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 |
|---|---|---|---|---|---|
| ICICI Prudential Asset Management Co Ltd | 3,856 | $1.35M | 0.17% | −110−2.8% | Reduced |
| Summit Trail Advisors, LLC | 3,885 | $1.36M | 0.02% | +1,200+44.7% | Added |
| Peak Retirement Planning, Inc. | 3,891 | $1.36M | 0.55% | +383+10.9% | Added |
| Qsemble Capital Management, LP | 3,932 | $1.38M | 0.13% | +3,932 | New |
| RSM US Wealth Management LLC | 3,952 | $1.38M | 0.02% | −675−14.6% | Reduced |
| CWM, LLC | 4,000 | $1.40M | 0.00% | −513−11.4% | Reduced |
| Cumberland Partners Ltd | 4,000 | $1.40M | 0.10% | −1,000−20.0% | Reduced |
| UniSuper Management Pty Ltd | 4,000 | $1.40M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,086 | $1.43M | 0.01% | +912+28.7% | Added |
| ING Groep NV | 4,101 | $1.44M | 0.01% | −116,558−96.6% | Reduced |
| AXS Investments LLC | 4,129 | $1.45M | 0.59% | +895+27.7% | Added |
| Bank of Nova Scotia | 4,198 | $1.47M | 0.00% | −104,961−96.2% | Reduced |
| State of Michigan Retirement System | 4,200 | $1.47M | 0.01% | +300+7.7% | Added |
| CastleKnight Management LP | 4,200 | $1.47M | 0.10% | +3,100+281.8% | Added |
| Moneta Group Investment Advisors LLC | 4,214 | $1.48M | 0.02% | +849+25.2% | Added |
| Range Financial Group LLC | 4,219 | $1.48M | 0.58% | −3,179−43.0% | Reduced |
| Metis Global Partners, LLC | 4,235 | $1.48M | 0.04% | −463−9.9% | Reduced |
| Leonteq Securities AG | 4,238 | $1.48M | 0.09% | +414+10.8% | Added |
| Optiver Holding B.V. | 4,247 | $1.49M | 0.04% | +3,571+528.3% | Added |
| STF Management LP | 4,296 | $1.50M | 0.59% | +110+2.6% | Added |
| HB Wealth Management, LLC | 4,346 | $1.52M | 0.01% | +1,087+33.4% | Added |
| Legal Advantage Investments, Inc. | 4,350 | $1.52M | 0.71% | +4,350 | New |
| Truvestments Capital LLC | 4,355 | $1.52M | 0.30% | −53−1.2% | Reduced |
| Sigma Planning Corp | 4,372 | $1.53M | 0.05% | +1,346+44.5% | Added |
| Geneos Wealth Management Inc. | 4,431 | $1.55M | 0.04% | +33+0.8% | Added |
| Applied Finance Capital Management, LLC | 4,432 | $1.55M | 0.11% | +4,432 | New |
| Steel Peak Wealth Management LLC | 4,453 | $1.56M | 0.06% | +1,729+63.5% | Added |
| Militia Capital Partners, LP | 4,500 | $1.58M | 0.74% | +4,500 | New |
| Optimize Financial Inc | 4,510 | $1.58M | 0.97% | −32−0.7% | Reduced |
| Williamson Legacy Group, LLC | 4,554 | $1.59M | 1.34% | +56+1.2% | Added |
| Northstar Advisory Group, LLC | 4,573 | $1.60M | 0.78% | +4,573 | New |
| Banque Cantonale Vaudoise | 4,581 | $1.60M | 0.07% | +3,215+235.4% | Added |
| Global Assets Advisory, LLC | 4,772 | $1.61M | 0.63% | +4,772 | New |
| Cannon Advisors, Inc. | 4,622 | $1.62M | 1.30% | +4,622 | New |
| 111 Capital | 4,642 | $1.63M | 0.28% | +4,642 | New |
| Concurrent Investment Advisors, LLC | 4,646 | $1.63M | 0.03% | +1,114+31.5% | Added |
| AE Wealth Management LLC | 4,730 | $1.66M | 0.01% | +4,730 | New |
| Azzad Asset Management Inc | 4,746 | $1.66M | 0.18% | +3,391+250.3% | Added |
| QVT Financial LP | 4,793 | $1.68M | 0.23% | +1,904+65.9% | Added |
| Rakuten Securities, Inc. | 4,835 | $1.69M | 0.66% | −7,356−60.3% | Reduced |
| Equitable Holdings, Inc. | 4,840 | $1.69M | 0.01% | +4,840 | New |
| Ossiam | 4,869 | $1.70M | 0.02% | +645+15.3% | Added |
| Graham Capital Management, L.P. | 4,906 | $1.72M | 0.05% | −3,322−40.4% | Reduced |
| Thrive Capital Management, LLC | 4,937 | $1.73M | 0.54% | +3,199+184.1% | Added |
| Norris Financial Group, LLC | 4,989 | $1.75M | 0.72% | +4,989 | New |
| Virtus Investment Advisers, Inc. | 5,008 | $1.75M | 0.59% | +1,070+27.2% | Added |
| Flputnam Investment Management Co | 5,028 | $1.76M | 0.03% | +5,028 | New |
| Financial Engines Advisors L.L.C. | 5,046 | $1.77M | 0.00% | +5,046 | New |
| EP Wealth Advisors, LLC | 5,053 | $1.77M | 0.01% | −3,388−40.1% | Reduced |
| New York State Teachers Retirement System | 5,063 | $1.77M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 5,078 | $1.78M | 0.04% | −15−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 5,132 | $1.80M | 0.02% | +1,167+29.4% | Added |
| Aigen Investment Management, LP | 5,178 | $1.81M | 0.25% | +5,178 | New |
| Lifestyle Asset Management, Inc. | 5,193 | $1.82M | 0.85% | +5,193 | New |
| Dana Investment Advisors, Inc. | 5,230 | $1.83M | 0.06% | −4,488−46.2% | Reduced |
| Reliant Investment Partners, LLC | 5,304 | $1.86M | 1.62% | −100−1.9% | Reduced |
| Burney Co | 5,355 | $1.87M | 0.06% | +373+7.5% | Added |
| Shelton Wealth Management, LLC | 5,385 | $1.89M | 0.95% | −39−0.7% | Reduced |
| Mach-1 Financial Group, Inc. | 5,426 | $1.90M | 0.55% | −132−2.4% | Reduced |
| Highland Capital Management, LLC | 5,532 | $1.94M | 0.10% | −5,057−47.8% | Reduced |
| Centiva Capital, LP | 5,542 | $1.94M | 0.13% | +5,542 | New |
| Siemens Fonds Invest GmbH | 5,570 | $1.95M | 0.11% | +886+18.9% | Added |
| Board of the Pension Protection Fund | 5,600 | $1.96M | 2.12% | +5,500+5,500.0% | Added |
| Twin Capital Management Inc | 5,612 | $1.96M | 0.21% | +130+2.4% | Added |
| Scientech Research LLC | 5,649 | $1.98M | 0.48% | −3,173−36.0% | Reduced |
| Sheets Smith Investment Management | 5,661 | $1.98M | 1.74% | +65+1.2% | Added |
| First Foundation Advisors | 5,682 | $1.99M | 0.07% | +5,682 | New |
| Assenagon Asset Management S.A. | 5,752 | $2.01M | 0.00% | +1,579+37.8% | Added |
| Marietta Investment Partners LLC | 5,816 | $2.04M | 0.45% | +5,816 | New |
| Change Path, LLC | 5,905 | $2.07M | 0.05% | +1,221+26.1% | Added |
| Brown Advisory Inc | 5,918 | $2.07M | 0.00% | +77+1.3% | Added |
| Pitcairn Co | 5,975 | $2.09M | 0.14% | −16,063−72.9% | Reduced |
| Quadrature Capital Ltd | 5,989 | $2.10M | 0.04% | −149,948−96.2% | Reduced |
| Westerkirk Capital Inc. | 5,990 | $2.10M | 0.26% | +5,990 | New |
| DRW Securities, LLC | 6,055 | $2.12M | 0.15% | +6,055 | New |
| Nebula Research & Development LLC | 6,094 | $2.13M | 0.18% | +6,094 | New |
| K2 Principal Fund, L.P. | 6,167 | $2.16M | 0.40% | +6,167 | New |
| Principal Securities, Inc. | 6,199 | $2.17M | 0.04% | +300+5.1% | Added |
| Spire Wealth Management | 6,278 | $2.18M | 0.08% | −1,463−18.9% | Reduced |
| GLOBALT Investments LLC | 6,303 | $2.21M | 0.08% | +71+1.1% | Added |
| Loomis Sayles & Co L P | 6,423 | $2.25M | 0.00% | +2,738+74.3% | Added |
| CFO4Life Group, LLC | 6,438 | $2.25M | 0.35% | −2,400−27.2% | Reduced |
| Colonial River Wealth Management, LLC | 6,559 | $2.27M | 0.98% | +152+2.4% | Added |
| Farther Finance Advisors, LLC | 6,504 | $2.28M | 0.05% | +3,825+142.8% | Added |
| SBI Securities Co., Ltd. | 6,514 | $2.28M | 0.07% | +186+2.9% | Added |
| Winton Group Ltd | 6,578 | $2.30M | 0.12% | +6,578 | New |
| Main Management ETF Advisors, LLC | 6,597 | $2.31M | 0.10% | +108+1.7% | Added |
| M&G Plc | 6,622 | $2.32M | 0.01% | +12+0.2% | Added |
| Ethic Inc. | 6,970 | $2.33M | 0.04% | +4+0.1% | Added |
| Penserra Capital Management LLC | 6,650 | $2.33M | 0.03% | −157−2.3% | Reduced |
| Everence Capital Management Inc | 6,660 | $2.33M | 0.15% | −480−6.7% | Reduced |
| BLI - Banque de Luxembourg Investments | 7,000 | $2.34M | 0.07% | +7,000 | New |
| Merit Financial Group, LLC | 6,691 | $2.34M | 0.03% | −456−6.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,698 | $2.34M | 0.42% | −6,589−49.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,827 | $2.39M | 0.01% | +5,802+566.0% | Added |
| Bridgeway Capital Management, LLC | 6,860 | $2.40M | 0.06% | −4,060−37.2% | Reduced |
| Abn Amro Investment Solutions | 6,867 | $2.40M | 0.05% | +4,213+158.7% | Added |
| Shell Asset Management Co | 6,921 | $2.42M | 0.08% | +1,326+23.7% | Added |
| Wedmont Private Capital | 6,919 | $2.44M | 0.10% | −176−2.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 7,000 | $2.45M | 0.26% | −10,000−58.8% | Reduced |