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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 255,376 | $89.4M | 0.20% | +44,653+21.2% | Added |
| Trivest Advisors Ltd | 255,700 | $89.5M | 3.48% | +255,700 | New |
| Steadfast Capital Management LP | 255,911 | $89.6M | 1.67% | −213,333−45.5% | Reduced |
| FIL Ltd | 257,335 | $90.1M | 0.08% | +1,848+0.7% | Added |
| TimesSquare Capital Management, LLC | 259,661 | $90.9M | 1.31% | −61,714−19.2% | Reduced |
| Brevan Howard Capital Management LP | 263,755 | $92.3M | 1.02% | +263,755 | New |
| Keenan Capital, LLC | 266,510 | $93.3M | 21.79% | +1,000+0.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 271,636 | $95.1M | 0.17% | +40,246+17.4% | Added |
| AustralianSuper Pty Ltd | 272,611 | $95.4M | 0.48% | +28,727+11.8% | Added |
| Andra AP-fonden | 276,600 | $96.8M | 1.35% | +114,000+70.1% | Added |
| Augustine Asset Management Inc | 276,685 | $96.9M | 25.91% | −4,295−1.5% | Reduced |
| Ameriprise Financial Inc | 284,238 | $99.5M | 0.02% | −93,322−24.7% | Reduced |
| Rhumbline Advisers | 288,650 | $101.1M | 0.09% | −167,052−36.7% | Reduced |
| Neuberger Berman Group LLC | 302,149 | $105.8M | 0.08% | −51,009−14.4% | Reduced |
| Macquarie Group Ltd | 302,760 | $106.0M | 0.13% | −280,733−48.1% | Reduced |
| Raymond James Financial Inc | 305,566 | $107.0M | 0.04% | −727,245−70.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 322,797 | $112.9M | 0.22% | −5,003−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 331,411 | $116.0M | 0.27% | +23,385+7.6% | Added |
| BNP Paribas Arbitrage, SA | 337,629 | $118.2M | 0.09% | +147,312+77.4% | Added |
| No Street GP LP | 340,000 | $119.0M | 8.90% | −98,000−22.4% | Reduced |
| New York State Common Retirement Fund | 346,441 | $121.3M | 0.16% | +133,106+62.4% | Added |
| Greenstone Partners & Co., LLC | 348,515 | $122.0M | 28.59% | −55,800−13.8% | Reduced |
| Jane Street Group, LLC | 352,647 | $123.5M | 0.20% | +106,577+43.3% | Added |
| TD Asset Management Inc | 355,689 | $124.5M | 0.11% | +155,807+77.9% | Added |
| STRS Ohio | 357,924 | $125.3M | 0.47% | +32,707+10.1% | Added |
| California State Teachers Retirement System | 362,589 | $126.9M | 0.14% | +33,781+10.3% | Added |
| Schroder Investment Management Group | 371,541 | $130.1M | 0.11% | −85,077−18.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 372,973 | $130.6M | 0.38% | +235,880+172.1% | Added |
| Robertson Stephens Wealth Management, LLC | 391,585 | $137.1M | 4.75% | −11,476−2.8% | Reduced |
| Citigroup Inc | 395,094 | $138.3M | 0.10% | +27,208+7.4% | Added |
| Ensign Peak Advisors, Inc | 405,747 | $142.0M | 0.24% | +162,317+66.7% | Added |
| Primecap Management Co | 407,525 | $142.7M | 0.11% | +12,425+3.1% | Added |
| Lord, Abbett & Co. LLC | 410,276 | $143.6M | 0.46% | +87,051+26.9% | Added |
| California Public Employees Retirement System | 416,666 | $145.9M | 0.09% | −9,441−2.2% | Reduced |
| SEI Investments Co | 416,756 | $145.9M | 0.17% | −94,885−18.5% | Reduced |
| ProShare Advisors LLC | 419,080 | $146.7M | 0.29% | +13,995+3.5% | Added |
| Victory Capital Management Inc | 420,434 | $147.2M | 0.09% | −291−0.1% | Reduced |
| Wellington Management Group LLP | 425,394 | $148.9M | 0.03% | −689,631−61.8% | Reduced |
| Canada Pension Plan Investment Board | 425,622 | $149.0M | 0.13% | +285,970+204.8% | Added |
| 1832 Asset Management L.P. | 471,884 | $165.2M | 0.29% | −203,792−30.2% | Reduced |
| Federated Hermes, Inc. | 499,002 | $174.7M | 0.33% | +88,977+21.7% | Added |
| Nuveen, LLC | 503,283 | $176.2M | 0.05% | −244,159−32.7% | Reduced |
| Envestnet Asset Management Inc | 507,430 | $177.6M | 0.05% | −37,988−7.0% | Reduced |
| Barclays PLC | 569,473 | $199.4M | 0.08% | +136,927+31.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 608,274 | $212.9M | 0.13% | +51,005+9.2% | Added |
| Susquehanna International Group, LLP | 619,183 | $216.8M | 0.33% | +344,932+125.8% | Added |
| Swiss National Bank | 702,190 | $245.8M | 0.15% | +112,500+19.1% | Added |
| First Trust Advisors LP | 720,407 | $252.2M | 0.20% | −178,751−19.9% | Reduced |
| Massachusetts Financial Services Co | 772,737 | $270.5M | 0.09% | −31,517−3.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 789,982 | $276.6M | 3.84% | −180.0% | Reduced |
| National Pension Service | 790,271 | $276.7M | 0.24% | +356,443+82.2% | Added |
| Capital International Investors | 811,904 | $284.2M | 0.05% | +382,304+89.0% | Added |
| Sands Capital Management, LLC | 817,346 | $286.1M | 0.82% | −1,240,847−60.3% | Reduced |
| Qube Research & Technologies Ltd | 845,092 | $295.8M | 0.41% | +845,092 | New |
| American Century Companies Inc | 855,136 | $299.4M | 0.16% | −279,706−24.6% | Reduced |
| Wells Fargo & Company | 892,099 | $312.3M | 0.07% | +362,570+68.5% | Added |
| Deutsche Bank AG | 904,382 | $316.6M | 0.12% | +301,595+50.0% | Added |
| Clearbridge Investments, LLC | 932,631 | $326.5M | 0.27% | −192,921−17.1% | Reduced |
| Citadel Advisors LLC | 978,559 | $342.6M | 0.30% | +723,385+283.5% | Added |
| Charles Schwab Investment Management Inc | 985,320 | $344.9M | 0.06% | −30,202−3.0% | Reduced |
| Bank of New York Mellon Corp | 989,153 | $346.3M | 0.07% | −73,391−6.9% | Reduced |
| UBS Group AG | 1,060,864 | $371.4M | 0.08% | −533,118−33.4% | Reduced |
| Whale Rock Capital Management LLC | 1,224,524 | $428.7M | 5.95% | −614,604−33.4% | Reduced |
| Royal Bank of Canada | 1,236,470 | $432.9M | 0.08% | −198,033−13.8% | Reduced |
| Amundi | 1,299,140 | $436.5M | 0.15% | +195,554+17.7% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,261,334 | $441.6M | 3.20% | −332,594−20.9% | Reduced |
| Sapient Capital LLC | 1,280,491 | $448.3M | 8.03% | −3,544−0.3% | Reduced |
| Renaissance Technologies LLC | 1,380,832 | $483.4M | 0.64% | +501,632+57.1% | Added |
| Legal & General Group Plc | 1,417,199 | $496.1M | 0.12% | +9,711+0.7% | Added |
| HRT Financial LP | 1,577,072 | $552.1M | 2.43% | +748,792+90.4% | Added |
| UBS Asset Management Americas Inc | 1,604,547 | $561.7M | 0.11% | +361,163+29.0% | Added |
| Northern Trust Corp | 1,617,800 | $566.4M | 0.08% | −24,322−1.5% | Reduced |
| Alliancebernstein L.P. | 1,724,934 | $603.9M | 0.20% | −118,389−6.4% | Reduced |
| Dimensional Fund Advisors LP | 1,753,247 | $613.5M | 0.14% | +14,099+0.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,815,815 | $635.7M | 1.77% | −280,339−13.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,865,752 | $653.2M | 0.65% | +1,630,363+692.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,908,870 | $668.3M | 0.47% | −475,171−19.9% | Reduced |
| Franklin Resources Inc | 1,954,958 | $684.4M | 0.18% | −74,852−3.7% | Reduced |
| Goldman Sachs Group Inc | 1,969,427 | $689.5M | 0.11% | −227,546−10.4% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,002,989 | $701.2M | 2.06% | +334,749+20.1% | Added |
| Spruce House Investment Management LLC | 2,057,024 | $720.1M | 26.57% | 00.0% | Unchanged |
| Jericho Capital Asset Management L.P. | 2,095,319 | $733.5M | 9.77% | −698,440−25.0% | Reduced |
| Fred Alger Management, LLC | 2,327,644 | $814.9M | 3.65% | −506,148−17.9% | Reduced |
| Jennison Associates LLC | 2,504,180 | $876.7M | 0.52% | +117,200+4.9% | Added |
| Millennium Management LLC | 2,597,928 | $909.5M | 0.82% | +2,315,114+818.6% | Added |
| Capital World Investors | 2,626,324 | $919.4M | 0.13% | +1,181,976+81.8% | Added |
| Norges Bank | 2,718,067 | $951.5M | 0.12% | +547,923+25.2% | Added |
| Janus Henderson Group PLC | 2,733,837 | $957.1M | 0.47% | +458,369+20.1% | Added |
| Kensico Capital Management Corp | 3,023,500 | $1.06B | 20.35% | +144,500+5.0% | Added |
| Bank of America Corp | 3,240,195 | $1.13B | 0.09% | +237,248+7.9% | Added |
| Geode Capital Management, LLC | 3,332,008 | $1.16B | 0.08% | −1,116,188−25.1% | Reduced |
| Invesco Ltd. | 3,925,669 | $1.37B | 0.23% | −85,637−2.1% | Reduced |
| JPMorgan Chase & Co | 4,749,043 | $1.66B | 0.11% | −3,440,731−42.0% | Reduced |
| Morgan Stanley | 5,164,058 | $1.81B | 0.12% | −403,225−7.2% | Reduced |
| WCM Investment Management, LLC | 5,859,423 | $1.96B | 4.46% | −566,084−8.8% | Reduced |
| State Street Corp | 5,615,415 | $1.97B | 0.07% | +133,402+2.4% | Added |
| Price T Rowe Associates Inc | 5,672,522 | $1.99B | 0.22% | −915,961−13.9% | Reduced |
| Baillie Gifford & Co | 6,400,229 | $2.24B | 1.67% | +1,129,874+21.4% | Added |
| FMR LLC | 14,388,019 | $5.04B | 0.28% | −497,319−3.3% | Reduced |
| Vanguard Group Inc | 17,902,795 | $6.27B | 0.10% | +72,120+0.4% | Added |