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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 12,731 | $4.46M | 0.10% | +11,973+1,579.6% | Added |
| Altshuler Shaham Ltd | 12,800 | $4.48M | 0.14% | −3,453−21.2% | Reduced |
| Zacks Investment Management | 13,280 | $4.65M | 0.04% | −161−1.2% | Reduced |
| NewEdge Wealth, LLC | 10,726 | $4.69M | 0.07% | −6,120−36.3% | Reduced |
| Harvest Investment Services, LLC | 13,418 | $4.70M | 1.05% | −2,997−18.3% | Reduced |
| Lido Advisors, LLC | 13,508 | $4.73M | 0.02% | +8,983+198.5% | Added |
| Teachers Retirement System of the State of Kentucky | 13,538 | $4.74M | 0.04% | +13,538 | New |
| Vestcor Inc | 13,551 | $4.74M | 0.14% | +9,443+229.9% | Added |
| Coastal Bridge Advisors, LLC | 13,760 | $4.82M | 0.40% | +9+0.1% | Added |
| Balboa Wealth Partners | 13,815 | $4.84M | 0.97% | −1,168−7.8% | Reduced |
| Insight Holdings Group, LLC | 13,900 | $4.87M | 0.20% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 13,931 | $4.88M | 0.64% | +13,931 | New |
| CWM Advisors, LLC | 13,965 | $4.89M | 0.53% | +5,965+74.6% | Added |
| Silvant Capital Management LLC | 14,042 | $4.92M | 0.19% | −24,654−63.7% | Reduced |
| Prospera Financial Services Inc | 14,271 | $5.00M | 0.09% | +3,675+34.7% | Added |
| Nwi Management LP | 14,400 | $5.04M | 0.46% | +14,400 | New |
| GWM Advisors LLC | 14,523 | $5.08M | 0.03% | +782+5.7% | Added |
| Aster Capital Management (DIFC) Ltd | 14,710 | $5.15M | 1.17% | +14,710 | New |
| MetLife Investment Management | 14,825 | $5.19M | 0.03% | −1,307−8.1% | Reduced |
| Baird Financial Group, Inc. | 14,949 | $5.23M | 0.01% | +14,949 | New |
| Left Brain Wealth Management, LLC | 14,972 | $5.24M | 1.85% | +5,500+58.1% | Added |
| Seascape Capital Management | 15,001 | $5.25M | 1.66% | −371−2.4% | Reduced |
| Armistice Capital, LLC | 15,070 | $5.28M | 0.20% | −18,068−54.5% | Reduced |
| CWA Asset Management Group, LLC | 15,317 | $5.36M | 0.23% | −3,906−20.3% | Reduced |
| Segment Wealth Management, LLC | 15,518 | $5.43M | 0.34% | +117+0.8% | Added |
| Employees Retirement System of Texas | 15,730 | $5.51M | 0.04% | +15,730 | New |
| Strategic Global Advisors, LLC | 15,783 | $5.53M | 0.90% | +985+6.7% | Added |
| Westpac Banking Corp | 15,866 | $5.55M | 0.37% | +1,014+6.8% | Added |
| LGT Group Foundation | 16,003 | $5.60M | 0.07% | −1,608−9.1% | Reduced |
| Union Bancaire Privee, UBP SA | 21,023 | $5.61M | 0.09% | +21,023 | New |
| Laurion Capital Management LP | 16,037 | $5.61M | 0.65% | +16,037 | New |
| Envestnet Portfolio Solutions, Inc. | 16,286 | $5.70M | 0.02% | −1,651−9.2% | Reduced |
| Avantax Advisory Services, Inc. | 16,603 | $5.81M | 0.03% | +677+4.3% | Added |
| Kentucky Retirement Systems | 16,804 | $5.88M | 0.17% | −1,102−6.2% | Reduced |
| HighTower Advisors, LLC | 16,930 | $5.93M | 0.01% | −1,685−9.1% | Reduced |
| Quantessence Capital LLC | 16,933 | $5.93M | 1.75% | +16,933 | New |
| Baker Avenue Asset Management, LP | 17,002 | $5.95M | 0.17% | −338−1.9% | Reduced |
| Sanctuary Advisors, LLC | 17,383 | $6.09M | 0.04% | +2,161+14.2% | Added |
| Freestone Capital Holdings, LLC | 17,507 | $6.13M | 0.21% | +17,507 | New |
| Vontobel Holding Ltd. | 17,602 | $6.16M | 0.02% | −3,609−17.0% | Reduced |
| Oak Ridge Investments LLC | 17,618 | $6.17M | 0.44% | −2,189−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 17,631 | $6.17M | 0.01% | −368−2.0% | Reduced |
| Beck Bode, LLC | 17,729 | $6.21M | 1.05% | −1,766−9.1% | Reduced |
| Vident Advisory, LLC | 17,878 | $6.26M | 0.07% | −3,438−16.1% | Reduced |
| Amalgamated Bank | 18,070 | $6.33M | 0.05% | −508−2.7% | Reduced |
| EFG Asset Management (North America) Corp. | 18,141 | $6.35M | 0.90% | +11,062+156.3% | Added |
| Oppenheimer & Co Inc | 18,286 | $6.40M | 0.08% | −658−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 18,438 | $6.45M | 0.06% | −15,994−46.5% | Reduced |
| Horizon Investment Services, LLC | 18,482 | $6.47M | 2.83% | −1,401−7.0% | Reduced |
| Elo Mutual Pension Insurance Co | 18,655 | $6.53M | 0.13% | −2,674−12.5% | Reduced |
| Acadian Asset Management LLC | 18,809 | $6.58M | 0.01% | +849+4.7% | Added |
| Pathstone Holdings, LLC | 18,895 | $6.61M | 0.03% | −413−2.1% | Reduced |
| CI Private Wealth, LLC | 19,030 | $6.66M | 0.01% | +5,825+44.1% | Added |
| Oppenheimer Asset Management Inc. | 19,061 | $6.67M | 0.08% | −3,501−15.5% | Reduced |
| Assetmark, Inc | 19,406 | $6.79M | 0.02% | +1,078+5.9% | Added |
| Dakota Wealth Management | 20,086 | $7.03M | 0.15% | +529+2.7% | Added |
| Dilation Capital Management LP | 20,220 | $7.08M | 3.77% | +20,220 | New |
| Contrarius Group Holdings Ltd | 20,258 | $7.09M | 0.40% | +20,258 | New |
| SG Americas Securities, LLC | 20,284 | $7.10M | 0.03% | +12,791+170.7% | Added |
| Eos Management, L.P. | 20,331 | $7.12M | 3.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 20,525 | $7.18M | 0.42% | +1,262+6.6% | Added |
| Stratos Wealth Partners, LTD. | 20,560 | $7.20M | 0.10% | +11,959+139.0% | Added |
| Park Avenue Securities LLC | 20,890 | $7.31M | 0.07% | +4,890+30.6% | Added |
| Cerity Partners LLC | 20,942 | $7.33M | 0.01% | −18−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,042 | $7.37M | 0.81% | +551+2.7% | Added |
| China Universal Asset Management Co., Ltd. | 21,086 | $7.38M | 0.69% | −5,853−21.7% | Reduced |
| Crossmark Global Holdings, Inc. | 21,284 | $7.45M | 0.12% | −19,999−48.4% | Reduced |
| Nomura Holdings Inc | 21,807 | $7.63M | 0.06% | −99,254−82.0% | Reduced |
| ASR Vermogensbeheer N.V. | 21,895 | $7.66M | 0.10% | +4,490+25.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 21,993 | $7.70M | 1.92% | +21,993 | New |
| Trexquant Investment LP | 22,032 | $7.71M | 0.09% | +22,032 | New |
| Capula Management Ltd | 22,390 | $7.84M | 0.10% | +1,246+5.9% | Added |
| Louisiana State Employees Retirement System | 22,500 | $7.88M | 0.14% | −100−0.4% | Reduced |
| Parnassus Investments | 22,845 | $8.00M | 0.02% | −45,602−66.6% | Reduced |
| Profund Advisors LLC | 22,889 | $8.01M | 0.29% | +2,804+14.0% | Added |
| Cresset Asset Management, LLC | 23,059 | $8.07M | 0.04% | −31,439−57.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,060 | $8.08M | 0.04% | +5,937+34.7% | Added |
| Venture Visionary Partners LLC | 23,158 | $8.11M | 0.31% | +12,294+113.2% | Added |
| Navellier & Associates Inc | 23,172 | $8.11M | 1.00% | +155+0.7% | Added |
| Generali Asset Management SPA SGR | 23,287 | $8.15M | 0.19% | −1,012−4.2% | Reduced |
| Diversify Advisory Services, LLC | 17,717 | $8.27M | 0.32% | +4,686+36.0% | Added |
| Colony Group, LLC | 23,649 | $8.28M | 0.02% | +701+3.1% | Added |
| Two Sigma Advisers, LP | 24,000 | $8.40M | 0.02% | +6,200+34.8% | Added |
| La Banque Postale Asset Management SA | 24,044 | $8.42M | 0.12% | −334−1.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 24,180 | $8.46M | 2.34% | +17,380+255.6% | Added |
| Point72 Italy, S.r.l. | 24,339 | $8.52M | 4.20% | +6,839+39.1% | Added |
| Wealthfront Advisers LLC | 24,530 | $8.59M | 0.02% | +2,400+10.8% | Added |
| Perigon Wealth Management, LLC | 24,627 | $8.62M | 0.20% | −10,508−29.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,769 | $8.67M | 0.08% | +4,961+25.0% | Added |
| Brinker Capital Investments, LLC | 24,891 | $8.71M | 0.07% | +4,074+19.6% | Added |
| Ogborne Capital Management, LLC | 25,000 | $8.75M | 2.17% | −20,000−44.4% | Reduced |
| Commonwealth Equity Services, LLC | 25,866 | $9.05M | 0.01% | +10,173+64.8% | Added |
| Smithbridge Asset Management Inc | 25,879 | $9.06M | 1.58% | −25,354−49.5% | Reduced |
| Fort Point Capital Partners LLC | 26,517 | $9.28M | 0.93% | −543−2.0% | Reduced |
| Mackenzie Financial Corp | 27,056 | $9.47M | 0.01% | +4,391+19.4% | Added |
| Sora Investors LLC | 27,144 | $9.50M | 0.86% | +20,001+280.0% | Added |
| Second Line Capital, LLC | 27,146 | $9.50M | 2.21% | +127+0.5% | Added |
| Lighthouse Investment Partners, LLC | 27,199 | $9.52M | 0.41% | +27,199 | New |
| Walleye Capital LLC | 27,233 | $9.53M | 0.09% | −21,619−44.3% | Reduced |
| Thoroughbred Financial Services, LLC | 27,368 | $9.58M | 0.67% | −4,990−15.4% | Reduced |