Officer | Initial Statement of Beneficial | +0 | – | 6,327 |
| 14 Jul 2026 | Maynard Webb | Independent Director | Other Acquisition | +41 | – | 1,612 |
| 14 Jul 2026 | Barbara Messing | Independent Director | Other Acquisition | +40 | – | 7,958 |
| 5 Jul 2026 | Maynard Webb | Independent Director | Intent to Sell (Form 144) | -3,076 | $521.28 | – |
| 5 Jul 2026 | Webb Investment Network | Automatic Disposition | -3,076 | $524.12 | 120,444 | |
| 30 Jun 2026 | Xiaochuan Ge | Initial Statement of Beneficial | +0 | – | 974,194 | |
| 15 Jun 2026 | Eduardo Vivas | Independent Director | Automatic Disposition | -163,910 | $520.30 | 6,996,455 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 11,158,473 | 3.3% | 2.2 |
| 30 Sep 2026 | 11,607,414 | 3.5% | 2.3 |
| 15 Sep 2026 | 10,944,088 | 3.3% | 2.5 |
| 31 Aug 2026 | 10,555,736 | 3.2% | 2.2 |
| 14 Aug 2026 | 11,372,027 | 3.4% | 1.4 |
| 31 Jul 2026 | 11,911,631 | 3.5% | 1.8 |
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