13F

APP APPLOVIN CORP-CLASS A

2026Q1 · CUSIP 03831W108 · Sector: Technology

🟡 Fading · Price holds, watch
Holders
1,378
Δ holders QoQ
-207
Breadth percentile
Top 100%
Whale holders
325
Δ whales
-4
Inst. holding value
$83.3B
New positions
157
Closed positions
364
Price momentum (1Q)
+30.8%
Put / Call
43/43

Breadth history (34 quarters)

2021Q3: Δ+34 · h=127 2021Q4: Δ+46 · h=173 2022Q1: Δ+5 · h=178 2022Q2: Δ+50 · h=228 2022Q3: Δ+0 · h=228 2022Q4: Δ+3 · h=231 2023Q1: Δ-11 · h=220 2023Q2: Δ+22 · h=242 2023Q3: Δ+76 · h=318 2023Q4: Δ+50 · h=368 2024Q1: Δ+141 · h=509 2024Q2: Δ+92 · h=601 2024Q3: Δ+96 · h=697 2024Q4: Δ+288 · h=985 2025Q1: Δ+28 · h=1013 2025Q2: Δ+179 · h=1192 2025Q3: Δ+248 · h=1440 2025Q4: Δ+145 · h=1585 2026Q1: Δ-207 · h=1378 2021Q3: holders=127 2021Q4: holders=173 2022Q1: holders=178 2022Q2: holders=228 2022Q3: holders=228 2022Q4: holders=231 2023Q1: holders=220 2023Q2: holders=242 2023Q3: holders=318 2023Q4: holders=368 2024Q1: holders=509 2024Q2: holders=601 2024Q3: holders=697 2024Q4: holders=985 2025Q1: holders=1013 2025Q2: holders=1192 2025Q3: holders=1440 2025Q4: holders=1585 2026Q1: holders=1378 -288 -144 +0 +144 +288 1148901665 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 2% +30.8%
2025Q3 Top 0% -23.6% -10.6%
2025Q2 Top 0% +27.2% -7.8%
2025Q1 Top 7% +11.3% +45.5%
2024Q4 Top 1% -25.3% -16.8%
2024Q3 Top 1% +39.4% +17.9%
2024Q2 Top 1% +229.5% +472.3%
2024Q1 Top 1% +4.0% +252.9%
2023Q4 Top 10% +37.8% +43.3%
2023Q3 Top 1% +47.3% +117.2%
2023Q2 Top 9% +9.6% +49.8%
2022Q2 Top 1% -52.9% -48.3%
2021Q4 Top 10% -46.9% -57.8%
2021Q3 Top 3% -37.0% -66.5%

Options Sentiment

Put holders
43
QoQ: -6
Call holders
43
QoQ: +1

See methodology →