Position in APP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,134,644
-$18,113,307 QoQ
Shares Held
88,278
+11.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Gotham Asset Management, LLC holds $76,260,881 across 7 Advertising Agencies names. APP ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
88,278 | $35,134,644 | |
| 2 | OMC |
Omnicom Group Inc.
|
376,787 | $28,375,828 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
834,774 | $7,930,353 | |
| 4 | TTD |
Trade Desk, Inc.
|
140,118 | $3,179,277 | |
| 5 | ZD |
Ziff Davis, Inc.
|
33,737 | $1,415,604 | |
| 6 | MGNI |
Magnite, Inc.
|
12,885 | $153,073 | |
| 7 | CCO |
Clear Channel Outdoor Holdings, Inc.
|
30,423 | $72,102 |
All Filings in APP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||