SEC 13F Intelligence

Gotham Asset Management, LLC / APP

Gotham Asset Management, LLC’s Applovin Corp Position

Does Gotham Asset Management, LLC own Applovin Corp (APP)? Yes88.3K shares worth $35M (+0.11% of its 13F portfolio) as of Q1 2026, up from 79.0K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
88.3K
% of Portfolio
+0.11%
Quarters Held
17
currently held

Position History APP

Reported value by quarter
Q4 ’21: $420,000Q4 ’21Q2 ’22: $2MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $5MQ2 ’23: $9MQ3 ’23: $11MQ3 ’23Q4 ’23: $10MQ1 ’24: $12MQ2 ’24: $18MQ2 ’24Q3 ’24: $21MQ4 ’24: $25MQ1 ’25: $21MQ1 ’25Q2 ’25: $28MQ3 ’25: $59MQ4 ’25: $53MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.3K$35M+0.11%
Q4 202579.0K$53M+0.19%
Q3 202581.7K$59M+0.26%
Q2 202580.7K$28M+0.17%
Q1 202580.8K$21M+0.18%
Q4 202478.0K$25M+0.24%
Q3 2024163.0K$21M+0.22%
Q2 2024212.9K$18M+0.23%
Q1 2024175.6K$12M+0.18%
Q4 2023263.3K$10M+0.19%
Q3 2023279.3K$11M+0.23%
Q2 2023337.9K$9M+0.19%
Q1 2023322.8K$5M+0.12%
Q4 2022231.9K$2M+0.07%
Q3 202270.0K$1M+0.04%
Q2 202250.3K$2M+0.06%
Q4 20214.5K$420,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gotham Asset Management, LLC’s full portfolio or all institutional holders of APP.