Position in APP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$76,392,121
+$41,257,477 QoQ
Shares Held
148,268
+68.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#133
of 1,455 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Gotham Asset Management, LLC holds $123,485,253 across 6 Advertising Agencies names. APP ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
148,268 | $76,392,121 | |
| 2 | OMC |
Omnicom Group Inc.
|
397,113 | $28,921,739 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
999,950 | $10,839,458 | |
| 4 | TTD |
Trade Desk, Inc.
|
349,412 | $6,317,368 | |
| 5 | ZD |
Ziff Davis, Inc.
|
18,704 | $979,528 | |
| 6 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
14,479 | $35,039 |
All Filings in APP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,392,121 | 148,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,134,644 | 88,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,247,951 | 79,024 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,706,873 | 81,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,240,953 | 80,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,410,370 | 80,803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,273,312 | 78,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,281,608 | 163,015 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,716,955 | 212,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,155,931 | 175,613 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,493,222 | 263,318 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,161,027 | 279,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,693,523 | 337,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,083,958 | 322,791 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,442,086 | 231,917 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,364,592 | 70,015 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,732,676 | 50,310 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $419,928 | 4,455 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||