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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 130,549 | $93.5M | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 130,308 | $93.6M | 0.15% | +111,278+584.8% | Added |
| State of Wisconsin Investment Board | 130,447 | $93.7M | 0.22% | −1,512−1.1% | Reduced |
| Treasurer of the State of North Carolina | 132,613 | $95.3M | 0.29% | −6,576−4.7% | Reduced |
| National Bank of Canada | 134,051 | $96.3M | 0.11% | −39,314−22.7% | Reduced |
| Marex Group plc | 134,446 | $96.6M | 1.20% | +78,402+139.9% | Added |
| Epoch Investment Partners, Inc. | 136,807 | $98.3M | 0.54% | −5,639−4.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 137,345 | $98.7M | 0.18% | −17,594−11.4% | Reduced |
| Palestra Capital Management LLC | 138,221 | $99.3M | 3.26% | −46,779−25.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 138,381 | $99.4M | 0.27% | +138,381 | New |
| Natixis Advisors, L.P. | 141,245 | $101.5M | 0.15% | +3,545+2.6% | Added |
| Los Angeles Capital Management LLC | 142,678 | $102.5M | 0.35% | +5,097+3.7% | Added |
| Frontier Capital Management Co LLC | 142,788 | $102.6M | 0.92% | −29,610−17.2% | Reduced |
| Panagora Asset Management Inc | 143,978 | $103.5M | 0.42% | +74,787+108.1% | Added |
| Storebrand Asset Management AS | 148,093 | $106.4M | 0.28% | −3,623−2.4% | Reduced |
| Pacer Advisors, Inc. | 151,347 | $108.7M | 0.28% | +50,107+49.5% | Added |
| Manufacturers Life Insurance Company, The | 161,138 | $115.8M | 0.10% | +143,507+813.9% | Added |
| Danske Bank A/S | 161,523 | $116.1M | 0.29% | −50,816−23.9% | Reduced |
| Agf Management Ltd | 161,855 | $116.3M | 0.51% | +161,855 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 162,525 | $116.8M | 0.30% | −210,448−56.4% | Reduced |
| Steadview Capital Management LLC | 165,275 | $118.8M | 17.02% | −54,405−24.8% | Reduced |
| Marsico Capital Management LLC | 166,155 | $119.4M | 3.06% | +122,497+280.6% | Added |
| Maplelane Capital, LLC | 167,000 | $120.0M | 5.77% | +51,710+44.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 173,838 | $124.9M | 0.39% | +78,746+82.8% | Added |
| Primecap Management Co | 174,325 | $125.3M | 0.10% | −233,200−57.2% | Reduced |
| Spyglass Capital Management LLC | 175,917 | $126.4M | 6.74% | −79,270−31.1% | Reduced |
| Mane Global Capital Management LP | 176,319 | $126.7M | 5.94% | −72,245−29.1% | Reduced |
| AXA Investment Managers S.A. | 178,661 | $128.4M | 0.35% | +178,661 | New |
| AQR Capital Management LLC | 182,491 | $129.1M | 0.08% | −36,561−16.7% | Reduced |
| Thrivent Financial for Lutherans | 180,016 | $129.3M | 0.25% | +170,543+1,800.3% | Added |
| Quantinno Capital Management LP | 180,105 | $129.4M | 0.35% | +80,761+81.3% | Added |
| Altshuler Shaham Ltd | 180,333 | $129.6M | 2.14% | +167,533+1,308.9% | Added |
| Allianz Asset Management GmbH | 182,319 | $131.0M | 0.16% | +10,176+5.9% | Added |
| Aviva PLC | 183,504 | $131.9M | 0.24% | +8,600+4.9% | Added |
| Durable Capital Partners LP | 187,836 | $135.0M | 1.00% | 00.0% | Unchanged |
| Swedbank AB | 193,670 | $139.2M | 0.14% | +510+0.3% | Added |
| Citadel Advisors LLC | 198,363 | $142.5M | 0.11% | −780,196−79.7% | Reduced |
| Macquarie Group Ltd | 202,499 | $145.5M | 0.17% | −100,261−33.1% | Reduced |
| No Street GP LP | 205,000 | $147.3M | 9.79% | −135,000−39.7% | Reduced |
| Keenan Capital, LLC | 205,710 | $147.8M | 28.85% | −60,800−22.8% | Reduced |
| WT Asset Management Ltd | 206,800 | $148.6M | 6.86% | +120,000+138.2% | Added |
| New York State Teachers Retirement System | 212,539 | $152.7M | 0.30% | +207,476+4,097.9% | Added |
| Polar Capital Holdings Plc | 213,117 | $153.1M | 0.74% | +213,117 | New |
| Wealth Enhancement Advisory Services, LLC | 249,541 | $157.7M | 0.24% | +108,161+76.5% | Added |
| State Board of Administration of Florida Retirement System | 219,566 | $157.8M | 0.28% | −23,714−9.7% | Reduced |
| Davis Selected Advisers | 223,574 | $160.6M | 0.84% | +8,501+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 231,692 | $163.1M | 0.26% | +52,021+29.0% | Added |
| Nordea Investment Management AB | 229,814 | $163.5M | 0.14% | +15,959+7.5% | Added |
| Canada Pension Plan Investment Board | 237,014 | $170.3M | 0.12% | −188,608−44.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 246,200 | $176.9M | 0.28% | +246,200 | New |
| Prudential Financial Inc | 246,970 | $177.5M | 0.21% | +114,968+87.1% | Added |
| Toronto Dominion Bank | 251,218 | $180.5M | 0.35% | +78,791+45.7% | Added |
| Andra AP-fonden | 251,600 | $180.8M | 2.31% | −25,000−9.0% | Reduced |
| IMC-Chicago, LLC | 259,198 | $186.2M | 3.30% | +202,957+360.9% | Added |
| Russell Investments Group, Ltd. | 266,656 | $191.5M | 0.22% | +36,603+15.9% | Added |
| LPL Financial LLC | 266,853 | $191.7M | 0.06% | +23,551+9.7% | Added |
| Augustine Asset Management Inc | 267,690 | $192.3M | 38.70% | −8,995−3.3% | Reduced |
| Zurich Insurance Group Ltd | 277,975 | $199.7M | 1.43% | +277,975 | New |
| FIL Ltd | 288,108 | $207.0M | 0.16% | +30,773+12.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 293,112 | $210.6M | 0.35% | +21,476+7.9% | Added |
| Neuberger Berman Group LLC | 306,646 | $220.3M | 0.16% | +4,497+1.5% | Added |
| STRS Ohio | 306,904 | $220.5M | 0.81% | −51,020−14.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 310,604 | $223.2M | 0.49% | −20,807−6.3% | Reduced |
| Korea Investment CORP | 312,195 | $224.3M | 0.46% | +56,819+22.2% | Added |
| Raymond James Financial Inc | 312,804 | $224.8M | 0.07% | +7,238+2.4% | Added |
| Blair William & Co | 316,388 | $227.3M | 0.61% | +163,210+106.5% | Added |
| AustralianSuper Pty Ltd | 318,294 | $228.7M | 1.08% | +45,683+16.8% | Added |
| Schroder Investment Management Group | 318,377 | $228.8M | 0.18% | −53,164−14.3% | Reduced |
| Bank of Montreal | 320,997 | $230.6M | 0.10% | +245,670+326.1% | Added |
| New York State Common Retirement Fund | 321,094 | $230.7M | 0.30% | −25,347−7.3% | Reduced |
| Principal Financial Group Inc | 326,999 | $235.0M | 0.12% | +295,753+946.5% | Added |
| Greenstone Partners & Co., LLC | 344,251 | $247.4M | 45.23% | −4,264−1.2% | Reduced |
| Ameriprise Financial Inc | 361,986 | $260.1M | 0.06% | +77,748+27.4% | Added |
| California State Teachers Retirement System | 363,640 | $261.3M | 0.27% | +1,051+0.3% | Added |
| Citigroup Inc | 382,865 | $275.1M | 0.19% | −12,229−3.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 383,742 | $275.7M | 0.44% | +60,945+18.9% | Added |
| ProShare Advisors LLC | 390,880 | $280.9M | 0.59% | −28,200−6.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 391,315 | $281.2M | 8.49% | −270−0.1% | Reduced |
| HSBC Holdings PLC | 422,474 | $302.7M | 0.18% | +218,519+107.1% | Added |
| Victory Capital Management Inc | 421,510 | $302.9M | 0.19% | +1,076+0.3% | Added |
| 1832 Asset Management L.P. | 421,741 | $303.0M | 0.51% | −50,143−10.6% | Reduced |
| California Public Employees Retirement System | 444,020 | $319.0M | 0.19% | +27,354+6.6% | Added |
| TD Asset Management Inc | 446,027 | $320.5M | 0.26% | +90,338+25.4% | Added |
| SEI Investments Co | 446,154 | $320.6M | 0.34% | +29,398+7.1% | Added |
| Rhumbline Advisers | 462,445 | $332.3M | 0.27% | +173,795+60.2% | Added |
| Envestnet Asset Management Inc | 470,289 | $337.9M | 0.10% | −37,141−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 483,534 | $347.4M | 0.27% | +145,905+43.2% | Added |
| D. E. Shaw & Co., Inc. | 491,222 | $353.0M | 0.28% | −1,374,530−73.7% | Reduced |
| Voya Investment Management LLC | 496,560 | $356.8M | 0.36% | +348,548+235.5% | Added |
| Lord, Abbett & Co. LLC | 497,273 | $357.3M | 1.06% | +86,997+21.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,113 | $389.5M | 0.28% | +304,142+127.8% | Added |
| Ensign Peak Advisors, Inc | 559,127 | $401.8M | 0.66% | +153,380+37.8% | Added |
| First Trust Advisors LP | 562,050 | $403.9M | 0.30% | −158,357−22.0% | Reduced |
| Susquehanna International Group, LLP | 563,344 | $404.8M | 0.59% | −55,839−9.0% | Reduced |
| Castle Hook Partners LP | 605,019 | $434.7M | 6.58% | +378,848+167.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 619,204 | $444.9M | 0.26% | +10,930+1.8% | Added |
| Axiom Investors LLC | 620,481 | $445.8M | 3.28% | +620,481 | New |
| Amundi | 787,060 | $462.0M | 0.15% | −512,080−39.4% | Reduced |
| Swiss National Bank | 665,290 | $478.0M | 0.28% | −36,900−5.3% | Reduced |
| Nuveen, LLC | 675,010 | $485.0M | 0.13% | +171,727+34.1% | Added |