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, Q2 2025
Institutional positions in AppLovin Corp as of Jun 30, 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
- 1,201
- +193 vs. Q1 2025
- Shares held
- 200.5M
- −8.18M (−3.9%) vs. Q1 2025
- Total value
- $70.0B
- +$15.3B (+28.1%) vs. Q1 2025
- New holders
- 286
- 442 more added
- Sold out
- 93
- 416 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,940,754 | $6.63B | 0.13% | −2,155,885−10.2% | Reduced |
| Vanguard Group Inc | 17,902,795 | $6.27B | 0.10% | +72,120+0.4% | Added |
| FMR LLC | 14,388,019 | $5.04B | 0.28% | −497,319−3.3% | Reduced |
| Baillie Gifford & Co | 6,400,229 | $2.24B | 1.67% | +1,129,874+21.4% | Added |
| Price T Rowe Associates Inc | 5,672,522 | $1.99B | 0.22% | −915,961−13.9% | Reduced |
| State Street Corp | 5,615,415 | $1.97B | 0.07% | +133,402+2.4% | Added |
| WCM Investment Management, LLC | 5,859,423 | $1.96B | 4.46% | −566,084−8.8% | Reduced |
| Morgan Stanley | 5,164,058 | $1.81B | 0.12% | −403,225−7.2% | Reduced |
| JPMorgan Chase & Co | 4,749,043 | $1.66B | 0.11% | −3,440,731−42.0% | Reduced |
| Invesco Ltd. | 3,925,669 | $1.37B | 0.23% | −85,637−2.1% | Reduced |
| Geode Capital Management, LLC | 3,332,008 | $1.16B | 0.08% | −1,116,188−25.1% | Reduced |
| Bank of America Corp | 3,240,195 | $1.13B | 0.09% | +237,248+7.9% | Added |
| Kensico Capital Management Corp | 3,023,500 | $1.06B | 20.35% | +144,500+5.0% | Added |
| Janus Henderson Group PLC | 2,733,837 | $957.1M | 0.47% | +458,369+20.1% | Added |
| Norges Bank | 2,718,067 | $951.5M | 0.12% | +547,923+25.2% | Added |
| Capital World Investors | 2,626,324 | $919.4M | 0.13% | +1,181,976+81.8% | Added |
| Millennium Management LLC | 2,597,928 | $909.5M | 0.82% | +2,315,114+818.6% | Added |
| Jennison Associates LLC | 2,504,180 | $876.7M | 0.52% | +117,200+4.9% | Added |
| Fred Alger Management, LLC | 2,327,644 | $814.9M | 3.65% | −506,148−17.9% | Reduced |
| Jericho Capital Asset Management L.P. | 2,095,319 | $733.5M | 9.77% | −698,440−25.0% | Reduced |
| Spruce House Investment Management LLC | 2,057,024 | $720.1M | 26.57% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,002,989 | $701.2M | 2.06% | +334,749+20.1% | Added |
| Goldman Sachs Group Inc | 1,969,427 | $689.5M | 0.11% | −227,546−10.4% | Reduced |
| Franklin Resources Inc | 1,954,958 | $684.4M | 0.18% | −74,852−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,908,870 | $668.3M | 0.47% | −475,171−19.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,865,752 | $653.2M | 0.65% | +1,630,363+692.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,815,815 | $635.7M | 1.77% | −280,339−13.4% | Reduced |
| Dimensional Fund Advisors LP | 1,753,247 | $613.5M | 0.14% | +14,099+0.8% | Added |
| Alliancebernstein L.P. | 1,724,934 | $603.9M | 0.20% | −118,389−6.4% | Reduced |
| Northern Trust Corp | 1,617,800 | $566.4M | 0.08% | −24,322−1.5% | Reduced |
| UBS Asset Management Americas Inc | 1,604,547 | $561.7M | 0.11% | +361,163+29.0% | Added |
| HRT Financial LP | 1,577,072 | $552.1M | 2.43% | +748,792+90.4% | Added |
| Legal & General Group Plc | 1,417,199 | $496.1M | 0.12% | +9,711+0.7% | Added |
| Renaissance Technologies LLC | 1,380,832 | $483.4M | 0.64% | +501,632+57.1% | Added |
| Sapient Capital LLC | 1,280,491 | $448.3M | 8.03% | −3,544−0.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,261,334 | $441.6M | 3.20% | −332,594−20.9% | Reduced |
| Amundi | 1,299,140 | $436.5M | 0.15% | +195,554+17.7% | Added |
| Royal Bank of Canada | 1,236,470 | $432.9M | 0.08% | −198,033−13.8% | Reduced |
| Whale Rock Capital Management LLC | 1,224,524 | $428.7M | 5.95% | −614,604−33.4% | Reduced |
| UBS Group AG | 1,060,864 | $371.4M | 0.08% | −533,118−33.4% | Reduced |
| Bank of New York Mellon Corp | 989,153 | $346.3M | 0.07% | −73,391−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 985,320 | $344.9M | 0.06% | −30,202−3.0% | Reduced |
| Citadel Advisors LLC | 978,559 | $342.6M | 0.30% | +723,385+283.5% | Added |
| Clearbridge Investments, LLC | 932,631 | $326.5M | 0.27% | −192,921−17.1% | Reduced |
| Deutsche Bank AG | 904,382 | $316.6M | 0.12% | +301,595+50.0% | Added |
| Wells Fargo & Company | 892,099 | $312.3M | 0.07% | +362,570+68.5% | Added |
| American Century Companies Inc | 855,136 | $299.4M | 0.16% | −279,706−24.6% | Reduced |
| Qube Research & Technologies Ltd | 845,092 | $295.8M | 0.41% | +845,092 | New |
| Sands Capital Management, LLC | 817,346 | $286.1M | 0.82% | −1,240,847−60.3% | Reduced |
| Capital International Investors | 811,904 | $284.2M | 0.05% | +382,304+89.0% | Added |
| National Pension Service | 790,271 | $276.7M | 0.24% | +356,443+82.2% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 789,982 | $276.6M | 3.84% | −180.0% | Reduced |
| Massachusetts Financial Services Co | 772,737 | $270.5M | 0.09% | −31,517−3.9% | Reduced |
| First Trust Advisors LP | 720,407 | $252.2M | 0.20% | −178,751−19.9% | Reduced |
| Swiss National Bank | 702,190 | $245.8M | 0.15% | +112,500+19.1% | Added |
| Susquehanna International Group, LLP | 619,183 | $216.8M | 0.33% | +344,932+125.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 608,274 | $212.9M | 0.13% | +51,005+9.2% | Added |
| Barclays PLC | 569,473 | $199.4M | 0.08% | +136,927+31.7% | Added |
| Envestnet Asset Management Inc | 507,430 | $177.6M | 0.05% | −37,988−7.0% | Reduced |
| Nuveen, LLC | 503,283 | $176.2M | 0.05% | −244,159−32.7% | Reduced |
| Federated Hermes, Inc. | 499,002 | $174.7M | 0.33% | +88,977+21.7% | Added |
| 1832 Asset Management L.P. | 471,884 | $165.2M | 0.29% | −203,792−30.2% | Reduced |
| Canada Pension Plan Investment Board | 425,622 | $149.0M | 0.13% | +285,970+204.8% | Added |
| Wellington Management Group LLP | 425,394 | $148.9M | 0.03% | −689,631−61.8% | Reduced |
| Victory Capital Management Inc | 420,434 | $147.2M | 0.09% | −291−0.1% | Reduced |
| ProShare Advisors LLC | 419,080 | $146.7M | 0.29% | +13,995+3.5% | Added |
| SEI Investments Co | 416,756 | $145.9M | 0.17% | −94,885−18.5% | Reduced |
| California Public Employees Retirement System | 416,666 | $145.9M | 0.09% | −9,441−2.2% | Reduced |
| Lord, Abbett & Co. LLC | 410,276 | $143.6M | 0.46% | +87,051+26.9% | Added |
| Primecap Management Co | 407,525 | $142.7M | 0.11% | +12,425+3.1% | Added |
| Ensign Peak Advisors, Inc | 405,747 | $142.0M | 0.24% | +162,317+66.7% | Added |
| Citigroup Inc | 395,094 | $138.3M | 0.10% | +27,208+7.4% | Added |
| Robertson Stephens Wealth Management, LLC | 391,585 | $137.1M | 4.75% | −11,476−2.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 372,973 | $130.6M | 0.38% | +235,880+172.1% | Added |
| Schroder Investment Management Group | 371,541 | $130.1M | 0.11% | −85,077−18.6% | Reduced |
| California State Teachers Retirement System | 362,589 | $126.9M | 0.14% | +33,781+10.3% | Added |
| STRS Ohio | 357,924 | $125.3M | 0.47% | +32,707+10.1% | Added |
| TD Asset Management Inc | 355,689 | $124.5M | 0.11% | +155,807+77.9% | Added |
| Jane Street Group, LLC | 352,647 | $123.5M | 0.20% | +106,577+43.3% | Added |
| Greenstone Partners & Co., LLC | 348,515 | $122.0M | 28.59% | −55,800−13.8% | Reduced |
| New York State Common Retirement Fund | 346,441 | $121.3M | 0.16% | +133,106+62.4% | Added |
| No Street GP LP | 340,000 | $119.0M | 8.90% | −98,000−22.4% | Reduced |
| BNP Paribas Arbitrage, SA | 337,629 | $118.2M | 0.09% | +147,312+77.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 331,411 | $116.0M | 0.27% | +23,385+7.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 322,797 | $112.9M | 0.22% | −5,003−1.5% | Reduced |
| Raymond James Financial Inc | 305,566 | $107.0M | 0.04% | −727,245−70.4% | Reduced |
| Macquarie Group Ltd | 302,760 | $106.0M | 0.13% | −280,733−48.1% | Reduced |
| Neuberger Berman Group LLC | 302,149 | $105.8M | 0.08% | −51,009−14.4% | Reduced |
| Rhumbline Advisers | 288,650 | $101.1M | 0.09% | −167,052−36.7% | Reduced |
| Ameriprise Financial Inc | 284,238 | $99.5M | 0.02% | −93,322−24.7% | Reduced |
| Augustine Asset Management Inc | 276,685 | $96.9M | 25.91% | −4,295−1.5% | Reduced |
| Andra AP-fonden | 276,600 | $96.8M | 1.35% | +114,000+70.1% | Added |
| AustralianSuper Pty Ltd | 272,611 | $95.4M | 0.48% | +28,727+11.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 271,636 | $95.1M | 0.17% | +40,246+17.4% | Added |
| Keenan Capital, LLC | 266,510 | $93.3M | 21.79% | +1,000+0.4% | Added |
| Brevan Howard Capital Management LP | 263,755 | $92.3M | 1.02% | +263,755 | New |
| TimesSquare Capital Management, LLC | 259,661 | $90.9M | 1.31% | −61,714−19.2% | Reduced |
| FIL Ltd | 257,335 | $90.1M | 0.08% | +1,848+0.7% | Added |
| Steadfast Capital Management LP | 255,911 | $89.6M | 1.67% | −213,333−45.5% | Reduced |
| Trivest Advisors Ltd | 255,700 | $89.5M | 3.48% | +255,700 | New |