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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.

Institutional holdersQ1 2025: 1,018 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ1 2025: $54.7B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2024.

Institutions holding APP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cresset Asset Management, LLC54,498$14.4M0.07%−59,583−52.2%Reduced
CIBC World Markets Inc.55,319$14.7M0.03%+38,636+231.6%Added
Metavasi Capital LP55,721$14.8M9.38%00.0%Unchanged
Verition Fund Management LLC56,344$14.9M0.09%−43,646−43.7%Reduced
TrimTabs Asset Management, LLC57,017$15.1M2.37%+1,120+2.0%Added
Quantinno Capital Management LP57,101$15.1M0.10%+26,718+87.9%Added
Mn Services Vermogensbeheer B.V.58,000$15.4M0.12%−4,100−6.6%Reduced
Captrust Financial Advisors59,557$15.8M0.04%−84,226−58.6%Reduced
Daiwa Securities Group Inc.59,576$15.8M0.07%−24,057−28.8%Reduced
GF Fund Management Co. Ltd.59,796$15.8M0.37%+1,396+2.4%Added
MML Investors Services, LLC60,194$15.9M0.05%−3,652−5.7%Reduced
Arizona State Retirement System61,270$16.2M0.10%+912+1.5%Added
Panagora Asset Management Inc62,484$16.6M0.08%+34,513+123.4%Added
Nissay Asset Management Corp63,608$16.9M0.11%+7,945+14.3%Added
Resona Asset Management Co.,Ltd.63,512$16.9M0.10%+5,090+8.7%Added
iA Global Asset Management Inc.64,535$17.1M0.29%+28,098+77.1%Added
Lansforsakringar Fondforvaltning AB (publ)66,965$17.7M0.11%−366−0.5%Reduced
Steward Partners Investment Advisory, LLC67,318$17.8M0.16%+65,599+3,816.1%Added
Parnassus Investments68,447$18.1M0.04%+68,447New
Achmea Investment Management B.V.68,750$18.2M0.27%+10,934+18.9%Added
Forsta Ap-Fonden69,100$18.3M0.14%−1,400−2.0%Reduced
Guggenheim Capital LLC69,843$18.5M0.17%−14,679−17.4%Reduced
Freshford Capital Management, LLC69,893$18.5M5.14%+69,893New
State of New Jersey Common Pension Fund D70,739$18.7M0.08%−6,012−7.8%Reduced
Nomura Asset Management Co Ltd71,309$18.9M0.06%+3,940+5.8%Added
Nishkama Capital, LLC72,799$19.3M8.09%+25,608+54.3%Added
Tudor Investment Corp Et Al73,692$19.5M0.17%+73,692New
Science & Technology Partners, L.P.76,125$20.2M7.99%−18,396−19.5%Reduced
Creative Planning76,805$20.4M0.02%−23,896−23.7%Reduced
Delta Global Management LP77,138$20.4M1.47%+67,357+688.7%Added
TFJ Management, LLC77,843$20.6M19.53%−7,679−9.0%Reduced
Bank of Montreal78,665$20.8M0.01%−29,426−27.2%Reduced
Principal Financial Group Inc78,928$20.9M0.01%+19,822+33.5%Added
Asset Management One Co.,Ltd.79,802$21.1M0.07%+4,772+6.4%Added
BOCHK Asset Management Ltd80,281$21.3M11.98%+2,911+3.8%Added
Gotham Asset Management, LLC80,803$21.4M0.18%+2,758+3.5%Added
KLP Kapitalforvaltning AS81,150$21.5M0.11%+800+1.0%Added
Intech Investment Management LLC84,364$22.4M0.23%+16,419+24.2%Added
BI Asset Management Fondsmaeglerselskab A/S86,073$22.8M0.26%+15,398+21.8%Added
Teacher Retirement System of Texas87,120$23.1M0.10%+26,727+44.3%Added
Pictet Asset Management Holding SA87,511$23.2M0.03%+7,902+9.9%Added
Newbrook Capital Advisors LP90,891$24.1M3.80%+23,612+35.1%Added
WT Asset Management Ltd91,863$24.3M2.84%+91,863New
Los Angeles Capital Management LLC93,154$24.7M0.11%+52,792+130.8%Added
Public Employees Retirement System of Ohio94,613$25.1M0.09%−4,083−4.1%Reduced
Ieq Capital, LLC94,633$25.1M0.20%+55,071+139.2%Added
3G Capital Partners LP95,000$25.2M7.23%00.0%Unchanged
Engineers Gate Manager LP95,983$25.4M0.43%+37,941+65.4%Added
Blair William & Co96,596$25.6M0.08%−60,590−38.5%Reduced
CIBC Asset Management Inc96,739$25.6M0.09%+35,121+57.0%Added
Mariner, LLC97,435$25.8M0.04%−88,763−47.7%Reduced
Holocene Advisors, LP99,970$26.5M0.08%+38,424+62.4%Added
Handelsbanken Fonder AB99,998$26.5M0.11%−10,024−9.1%Reduced
Logan Capital Management Inc101,359$26.9M1.22%−8,413−7.7%Reduced
Renaissance Group LLC104,864$27.8M1.23%−5,156−4.7%Reduced
Squarepoint Ops LLC105,609$28.0M0.07%+77,941+281.7%Added
Northwestern Mutual Wealth Management Co106,764$28.3M0.02%+105,630+9,314.8%Added
Standard Life Aberdeen plc107,179$28.4M0.06%+67,454+169.8%Added
MAI Capital Management108,358$28.7M0.22%−3,445−3.1%Reduced
Smith Group Asset Management, LLC108,710$28.8M2.16%−43,523−28.6%Reduced
Bank of Nova Scotia109,159$28.9M0.06%+104,689+2,342.0%Added
MGB Wealth Management, LLC109,616$29.0M10.51%−130,000−54.3%Reduced
Alta Park Capital, LP109,682$29.1M5.64%+14,836+15.6%Added
Jump Financial, LLC112,123$29.7M0.45%+108,289+2,824.4%Added
TOMS Capital Investment Management LP113,000$29.9M2.22%+113,000New
Scopus Asset Management, L.P.115,000$30.5M1.10%−250−0.2%Reduced
Storebrand Asset Management AS117,359$31.1M0.10%+9,971+9.3%Added
Mirae Asset Global Investments Co., Ltd.115,726$31.4M0.13%+40,166+53.2%Added
ING Groep NV120,659$32.0M0.22%+120,659New
Aviva PLC120,771$32.0M0.08%+49,653+69.8%Added
Nomura Holdings Inc121,061$32.1M0.17%+59,994+98.2%Added
Stifel Financial Corp121,457$32.2M0.03%+1,204+1.0%Added
DekaBank Deutsche Girozentrale128,222$32.4M0.06%−2,327−1.8%Reduced
Ci Investments Inc.122,908$32.6M0.14%−2,019−1.6%Reduced
Royal London Asset Management Ltd124,063$32.9M0.08%+13,998+12.7%Added
Danske Bank A/S129,727$34.4M0.11%+17,511+15.6%Added
Treasurer of the State of North Carolina129,809$34.4M0.14%+1,508+1.2%Added
Healthcare of Ontario Pension Plan Trust Fund131,853$34.9M0.08%+48,109+57.4%Added
State of Wisconsin Investment Board132,474$35.1M0.09%+77+0.1%Added
Zweig-DiMenna Associates LLC132,635$35.1M5.63%+59,135+80.5%Added
Point72 Asset Management, L.P.134,580$35.7M0.10%+134,580New
Viking Global Investors LPSuperinvestorViking Global Investors137,093$36.3M0.12%−11,872−8.0%Reduced
Braun Stacey Associates Inc137,735$36.5M1.49%−47,135−25.5%Reduced
KBC Group NV137,764$36.5M0.11%−44,334−24.3%Reduced
Canada Pension Plan Investment Board139,652$37.0M0.04%+118,633+564.4%Added
Kinetic Partners Management, LP144,754$38.4M2.75%−93,200−39.2%Reduced
Robeco Institutional Asset Management B.V.147,910$39.2M0.08%−94,387−39.0%Reduced
Quadrature Capital Ltd155,937$41.3M0.92%−12,866−7.6%Reduced
LPL Financial LLC158,480$42.0M0.02%−52,050−24.7%Reduced
Natixis Advisors, L.P.160,681$42.6M0.08%−12,500−7.2%Reduced
Andra AP-fonden162,600$43.1M0.71%−43,600−21.1%Reduced
Davis Selected Advisers163,011$43.2M0.25%+163,011New
Contour Asset Management LLC170,862$45.3M1.89%+170,862New
Wealth Enhancement Advisory Services, LLC172,378$45.7M0.09%+66,453+62.7%Added
Nordea Investment Management AB183,993$47.1M0.05%+45,374+32.7%Added
Dorsal Capital Management, LLC180,000$47.7M1.54%+180,000New
AQR Capital Management LLC194,783$49.0M0.05%−82,937−29.9%Reduced
Pacer Advisors, Inc.187,199$49.6M0.12%+119,066+174.8%Added
BNP Paribas Arbitrage, SA190,317$50.4M0.04%−30,737−13.9%Reduced
TD Asset Management Inc199,882$53.0M0.05%−60,324−23.2%Reduced