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