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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 27,510 | $9.63M | 0.10% | +306+1.1% | Added |
| Vinva Investment Management Ltd | 28,898 | $9.65M | 0.26% | +10,569+57.7% | Added |
| Discovery Capital Management, LLC | 27,740 | $9.71M | 0.76% | −1,300−4.5% | Reduced |
| Comerica Bank | 27,895 | $9.77M | 0.04% | −22,060−44.2% | Reduced |
| Virtu Financial LLC | 28,126 | $9.85M | 0.50% | +28,126 | New |
| TrimTabs Asset Management, LLC | 28,701 | $10.0M | 1.41% | −28,316−49.7% | Reduced |
| Advisory Services Network, LLC | 26,340 | $10.3M | 0.17% | +1,035+4.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,442 | $10.3M | 0.03% | +17,543+147.4% | Added |
| OP Asset Management Ltd | 29,822 | $10.4M | 0.15% | +2,984+11.1% | Added |
| Wolverine Trading, LLC | 31,293 | $10.4M | 0.27% | +31,293 | New |
| Proem Advisors LLC | 30,000 | $10.5M | 2.78% | +30,000 | New |
| Public Employees Retirement Association of Colorado | 30,822 | $10.8M | 0.04% | +2,486+8.8% | Added |
| Swiss Life Asset Management Ltd | 31,146 | $10.9M | 0.06% | +11,023+54.8% | Added |
| Alyeska Investment Group, L.P. | 31,173 | $10.9M | 0.04% | −17,912−36.5% | Reduced |
| Principal Financial Group Inc | 31,246 | $10.9M | 0.01% | −47,682−60.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 31,301 | $11.0M | 0.03% | −3,655−10.5% | Reduced |
| CIBC World Markets Corp | 31,582 | $11.1M | 0.07% | +22,069+232.0% | Added |
| Candriam Luxembourg S.C.A. | 31,732 | $11.1M | 0.06% | +18,258+135.5% | Added |
| UNICOM Systems, Inc. | 31,900 | $11.2M | 1.55% | 00.0% | Unchanged |
| Meridiem Capital Partners LP | 32,098 | $11.2M | 0.81% | −11,432−26.3% | Reduced |
| Berkshire Capital Holdings Inc | 32,810 | $11.5M | 4.02% | −5,840−15.1% | Reduced |
| Lazard Asset Management LLC | 33,046 | $11.6M | 0.02% | +5,999+22.2% | Added |
| JustInvest LLC | 33,183 | $11.6M | 0.13% | +2,055+6.6% | Added |
| Hudson Bay Capital Management LP | 33,323 | $11.7M | 0.08% | +9,148+37.8% | Added |
| US Bancorp | 33,440 | $11.7M | 0.01% | −3,372−9.2% | Reduced |
| Truist Financial Corp | 33,476 | $11.7M | 0.02% | −1,720−4.9% | Reduced |
| Cunning Capital Partners, LP | 33,497 | $11.7M | 6.11% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 33,500 | $11.7M | 0.09% | +1,900+6.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 33,704 | $11.8M | 2.09% | −3,514−9.4% | Reduced |
| M&T Bank Corp | 34,685 | $12.1M | 0.04% | −132−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 35,956 | $12.6M | 0.59% | −703−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 36,206 | $12.7M | 0.12% | −2,005−5.2% | Reduced |
| Rafferty Asset Management, LLC | 36,276 | $12.7M | 0.04% | −4,161−10.3% | Reduced |
| British Columbia Investment Management Corp | 36,495 | $12.8M | 0.07% | −3,487−8.7% | Reduced |
| Capital Impact Advisors, LLC | 37,759 | $13.3M | 4.02% | +3,955+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,545 | $13.5M | 0.04% | +13,440+53.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,460 | $14.2M | 0.01% | +15,589+62.7% | Added |
| Fernbridge Capital Management LP | 40,488 | $14.2M | 0.68% | +40,488 | New |
| Shelton Capital Management | 41,013 | $14.4M | 0.33% | −960−2.3% | Reduced |
| Prudential PLC | 41,206 | $14.4M | 0.09% | +17,266+72.1% | Added |
| Pinebridge Investments, L.P. | 41,485 | $14.5M | 0.12% | +12,562+43.4% | Added |
| Utah Retirement Systems | 41,949 | $14.7M | 0.15% | −1,497−3.4% | Reduced |
| Mediolanum International Funds Ltd | 44,226 | $14.8M | 0.18% | +662+1.5% | Added |
| Tower Research Capital LLC (TRC) | 42,393 | $14.8M | 0.40% | +31,969+306.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 42,458 | $14.9M | 0.22% | +23,789+127.4% | Added |
| USS Investment Management Ltd | 42,553 | $14.9M | 0.09% | +3,657+9.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,114 | $15.1M | 0.37% | +33,305+339.5% | Added |
| PEAK6 LLC | 43,412 | $15.2M | 0.52% | +43,412 | New |
| Cozad Asset Management Inc | 43,459 | $15.2M | 1.33% | +2,526+6.2% | Added |
| Marsico Capital Management LLC | 43,658 | $15.3M | 0.41% | +43,658 | New |
| Hiddenite Capital Partners LP | 43,900 | $15.4M | 9.18% | +6,400+17.1% | Added |
| Delta Global Management LP | 44,192 | $15.5M | 1.03% | −32,946−42.7% | Reduced |
| DnB Asset Management AS | 44,389 | $15.5M | 0.06% | +8,337+23.1% | Added |
| Ibex Wealth Advisors | 45,005 | $15.8M | 1.68% | +918+2.1% | Added |
| IFM Investors Pty Ltd | 45,209 | $15.8M | 0.15% | +6,104+15.6% | Added |
| Ratan Capital Management LP | 58,730 | $16.1M | 7.88% | +6,000+11.4% | Added |
| Xponance, Inc. | 47,598 | $16.7M | 0.14% | −219−0.5% | Reduced |
| Weiss Asset Management LP | 48,121 | $16.8M | 0.27% | +48,121 | New |
| Ardmore Road Asset Management LP | 49,900 | $17.5M | 1.45% | +49,900 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,000 | $17.5M | 0.16% | +8,100+19.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,203 | $17.6M | 0.16% | +2,007+4.2% | Added |
| Investment House LLC | 50,362 | $17.6M | 0.89% | +3,462+7.4% | Added |
| Nishkama Capital, LLC | 50,426 | $17.7M | 2.89% | −22,373−30.7% | Reduced |
| Janney Montgomery Scott LLC | 50,653 | $17.7M | 0.05% | +11,193+28.4% | Added |
| Public Sector Pension Investment Board | 52,724 | $18.5M | 0.08% | +52,724 | New |
| NEOS Investment Management LLC | 53,187 | $18.6M | 0.23% | +22,560+73.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,443 | $18.7M | 0.08% | −1,029−1.9% | Reduced |
| Erste Asset Management GmbH | 57,080 | $19.1M | 0.16% | +47,080+470.8% | Added |
| Ieq Capital, LLC | 55,290 | $19.4M | 0.12% | −39,343−41.6% | Reduced |
| Marex Group plc | 56,044 | $19.6M | 0.37% | +51,042+1,020.4% | Added |
| IMC-Chicago, LLC | 56,241 | $19.7M | 0.49% | +56,241 | New |
| Holocene Advisors, LP | 56,274 | $19.7M | 0.05% | −43,696−43.7% | Reduced |
| Freestone Grove Partners LP | 56,707 | $19.9M | 0.15% | +10,745+23.4% | Added |
| Vestor Capital, LLC | 236,571 | $20.1M | 1.95% | +236,571 | New |
| Alta Park Capital, LP | 57,477 | $20.1M | 2.48% | −52,205−47.6% | Reduced |
| Captrust Financial Advisors | 57,901 | $20.3M | 0.05% | −1,656−2.8% | Reduced |
| GF Fund Management Co. Ltd. | 58,388 | $20.4M | 0.41% | −1,408−2.4% | Reduced |
| EULAV Asset Management | 59,011 | $20.7M | 0.49% | +43,999+293.1% | Added |
| Illinois Municipal Retirement Fund | 59,101 | $20.7M | 0.28% | +12,829+27.7% | Added |
| Cetera Investment Advisers | 59,696 | $20.9M | 0.04% | +10,580+21.5% | Added |
| iA Global Asset Management Inc. | 61,194 | $21.4M | 0.32% | −3,341−5.2% | Reduced |
| Empowered Funds, LLC | 62,161 | $21.8M | 0.25% | +55,610+848.9% | Added |
| Engineers Gate Manager LP | 62,898 | $22.0M | 0.27% | −33,085−34.5% | Reduced |
| QRG Capital Management, Inc. | 62,908 | $22.0M | 0.19% | +16,761+36.3% | Added |
| MAI Capital Management | 65,330 | $22.9M | 0.16% | −43,028−39.7% | Reduced |
| Newbrook Capital Advisors LP | 66,899 | $23.4M | 2.95% | −23,992−26.4% | Reduced |
| Pacific Heights Asset Management LLC | 67,000 | $23.5M | 1.25% | +67,000 | New |
| MML Investors Services, LLC | 67,571 | $23.7M | 0.07% | +7,377+12.3% | Added |
| Arizona State Retirement System | 67,726 | $23.7M | 0.14% | +6,456+10.5% | Added |
| Clear Street LLC | 68,673 | $24.0M | 0.14% | +68,673 | New |
| Advisor Group Holdings, Inc. | 68,859 | $24.0M | 0.04% | +19,946+40.8% | Added |
| Verition Fund Management LLC | 68,960 | $24.1M | 0.14% | +12,616+22.4% | Added |
| Nissay Asset Management Corp | 69,061 | $24.2M | 0.14% | +5,453+8.6% | Added |
| Panagora Asset Management Inc | 69,191 | $24.2M | 0.11% | +6,707+10.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 70,265 | $24.6M | 0.14% | +3,300+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 70,845 | $24.8M | 0.24% | −15,228−17.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,676 | $25.1M | 0.06% | +19,870+38.4% | Added |
| Resona Asset Management Co.,Ltd. | 73,454 | $25.6M | 0.13% | +9,942+15.7% | Added |
| Metavasi Capital LP | 73,195 | $25.6M | 11.39% | +17,474+31.4% | Added |
| Daiwa Securities Group Inc. | 73,808 | $25.8M | 0.10% | +14,232+23.9% | Added |