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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 21,061 | $5.58M | 0.02% | +2,544+13.7% | Added |
| Capula Management Ltd | 21,144 | $5.60M | 0.04% | +16,476+353.0% | Added |
| Vontobel Holding Ltd. | 21,211 | $5.62M | 0.02% | +10,250+93.5% | Added |
| L2 Asset Management, LLC | 21,280 | $5.64M | 1.16% | +2,934+16.0% | Added |
| Vident Advisory, LLC | 21,316 | $5.65M | 0.08% | +12,431+139.9% | Added |
| Elo Mutual Pension Insurance Co | 21,329 | $5.65M | 0.13% | +700+3.4% | Added |
| Pitcairn Co | 22,038 | $5.84M | 0.35% | −9,072−29.2% | Reduced |
| Wealthfront Advisers LLC | 22,130 | $5.86M | 0.02% | +3,118+16.4% | Added |
| TownSquare Capital, LLC | 22,221 | $5.89M | 0.06% | +3,649+19.6% | Added |
| Oppenheimer Asset Management Inc. | 22,562 | $5.98M | 0.07% | +3,332+17.3% | Added |
| Louisiana State Employees Retirement System | 22,600 | $5.99M | 0.12% | +800+3.7% | Added |
| Mackenzie Financial Corp | 22,665 | $6.01M | 0.01% | −7,834−25.7% | Reduced |
| Colony Group, LLC | 22,948 | $6.01M | 0.02% | −31,416−57.8% | Reduced |
| Commerce Bank | 23,659 | $6.27M | 0.04% | −1,993−7.8% | Reduced |
| Prudential PLC | 23,940 | $6.34M | 0.03% | +16,209+209.7% | Added |
| Corebridge Financial, Inc. | 24,139 | $6.40M | 0.04% | −119−0.5% | Reduced |
| Hudson Bay Capital Management LP | 24,175 | $6.41M | 0.04% | +24,175 | New |
| Generali Asset Management SPA SGR | 24,299 | $6.44M | 0.16% | +24,299 | New |
| La Banque Postale Asset Management SA | 24,378 | $6.46M | 0.10% | −4,293−15.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,871 | $6.59M | 0.01% | −30,106−54.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,105 | $6.65M | 0.02% | +7,778+44.9% | Added |
| Advisory Services Network, LLC | 25,305 | $6.71M | 0.13% | +1,751+7.4% | Added |
| Sculptor Capital LP | 25,800 | $6.84M | 0.15% | +25,800 | New |
| Navellier & Associates Inc | 23,017 | $6.95M | 0.96% | +23,017 | New |
| OP Asset Management Ltd | 26,838 | $7.11M | 0.12% | +26,838 | New |
| China Universal Asset Management Co., Ltd. | 26,939 | $7.14M | 0.66% | −2,422−8.2% | Reduced |
| Second Line Capital, LLC | 27,019 | $7.16M | 1.84% | +175+0.7% | Added |
| Lazard Asset Management LLC | 27,047 | $7.17M | 0.01% | −29,808−52.4% | Reduced |
| Fort Point Capital Partners LLC | 27,060 | $7.17M | 0.80% | −165−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 27,204 | $7.21M | 0.08% | +127+0.5% | Added |
| Symmetry Investments LP | 28,077 | $7.44M | 0.67% | +16,677+146.3% | Added |
| Public Employees Retirement Association of Colorado | 28,336 | $7.51M | 0.03% | +7,413+35.4% | Added |
| Quantitative Investment Management, LLC | 28,530 | $7.56M | 0.70% | +28,530 | New |
| Q Fund Management (Hong Kong) Ltd | 28,900 | $7.66M | 10.47% | +15,600+117.3% | Added |
| Pinebridge Investments, L.P. | 28,923 | $7.66M | 0.06% | −168,372−85.3% | Reduced |
| Discovery Capital Management, LLC | 29,040 | $7.69M | 0.92% | −11,700−28.7% | Reduced |
| NEOS Investment Management LLC | 30,627 | $8.12M | 0.15% | +11,290+58.4% | Added |
| Caisse de Depot Et Placement du Quebec | 31,042 | $8.23M | 0.02% | +26,337+559.8% | Added |
| JustInvest LLC | 31,128 | $8.25M | 0.12% | +2,134+7.4% | Added |
| Varma Mutual Pension Insurance Co | 31,600 | $8.37M | 0.07% | −2,600−7.6% | Reduced |
| Two Sigma Investments, LP | 31,700 | $8.40M | 0.02% | −544,824−94.5% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $8.45M | 1.72% | +31,900 | New |
| Thoroughbred Financial Services, LLC | 32,358 | $8.57M | 0.54% | −2,350−6.8% | Reduced |
| Armistice Capital, LLC | 33,138 | $8.78M | 0.23% | +26,992+439.2% | Added |
| Cunning Capital Partners, LP | 33,497 | $8.88M | 5.66% | −193−0.6% | Reduced |
| Capital Impact Advisors, LLC | 33,804 | $8.96M | 3.43% | +33,804 | New |
| PGGM Investments | 33,862 | $8.97M | 0.12% | +14,886+78.4% | Added |
| Capstone Investment Advisors, LLC | 34,432 | $9.12M | 0.08% | +9,585+38.6% | Added |
| M&T Bank Corp | 34,817 | $9.23M | 0.03% | −2,551−6.8% | Reduced |
| Perigon Wealth Management, LLC | 35,135 | $9.31M | 0.24% | +139+0.4% | Added |
| Truist Financial Corp | 35,196 | $9.33M | 0.01% | +1,588+4.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 34,956 | $9.40M | 0.03% | −285−0.8% | Reduced |
| Maxi Investments CY Ltd | 35,805 | $9.49M | 1.89% | +35,805 | New |
| DnB Asset Management AS | 36,052 | $9.55M | 0.04% | 00.0% | Unchanged |
| LMR Partners LLP | 36,179 | $9.59M | 0.19% | +36,179 | New |
| Harvest Fund Management Co., Ltd | 36,659 | $9.70M | 0.48% | +2,247+6.5% | Added |
| US Bancorp | 36,812 | $9.75M | 0.01% | −7,058−16.1% | Reduced |
| CAPROCK Group, Inc. | 36,946 | $9.79M | 0.30% | −5,200−12.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 37,218 | $9.86M | 2.02% | −13,091−26.0% | Reduced |
| Hiddenite Capital Partners LP | 37,500 | $9.94M | 8.29% | −42,500−53.1% | Reduced |
| Castellan Group, LLC | 38,037 | $10.1M | 2.82% | +9,068+31.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $10.1M | 0.10% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 38,650 | $10.2M | 4.90% | +3,060+8.6% | Added |
| Silvant Capital Management LLC | 38,696 | $10.3M | 0.47% | +8,328+27.4% | Added |
| USS Investment Management Ltd | 38,896 | $10.3M | 0.08% | +10.0% | Added |
| IFM Investors Pty Ltd | 39,105 | $10.4M | 0.11% | −170.0% | Reduced |
| Janney Montgomery Scott LLC | 39,460 | $10.5M | 0.03% | −40.0% | Reduced |
| British Columbia Investment Management Corp | 39,982 | $10.6M | 0.07% | +164+0.4% | Added |
| Toronto Dominion Bank | 40,071 | $10.6M | 0.03% | +9,366+30.5% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 40,200 | $10.7M | 0.36% | +40,200 | New |
| Rafferty Asset Management, LLC | 40,437 | $10.7M | 0.05% | +2,748+7.3% | Added |
| ICONIQ Capital, LLC | 40,793 | $10.8M | 0.19% | +39,976+4,893.0% | Added |
| Toroso Investments, LLC | 40,828 | $10.8M | 0.09% | +19,763+93.8% | Added |
| Cozad Asset Management Inc | 40,933 | $10.8M | 1.08% | +3,837+10.3% | Added |
| Crossmark Global Holdings, Inc. | 41,283 | $10.9M | 0.19% | +39,351+2,036.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,900 | $11.1M | 0.13% | −5,200−11.0% | Reduced |
| Shelton Capital Management | 41,973 | $11.1M | 0.27% | −4,264−9.2% | Reduced |
| Utah Retirement Systems | 43,446 | $11.5M | 0.13% | −654−1.5% | Reduced |
| Meridiem Capital Partners LP | 43,530 | $11.5M | 1.26% | +43,530 | New |
| Ibex Wealth Advisors | 44,087 | $11.7M | 1.55% | +1,824+4.3% | Added |
| Mediolanum International Funds Ltd | 43,564 | $11.9M | 0.16% | −2,940−6.3% | Reduced |
| Mercer Global Advisors Inc | 44,907 | $11.9M | 0.03% | −17,490−28.0% | Reduced |
| Ogborne Capital Management, LLC | 45,000 | $11.9M | 4.58% | +45,000 | New |
| Freestone Grove Partners LP | 45,962 | $12.2M | 0.13% | +45,962 | New |
| QRG Capital Management, Inc. | 46,147 | $12.2M | 0.13% | −26,812−36.7% | Reduced |
| Illinois Municipal Retirement Fund | 46,272 | $12.3M | 0.18% | −873−1.9% | Reduced |
| Investment House LLC | 46,900 | $12.4M | 0.71% | −505−1.1% | Reduced |
| Polar Asset Management Partners Inc. | 47,500 | $12.6M | 0.42% | −40,700−46.1% | Reduced |
| Xponance, Inc. | 47,817 | $12.7M | 0.12% | +593+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,196 | $12.8M | 0.13% | +3,180+7.1% | Added |
| Walleye Capital LLC | 48,852 | $12.9M | 0.14% | +21,827+80.8% | Added |
| Advisor Group Holdings, Inc. | 48,913 | $13.0M | 0.03% | −16,248−24.9% | Reduced |
| Alyeska Investment Group, L.P. | 49,085 | $13.0M | 0.05% | +49,085 | New |
| Cetera Investment Advisers | 49,116 | $13.0M | 0.03% | +15,150+44.6% | Added |
| Comerica Bank | 49,955 | $13.2M | 0.06% | −90,880−64.5% | Reduced |
| Davidson Kempner Capital Management LP | 50,000 | $13.2M | 0.19% | +50,000 | New |
| AXA S.A. | 51,156 | $13.6M | 0.04% | +28,837+129.2% | Added |
| Smithbridge Asset Management Inc | 51,233 | $13.6M | 2.52% | +51,233 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,806 | $13.7M | 0.04% | +7,197+16.1% | Added |
| Ratan Capital Management LP | 52,730 | $14.0M | 4.51% | +52,730 | New |