AppLovin Corp
APP- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
In the last 90 days, AppLovin Corp insiders filed 0 open-market purchases and 1 sale; 1,467 institutions reported holding it in 13F filings for Q2 2026, worth $116.3B in total; 5 superinvestors hold it, including Coatue Management and Lone Pine Capital.
13F holders, Q1 2025
Institutional positions in AppLovin Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,018
- +43 vs. Q4 2024
- Shares held
- 208.8M
- +5.72M (+2.8%) vs. Q4 2024
- Total value
- $54.7B
- −$11.2B (−17.0%) vs. Q4 2024
- New holders
- 197
- 414 more added
- Sold out
- 154
- 362 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,467 | $116.3B |
| Q1 2026 | 1,395 | $87.6B |
| Q4 2025 | 1,594 | $163.8B |
| Q3 2025 | 1,452 | $172.5B |
| Q2 2025 | 1,201 | $70.0B |
| Q1 2025 | 1,018 | $54.7B |
| Q4 2024 | 993 | $66.1B |
| Q3 2024 | 704 | $24.4B |
| Q2 2024 | 607 | $15.0B |
| Q1 2024 | 512 | $11.6B |
| Q4 2023 | 367 | $5.63B |
| Q3 2023 | 319 | $5.34B |
| Q2 2023 | 243 | $3.81B |
| Q1 2023 | 220 | $2.64B |
| Q4 2022 | 230 | $1.68B |
| Q3 2022 | 227 | $2.80B |
| Q2 2022 | 228 | $4.98B |
| Q1 2022 | 176 | $7.18B |
| Q4 2021 | 173 | $15.3B |
| Q3 2021 | 130 | $10.6B |
| Q2 2021 | 93 | $10.1B |
| Q1 2021 | 1 | $91.0K |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,096,639 | $5.59B | 0.12% | +813,456+4.0% | Added |
| Vanguard Group Inc | 17,830,675 | $4.72B | 0.09% | +1,213,536+7.3% | Added |
| FMR LLC | 14,885,338 | $3.94B | 0.25% | +1,034,216+7.5% | Added |
| JPMorgan Chase & Co | 8,189,774 | $2.17B | 0.17% | +1,605,530+24.4% | Added |
| WCM Investment Management, LLC | 6,425,507 | $1.75B | 4.50% | −502,051−7.2% | Reduced |
| Price T Rowe Associates Inc | 6,588,483 | $1.75B | 0.22% | +1,769,400+36.7% | Added |
| Morgan Stanley | 5,567,283 | $1.48B | 0.11% | +2,180,194+64.4% | Added |
| State Street Corp | 5,482,013 | $1.45B | 0.06% | +88,091+1.6% | Added |
| Baillie Gifford & Co | 5,270,355 | $1.40B | 1.22% | +1,185,859+29.0% | Added |
| Geode Capital Management, LLC | 4,448,196 | $1.18B | 0.09% | −71,249−1.6% | Reduced |
| Invesco Ltd. | 4,011,306 | $1.06B | 0.20% | +992,316+32.9% | Added |
| Boston Private Wealth LLC | 3,501,904 | $927.9M | 38.13% | −2,000,741−36.4% | Reduced |
| Bank of America Corp | 3,002,947 | $795.7M | 0.07% | +542,032+22.0% | Added |
| Kensico Capital Management Corp | 2,879,000 | $762.8M | 17.19% | +328,000+12.9% | Added |
| Fred Alger Management, LLC | 2,833,792 | $750.9M | 4.28% | +303,063+12.0% | Added |
| Jericho Capital Asset Management L.P. | 2,793,759 | $740.3M | 13.47% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,386,980 | $632.5M | 0.44% | +1,107,104+86.5% | Added |
| Arrowstreet Capital, Limited Partnership | 2,384,041 | $631.7M | 0.51% | −509,107−17.6% | Reduced |
| Janus Henderson Group PLC | 2,275,468 | $619.8M | 0.34% | +33,804+1.5% | Added |
| Goldman Sachs Group Inc | 2,196,973 | $582.1M | 0.11% | −168,009−7.1% | Reduced |
| Norges Bank | 2,170,144 | $575.0M | 0.08% | −387,179−15.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,096,154 | $555.4M | 2.45% | −201,784−8.8% | Reduced |
| Sands Capital Management, LLC | 2,058,193 | $545.4M | 1.86% | +1,231,799+149.1% | Added |
| Spruce House Investment Management LLC | 2,057,024 | $545.0M | 28.30% | −1,050,000−33.8% | Reduced |
| Franklin Resources Inc | 2,029,810 | $537.8M | 0.16% | +944,853+87.1% | Added |
| Alliancebernstein L.P. | 1,843,323 | $488.4M | 0.18% | −881,778−32.4% | Reduced |
| Whale Rock Capital Management LLC | 1,839,128 | $487.3M | 8.46% | +42,302+2.4% | Added |
| Dimensional Fund Advisors LP | 1,739,148 | $460.9M | 0.11% | −38,798−2.2% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,668,240 | $442.0M | 1.66% | +1,668,240 | New |
| Northern Trust Corp | 1,642,122 | $435.1M | 0.06% | +29,144+1.8% | Added |
| UBS Group AG | 1,593,982 | $422.4M | 0.09% | −68,260−4.1% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,593,928 | $422.3M | 3.70% | +508,815+46.9% | Added |
| Capital World Investors | 1,444,348 | $382.7M | 0.06% | +142,831+11.0% | Added |
| Royal Bank of Canada | 1,434,503 | $380.1M | 0.09% | +544,107+61.1% | Added |
| Legal & General Group Plc | 1,407,488 | $372.9M | 0.10% | +94,785+7.2% | Added |
| Sapient Capital LLC | 1,284,035 | $340.2M | 6.71% | +95,589+8.0% | Added |
| UBS Asset Management Americas Inc | 1,243,384 | $329.5M | 0.08% | +222,905+21.8% | Added |
| American Century Companies Inc | 1,134,842 | $300.7M | 0.18% | +138,063+13.9% | Added |
| Clearbridge Investments, LLC | 1,125,552 | $298.2M | 0.26% | +177,910+18.8% | Added |
| Wellington Management Group LLP | 1,115,025 | $295.4M | 0.06% | −198,362−15.1% | Reduced |
| Amundi | 1,103,586 | $289.1M | 0.11% | +499,820+82.8% | Added |
| Bank of New York Mellon Corp | 1,062,544 | $281.5M | 0.06% | +30,229+2.9% | Added |
| Raymond James Financial Inc | 1,032,811 | $273.7M | 0.10% | −619,507−37.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,015,522 | $269.1M | 0.05% | +50,344+5.2% | Added |
| First Trust Advisors LP | 899,158 | $238.3M | 0.21% | −146,130−14.0% | Reduced |
| Renaissance Technologies LLC | 879,200 | $233.0M | 0.35% | +356,800+68.3% | Added |
| HRT Financial LP | 828,280 | $219.5M | 1.39% | −53,410−6.1% | Reduced |
| Massachusetts Financial Services Co | 804,254 | $213.1M | 0.07% | +728,751+965.2% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 790,000 | $209.3M | 3.21% | +309,000+64.2% | Added |
| Nuveen, LLC | 747,442 | $198.0M | 0.06% | +747,442 | New |
| 1832 Asset Management L.P. | 675,676 | $179.0M | 0.34% | −118,460−14.9% | Reduced |
| Voya Investment Management LLC | 647,128 | $171.5M | 0.19% | −47,136−6.8% | Reduced |
| Deutsche Bank AG | 602,787 | $159.7M | 0.06% | +147,291+32.3% | Added |
| Swiss National Bank | 589,690 | $156.3M | 0.11% | +2,300+0.4% | Added |
| Macquarie Group Ltd | 583,493 | $154.6M | 0.19% | +567,244+3,490.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 557,269 | $147.7M | 0.10% | +12,968+2.4% | Added |
| Envestnet Asset Management Inc | 545,418 | $144.5M | 0.05% | −34,079−5.9% | Reduced |
| Wells Fargo & Company | 529,529 | $140.3M | 0.03% | +235,537+80.1% | Added |
| SEI Investments Co | 511,641 | $135.6M | 0.17% | +121,334+31.1% | Added |
| Natixis | 478,096 | $126.2M | 0.74% | +478,096 | New |
| Steadfast Capital Management LP | 469,244 | $124.3M | 3.53% | +46,802+11.1% | Added |
| Schroder Investment Management Group | 456,618 | $121.0M | 0.12% | −18,916−4.0% | Reduced |
| Rhumbline Advisers | 455,702 | $120.7M | 0.11% | +15,213+3.5% | Added |
| No Street GP LP | 438,000 | $116.1M | 9.08% | +8,000+1.9% | Added |
| National Pension Service | 433,828 | $115.0M | 0.11% | −9,839−2.2% | Reduced |
| Barclays PLC | 432,546 | $114.6M | 0.05% | +38,120+9.7% | Added |
| Capital International Investors | 429,600 | $113.8M | 0.02% | +429,600 | New |
| California Public Employees Retirement System | 426,107 | $112.9M | 0.08% | −12,479−2.8% | Reduced |
| Victory Capital Management Inc | 420,725 | $111.5M | 0.11% | +80,016+23.5% | Added |
| Federated Hermes, Inc. | 410,025 | $108.6M | 0.23% | −62,382−13.2% | Reduced |
| ProShare Advisors LLC | 405,085 | $107.3M | 0.24% | +66,143+19.5% | Added |
| Greenstone Partners & Co., LLC | 404,315 | $107.1M | 28.44% | −288,124−41.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 403,061 | $106.8M | 4.00% | −7,374−1.8% | Reduced |
| Primecap Management Co | 395,100 | $104.7M | 0.09% | +47,000+13.5% | Added |
| Ameriprise Financial Inc | 377,560 | $100.0M | 0.03% | +127,164+50.8% | Added |
| Citigroup Inc | 367,886 | $97.5M | 0.07% | −40,505−9.9% | Reduced |
| Neuberger Berman Group LLC | 353,158 | $93.6M | 0.08% | −57,387−14.0% | Reduced |
| Durable Capital Partners LP | 335,558 | $88.9M | 0.79% | +335,558 | New |
| California State Teachers Retirement System | 328,808 | $87.1M | 0.11% | −1,024−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 327,800 | $86.9M | 0.19% | +144,130+78.5% | Added |
| STRS Ohio | 325,217 | $86.2M | 0.36% | +197,035+153.7% | Added |
| Maplelane Capital, LLC | 325,000 | $86.1M | 8.03% | +115,810+55.4% | Added |
| Lord, Abbett & Co. LLC | 323,225 | $85.6M | 0.31% | −264,485−45.0% | Reduced |
| TimesSquare Capital Management, LLC | 321,375 | $85.2M | 1.37% | +48,099+17.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 308,026 | $81.6M | 0.21% | +33,068+12.0% | Added |
| Spyglass Capital Management LLC | 302,224 | $80.1M | 5.50% | −12,837−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 281,868 | $79.7M | 0.14% | +162,576+136.3% | Added |
| Westfield Capital Management Co LP | 297,188 | $78.7M | 0.38% | −50,720−14.6% | Reduced |
| Van Eck Associates Corp | 296,046 | $78.4M | 0.10% | +93,917+46.5% | Added |
| Millennium Management LLC | 282,814 | $74.9M | 0.07% | −1,236,567−81.4% | Reduced |
| Augustine Asset Management Inc | 280,980 | $74.5M | 21.76% | −21,042−7.0% | Reduced |
| Susquehanna International Group, LLP | 274,251 | $72.7M | 0.12% | −231,413−45.8% | Reduced |
| Keenan Capital, LLC | 265,510 | $70.4M | 16.18% | +85,783+47.7% | Added |
| Castle Hook Partners LP | 264,006 | $70.0M | 1.84% | −369,635−58.3% | Reduced |
| Mane Global Capital Management LP | 262,443 | $69.5M | 5.53% | −174,630−40.0% | Reduced |
| Panview Capital Ltd | 262,218 | $69.5M | 26.31% | −398,882−60.3% | Reduced |
| Frontier Capital Management Co LLC | 258,896 | $68.6M | 0.75% | −104,282−28.7% | Reduced |
| FIL Ltd | 255,487 | $67.7M | 0.06% | +95,737+59.9% | Added |
| Citadel Advisors LLC | 255,174 | $67.6M | 0.07% | −596,952−70.1% | Reduced |
| State Board of Administration of Florida Retirement System | 251,247 | $66.6M | 0.13% | +2,220+0.9% | Added |