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
- 1,451
- +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
- 432 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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 5,742 | $4.13M | 0.01% | −176−3.0% | Reduced |
| HBW Advisory Services LLC | 5,762 | $4.14M | 0.47% | −2,867−33.2% | Reduced |
| K2 Principal Fund, L.P. | 5,788 | $4.16M | 0.44% | −379−6.1% | Reduced |
| AE Wealth Management LLC | 5,827 | $4.19M | 0.03% | +1,097+23.2% | Added |
| Assenagon Asset Management S.A. | 5,834 | $4.19M | 0.01% | +82+1.4% | Added |
| APG Asset Management N.V. | 6,900 | $4.22M | 0.01% | +6,900 | New |
| Change Path, LLC | 5,898 | $4.24M | 0.10% | −7−0.1% | Reduced |
| TB Alternative Assets Ltd. | 5,900 | $4.24M | 0.63% | +5,900 | New |
| Employees Retirement System of Texas | 5,915 | $4.25M | 0.03% | −9,815−62.4% | Reduced |
| Mitchell Capital Management Co | 5,929 | $4.26M | 0.73% | −2,782−31.9% | Reduced |
| Ratan Capital Management LP | 6,000 | $4.31M | 2.33% | −52,730−89.8% | Reduced |
| Allworth Financial LP | 6,049 | $4.35M | 0.02% | +3,438+131.7% | Added |
| Pinnacle Wealth Management, LLC | 6,074 | $4.36M | 2.95% | −2,250−27.0% | Reduced |
| Westerkirk Capital Inc. | 6,134 | $4.41M | 0.50% | +144+2.4% | Added |
| Cache Advisors, LLC | 6,203 | $4.46M | 0.78% | −4,233−40.6% | Reduced |
| Morse Asset Management, Inc | 6,260 | $4.50M | 0.90% | +4,560+268.2% | Added |
| Wedmont Private Capital | 7,128 | $4.50M | 0.17% | +209+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,274 | $4.51M | 0.30% | −858−12.0% | Reduced |
| Norris Financial Group, LLC | 6,326 | $4.55M | 1.66% | +1,337+26.8% | Added |
| Principal Securities, Inc. | 6,331 | $4.55M | 0.07% | +132+2.1% | Added |
| Beacon Pointe Advisors, LLC | 6,377 | $4.58M | 0.04% | −623−8.9% | Reduced |
| GTS Securities LLC | 6,455 | $4.64M | 0.18% | +5,531+598.6% | Added |
| SBI Securities Co., Ltd. | 6,465 | $4.65M | 0.12% | −49−0.8% | Reduced |
| Northstar Advisory Group, LLC | 6,515 | $4.68M | 1.91% | +1,942+42.5% | Added |
| Walleye Capital LLC | 6,588 | $4.73M | 0.04% | −20,645−75.8% | Reduced |
| Eos Management, L.P. | 6,601 | $4.74M | 1.87% | −13,730−67.5% | Reduced |
| M&G Plc | 6,622 | $4.76M | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,660 | $4.79M | 0.29% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,859 | $4.93M | 0.05% | +168+2.5% | Added |
| Alps Advisors Inc | 6,887 | $4.95M | 0.03% | −1,442−17.3% | Reduced |
| Evergreen Capital Management LLC | 6,891 | $4.95M | 0.12% | −787−10.3% | Reduced |
| Elevatus Welath Management | 6,963 | $5.00M | 1.44% | +6,963 | New |
| Adviser Investments LLC | 6,974 | $5.01M | 0.06% | −706−9.2% | Reduced |
| Umb Bank N A | 6,984 | $5.02M | 0.07% | −64−0.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 7,000 | $5.03M | 0.43% | 00.0% | Unchanged |
| Meridiem Capital Partners LP | 7,104 | $5.10M | 0.35% | −24,994−77.9% | Reduced |
| LMG Wealth Partners, LLC | 7,113 | $5.11M | 0.95% | −828−10.4% | Reduced |
| Convergence Investment Partners, LLC | 7,124 | $5.12M | 1.15% | −422−5.6% | Reduced |
| CFO4Life Group, LLC | 7,155 | $5.14M | 0.75% | +717+11.1% | Added |
| Squarepoint Ops LLC | 7,221 | $5.19M | 0.01% | −226,085−96.9% | Reduced |
| Sumitomo Life Insurance Co | 7,223 | $5.19M | 0.16% | +5,224+261.3% | Added |
| MUFG Securities Americas Inc. | 7,300 | $5.25M | 0.34% | +7,300 | New |
| Totem Point Management, LLC | 7,303 | $5.25M | 4.68% | +7,303 | New |
| Marietta Investment Partners LLC | 7,476 | $5.37M | 1.04% | +1,660+28.5% | Added |
| Del-Sette Capital Management, LLC | 7,483 | $5.38M | 3.34% | −2,820−27.4% | Reduced |
| Jump Financial, LLC | 7,580 | $5.45M | 0.07% | −111,903−93.7% | Reduced |
| Hidden Lake Asset Management LP | 7,721 | $5.55M | 2.22% | +7,721 | New |
| Plato Investment Management Ltd | 7,836 | $5.59M | 0.38% | +304+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,818 | $5.62M | 0.05% | −799−9.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 8,000 | $5.70M | 0.17% | +1,000+14.3% | Added |
| Foundations Investment Advisors, LLC | 7,995 | $5.74M | 0.08% | +873+12.3% | Added |
| Ardsley Advisory Partners LP | 8,000 | $5.75M | 0.88% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,046 | $5.78M | 0.20% | −197−2.4% | Reduced |
| DeDora Capital, Inc. | 8,067 | $5.80M | 1.40% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,104 | $5.82M | 0.21% | +183+2.3% | Added |
| Trilogy Capital Inc. | 8,122 | $5.84M | 0.27% | +710+9.6% | Added |
| TownSquare Capital, LLC | 8,131 | $5.84M | 0.88% | −4,361−34.9% | Reduced |
| Polymer Capital Management (HK) LTD | 8,164 | $5.87M | 0.82% | +8,164 | New |
| Farther Finance Advisors, LLC | 8,169 | $5.87M | 0.09% | +1,665+25.6% | Added |
| Colonial River Wealth Management, LLC | 8,180 | $5.88M | 2.17% | +1,621+24.7% | Added |
| Yarbrough Capital, LLC | 8,198 | $5.89M | 0.18% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 8,217 | $5.90M | 0.43% | −103−1.2% | Reduced |
| Ballentine Partners, LLC | 8,373 | $6.02M | 0.08% | +94+1.1% | Added |
| Diversify Wealth Management, LLC | 9,518 | $6.02M | 0.35% | +87+0.9% | Added |
| Cloverfields Capital Group, LP | 8,376 | $6.02M | 1.88% | −248−2.9% | Reduced |
| Caxton Associates LLP | 8,410 | $6.04M | 0.17% | −2,033−19.5% | Reduced |
| Allstate Corp | 8,432 | $6.06M | 0.14% | +8,432 | New |
| Kestra Advisory Services, LLC | 8,451 | $6.07M | 0.03% | +1,184+16.3% | Added |
| Spire Wealth Management | 8,568 | $6.16M | 0.21% | +2,290+36.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,629 | $6.20M | 0.09% | +8,629 | New |
| Abn Amro Investment Solutions | 8,767 | $6.30M | 0.13% | +1,900+27.7% | Added |
| Calamos Wealth Management LLC | 8,811 | $6.33M | 0.23% | +27+0.3% | Added |
| Bessemer Group Inc | 8,985 | $6.46M | 0.01% | +385+4.5% | Added |
| Entropy Technologies, LP | 9,238 | $6.64M | 0.50% | +9,238 | New |
| Liontrust Investment Partners LLP | 9,310 | $6.69M | 0.10% | −3,053−24.7% | Reduced |
| Bokf, NA | 9,376 | $6.74M | 0.10% | +370+4.1% | Added |
| Meadowbrook Wealth Management, LLC | 9,589 | $6.89M | 7.16% | +9,589 | New |
| BCJ Capital Management, LLC | 9,630 | $6.92M | 0.41% | +8,618+851.6% | Added |
| United Capital Financial Advisers, LLC | 9,663 | $6.94M | 0.05% | +2,185+29.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,700 | $6.97M | 0.36% | +7,487+338.3% | Added |
| Contrarius Group Holdings Ltd | 9,780 | $7.03M | 0.32% | −10,478−51.7% | Reduced |
| Citizens Financial Group Inc | 9,941 | $7.14M | 0.10% | +8,499+589.4% | Added |
| Atria Investments LLC | 10,007 | $7.19M | 0.08% | +174+1.8% | Added |
| GSG Advisors LLC | 10,296 | $7.25M | 1.92% | +25+0.2% | Added |
| Union Bancaire Privee, UBP SA | 13,575 | $7.25M | 0.15% | −7,448−35.4% | Reduced |
| Commerce Bank | 10,093 | $7.25M | 0.04% | +721+7.7% | Added |
| Metis Global Partners, LLC | 10,094 | $7.25M | 0.17% | +5,859+138.3% | Added |
| NewEdge Wealth, LLC | 11,861 | $7.32M | 0.10% | +1,135+10.6% | Added |
| Ritholtz Wealth Management | 10,226 | $7.35M | 0.14% | −1,465−12.5% | Reduced |
| Sterling Capital Management LLC | 10,244 | $7.36M | 0.11% | −1,509−12.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,258 | $7.37M | 0.34% | +10,258 | New |
| Ardmore Road Asset Management LP | 10,500 | $7.54M | 0.49% | −39,400−79.0% | Reduced |
| Rakuten Securities, Inc. | 10,540 | $7.57M | 2.79% | +5,705+118.0% | Added |
| Callan Family Office, LLC | 10,560 | $7.59M | 0.24% | +2,039+23.9% | Added |
| L2 Asset Management, LLC | 10,628 | $7.64M | 1.11% | +450+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,738 | $7.72M | 0.19% | −37−0.3% | Reduced |
| Polar Asset Management Partners Inc. | 10,759 | $7.73M | 0.16% | +10,759 | New |
| Alberta Investment Management Corp | 10,900 | $7.83M | 0.06% | +8,700+395.5% | Added |
| Sora Investors LLC | 10,998 | $7.90M | 0.73% | −16,146−59.5% | Reduced |
| Baird Financial Group, Inc. | 11,005 | $7.91M | 0.01% | −3,944−26.4% | Reduced |