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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.

Institutional holdersQ2 2025: 1,201 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ2 2025: $70.0B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2025.

Institutions holding APP in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Pointe Advisors, LLC7,000$2.45M0.03%+4,186+148.8%Added
SummitTX Capital, L.P.7,044$2.47M0.11%+5,656+407.5%Added
Umb Bank N A7,048$2.47M0.04%+6,163+696.4%Added
Donoghue Forlines LLC7,050$2.47M0.70%+7,050New
Foundations Investment Advisors, LLC7,122$2.49M0.04%+385+5.7%Added
Kentucky Retirement Systems Insurance Trust Fund7,132$2.50M0.17%−494−6.5%Reduced
Syquant Capital SAS7,180$2.51M0.83%+251+3.6%Added
Kestra Advisory Services, LLC7,267$2.54M0.01%+1,443+24.8%Added
Parallax Volatility Advisers, L.P.7,395$2.59M0.10%+7,392+246,400.0%Added
Trilogy Capital Inc.7,412$2.59M0.13%+991+15.4%Added
Bridgewater Associates, LP7,415$2.60M0.01%+998+15.6%Added
Wiley Bros.-Aintree Capital, LLC7,459$2.61M0.02%+2,216+42.3%Added
United Capital Financial Advisers, LLC7,478$2.62M0.02%+402+5.7%Added
Plato Investment Management Ltd7,532$2.63M0.20%−1,631−17.8%Reduced
Convergence Investment Partners, LLC7,546$2.64M0.67%−1,861−19.8%Reduced
Avenir Tech Ltd7,600$2.66M0.23%+7,600New
Cookson Peirce & Co Inc7,664$2.68M0.12%+583+8.2%Added
Evergreen Capital Management LLC7,678$2.69M0.08%+5,179+207.2%Added
Adviser Investments LLC7,680$2.69M0.03%+33+0.4%Added
Thames Capital Management LLC7,777$2.72M0.62%+7,777New
Exchange Traded Concepts, LLC7,839$2.74M0.04%−656−7.7%Reduced
Tokio Marine Asset Management Co Ltd7,921$2.77M0.11%+1,274+19.2%Added
Jones Financial Companies LLLP8,314$2.78M0.00%+3,576+75.5%Added
LMG Wealth Partners, LLC7,941$2.78M0.57%+39+0.5%Added
Ardsley Advisory Partners LP8,000$2.80M0.46%+8,000New
DeDora Capital, Inc.8,067$2.82M0.74%−1,233−13.3%Reduced
Selkirk Management LLC8,100$2.84M0.84%+8,100New
Investment Management Corp of Ontario8,160$2.86M0.04%+2,260+38.3%Added
Quantbot Technologies LP8,181$2.86M0.07%+8,181New
Yarbrough Capital, LLC8,198$2.87M0.10%+4,490+121.1%Added
Hunting Hill Global Capital, LLC8,200$2.87M1.55%+5,988+270.7%Added
Fulton Bank, N.A.8,243$2.89M0.11%+232+2.9%Added
ICONIQ Capital, LLC72,497$2.89M0.05%+31,704+77.7%Added
The PNC Financial Services Group, Inc.8,266$2.89M0.00%−828−9.1%Reduced
Kestra Private Wealth Services, LLC8,273$2.90M0.04%+1,463+21.5%Added
Ballentine Partners, LLC8,279$2.90M0.04%−407−4.7%Reduced
Allianz SE8,308$2.91M0.07%+4,278+106.2%Added
Next Century Growth Investors LLC8,320$2.91M0.23%−4,415−34.7%Reduced
Pinnacle Wealth Management, LLC8,324$2.91M2.44%+3,116+59.8%Added
Alps Advisors Inc8,329$2.92M0.02%−832−9.1%Reduced
VestGen Advisors, LLC8,378$2.93M0.12%+8,378New
Copperwynd Financial, LLC8,434$2.95M0.74%+391+4.9%Added
Callan Family Office, LLC8,521$2.98M0.09%+5,538+185.7%Added
Stephens Inc8,586$3.01M0.04%+582+7.3%Added
Bessemer Group Inc8,600$3.01M0.00%−9,042−51.3%Reduced
B. Metzler seel. Sohn & Co. AG8,617$3.02M0.03%+2,218+34.7%Added
Cloverfields Capital Group, LP8,624$3.02M0.90%−28−0.3%Reduced
HBW Advisory Services LLC8,629$3.02M0.37%+8,629New
AMF Pensionsforsakring AB8,724$3.05M0.02%+8,724New
AG2R la Mondiale Gestion D'Actifs8,731$3.06M0.16%+679+8.4%Added
Calamos Wealth Management LLC8,784$3.08M0.13%+8,784New
Bokf, NA9,006$3.15M0.05%−1,719−16.0%Reduced
Mitchell Capital Management Co8,711$3.17M0.59%+8,711New
Vise Technologies, Inc.9,104$3.19M0.13%+9,104New
Thrivent Financial for Lutherans9,473$3.19M0.01%−4,274−31.1%Reduced
Norinchukin Bank, The9,169$3.21M0.05%+767+9.1%Added
X-Square Capital, LLC9,364$3.28M1.18%+5,115+120.4%Added
Commerce Bank9,372$3.28M0.02%−14,287−60.4%Reduced
Congress Wealth Management LLC9,564$3.33M0.03%+3,720+63.7%Added
Axxcess Wealth Management, LLC9,541$3.34M0.08%−1,102−10.4%Reduced
CTC Alternative Strategies, Ltd.9,600$3.36M2.94%+9,600New
Cubist Systematic Strategies, LLC9,673$3.39M0.04%+9,673New
Maytus Capital Management, LLC9,800$3.43M0.63%−8,200−45.6%Reduced
Atria Investments LLC9,833$3.44M0.04%−2,000−16.9%Reduced
Tiaa Trust, National Association9,920$3.47M0.01%−3,003−23.2%Reduced
Boothbay Fund Management, LLC10,073$3.53M0.11%+6,901+217.6%Added
Ameritas Investment Partners, Inc.10,080$3.53M0.11%−43−0.4%Reduced
Nisa Investment Advisors, LLC10,086$3.53M0.02%−9,424−48.3%Reduced
L2 Asset Management, LLC10,178$3.56M0.58%−11,102−52.2%Reduced
F/M Investments LLC10,236$3.58M0.13%+10,236New
GSG Advisors LLC10,271$3.60M1.04%+15+0.1%Added
Del-Sette Capital Management, LLC10,303$3.61M2.51%+10,303New
E Fund Management Co., Ltd.10,368$3.63M0.17%−972−8.6%Reduced
Cache Advisors, LLC10,436$3.65M0.99%00.0%Unchanged
Caxton Associates LLP10,443$3.66M0.09%+10,443New
Churchill Management Corp10,492$3.67M0.04%−59−0.6%Reduced
Dai-Ichi Life Insurance Company, Ltd10,775$3.77M0.11%+1,869+21.0%Added
Donaldson Capital Management, LLC10,775$3.77M0.14%+2,545+30.9%Added
Bayesian Capital Management, LP10,800$3.78M0.60%+10,800New
Independent Financial Group, LLC10,956$3.84M0.11%+7,177+189.9%Added
Pallas Capital Advisors LLC11,203$3.92M0.15%−43−0.4%Reduced
Omers Administration Corp11,285$3.95M0.03%+2,500+28.5%Added
Decatur Capital Management, Inc.11,406$3.99M1.75%+11,406New
Allen Investment Management LLC11,420$4.00M0.04%00.0%Unchanged
Concentric Capital Strategies, LP11,464$4.01M0.23%+11,464New
Mount Yale Investment Advisors, LLC11,509$4.03M0.31%−1,241−9.7%Reduced
Independent Solutions Wealth Management, LLC11,585$4.06M0.79%−382−3.2%Reduced
Maryland State Retirement & Pension System11,588$4.06M0.09%−672−5.5%Reduced
Ritholtz Wealth Management11,691$4.09M0.09%−5,873−33.4%Reduced
Advisors Capital Management, LLC11,722$4.10M0.06%−1,009−7.9%Reduced
Sterling Capital Management LLC11,753$4.11M0.06%−8,214−41.1%Reduced
Calamos Advisors LLC11,793$4.13M0.02%+1,590+15.6%Added
Gulf International Bank (UK) Ltd11,907$4.17M0.15%−248−2.0%Reduced
Mission Hills Financial Advisory, LLC11,941$4.18M2.59%00.0%Unchanged
Private Advisor Group, LLC12,057$4.22M0.02%+1,416+13.3%Added
Broadleaf Partners, LLC12,057$4.22M0.93%−18−0.1%Reduced
Liontrust Investment Partners LLP12,363$4.33M0.06%+5,757+87.1%Added
Lee Johnson Capital Management, LLC12,449$4.36M1.50%+1,491+13.6%Added
TownSquare Capital, LLC12,492$4.37M0.43%−9,729−43.8%Reduced
Diversify Wealth Management, LLC9,431$4.40M0.27%+422+4.7%Added