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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 21,388 | $15.4M | 1.56% | +346+1.6% | Added |
| Elo Mutual Pension Insurance Co | 21,439 | $15.4M | 0.25% | +2,784+14.9% | Added |
| Brinker Capital Investments, LLC | 21,466 | $15.4M | 0.12% | −3,425−13.8% | Reduced |
| ASR Vermogensbeheer N.V. | 21,816 | $15.7M | 0.19% | −79−0.4% | Reduced |
| Assetmark, Inc | 21,870 | $15.7M | 0.03% | +2,464+12.7% | Added |
| Cerity Partners LLC | 22,260 | $16.0M | 0.03% | +1,318+6.3% | Added |
| Nisa Investment Advisors, LLC | 22,294 | $16.0M | 0.06% | +12,208+121.0% | Added |
| Hancock Whitney Corp | 22,310 | $16.0M | 0.29% | +20,494+1,128.5% | Added |
| Vinva Investment Management Ltd | 22,853 | $16.3M | 0.33% | −6,045−20.9% | Reduced |
| Parnassus Investments | 22,707 | $16.3M | 0.04% | −138−0.6% | Reduced |
| Cresset Asset Management, LLC | 22,771 | $16.4M | 0.07% | −288−1.2% | Reduced |
| Delta Global Management LP | 22,917 | $16.5M | 1.21% | −21,275−48.1% | Reduced |
| Dakota Wealth Management | 23,055 | $16.6M | 0.33% | +2,969+14.8% | Added |
| Teachers Retirement System of the State of Kentucky | 23,244 | $16.7M | 0.13% | +9,706+71.7% | Added |
| Millennium Management LLC | 23,299 | $16.7M | 0.01% | −2,574,629−99.1% | Reduced |
| Generali Asset Management SPA SGR | 23,303 | $16.7M | 0.36% | +16+0.1% | Added |
| Motley Fool Asset Management LLC | 23,338 | $16.8M | 0.69% | +23,338 | New |
| Oppenheimer & Co Inc | 24,115 | $17.3M | 0.21% | +5,829+31.9% | Added |
| Navellier & Associates Inc | 24,135 | $17.3M | 1.76% | +963+4.2% | Added |
| HighTower Advisors, LLC | 24,171 | $17.4M | 0.02% | +7,241+42.8% | Added |
| Bridgewater Associates, LP | 24,454 | $17.6M | 0.07% | +17,039+229.8% | Added |
| Advisory Services Network, LLC | 24,885 | $17.9M | 0.26% | −1,455−5.5% | Reduced |
| Investment Management Corp of Ontario | 24,928 | $17.9M | 0.27% | +16,768+205.5% | Added |
| Smithbridge Asset Management Inc | 25,379 | $18.2M | 2.65% | −500−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 25,819 | $18.6M | 0.28% | +4,535+21.3% | Added |
| Pathstone Holdings, LLC | 26,260 | $18.9M | 0.07% | +7,365+39.0% | Added |
| M&T Bank Corp | 26,329 | $18.9M | 0.06% | −8,356−24.1% | Reduced |
| State of Tennessee, Treasury Department | 26,450 | $19.0M | 0.06% | +26,450 | New |
| Venture Visionary Partners LLC | 26,585 | $19.1M | 0.66% | +3,427+14.8% | Added |
| Commonwealth Equity Services, LLC | 26,862 | $19.3M | 0.02% | +996+3.9% | Added |
| Vontobel Holding Ltd. | 26,902 | $19.3M | 0.06% | +9,300+52.8% | Added |
| Profund Advisors LLC | 27,164 | $19.5M | 0.63% | +4,275+18.7% | Added |
| Berkshire Capital Holdings Inc | 27,660 | $19.9M | 6.04% | −5,150−15.7% | Reduced |
| Stratos Wealth Partners, LTD. | 27,831 | $20.0M | 0.24% | +7,271+35.4% | Added |
| Cunning Capital Partners, LP | 28,037 | $20.1M | 9.33% | −5,460−16.3% | Reduced |
| Thoroughbred Financial Services, LLC | 28,126 | $20.2M | 1.25% | +758+2.8% | Added |
| Calamos Advisors LLC | 28,128 | $20.2M | 0.08% | +16,335+138.5% | Added |
| Federation des caisses Desjardins du Quebec | 28,636 | $20.6M | 0.08% | +5,576+24.2% | Added |
| Yousif Capital Management, LLC | 28,774 | $20.7M | 0.22% | +25,579+800.6% | Added |
| State of Alaska, Department of Revenue | 28,945 | $20.8M | 0.21% | +28,945 | New |
| Bank of Nova Scotia | 28,946 | $20.8M | 0.04% | +24,748+589.5% | Added |
| Lazard Asset Management LLC | 29,111 | $20.9M | 0.03% | −3,935−11.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 29,242 | $21.0M | 3.61% | −4,462−13.2% | Reduced |
| Mutual of America Capital Management LLC | 29,341 | $21.1M | 0.22% | +29,341 | New |
| Wolverine Trading, LLC | 29,910 | $21.3M | 0.43% | −1,383−4.4% | Reduced |
| Public Employees Retirement Association of Colorado | 29,795 | $21.4M | 0.08% | −1,027−3.3% | Reduced |
| Sanctuary Advisors, LLC | 29,959 | $21.5M | 0.12% | +12,576+72.3% | Added |
| Selkirk Management LLC | 30,100 | $21.6M | 5.93% | +22,000+271.6% | Added |
| Swiss Life Asset Management Ltd | 30,109 | $21.6M | 0.11% | −1,037−3.3% | Reduced |
| OP Asset Management Ltd | 30,189 | $21.7M | 0.29% | +367+1.2% | Added |
| Discovery Capital Management, LLC | 30,340 | $21.8M | 1.20% | +2,600+9.4% | Added |
| Intech Investment Management LLC | 30,452 | $21.9M | 0.20% | −59,030−66.0% | Reduced |
| Oregon Public Employees Retirement Fund | 30,902 | $22.2M | 0.29% | +30,902 | New |
| Cambridge Investment Research Advisors, Inc. | 30,918 | $22.2M | 0.06% | −7,627−19.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 31,267 | $22.5M | 0.06% | −34−0.1% | Reduced |
| Independent Financial Group, LLC | 31,738 | $22.8M | 0.55% | +20,782+189.7% | Added |
| UNICOM Systems, Inc. | 31,900 | $22.9M | 2.26% | 00.0% | Unchanged |
| US Bancorp | 32,608 | $23.4M | 0.03% | −832−2.5% | Reduced |
| Public Sector Pension Investment Board | 32,923 | $23.7M | 0.09% | −19,801−37.6% | Reduced |
| British Columbia Investment Management Corp | 33,204 | $23.9M | 0.14% | −3,291−9.0% | Reduced |
| Wealthfront Advisers LLC | 33,272 | $23.9M | 0.06% | +8,742+35.6% | Added |
| Toroso Investments, LLC | 33,402 | $24.0M | 0.10% | −87,987−72.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 33,426 | $24.0M | 0.09% | +26,599+389.6% | Added |
| La Banque Postale Asset Management SA | 33,839 | $24.3M | 0.30% | +9,795+40.7% | Added |
| Mercer Global Advisors Inc | 34,273 | $24.6M | 0.04% | +34,273 | New |
| Candriam Luxembourg S.C.A. | 34,325 | $24.7M | 0.13% | +2,593+8.2% | Added |
| JustInvest LLC | 34,321 | $24.7M | 0.25% | +1,138+3.4% | Added |
| Credit Agricole S A | 35,390 | $25.4M | 0.08% | +35,390 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,400 | $25.4M | 0.22% | −14,600−29.2% | Reduced |
| Shelton Capital Management | 35,452 | $25.5M | 0.55% | −5,561−13.6% | Reduced |
| Virginia Retirement Systems Et Al | 35,700 | $25.7M | 0.17% | +35,700 | New |
| SG Americas Securities, LLC | 35,943 | $25.8M | 0.09% | +15,659+77.2% | Added |
| TrimTabs Asset Management, LLC | 36,385 | $26.1M | 3.48% | +7,684+26.8% | Added |
| Varma Mutual Pension Insurance Co | 36,400 | $26.2M | 0.17% | +2,900+8.7% | Added |
| Louisiana State Employees Retirement System | 36,600 | $26.3M | 0.44% | +14,100+62.7% | Added |
| Truist Financial Corp | 36,817 | $26.5M | 0.04% | +3,341+10.0% | Added |
| New York Life Investment Management LLC | 36,841 | $26.5M | 0.23% | +36,841 | New |
| Virtu Financial LLC | 38,076 | $27.4M | 1.53% | +9,950+35.4% | Added |
| Janney Montgomery Scott LLC | 38,289 | $27.5M | 0.07% | −12,364−24.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 38,358 | $27.6M | 0.22% | +2,152+5.9% | Added |
| Robeco Institutional Asset Management B.V. | 38,363 | $27.6M | 0.04% | −80,416−67.7% | Reduced |
| Utah Retirement Systems | 39,399 | $28.3M | 0.27% | −2,550−6.1% | Reduced |
| Capital Impact Advisors, LLC | 39,629 | $28.5M | 6.37% | +1,870+5.0% | Added |
| Harvest Fund Management Co., Ltd | 39,845 | $28.6M | 1.21% | +3,889+10.8% | Added |
| IFM Investors Pty Ltd | 44,815 | $30.0M | 0.26% | −394−0.9% | Reduced |
| USS Investment Management Ltd | 42,553 | $30.6M | 0.15% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 42,585 | $30.6M | 0.42% | +127+0.3% | Added |
| ING Groep NV | 42,829 | $30.8M | 0.17% | +38,728+944.4% | Added |
| QRG Capital Management, Inc. | 44,726 | $32.1M | 0.39% | −18,182−28.9% | Reduced |
| Prudential PLC | 44,950 | $32.3M | 0.24% | +3,744+9.1% | Added |
| Cozad Asset Management Inc | 45,079 | $32.4M | 2.58% | +1,620+3.7% | Added |
| Ibex Wealth Advisors | 45,663 | $32.8M | 3.14% | +658+1.5% | Added |
| Vestor Capital, LLC | 46,381 | $33.3M | 2.14% | −190,190−80.4% | Reduced |
| CIBC Bancorp USA Inc. | 47,181 | $33.9M | 0.20% | +47,181 | New |
| AMF Pensionsforsakring AB | 47,550 | $34.2M | 0.22% | +38,826+445.0% | Added |
| Colony Group, LLC | 47,702 | $34.2M | 0.06% | +24,053+101.7% | Added |
| Proem Advisors LLC | 48,772 | $35.0M | 8.43% | +18,772+62.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 49,728 | $35.7M | 0.03% | +9,268+22.9% | Added |
| Ogborne Capital Management, LLC | 50,000 | $35.9M | 9.79% | +25,000+100.0% | Added |
| Davidson Kempner Capital Management LP | 50,000 | $35.9M | 0.50% | +50,000 | New |