APP — APPLOVIN CORP

Ownership history in Cubist Systematic Strategies, LLC  ·  33 quarters on record

AI Ownership Summary

Cubist Systematic Strategies, LLC reported APPLOVIN CORP (APP) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.75% in 2024 Q4. The latest visible filing shows APP at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cubist Systematic Strategies, LLC's position in APPLOVIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

APP was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APP stock page Cubist Systematic Strategies, LLC fund profile Cubist Systematic Strategies, LLC full holdings
How Cubist Systematic Strategies, LLC held APP — position size vs. price
% of Fund (quarterly)    APP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 68,900 +33,800 +96.3% 0.24% $49.5M 2025-11-14 (Est.) $557.70
2025 Q3 REDUCED 35,100 -163,100 -82.3% 0.12% $25.2M 2025-11-14 (Est.) $557.70
2025 Q2 ADDED 198,200 +500 +0.3% 0.32% $69.4M 2025-08-14 $433.34
2025 Q2 ADDED 197,700 +188,027 +1943.8% 0.32% $69.2M 2025-08-14 $433.34
2025 Q2 REDUCED 9,673 -226,027 -95.9% 0.02% $3.4M 2025-08-14 $433.34
2025 Q1 ADDED 235,700 +78,300 +49.7% 0.38% $62.5M 2025-05-15 $366.61
2025 Q1 REDUCED 157,400 -210,100 -57.2% 0.25% $41.7M 2025-05-15 $366.61
2024 Q4 ADDED 367,500 +163,100 +79.8% 0.75% $119.0M 2025-02-14 $510.13
2024 Q4 REDUCED 204,400 -67,400 -24.8% 0.41% $66.2M 2025-02-14 $510.13
2024 Q3 ADDED 271,800 +136,100 +100.3% 0.22% $35.5M 2024-11-14 $284.49
2024 Q3 REDUCED 135,700 -22,900 -14.4% 0.11% $17.7M 2024-11-14 $284.49
2024 Q2 ADDED 158,600 +44,700 +39.2% 0.09% $13.2M 2024-08-14 $84.64
2024 Q2 ADDED 113,900 +6,200 +5.8% 0.06% $9.5M 2024-08-14 $84.64
2024 Q1 REDUCED 107,700 -42,700 -28.4% 0.04% $7.5M 2024-05-15 $84.06
2024 Q1 ADDED 150,400 +130,700 +663.5% 0.06% $10.4M 2024-05-15 $84.06
2023 Q4 REDUCED 19,700 -104,800 -84.2% 0.01% $785K 2024-02-14 $46.87
2023 Q4 REDUCED 124,500 -449,295 -78.3% 0.03% $5.0M 2024-02-14 $46.87
2023 Q4 ADDED 573,795 +370,304 +182.0% 0.15% $22.9M 2024-02-14 $46.87
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APP

As of 2026 Q1 — sorted by position size

AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 23.93% SAPIENT CAPITAL LLC 7.64% Integrated Financial Solutions, Inc. 3.11% PCB Capital LLC 2.41% Overbrook Management Corp 3Y 7Y 2.19% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.07% Abacus FCF Advisors LLC 3Y 7Y 1.66% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.97% Lifestyle Asset Management, Inc. 3Y 0.67% Carolina Wealth Advisors, LLC 3Y 0.45%

FAQ About Cubist Systematic Strategies, LLC and APP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cubist Systematic Strategies, LLC reported owning APP?

Cubist Systematic Strategies, LLC reported APP across 18 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported APP position in Cubist Systematic Strategies, LLC's portfolio?

The largest reported portfolio weight for APP was 0.75% in 2024 Q4.

What is the latest reported APP position on this page?

The most recent filing on this page is 2025 Q3, when Cubist Systematic Strategies, LLC reported 68,900 shares, equal to 0.24% of portfolio, with an estimated market value of $49.5M.

What does the chart on this APP ownership page compare?

The chart compares Cubist Systematic Strategies, LLC's quarterly APP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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