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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 74,768 | $26.2M | 0.21% | +4,925+7.1% | Added |
| Bank of Montreal | 75,327 | $26.4M | 0.01% | −3,338−4.2% | Reduced |
| Man Group plc | 77,307 | $27.1M | 0.06% | +74,509+2,662.9% | Added |
| TFJ Management, LLC | 77,843 | $27.3M | 21.27% | 00.0% | Unchanged |
| Freshford Capital Management, LLC | 78,082 | $27.3M | 6.61% | +8,189+11.7% | Added |
| State of New Jersey Common Pension Fund D | 78,365 | $27.4M | 0.11% | +7,626+10.8% | Added |
| Gotham Asset Management, LLC | 80,670 | $28.2M | 0.17% | −133−0.2% | Reduced |
| Creative Planning | 82,037 | $28.7M | 0.02% | +5,232+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 82,920 | $29.0M | 0.20% | −164,349−66.5% | Reduced |
| Jupiter Asset Management Ltd | 83,027 | $29.1M | 0.24% | +83,027 | New |
| Nomura Asset Management Co Ltd | 83,524 | $29.2M | 0.08% | +12,215+17.1% | Added |
| Science & Technology Partners, L.P. | 85,000 | $29.8M | 7.80% | +8,875+11.7% | Added |
| CIBC World Markets Inc. | 85,665 | $30.0M | 0.07% | +30,346+54.9% | Added |
| Mn Services Vermogensbeheer B.V. | 86,700 | $30.4M | 0.21% | +28,700+49.5% | Added |
| WT Asset Management Ltd | 86,800 | $30.4M | 2.13% | −5,063−5.5% | Reduced |
| Forsta Ap-Fonden | 87,400 | $30.6M | 0.20% | +18,300+26.5% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 89,458 | $31.3M | 0.80% | +49,258+122.5% | Added |
| Intech Investment Management LLC | 89,482 | $31.3M | 0.29% | +5,118+6.1% | Added |
| Asset Management One Co.,Ltd. | 89,536 | $31.3M | 0.10% | +9,734+12.2% | Added |
| FengHe Fund Management Pte. Ltd. | 92,234 | $32.3M | 5.29% | +92,234 | New |
| Logan Capital Management Inc | 92,377 | $32.3M | 1.50% | −8,982−8.9% | Reduced |
| KBC Group NV | 93,272 | $32.7M | 0.09% | −44,492−32.3% | Reduced |
| 3G Capital Partners LP | 95,000 | $33.3M | 8.16% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 95,092 | $33.3M | 0.12% | −20,634−17.8% | Reduced |
| Stifel Financial Corp | 97,025 | $34.0M | 0.03% | −24,432−20.1% | Reduced |
| MGB Wealth Management, LLC | 98,346 | $34.4M | 11.34% | −11,270−10.3% | Reduced |
| Quantinno Capital Management LP | 99,344 | $34.8M | 0.15% | +42,243+74.0% | Added |
| Public Employees Retirement System of Ohio | 99,619 | $34.9M | 0.12% | +5,006+5.3% | Added |
| Dorsal Capital Management, LLC | 100,000 | $35.0M | 1.00% | −80,000−44.4% | Reduced |
| Pacer Advisors, Inc. | 101,240 | $35.4M | 0.09% | −85,959−45.9% | Reduced |
| Pictet Asset Management Holding SA | 101,777 | $35.6M | 0.04% | +14,266+16.3% | Added |
| CIBC Asset Management Inc | 102,052 | $35.7M | 0.11% | +5,313+5.5% | Added |
| Renaissance Group LLC | 102,955 | $36.0M | 1.40% | −1,909−1.8% | Reduced |
| Tudor Investment Corp Et Al | 104,990 | $36.8M | 0.28% | +31,298+42.5% | Added |
| KLP Kapitalforvaltning AS | 109,850 | $38.5M | 0.17% | +28,700+35.4% | Added |
| AXA S.A. | 110,774 | $38.8M | 0.11% | +59,618+116.5% | Added |
| Prudential Financial Inc | 132,002 | $38.9M | 0.05% | +120,214+1,019.8% | Added |
| Smith Group Asset Management, LLC | 112,933 | $39.5M | 2.59% | +4,223+3.9% | Added |
| Standard Life Aberdeen plc | 114,180 | $40.0M | 0.07% | +7,001+6.5% | Added |
| Jain Global LLC | 114,940 | $40.2M | 0.63% | +114,940 | New |
| RBF Capital, LLC | 114,955 | $40.2M | 1.99% | +114,955 | New |
| Maplelane Capital, LLC | 115,290 | $40.4M | 2.49% | −209,710−64.5% | Reduced |
| Mariner, LLC | 117,004 | $40.9M | 0.06% | +19,569+20.1% | Added |
| Robeco Institutional Asset Management B.V. | 118,779 | $41.6M | 0.07% | −29,131−19.7% | Reduced |
| Kinetic Partners Management, LP | 119,176 | $41.7M | 2.28% | −25,578−17.7% | Reduced |
| Jump Financial, LLC | 119,483 | $41.8M | 0.51% | +7,360+6.6% | Added |
| Zweig-DiMenna Associates LLC | 119,625 | $41.9M | 4.30% | −13,010−9.8% | Reduced |
| Toroso Investments, LLC | 121,389 | $42.5M | 0.28% | +80,561+197.3% | Added |
| Moore Capital Management, LP | 121,426 | $42.5M | 0.85% | +113,451+1,422.6% | Added |
| Ci Investments Inc. | 126,037 | $44.1M | 0.17% | +3,129+2.5% | Added |
| Handelsbanken Fonder AB | 126,157 | $44.2M | 0.16% | +26,159+26.2% | Added |
| DekaBank Deutsche Girozentrale | 130,549 | $44.7M | 0.08% | +2,327+1.8% | Added |
| Royal London Asset Management Ltd | 129,930 | $45.5M | 0.10% | +5,867+4.7% | Added |
| Twinbeech Capital LP | 131,761 | $46.1M | 1.04% | −116,815−47.0% | Reduced |
| State of Wisconsin Investment Board | 131,959 | $46.2M | 0.11% | −515−0.4% | Reduced |
| Braun Stacey Associates Inc | 134,846 | $47.2M | 1.71% | −2,889−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 134,976 | $47.3M | 0.09% | +3,123+2.4% | Added |
| Los Angeles Capital Management LLC | 137,581 | $48.2M | 0.18% | +44,427+47.7% | Added |
| Natixis Advisors, L.P. | 137,700 | $48.2M | 0.08% | −22,981−14.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 141,380 | $48.3M | 0.08% | −30,998−18.0% | Reduced |
| Treasurer of the State of North Carolina | 139,189 | $48.7M | 0.16% | +9,380+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 139,426 | $48.8M | 0.04% | +32,662+30.6% | Added |
| Marshall Wace, LLP | 140,538 | $49.2M | 0.06% | +140,538 | New |
| Worldquant Millennium Advisors LLC | 140,863 | $49.3M | 0.24% | +140,863 | New |
| Epoch Investment Partners, Inc. | 142,446 | $49.9M | 0.26% | +142,446 | New |
| Voya Investment Management LLC | 148,012 | $51.8M | 0.05% | −499,116−77.1% | Reduced |
| Storebrand Asset Management AS | 151,716 | $53.1M | 0.15% | +34,357+29.3% | Added |
| Blair William & Co | 153,178 | $53.6M | 0.15% | +56,582+58.6% | Added |
| Caisse de Depot Et Placement du Quebec | 154,939 | $54.2M | 0.12% | +123,897+399.1% | Added |
| Scopus Asset Management, L.P. | 155,000 | $54.3M | 1.45% | +40,000+34.8% | Added |
| Teacher Retirement System of Texas | 159,868 | $56.0M | 0.23% | +72,748+83.5% | Added |
| ExodusPoint Capital Management, LP | 168,710 | $59.1M | 0.72% | +168,710 | New |
| Allianz Asset Management GmbH | 172,143 | $60.3M | 0.08% | −35,891−17.3% | Reduced |
| Frontier Capital Management Co LLC | 172,398 | $60.4M | 0.56% | −86,498−33.4% | Reduced |
| Toronto Dominion Bank | 172,427 | $60.4M | 0.13% | +132,356+330.3% | Added |
| Allspring Global Investments Holdings, LLC | 179,671 | $60.5M | 0.10% | −102,197−36.3% | Reduced |
| National Bank of Canada | 173,365 | $60.7M | 0.07% | +172,060+13,184.7% | Added |
| Aviva PLC | 174,904 | $61.2M | 0.13% | +54,133+44.8% | Added |
| Voloridge Investment Management, LLC | 181,803 | $63.6M | 0.23% | +181,803 | New |
| Palestra Capital Management LLC | 185,000 | $64.8M | 1.92% | +185,000 | New |
| Natixis | 187,445 | $65.6M | 0.33% | −290,651−60.8% | Reduced |
| Durable Capital Partners LP | 187,836 | $65.8M | 0.50% | −147,722−44.0% | Reduced |
| Swedbank AB | 193,160 | $67.6M | 0.08% | +193,160 | New |
| HSBC Holdings PLC | 203,955 | $70.9M | 0.05% | −16,240−7.4% | Reduced |
| Danske Bank A/S | 212,339 | $74.3M | 0.18% | +82,612+63.7% | Added |
| Davis Selected Advisers | 215,073 | $75.3M | 0.40% | +52,062+31.9% | Added |
| AQR Capital Management LLC | 219,052 | $76.7M | 0.06% | +24,269+12.5% | Added |
| Nordea Investment Management AB | 213,855 | $76.8M | 0.07% | +29,862+16.2% | Added |
| Steadview Capital Management LLC | 219,680 | $76.9M | 11.11% | −7,000−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 224,506 | $78.6M | 0.59% | −3,957−1.7% | Reduced |
| Castle Hook Partners LP | 226,171 | $79.2M | 1.16% | −37,835−14.3% | Reduced |
| Russell Investments Group, Ltd. | 230,053 | $80.3M | 0.10% | +1,636+0.7% | Added |
| Squarepoint Ops LLC | 233,306 | $81.7M | 0.18% | +127,697+120.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,971 | $83.3M | 0.07% | +22,859+10.6% | Added |
| State Board of Administration of Florida Retirement System | 243,280 | $85.2M | 0.15% | −7,967−3.2% | Reduced |
| LPL Financial LLC | 243,302 | $85.2M | 0.03% | +84,822+53.5% | Added |
| Van Eck Associates Corp | 248,475 | $87.0M | 0.10% | −47,571−16.1% | Reduced |
| Mane Global Capital Management LP | 248,564 | $87.0M | 3.96% | −13,879−5.3% | Reduced |
| Spyglass Capital Management LLC | 255,187 | $89.3M | 5.27% | −47,037−15.6% | Reduced |
| Panview Capital Ltd | 255,218 | $89.3M | 28.43% | −7,000−2.7% | Reduced |