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 |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 66,965 | $17.7M | 0.11% | −366−0.5% | Reduced |
| iA Global Asset Management Inc. | 64,535 | $17.1M | 0.29% | +28,098+77.1% | Added |
| Resona Asset Management Co.,Ltd. | 63,512 | $16.9M | 0.10% | +5,090+8.7% | Added |
| Nissay Asset Management Corp | 63,608 | $16.9M | 0.11% | +7,945+14.3% | Added |
| Panagora Asset Management Inc | 62,484 | $16.6M | 0.08% | +34,513+123.4% | Added |
| Arizona State Retirement System | 61,270 | $16.2M | 0.10% | +912+1.5% | Added |
| MML Investors Services, LLC | 60,194 | $15.9M | 0.05% | −3,652−5.7% | Reduced |
| GF Fund Management Co. Ltd. | 59,796 | $15.8M | 0.37% | +1,396+2.4% | Added |
| Daiwa Securities Group Inc. | 59,576 | $15.8M | 0.07% | −24,057−28.8% | Reduced |
| Captrust Financial Advisors | 59,557 | $15.8M | 0.04% | −84,226−58.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 58,000 | $15.4M | 0.12% | −4,100−6.6% | Reduced |
| Quantinno Capital Management LP | 57,101 | $15.1M | 0.10% | +26,718+87.9% | Added |
| TrimTabs Asset Management, LLC | 57,017 | $15.1M | 2.37% | +1,120+2.0% | Added |
| Verition Fund Management LLC | 56,344 | $14.9M | 0.09% | −43,646−43.7% | Reduced |
| Metavasi Capital LP | 55,721 | $14.8M | 9.38% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 55,319 | $14.7M | 0.03% | +38,636+231.6% | Added |
| Cresset Asset Management, LLC | 54,498 | $14.4M | 0.07% | −59,583−52.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,472 | $14.4M | 0.07% | −1,500−2.7% | Reduced |
| Ratan Capital Management LP | 52,730 | $14.0M | 4.51% | +52,730 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,806 | $13.7M | 0.04% | +7,197+16.1% | Added |
| Smithbridge Asset Management Inc | 51,233 | $13.6M | 2.52% | +51,233 | New |
| AXA S.A. | 51,156 | $13.6M | 0.04% | +28,837+129.2% | Added |
| Davidson Kempner Capital Management LP | 50,000 | $13.2M | 0.19% | +50,000 | New |
| Comerica Bank | 49,955 | $13.2M | 0.06% | −90,880−64.5% | Reduced |
| Cetera Investment Advisers | 49,116 | $13.0M | 0.03% | +15,150+44.6% | Added |
| Alyeska Investment Group, L.P. | 49,085 | $13.0M | 0.05% | +49,085 | New |
| Advisor Group Holdings, Inc. | 48,913 | $13.0M | 0.03% | −16,248−24.9% | Reduced |
| Walleye Capital LLC | 48,852 | $12.9M | 0.14% | +21,827+80.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,196 | $12.8M | 0.13% | +3,180+7.1% | Added |
| Xponance, Inc. | 47,817 | $12.7M | 0.12% | +593+1.3% | Added |
| Polar Asset Management Partners Inc. | 47,500 | $12.6M | 0.42% | −40,700−46.1% | Reduced |
| Investment House LLC | 46,900 | $12.4M | 0.71% | −505−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 46,272 | $12.3M | 0.18% | −873−1.9% | Reduced |
| QRG Capital Management, Inc. | 46,147 | $12.2M | 0.13% | −26,812−36.7% | Reduced |
| Freestone Grove Partners LP | 45,962 | $12.2M | 0.13% | +45,962 | New |
| Ogborne Capital Management, LLC | 45,000 | $11.9M | 4.58% | +45,000 | New |
| Mercer Global Advisors Inc | 44,907 | $11.9M | 0.03% | −17,490−28.0% | Reduced |
| Mediolanum International Funds Ltd | 43,564 | $11.9M | 0.16% | −2,940−6.3% | Reduced |
| Ibex Wealth Advisors | 44,087 | $11.7M | 1.55% | +1,824+4.3% | Added |
| Meridiem Capital Partners LP | 43,530 | $11.5M | 1.26% | +43,530 | New |
| Utah Retirement Systems | 43,446 | $11.5M | 0.13% | −654−1.5% | Reduced |
| Shelton Capital Management | 41,973 | $11.1M | 0.27% | −4,264−9.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,900 | $11.1M | 0.13% | −5,200−11.0% | Reduced |
| Crossmark Global Holdings, Inc. | 41,283 | $10.9M | 0.19% | +39,351+2,036.8% | Added |
| Cozad Asset Management Inc | 40,933 | $10.8M | 1.08% | +3,837+10.3% | Added |
| Toroso Investments, LLC | 40,828 | $10.8M | 0.09% | +19,763+93.8% | Added |
| ICONIQ Capital, LLC | 40,793 | $10.8M | 0.19% | +39,976+4,893.0% | Added |
| Rafferty Asset Management, LLC | 40,437 | $10.7M | 0.05% | +2,748+7.3% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 40,200 | $10.7M | 0.36% | +40,200 | New |
| Toronto Dominion Bank | 40,071 | $10.6M | 0.03% | +9,366+30.5% | Added |
| British Columbia Investment Management Corp | 39,982 | $10.6M | 0.07% | +164+0.4% | Added |
| Janney Montgomery Scott LLC | 39,460 | $10.5M | 0.03% | −40.0% | Reduced |
| IFM Investors Pty Ltd | 39,105 | $10.4M | 0.11% | −170.0% | Reduced |
| USS Investment Management Ltd | 38,896 | $10.3M | 0.08% | +10.0% | Added |
| Silvant Capital Management LLC | 38,696 | $10.3M | 0.47% | +8,328+27.4% | Added |
| Berkshire Capital Holdings Inc | 38,650 | $10.2M | 4.90% | +3,060+8.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $10.1M | 0.10% | 00.0% | Unchanged |
| Castellan Group, LLC | 38,037 | $10.1M | 2.82% | +9,068+31.3% | Added |
| Hiddenite Capital Partners LP | 37,500 | $9.94M | 8.29% | −42,500−53.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 37,218 | $9.86M | 2.02% | −13,091−26.0% | Reduced |
| CAPROCK Group, Inc. | 36,946 | $9.79M | 0.30% | −5,200−12.3% | Reduced |
| US Bancorp | 36,812 | $9.75M | 0.01% | −7,058−16.1% | Reduced |
| Harvest Fund Management Co., Ltd | 36,659 | $9.70M | 0.48% | +2,247+6.5% | Added |
| LMR Partners LLP | 36,179 | $9.59M | 0.19% | +36,179 | New |
| DnB Asset Management AS | 36,052 | $9.55M | 0.04% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 35,805 | $9.49M | 1.89% | +35,805 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 34,956 | $9.40M | 0.03% | −285−0.8% | Reduced |
| Truist Financial Corp | 35,196 | $9.33M | 0.01% | +1,588+4.7% | Added |
| Perigon Wealth Management, LLC | 35,135 | $9.31M | 0.24% | +139+0.4% | Added |
| M&T Bank Corp | 34,817 | $9.23M | 0.03% | −2,551−6.8% | Reduced |
| Capstone Investment Advisors, LLC | 34,432 | $9.12M | 0.08% | +9,585+38.6% | Added |
| PGGM Investments | 33,862 | $8.97M | 0.12% | +14,886+78.4% | Added |
| Capital Impact Advisors, LLC | 33,804 | $8.96M | 3.43% | +33,804 | New |
| Cunning Capital Partners, LP | 33,497 | $8.88M | 5.66% | −193−0.6% | Reduced |
| Armistice Capital, LLC | 33,138 | $8.78M | 0.23% | +26,992+439.2% | Added |
| Thoroughbred Financial Services, LLC | 32,358 | $8.57M | 0.54% | −2,350−6.8% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $8.45M | 1.72% | +31,900 | New |
| Two Sigma Investments, LP | 31,700 | $8.40M | 0.02% | −544,824−94.5% | Reduced |
| Varma Mutual Pension Insurance Co | 31,600 | $8.37M | 0.07% | −2,600−7.6% | Reduced |
| JustInvest LLC | 31,128 | $8.25M | 0.12% | +2,134+7.4% | Added |
| Caisse de Depot Et Placement du Quebec | 31,042 | $8.23M | 0.02% | +26,337+559.8% | Added |
| NEOS Investment Management LLC | 30,627 | $8.12M | 0.15% | +11,290+58.4% | Added |
| Discovery Capital Management, LLC | 29,040 | $7.69M | 0.92% | −11,700−28.7% | Reduced |
| Pinebridge Investments, L.P. | 28,923 | $7.66M | 0.06% | −168,372−85.3% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 28,900 | $7.66M | 10.47% | +15,600+117.3% | Added |
| Quantitative Investment Management, LLC | 28,530 | $7.56M | 0.70% | +28,530 | New |
| Public Employees Retirement Association of Colorado | 28,336 | $7.51M | 0.03% | +7,413+35.4% | Added |
| Symmetry Investments LP | 28,077 | $7.44M | 0.67% | +16,677+146.3% | Added |
| Aptus Capital Advisors, LLC | 27,204 | $7.21M | 0.08% | +127+0.5% | Added |
| Fort Point Capital Partners LLC | 27,060 | $7.17M | 0.80% | −165−0.6% | Reduced |
| Lazard Asset Management LLC | 27,047 | $7.17M | 0.01% | −29,808−52.4% | Reduced |
| Second Line Capital, LLC | 27,019 | $7.16M | 1.84% | +175+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 26,939 | $7.14M | 0.66% | −2,422−8.2% | Reduced |
| OP Asset Management Ltd | 26,838 | $7.11M | 0.12% | +26,838 | New |
| Navellier & Associates Inc | 23,017 | $6.95M | 0.96% | +23,017 | New |
| Sculptor Capital LP | 25,800 | $6.84M | 0.15% | +25,800 | New |
| Advisory Services Network, LLC | 25,305 | $6.71M | 0.13% | +1,751+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,105 | $6.65M | 0.02% | +7,778+44.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,871 | $6.59M | 0.01% | −30,106−54.8% | Reduced |
| La Banque Postale Asset Management SA | 24,378 | $6.46M | 0.10% | −4,293−15.0% | Reduced |