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; 1,466 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 | 1,466 | $116.3B |
| Q1 2026 | 1,394 | $87.6B |
| Q4 2025 | 1,593 | $163.8B |
| Q3 2025 | 1,451 | $172.5B |
| Q2 2025 | 1,200 | $70.0B |
| Q1 2025 | 1,017 | $54.7B |
| Q4 2024 | 992 | $66.1B |
| Q3 2024 | 703 | $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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 50,059 | $36.0M | 1.49% | +50,059 | New |
| UniSuper Management Pty Ltd | 50,542 | $36.3M | 0.22% | +46,542+1,163.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,262 | $36.8M | 0.30% | +26,493+107.0% | Added |
| Investment House LLC | 51,785 | $37.2M | 1.76% | +1,423+2.8% | Added |
| Comerica Bank | 52,136 | $37.5M | 0.14% | +24,241+86.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,369 | $37.6M | 0.34% | −18,476−26.1% | Reduced |
| Moore Capital Management, LP | 52,681 | $37.9M | 0.75% | −68,745−56.6% | Reduced |
| Tiaa Trust, National Association | 52,749 | $37.9M | 0.09% | +42,829+431.7% | Added |
| TFJ Management, LLC | 54,488 | $39.2M | 26.38% | −23,355−30.0% | Reduced |
| Newbrook Capital Advisors LP | 54,603 | $39.2M | 4.80% | −12,296−18.4% | Reduced |
| Xponance, Inc. | 57,034 | $41.0M | 0.32% | +9,436+19.8% | Added |
| Amalgamated Bank | 57,158 | $41.1M | 0.29% | +39,088+216.3% | Added |
| iA Global Asset Management Inc. | 57,383 | $41.2M | 0.56% | −3,811−6.2% | Reduced |
| Retirement Systems of Alabama | 57,750 | $41.5M | 0.14% | +57,750 | New |
| Nomura Holdings Inc | 57,940 | $41.6M | 0.19% | +36,133+165.7% | Added |
| Captrust Financial Advisors | 58,026 | $41.7M | 0.09% | +125+0.2% | Added |
| Metavasi Capital LP | 58,411 | $42.0M | 14.89% | −14,784−20.2% | Reduced |
| EULAV Asset Management | 58,501 | $42.0M | 0.98% | −510−0.9% | Reduced |
| Blue Whale Capital LLP | 61,490 | $44.2M | 2.44% | +61,490 | New |
| Nishkama Capital, LLC | 61,616 | $44.3M | 3.97% | +11,190+22.2% | Added |
| Illinois Municipal Retirement Fund | 61,663 | $44.3M | 0.57% | +2,562+4.3% | Added |
| Standard Life Aberdeen plc | 62,129 | $44.6M | 0.07% | −52,051−45.6% | Reduced |
| Broad Bay Capital Management, LP | 62,310 | $44.8M | 5.58% | +62,310 | New |
| Skandinaviska Enskilda Banken AB (publ) | 62,705 | $45.1M | 0.18% | +9,262+17.3% | Added |
| MML Investors Services, LLC | 62,773 | $45.1M | 0.12% | −4,798−7.1% | Reduced |
| Cookson Peirce & Co Inc | 62,800 | $45.1M | 1.85% | +55,136+719.4% | Added |
| O'Shaughnessy Asset Management, LLC | 63,337 | $45.5M | 0.27% | −19,583−23.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,010 | $46.7M | 0.23% | +65,010 | New |
| Freshford Capital Management, LLC | 65,279 | $46.9M | 13.52% | −12,803−16.4% | Reduced |
| Empowered Funds, LLC | 66,222 | $47.6M | 0.48% | +4,061+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,462 | $47.8M | 0.12% | +37,020+125.7% | Added |
| Arizona State Retirement System | 67,394 | $48.4M | 0.26% | −332−0.5% | Reduced |
| Science & Technology Partners, L.P. | 68,450 | $49.2M | 13.96% | −16,550−19.5% | Reduced |
| Czech National Bank | 68,762 | $49.4M | 0.34% | +68,762 | New |
| Advisor Group Holdings, Inc. | 84,350 | $49.6M | 0.07% | +15,491+22.5% | Added |
| Nissay Asset Management Corp | 70,417 | $50.6M | 0.28% | +1,356+2.0% | Added |
| CIBC World Markets Inc. | 70,631 | $50.8M | 0.11% | −15,034−17.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,729 | $50.8M | 0.12% | −947−1.3% | Reduced |
| ICONIQ Capital, LLC | 71,370 | $51.3M | 0.64% | −1,127−1.6% | Reduced |
| Renaissance Group LLC | 71,538 | $51.4M | 1.94% | −31,417−30.5% | Reduced |
| PointState Capital LP | 72,266 | $51.9M | 0.93% | +72,266 | New |
| Resona Asset Management Co.,Ltd. | 72,462 | $52.0M | 0.25% | −992−1.4% | Reduced |
| Fernbridge Capital Management LP | 74,099 | $53.2M | 2.59% | +33,611+83.0% | Added |
| GF Fund Management Co. Ltd. | 74,113 | $53.3M | 0.97% | +15,725+26.9% | Added |
| Cetera Investment Advisers | 74,958 | $53.9M | 0.06% | +15,262+25.6% | Added |
| Woodline Partners LP | 75,059 | $53.9M | 0.25% | +73,666+5,288.3% | Added |
| Panview Capital Ltd | 75,681 | $54.4M | 23.13% | −179,537−70.3% | Reduced |
| Mediolanum International Funds Ltd | 76,736 | $54.7M | 0.58% | +32,510+73.5% | Added |
| State of Michigan Retirement System | 77,400 | $55.6M | 0.27% | +73,200+1,742.9% | Added |
| MetLife Investment Management | 77,922 | $56.0M | 0.27% | +63,097+425.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,376 | $56.2M | 0.43% | +28,173+56.1% | Added |
| Guggenheim Capital LLC | 79,111 | $56.8M | 0.42% | +4,343+5.8% | Added |
| Avala Global LP | 79,800 | $57.3M | 2.37% | +79,800 | New |
| State of New Jersey Common Pension Fund D | 80,851 | $58.1M | 0.21% | +2,486+3.2% | Added |
| DnB Asset Management AS | 80,911 | $58.1M | 0.22% | +36,522+82.3% | Added |
| Logan Capital Management Inc | 81,172 | $58.3M | 2.46% | −11,205−12.1% | Reduced |
| Gotham Asset Management, LLC | 81,703 | $58.7M | 0.26% | +1,033+1.3% | Added |
| Vident Advisory, LLC | 81,970 | $58.9M | 0.58% | +64,092+358.5% | Added |
| Forsta Ap-Fonden | 82,700 | $59.4M | 0.35% | −4,700−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 83,475 | $60.0M | 1.44% | +66,473+391.0% | Added |
| Flputnam Investment Management Co | 83,491 | $60.0M | 0.90% | +78,463+1,560.5% | Added |
| Alta Park Capital, LP | 84,422 | $60.7M | 6.11% | +26,945+46.9% | Added |
| Clear Street Group Inc. | 84,579 | $60.8M | 0.30% | +84,579 | New |
| Smith Group Asset Management, LLC | 86,327 | $62.0M | 3.56% | −26,606−23.6% | Reduced |
| Creative Planning | 87,280 | $62.7M | 0.05% | +5,243+6.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 87,450 | $62.8M | 0.33% | +17,185+24.5% | Added |
| Mn Services Vermogensbeheer B.V. | 87,700 | $63.0M | 0.41% | +1,000+1.2% | Added |
| Daiwa Securities Group Inc. | 87,738 | $63.0M | 0.21% | +13,930+18.9% | Added |
| Rheos Capital Works Inc. | 88,000 | $63.2M | 3.54% | +88,000 | New |
| Teacher Retirement System of Texas | 88,578 | $63.6M | 0.26% | −71,290−44.6% | Reduced |
| Dorsal Capital Management, LLC | 90,000 | $64.7M | 1.75% | −10,000−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 90,190 | $64.8M | 0.17% | +6,666+8.0% | Added |
| MGB Wealth Management, LLC | 90,766 | $65.2M | 18.42% | −7,580−7.7% | Reduced |
| 3G Capital Partners LP | 95,000 | $68.3M | 16.17% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 95,950 | $68.9M | 0.27% | −13,900−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 97,561 | $70.1M | 0.22% | −2,058−2.1% | Reduced |
| Federated Hermes, Inc. | 97,662 | $70.2M | 0.12% | −401,340−80.4% | Reduced |
| Trivest Advisors Ltd | 98,000 | $70.4M | 2.25% | −157,700−61.7% | Reduced |
| TimesSquare Capital Management, LLC | 98,007 | $70.4M | 1.01% | −161,654−62.3% | Reduced |
| Mackenzie Financial Corp | 98,037 | $70.4M | 0.09% | +70,981+262.3% | Added |
| Asset Management One Co.,Ltd. | 98,814 | $71.0M | 0.21% | +9,278+10.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 99,144 | $71.2M | 0.13% | −35,832−26.5% | Reduced |
| Mariner, LLC | 101,931 | $73.2M | 0.09% | −15,073−12.9% | Reduced |
| Stifel Financial Corp | 102,739 | $73.8M | 0.07% | +5,714+5.9% | Added |
| Pacific Heights Asset Management LLC | 105,000 | $75.4M | 3.34% | +38,000+56.7% | Added |
| Pictet Asset Management Holding SA | 106,618 | $76.6M | 0.07% | +4,841+4.8% | Added |
| Rafferty Asset Management, LLC | 110,131 | $79.1M | 0.26% | +73,855+203.6% | Added |
| Steadfast Capital Management LP | 110,287 | $79.2M | 1.43% | −145,624−56.9% | Reduced |
| Zweig-DiMenna Associates LLC | 113,200 | $81.3M | 6.32% | −6,425−5.4% | Reduced |
| RBF Capital, LLC | 114,955 | $82.6M | 3.80% | 00.0% | Unchanged |
| Ci Investments Inc. | 115,608 | $83.1M | 0.30% | −10,429−8.3% | Reduced |
| Holocene Advisors, LP | 115,882 | $83.3M | 0.19% | +59,608+105.9% | Added |
| CIBC Asset Management Inc | 117,126 | $84.2M | 0.24% | +15,074+14.8% | Added |
| KBC Group NV | 118,195 | $84.9M | 0.20% | +24,923+26.7% | Added |
| NEOS Investment Management LLC | 120,894 | $86.9M | 0.65% | +67,707+127.3% | Added |
| Scopus Asset Management, L.P. | 121,000 | $86.9M | 2.07% | −34,000−21.9% | Reduced |
| Royal London Asset Management Ltd | 122,477 | $88.0M | 0.19% | −7,453−5.7% | Reduced |
| Handelsbanken Fonder AB | 125,211 | $90.0M | 0.29% | −946−0.7% | Reduced |
| Braun Stacey Associates Inc | 126,835 | $91.1M | 2.99% | −8,011−5.9% | Reduced |
| Kinetic Partners Management, LP | 128,106 | $92.0M | 4.46% | +8,930+7.5% | Added |