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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 74,768 | $26.2M | 0.21% | +4,925+7.1% | Added |
| Daiwa Securities Group Inc. | 73,808 | $25.8M | 0.10% | +14,232+23.9% | Added |
| Metavasi Capital LP | 73,195 | $25.6M | 11.39% | +17,474+31.4% | Added |
| Resona Asset Management Co.,Ltd. | 73,454 | $25.6M | 0.13% | +9,942+15.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,676 | $25.1M | 0.06% | +19,870+38.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 70,845 | $24.8M | 0.24% | −15,228−17.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 70,265 | $24.6M | 0.14% | +3,300+4.9% | Added |
| Panagora Asset Management Inc | 69,191 | $24.2M | 0.11% | +6,707+10.7% | Added |
| Nissay Asset Management Corp | 69,061 | $24.2M | 0.14% | +5,453+8.6% | Added |
| Verition Fund Management LLC | 68,960 | $24.1M | 0.14% | +12,616+22.4% | Added |
| Advisor Group Holdings, Inc. | 68,859 | $24.0M | 0.04% | +19,946+40.8% | Added |
| Clear Street LLC | 68,673 | $24.0M | 0.14% | +68,673 | New |
| Arizona State Retirement System | 67,726 | $23.7M | 0.14% | +6,456+10.5% | Added |
| MML Investors Services, LLC | 67,571 | $23.7M | 0.07% | +7,377+12.3% | Added |
| Pacific Heights Asset Management LLC | 67,000 | $23.5M | 1.25% | +67,000 | New |
| Newbrook Capital Advisors LP | 66,899 | $23.4M | 2.95% | −23,992−26.4% | Reduced |
| MAI Capital Management | 65,330 | $22.9M | 0.16% | −43,028−39.7% | Reduced |
| QRG Capital Management, Inc. | 62,908 | $22.0M | 0.19% | +16,761+36.3% | Added |
| Engineers Gate Manager LP | 62,898 | $22.0M | 0.27% | −33,085−34.5% | Reduced |
| Empowered Funds, LLC | 62,161 | $21.8M | 0.25% | +55,610+848.9% | Added |
| iA Global Asset Management Inc. | 61,194 | $21.4M | 0.32% | −3,341−5.2% | Reduced |
| Cetera Investment Advisers | 59,696 | $20.9M | 0.04% | +10,580+21.5% | Added |
| Illinois Municipal Retirement Fund | 59,101 | $20.7M | 0.28% | +12,829+27.7% | Added |
| EULAV Asset Management | 59,011 | $20.7M | 0.49% | +43,999+293.1% | Added |
| GF Fund Management Co. Ltd. | 58,388 | $20.4M | 0.41% | −1,408−2.4% | Reduced |
| Captrust Financial Advisors | 57,901 | $20.3M | 0.05% | −1,656−2.8% | Reduced |
| Alta Park Capital, LP | 57,477 | $20.1M | 2.48% | −52,205−47.6% | Reduced |
| Vestor Capital, LLC | 236,571 | $20.1M | 1.95% | +236,571 | New |
| Freestone Grove Partners LP | 56,707 | $19.9M | 0.15% | +10,745+23.4% | Added |
| Holocene Advisors, LP | 56,274 | $19.7M | 0.05% | −43,696−43.7% | Reduced |
| IMC-Chicago, LLC | 56,241 | $19.7M | 0.49% | +56,241 | New |
| Marex Group plc | 56,044 | $19.6M | 0.37% | +51,042+1,020.4% | Added |
| Ieq Capital, LLC | 55,290 | $19.4M | 0.12% | −39,343−41.6% | Reduced |
| Erste Asset Management GmbH | 57,080 | $19.1M | 0.16% | +47,080+470.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,443 | $18.7M | 0.08% | −1,029−1.9% | Reduced |
| NEOS Investment Management LLC | 53,187 | $18.6M | 0.23% | +22,560+73.7% | Added |
| Public Sector Pension Investment Board | 52,724 | $18.5M | 0.08% | +52,724 | New |
| Janney Montgomery Scott LLC | 50,653 | $17.7M | 0.05% | +11,193+28.4% | Added |
| Nishkama Capital, LLC | 50,426 | $17.7M | 2.89% | −22,373−30.7% | Reduced |
| Investment House LLC | 50,362 | $17.6M | 0.89% | +3,462+7.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,203 | $17.6M | 0.16% | +2,007+4.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,000 | $17.5M | 0.16% | +8,100+19.3% | Added |
| Ardmore Road Asset Management LP | 49,900 | $17.5M | 1.45% | +49,900 | New |
| Weiss Asset Management LP | 48,121 | $16.8M | 0.27% | +48,121 | New |
| Xponance, Inc. | 47,598 | $16.7M | 0.14% | −219−0.5% | Reduced |
| Ratan Capital Management LP | 58,730 | $16.1M | 7.88% | +6,000+11.4% | Added |
| IFM Investors Pty Ltd | 45,209 | $15.8M | 0.15% | +6,104+15.6% | Added |
| Ibex Wealth Advisors | 45,005 | $15.8M | 1.68% | +918+2.1% | Added |
| DnB Asset Management AS | 44,389 | $15.5M | 0.06% | +8,337+23.1% | Added |
| Delta Global Management LP | 44,192 | $15.5M | 1.03% | −32,946−42.7% | Reduced |
| Hiddenite Capital Partners LP | 43,900 | $15.4M | 9.18% | +6,400+17.1% | Added |
| Marsico Capital Management LLC | 43,658 | $15.3M | 0.41% | +43,658 | New |
| Cozad Asset Management Inc | 43,459 | $15.2M | 1.33% | +2,526+6.2% | Added |
| PEAK6 LLC | 43,412 | $15.2M | 0.52% | +43,412 | New |
| Y-Intercept (Hong Kong) Ltd | 43,114 | $15.1M | 0.37% | +33,305+339.5% | Added |
| USS Investment Management Ltd | 42,553 | $14.9M | 0.09% | +3,657+9.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 42,458 | $14.9M | 0.22% | +23,789+127.4% | Added |
| Tower Research Capital LLC (TRC) | 42,393 | $14.8M | 0.40% | +31,969+306.7% | Added |
| Mediolanum International Funds Ltd | 44,226 | $14.8M | 0.18% | +662+1.5% | Added |
| Utah Retirement Systems | 41,949 | $14.7M | 0.15% | −1,497−3.4% | Reduced |
| Pinebridge Investments, L.P. | 41,485 | $14.5M | 0.12% | +12,562+43.4% | Added |
| Prudential PLC | 41,206 | $14.4M | 0.09% | +17,266+72.1% | Added |
| Shelton Capital Management | 41,013 | $14.4M | 0.33% | −960−2.3% | Reduced |
| Fernbridge Capital Management LP | 40,488 | $14.2M | 0.68% | +40,488 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,460 | $14.2M | 0.01% | +15,589+62.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,545 | $13.5M | 0.04% | +13,440+53.5% | Added |
| Capital Impact Advisors, LLC | 37,759 | $13.3M | 4.02% | +3,955+11.7% | Added |
| British Columbia Investment Management Corp | 36,495 | $12.8M | 0.07% | −3,487−8.7% | Reduced |
| Rafferty Asset Management, LLC | 36,276 | $12.7M | 0.04% | −4,161−10.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 36,206 | $12.7M | 0.12% | −2,005−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 35,956 | $12.6M | 0.59% | −703−1.9% | Reduced |
| M&T Bank Corp | 34,685 | $12.1M | 0.04% | −132−0.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 33,704 | $11.8M | 2.09% | −3,514−9.4% | Reduced |
| Varma Mutual Pension Insurance Co | 33,500 | $11.7M | 0.09% | +1,900+6.0% | Added |
| Cunning Capital Partners, LP | 33,497 | $11.7M | 6.11% | 00.0% | Unchanged |
| Truist Financial Corp | 33,476 | $11.7M | 0.02% | −1,720−4.9% | Reduced |
| US Bancorp | 33,440 | $11.7M | 0.01% | −3,372−9.2% | Reduced |
| Hudson Bay Capital Management LP | 33,323 | $11.7M | 0.08% | +9,148+37.8% | Added |
| JustInvest LLC | 33,183 | $11.6M | 0.13% | +2,055+6.6% | Added |
| Lazard Asset Management LLC | 33,046 | $11.6M | 0.02% | +5,999+22.2% | Added |
| Berkshire Capital Holdings Inc | 32,810 | $11.5M | 4.02% | −5,840−15.1% | Reduced |
| Meridiem Capital Partners LP | 32,098 | $11.2M | 0.81% | −11,432−26.3% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $11.2M | 1.55% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 31,732 | $11.1M | 0.06% | +18,258+135.5% | Added |
| CIBC World Markets Corp | 31,582 | $11.1M | 0.07% | +22,069+232.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 31,301 | $11.0M | 0.03% | −3,655−10.5% | Reduced |
| Principal Financial Group Inc | 31,246 | $10.9M | 0.01% | −47,682−60.4% | Reduced |
| Alyeska Investment Group, L.P. | 31,173 | $10.9M | 0.04% | −17,912−36.5% | Reduced |
| Swiss Life Asset Management Ltd | 31,146 | $10.9M | 0.06% | +11,023+54.8% | Added |
| Public Employees Retirement Association of Colorado | 30,822 | $10.8M | 0.04% | +2,486+8.8% | Added |
| Proem Advisors LLC | 30,000 | $10.5M | 2.78% | +30,000 | New |
| Wolverine Trading, LLC | 31,293 | $10.4M | 0.27% | +31,293 | New |
| OP Asset Management Ltd | 29,822 | $10.4M | 0.15% | +2,984+11.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,442 | $10.3M | 0.03% | +17,543+147.4% | Added |
| Advisory Services Network, LLC | 26,340 | $10.3M | 0.17% | +1,035+4.1% | Added |
| TrimTabs Asset Management, LLC | 28,701 | $10.0M | 1.41% | −28,316−49.7% | Reduced |
| Virtu Financial LLC | 28,126 | $9.85M | 0.50% | +28,126 | New |
| Comerica Bank | 27,895 | $9.77M | 0.04% | −22,060−44.2% | Reduced |
| Discovery Capital Management, LLC | 27,740 | $9.71M | 0.76% | −1,300−4.5% | Reduced |
| Vinva Investment Management Ltd | 28,898 | $9.65M | 0.26% | +10,569+57.7% | Added |