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
- 1,017
- +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
- 361 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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 208,034 | $55.1M | 0.08% | +181,105+672.5% | Added |
| Korea Investment CORP | 210,723 | $55.8M | 0.14% | +39,850+23.3% | Added |
| New York State Common Retirement Fund | 213,335 | $56.5M | 0.08% | +62,800+41.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,112 | $57.0M | 0.05% | +21,824+11.3% | Added |
| HSBC Holdings PLC | 220,195 | $58.0M | 0.04% | +65,605+42.4% | Added |
| Balyasny Asset Management LLC | 226,351 | $60.0M | 0.15% | −101,494−31.0% | Reduced |
| Steadview Capital Management LLC | 226,680 | $60.1M | 13.05% | −56,870−20.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 228,463 | $60.5M | 0.41% | +290.0% | Added |
| Russell Investments Group, Ltd. | 228,417 | $60.6M | 0.08% | −178,973−43.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 231,390 | $61.3M | 0.12% | +18,306+8.6% | Added |
| D. E. Shaw & Co., Inc. | 235,389 | $62.4M | 0.07% | −1,205,728−83.7% | Reduced |
| Winslow Capital Management, LLC | 238,616 | $63.2M | 0.25% | +238,616 | New |
| Ensign Peak Advisors, Inc | 243,430 | $64.5M | 0.12% | +1,362+0.6% | Added |
| AustralianSuper Pty Ltd | 243,884 | $64.6M | 0.37% | +63,464+35.2% | Added |
| Jane Street Group, LLC | 246,070 | $65.2M | 0.12% | −203,196−45.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 247,269 | $65.5M | 0.53% | −159,136−39.2% | Reduced |
| Twinbeech Capital LP | 248,576 | $65.9M | 1.20% | +205,340+474.9% | Added |
| State Board of Administration of Florida Retirement System | 251,247 | $66.6M | 0.13% | +2,220+0.9% | Added |
| Citadel Advisors LLC | 255,174 | $67.6M | 0.07% | −596,952−70.1% | Reduced |
| FIL Ltd | 255,487 | $67.7M | 0.06% | +95,737+59.9% | Added |
| Frontier Capital Management Co LLC | 258,896 | $68.6M | 0.75% | −104,282−28.7% | Reduced |
| Panview Capital Ltd | 262,218 | $69.5M | 26.31% | −398,882−60.3% | Reduced |
| Mane Global Capital Management LP | 262,443 | $69.5M | 5.53% | −174,630−40.0% | Reduced |
| Castle Hook Partners LP | 264,006 | $70.0M | 1.84% | −369,635−58.3% | Reduced |
| Keenan Capital, LLC | 265,510 | $70.4M | 16.18% | +85,783+47.7% | Added |
| Susquehanna International Group, LLP | 274,251 | $72.7M | 0.12% | −231,413−45.8% | Reduced |
| Augustine Asset Management Inc | 280,980 | $74.5M | 21.76% | −21,042−7.0% | Reduced |
| Millennium Management LLC | 282,814 | $74.9M | 0.07% | −1,236,567−81.4% | Reduced |
| Van Eck Associates Corp | 296,046 | $78.4M | 0.10% | +93,917+46.5% | Added |
| Westfield Capital Management Co LP | 297,188 | $78.7M | 0.38% | −50,720−14.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 281,868 | $79.7M | 0.14% | +162,576+136.3% | Added |
| Spyglass Capital Management LLC | 302,224 | $80.1M | 5.50% | −12,837−4.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 308,026 | $81.6M | 0.21% | +33,068+12.0% | Added |
| TimesSquare Capital Management, LLC | 321,375 | $85.2M | 1.37% | +48,099+17.6% | Added |
| Lord, Abbett & Co. LLC | 323,225 | $85.6M | 0.31% | −264,485−45.0% | Reduced |
| Maplelane Capital, LLC | 325,000 | $86.1M | 8.03% | +115,810+55.4% | Added |
| STRS Ohio | 325,217 | $86.2M | 0.36% | +197,035+153.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 327,800 | $86.9M | 0.19% | +144,130+78.5% | Added |
| California State Teachers Retirement System | 328,808 | $87.1M | 0.11% | −1,024−0.3% | Reduced |
| Durable Capital Partners LP | 335,558 | $88.9M | 0.79% | +335,558 | New |
| Neuberger Berman Group LLC | 353,158 | $93.6M | 0.08% | −57,387−14.0% | Reduced |
| Citigroup Inc | 367,886 | $97.5M | 0.07% | −40,505−9.9% | Reduced |
| Ameriprise Financial Inc | 377,560 | $100.0M | 0.03% | +127,164+50.8% | Added |
| Primecap Management Co | 395,100 | $104.7M | 0.09% | +47,000+13.5% | Added |
| Robertson Stephens Wealth Management, LLC | 403,061 | $106.8M | 4.00% | −7,374−1.8% | Reduced |
| Greenstone Partners & Co., LLC | 404,315 | $107.1M | 28.44% | −288,124−41.6% | Reduced |
| ProShare Advisors LLC | 405,085 | $107.3M | 0.24% | +66,143+19.5% | Added |
| Federated Hermes, Inc. | 410,025 | $108.6M | 0.23% | −62,382−13.2% | Reduced |
| Victory Capital Management Inc | 420,725 | $111.5M | 0.11% | +80,016+23.5% | Added |
| California Public Employees Retirement System | 426,107 | $112.9M | 0.08% | −12,479−2.8% | Reduced |
| Capital International Investors | 429,600 | $113.8M | 0.02% | +429,600 | New |
| Barclays PLC | 432,546 | $114.6M | 0.05% | +38,120+9.7% | Added |
| National Pension Service | 433,828 | $115.0M | 0.11% | −9,839−2.2% | Reduced |
| No Street GP LP | 438,000 | $116.1M | 9.08% | +8,000+1.9% | Added |
| Rhumbline Advisers | 455,702 | $120.7M | 0.11% | +15,213+3.5% | Added |
| Schroder Investment Management Group | 456,618 | $121.0M | 0.12% | −18,916−4.0% | Reduced |
| Steadfast Capital Management LP | 469,244 | $124.3M | 3.53% | +46,802+11.1% | Added |
| Natixis | 478,096 | $126.2M | 0.74% | +478,096 | New |
| SEI Investments Co | 511,641 | $135.6M | 0.17% | +121,334+31.1% | Added |
| Wells Fargo & Company | 529,529 | $140.3M | 0.03% | +235,537+80.1% | Added |
| Envestnet Asset Management Inc | 545,418 | $144.5M | 0.05% | −34,079−5.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 557,269 | $147.7M | 0.10% | +12,968+2.4% | Added |
| Macquarie Group Ltd | 583,493 | $154.6M | 0.19% | +567,244+3,490.9% | Added |
| Swiss National Bank | 589,690 | $156.3M | 0.11% | +2,300+0.4% | Added |
| Deutsche Bank AG | 602,787 | $159.7M | 0.06% | +147,291+32.3% | Added |
| Voya Investment Management LLC | 647,128 | $171.5M | 0.19% | −47,136−6.8% | Reduced |
| 1832 Asset Management L.P. | 675,676 | $179.0M | 0.34% | −118,460−14.9% | Reduced |
| Nuveen, LLC | 747,442 | $198.0M | 0.06% | +747,442 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 790,000 | $209.3M | 3.21% | +309,000+64.2% | Added |
| Massachusetts Financial Services Co | 804,254 | $213.1M | 0.07% | +728,751+965.2% | Added |
| HRT Financial LP | 828,280 | $219.5M | 1.39% | −53,410−6.1% | Reduced |
| Renaissance Technologies LLC | 879,200 | $233.0M | 0.35% | +356,800+68.3% | Added |
| First Trust Advisors LP | 899,158 | $238.3M | 0.21% | −146,130−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,015,522 | $269.1M | 0.05% | +50,344+5.2% | Added |
| Raymond James Financial Inc | 1,032,811 | $273.7M | 0.10% | −619,507−37.5% | Reduced |
| Bank of New York Mellon Corp | 1,062,544 | $281.5M | 0.06% | +30,229+2.9% | Added |
| Amundi | 1,103,586 | $289.1M | 0.11% | +499,820+82.8% | Added |
| Wellington Management Group LLP | 1,115,025 | $295.4M | 0.06% | −198,362−15.1% | Reduced |
| Clearbridge Investments, LLC | 1,125,552 | $298.2M | 0.26% | +177,910+18.8% | Added |
| American Century Companies Inc | 1,134,842 | $300.7M | 0.18% | +138,063+13.9% | Added |
| UBS Asset Management Americas Inc | 1,243,384 | $329.5M | 0.08% | +222,905+21.8% | Added |
| Sapient Capital LLC | 1,284,035 | $340.2M | 6.71% | +95,589+8.0% | Added |
| Legal & General Group Plc | 1,407,488 | $372.9M | 0.10% | +94,785+7.2% | Added |
| Royal Bank of Canada | 1,434,503 | $380.1M | 0.09% | +544,107+61.1% | Added |
| Capital World Investors | 1,444,348 | $382.7M | 0.06% | +142,831+11.0% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,593,928 | $422.3M | 3.70% | +508,815+46.9% | Added |
| UBS Group AG | 1,593,982 | $422.4M | 0.09% | −68,260−4.1% | Reduced |
| Northern Trust Corp | 1,642,122 | $435.1M | 0.06% | +29,144+1.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,668,240 | $442.0M | 1.66% | +1,668,240 | New |
| Dimensional Fund Advisors LP | 1,739,148 | $460.9M | 0.11% | −38,798−2.2% | Reduced |
| Whale Rock Capital Management LLC | 1,839,128 | $487.3M | 8.46% | +42,302+2.4% | Added |
| Alliancebernstein L.P. | 1,843,323 | $488.4M | 0.18% | −881,778−32.4% | Reduced |
| Franklin Resources Inc | 2,029,810 | $537.8M | 0.16% | +944,853+87.1% | Added |
| Spruce House Investment Management LLC | 2,057,024 | $545.0M | 28.30% | −1,050,000−33.8% | Reduced |
| Sands Capital Management, LLC | 2,058,193 | $545.4M | 1.86% | +1,231,799+149.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,096,154 | $555.4M | 2.45% | −201,784−8.8% | Reduced |
| Norges Bank | 2,170,144 | $575.0M | 0.08% | −387,179−15.1% | Reduced |
| Goldman Sachs Group Inc | 2,196,973 | $582.1M | 0.11% | −168,009−7.1% | Reduced |
| Janus Henderson Group PLC | 2,275,468 | $619.8M | 0.34% | +33,804+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 2,384,041 | $631.7M | 0.51% | −509,107−17.6% | Reduced |