AppLovin Corporation (NASDAQ:APP) Q1 2026 Earnings Call Transcript
David Hsiao: Welcome to AppLovin's earnings call for the first quarter ended March 31, 2026. I'm David Hsiao, Head of Investor Relations.
Applovin Corp (APP)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 85,199 | $33,909,202 | +10% | 0.97% |
| 2. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 80,950 | $32,218,100 | -33% | 4.46% |
| 3. | Hiddenite Capital Partners Ryan Packard | 40,000 | $15,920,000 | 4.18% | |
| 4. | Navellier & Associates Louis Navellier | 24,365 | $9,697,270 | -2% | 1.01% |
| 5. | Leucadia National Ian Cumming And Joseph Steinberg | 3,024 | $1,203,552 | +176% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.00 | 25,000 | $1,500,000.00 | 50,000 | 2021-08-17 | Filing | |
| $64.90 | 10,000 | $649,000.00 | 25,000 | 2021-05-18 | Filing | |
| $58.41 | 15,000 | $876,207.00 | 15,000 | 2021-05-17 | Filing | |
| $64.29 | 40,000 | $2,571,776.00 | 100,000 | 2021-05-18 | Filing | |
| $60.00 | 60,000 | $3,600,228.00 | 60,000 | 2021-05-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $458.67 | 20,910 | $9,590,789.70 | 7,112,382 | 2026-03-13 | Filing | |
| $465.27 | 94 | $43,735.38 | 6,969,382 | 2026-03-16 | Filing | |
| $464.54 | 880 | $408,795.20 | 6,969,476 | 2026-03-16 | Filing | |
| $463.41 | 1,599 | $740,992.59 | 6,970,356 | 2026-03-16 | Filing | |
| $462.42 | 1,709 | $790,275.78 | 6,971,955 | 2026-03-16 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,750,884 | $6,666,851,832 | 0.17% | |
| 2. | 6,700,132 | $2,666,652,536 | 2.72% | |
| 3. | 5,935,893 | $2,362,485,414 | 0.13% | |
| 4. | 5,001,600 | $1,860,995,328 | 4.25% | |
| 5. | 2,300,905 | $915,760,230 | 0.63% |
News See All
Bristlemoon Global Fund: AppLovin (APP) is an Applied AI Winner
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first-quarter 2026 investor letter. The Bristlemoon Global Fund returned -25.5 percent in the March 2026 quarter...
10 Best NASDAQ Stocks with the Highest Upside Potential
On April 18, Andrew Slimmon, Managing Director & Senior Portfolio Manager at Morgan Stanley Investment Management, appeared on BNN Bloomberg to discuss the markets. Slimmon observed that as the threat...
Is AppLovin Corporation (APP) A Good Stock To Buy Now?
Is APP a good stock to buy? We came across a bullish thesis on AppLovin Corporation on Accrued Interest’s Substack by Simeon McMillan.
8 Best Large Cap Stocks to Invest In Right Now
On April 17, Reuters reported that systematic hedge funds have bought stocks at a record pace over the past five trading sessions.
Should You Be Constructive on AppLovin Corp’s (APP) Long-Term Trajectory?
Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
14 Stocks That Will Double in the Next 5 Years
On April 18, Dan Ives from Wedbush Securities appeared on a CNBC Television interview to discuss his takeaways from a recent trip to Asia to assess AI demand.
What You Missed on Mad Money: 17 Stocks Reviewed by Jim Cramer
In this article, we will look at everything Jim Cramer discussed regarding investors’ recent overblown worries and growth stocks stuck in bear market territory.
Top 10 Growth Stocks in Billionaire Philippe Laffont's Portfolio
US equities are looking increasingly attractive as valuations have dropped in line with a deep correction from all-time highs.
10 Best Growth Stocks to Buy With Highest Upside Potential
On April 9, Tom Lee, Head of Research at Fundstrat, appeared on a CNBC Television interview to discuss market conditions as the war between the US and Iran had started to cool down.
Hedge Fund Resource Center