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Jefferies Financial Group Inc.

Position in APP — AppLovin Corp

CIK 96223 NEW YORK, NY

Position in APP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$8,347,241
+$7,143,689 QoQ
Shares Held
16,201
+435.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#393
of 1,444 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in APP Over Time

Shares Held

Position Value (USD)

Derivatives in APP

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$12,933,720
PutShares
18,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $14,581,276 across 3 Advertising Agencies names. APP ranks #1 (57.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APP
AppLovin Corp
This page
16,201 $8,347,241

All Filings in APP

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,347,241 16,201
2026-03-31 $1,203,552 3,024
2025-12-31 $739,854 1,098
2025-09-30 $9,735,498 13,549
2025-09-30 $12,933,720 18,000
2025-06-30 $976,373 2,789
2025-03-31 $291,467 1,100
2024-12-31 $470,201 1,452
2023-09-30 $652,466 16,328
2022-12-31 $117,262 11,136