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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 2,386,980 | $632.5M | 0.44% | +1,107,104+86.5% | Added |
| Jericho Capital Asset Management L.P. | 2,793,759 | $740.3M | 13.47% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 2,833,792 | $750.9M | 4.28% | +303,063+12.0% | Added |
| Kensico Capital Management Corp | 2,879,000 | $762.8M | 17.19% | +328,000+12.9% | Added |
| Bank of America Corp | 3,002,947 | $795.7M | 0.07% | +542,032+22.0% | Added |
| Boston Private Wealth LLC | 3,501,904 | $927.9M | 38.13% | −2,000,741−36.4% | Reduced |
| Invesco Ltd. | 4,011,306 | $1.06B | 0.20% | +992,316+32.9% | Added |
| Geode Capital Management, LLC | 4,448,196 | $1.18B | 0.09% | −71,249−1.6% | Reduced |
| Baillie Gifford & Co | 5,270,355 | $1.40B | 1.22% | +1,185,859+29.0% | Added |
| State Street Corp | 5,482,013 | $1.45B | 0.06% | +88,091+1.6% | Added |
| Morgan Stanley | 5,567,283 | $1.48B | 0.11% | +2,180,194+64.4% | Added |
| Price T Rowe Associates Inc | 6,588,483 | $1.75B | 0.22% | +1,769,400+36.7% | Added |
| WCM Investment Management, LLC | 6,425,507 | $1.75B | 4.50% | −502,051−7.2% | Reduced |
| JPMorgan Chase & Co | 8,189,774 | $2.17B | 0.17% | +1,605,530+24.4% | Added |
| FMR LLC | 14,885,338 | $3.94B | 0.25% | +1,034,216+7.5% | Added |
| Vanguard Group Inc | 17,830,675 | $4.72B | 0.09% | +1,213,536+7.3% | Added |
| BlackRock, Inc. | 21,096,639 | $5.59B | 0.12% | +813,456+4.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −287,039−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −213,918−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −129,955−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −114,081−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −107,835−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −109,950−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −72,210−100.0% | Sold out |
| Roberts Foundation | 0 | $0 | 0.00% | −68,941−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −68,760−100.0% | Sold out |
| Maestria Partners LLC | 0 | $0 | 0.00% | −43,943−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,179−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −39,601−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −39,171−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| California First Leasing Corp | 0 | $0 | 0.00% | −31,937−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −27,877−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −24,850−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −16,428−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −15,375−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −13,850−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,344−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −12,106−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −8,682−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −7,478−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |