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, Q3 2025
Institutional positions in AppLovin Corp as of Sep 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
- 1,452
- +274 vs. Q2 2025
- Shares held
- 241.6M
- +44.0M (+22.3%) vs. Q2 2025
- Total value
- $172.5B
- +$103.5B (+150.1%) vs. Q2 2025
- New holders
- 398
- 528 more added
- Sold out
- 124
- 433 more reduced
23 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,954,458 | $17.9B | 0.27% | +7,051,663+39.4% | Added |
| BlackRock, Inc. | 24,929,835 | $17.9B | 0.32% | +5,989,081+31.6% | Added |
| Ieq Capital, LLC | 15,779,921 | $11.3B | 34.42% | +15,724,631+28,440.3% | Added |
| FMR LLC | 13,706,444 | $9.85B | 0.51% | −681,575−4.7% | Reduced |
| State Street Corp | 11,852,466 | $8.52B | 0.30% | +6,237,051+111.1% | Added |
| JPMorgan Chase & Co | 7,682,976 | $5.52B | 0.35% | +2,933,933+61.8% | Added |
| Geode Capital Management, LLC | 6,718,998 | $4.81B | 0.31% | +3,386,990+101.7% | Added |
| Baillie Gifford & Co | 6,245,960 | $4.49B | 3.32% | −154,269−2.4% | Reduced |
| Price T Rowe Associates Inc | 5,877,386 | $4.22B | 0.45% | +204,864+3.6% | Added |
| Morgan Stanley | 5,022,840 | $3.61B | 0.22% | −141,218−2.7% | Reduced |
| WCM Investment Management, LLC | 4,942,079 | $3.52B | 7.32% | −917,344−15.7% | Reduced |
| Invesco Ltd. | 4,292,752 | $3.08B | 0.49% | +367,083+9.4% | Added |
| Jennison Associates LLC | 3,886,150 | $2.79B | 1.63% | +1,381,970+55.2% | Added |
| Janus Henderson Group PLC | 3,546,576 | $2.55B | 1.16% | +812,739+29.7% | Added |
| Goldman Sachs Group Inc | 3,211,586 | $2.31B | 0.33% | +1,242,159+63.1% | Added |
| Bank of America Corp | 3,178,724 | $2.28B | 0.17% | −61,471−1.9% | Reduced |
| Kensico Capital Management Corp | 3,118,500 | $2.24B | 34.52% | +95,000+3.1% | Added |
| Capital World Investors | 2,635,188 | $1.89B | 0.26% | +8,864+0.3% | Added |
| Franklin Resources Inc | 2,442,450 | $1.75B | 0.44% | +487,492+24.9% | Added |
| Northern Trust Corp | 2,374,460 | $1.71B | 0.22% | +756,660+46.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,267,855 | $1.63B | 4.00% | +452,040+24.9% | Added |
| Jericho Capital Asset Management L.P. | 2,095,319 | $1.51B | 15.67% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 2,057,024 | $1.48B | 38.18% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,034,725 | $1.46B | 0.46% | +309,791+18.0% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,002,989 | $1.44B | 4.45% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,891,942 | $1.36B | 5.29% | −435,702−18.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,858,072 | $1.34B | 0.21% | +872,752+88.6% | Added |
| Dimensional Fund Advisors LP | 1,783,722 | $1.28B | 0.28% | +30,475+1.7% | Added |
| UBS Group AG | 1,608,615 | $1.16B | 0.23% | +547,751+51.6% | Added |
| Legal & General Group Plc | 1,529,734 | $1.10B | 0.25% | +112,535+7.9% | Added |
| Bank of New York Mellon Corp | 1,493,494 | $1.07B | 0.19% | +504,341+51.0% | Added |
| UBS Asset Management Americas Inc | 1,416,259 | $1.02B | 0.22% | −188,288−11.7% | Reduced |
| Sapient Capital LLC | 1,272,462 | $906.5M | 13.95% | −8,029−0.6% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,109,138 | $797.0M | 5.80% | −152,196−12.1% | Reduced |
| Royal Bank of Canada | 1,084,299 | $779.1M | 0.14% | −152,171−12.3% | Reduced |
| Massachusetts Financial Services Co | 1,077,106 | $773.9M | 0.24% | +304,369+39.4% | Added |
| Capital Research Global Investors | 1,035,293 | $743.9M | 0.14% | +1,035,293 | New |
| Sands Capital Management, LLC | 1,016,959 | $730.7M | 2.02% | +199,613+24.4% | Added |
| Renaissance Technologies LLC | 1,001,432 | $719.6M | 0.95% | −379,400−27.5% | Reduced |
| Whale Rock Capital Management LLC | 971,404 | $698.0M | 8.22% | −253,120−20.7% | Reduced |
| Wells Fargo & Company | 957,428 | $687.9M | 0.14% | +65,329+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 942,326 | $677.1M | 0.43% | −966,544−50.6% | Reduced |
| Barclays PLC | 928,062 | $666.8M | 0.25% | +358,589+63.0% | Added |
| Deutsche Bank AG | 897,133 | $644.6M | 0.22% | −7,249−0.8% | Reduced |
| Clearbridge Investments, LLC | 862,028 | $619.4M | 0.47% | −70,603−7.6% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 836,782 | $601.3M | 6.90% | +46,800+5.9% | Added |
| National Pension Service | 832,426 | $598.1M | 0.46% | +42,155+5.3% | Added |
| Capital International Investors | 816,561 | $586.7M | 0.09% | +4,657+0.6% | Added |
| American Century Companies Inc | 808,703 | $581.1M | 0.30% | −46,433−5.4% | Reduced |
| Rakuten Investment Management, Inc. | 2,026,482 | $515.6M | 2.00% | +2,026,482 | New |
| Wellington Management Group LLP | 693,874 | $498.6M | 0.09% | +268,480+63.1% | Added |
| Nuveen, LLC | 675,010 | $485.0M | 0.13% | +171,727+34.1% | Added |
| Swiss National Bank | 665,290 | $478.0M | 0.28% | −36,900−5.3% | Reduced |
| Amundi | 787,060 | $462.0M | 0.15% | −512,080−39.4% | Reduced |
| Axiom Investors LLC | 620,481 | $445.8M | 3.28% | +620,481 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 619,204 | $444.9M | 0.26% | +10,930+1.8% | Added |
| Castle Hook Partners LP | 605,019 | $434.7M | 6.58% | +378,848+167.5% | Added |
| Susquehanna International Group, LLP | 563,344 | $404.8M | 0.59% | −55,839−9.0% | Reduced |
| First Trust Advisors LP | 562,050 | $403.9M | 0.30% | −158,357−22.0% | Reduced |
| Ensign Peak Advisors, Inc | 559,127 | $401.8M | 0.66% | +153,380+37.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,113 | $389.5M | 0.28% | +304,142+127.8% | Added |
| Lord, Abbett & Co. LLC | 497,273 | $357.3M | 1.06% | +86,997+21.2% | Added |
| Voya Investment Management LLC | 496,560 | $356.8M | 0.36% | +348,548+235.5% | Added |
| D. E. Shaw & Co., Inc. | 491,222 | $353.0M | 0.28% | −1,374,530−73.7% | Reduced |
| BNP Paribas Arbitrage, SA | 483,534 | $347.4M | 0.27% | +145,905+43.2% | Added |
| Envestnet Asset Management Inc | 470,289 | $337.9M | 0.10% | −37,141−7.3% | Reduced |
| Rhumbline Advisers | 462,445 | $332.3M | 0.27% | +173,795+60.2% | Added |
| SEI Investments Co | 446,154 | $320.6M | 0.34% | +29,398+7.1% | Added |
| TD Asset Management Inc | 446,027 | $320.5M | 0.26% | +90,338+25.4% | Added |
| California Public Employees Retirement System | 444,020 | $319.0M | 0.19% | +27,354+6.6% | Added |
| 1832 Asset Management L.P. | 421,741 | $303.0M | 0.51% | −50,143−10.6% | Reduced |
| Victory Capital Management Inc | 421,510 | $302.9M | 0.19% | +1,076+0.3% | Added |
| HSBC Holdings PLC | 422,474 | $302.7M | 0.18% | +218,519+107.1% | Added |
| Robertson Stephens Wealth Management, LLC | 391,315 | $281.2M | 8.49% | −270−0.1% | Reduced |
| ProShare Advisors LLC | 390,880 | $280.9M | 0.59% | −28,200−6.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 383,742 | $275.7M | 0.44% | +60,945+18.9% | Added |
| Citigroup Inc | 382,865 | $275.1M | 0.19% | −12,229−3.1% | Reduced |
| California State Teachers Retirement System | 363,640 | $261.3M | 0.27% | +1,051+0.3% | Added |
| Ameriprise Financial Inc | 361,986 | $260.1M | 0.06% | +77,748+27.4% | Added |
| Greenstone Partners & Co., LLC | 344,251 | $247.4M | 45.23% | −4,264−1.2% | Reduced |
| Principal Financial Group Inc | 326,999 | $235.0M | 0.12% | +295,753+946.5% | Added |
| New York State Common Retirement Fund | 321,094 | $230.7M | 0.30% | −25,347−7.3% | Reduced |
| Bank of Montreal | 320,997 | $230.6M | 0.10% | +245,670+326.1% | Added |
| Schroder Investment Management Group | 318,377 | $228.8M | 0.18% | −53,164−14.3% | Reduced |
| AustralianSuper Pty Ltd | 318,294 | $228.7M | 1.08% | +45,683+16.8% | Added |
| Blair William & Co | 316,388 | $227.3M | 0.61% | +163,210+106.5% | Added |
| Raymond James Financial Inc | 312,804 | $224.8M | 0.07% | +7,238+2.4% | Added |
| Korea Investment CORP | 312,195 | $224.3M | 0.46% | +56,819+22.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 310,604 | $223.2M | 0.49% | −20,807−6.3% | Reduced |
| STRS Ohio | 306,904 | $220.5M | 0.81% | −51,020−14.3% | Reduced |
| Neuberger Berman Group LLC | 306,646 | $220.3M | 0.16% | +4,497+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 293,112 | $210.6M | 0.35% | +21,476+7.9% | Added |
| FIL Ltd | 288,108 | $207.0M | 0.16% | +30,773+12.0% | Added |
| Zurich Insurance Group Ltd | 277,975 | $199.7M | 1.43% | +277,975 | New |
| Augustine Asset Management Inc | 267,690 | $192.3M | 38.70% | −8,995−3.3% | Reduced |
| LPL Financial LLC | 266,853 | $191.7M | 0.06% | +23,551+9.7% | Added |
| Russell Investments Group, Ltd. | 266,656 | $191.5M | 0.22% | +36,603+15.9% | Added |
| IMC-Chicago, LLC | 259,198 | $186.2M | 3.30% | +202,957+360.9% | Added |
| Andra AP-fonden | 251,600 | $180.8M | 2.31% | −25,000−9.0% | Reduced |
| Toronto Dominion Bank | 251,218 | $180.5M | 0.35% | +78,791+45.7% | Added |