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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 693,874 | $498.6M | 0.09% | +268,480+63.1% | Added |
| Rakuten Investment Management, Inc. | 2,026,482 | $515.6M | 2.00% | +2,026,482 | New |
| American Century Companies Inc | 808,703 | $581.1M | 0.30% | −46,433−5.4% | Reduced |
| Capital International Investors | 816,561 | $586.7M | 0.09% | +4,657+0.6% | Added |
| National Pension Service | 832,426 | $598.1M | 0.46% | +42,155+5.3% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 836,782 | $601.3M | 6.90% | +46,800+5.9% | Added |
| Clearbridge Investments, LLC | 862,028 | $619.4M | 0.47% | −70,603−7.6% | Reduced |
| Deutsche Bank AG | 897,133 | $644.6M | 0.22% | −7,249−0.8% | Reduced |
| Barclays PLC | 928,062 | $666.8M | 0.25% | +358,589+63.0% | Added |
| Arrowstreet Capital, Limited Partnership | 942,326 | $677.1M | 0.43% | −966,544−50.6% | Reduced |
| Wells Fargo & Company | 957,428 | $687.9M | 0.14% | +65,329+7.3% | Added |
| Whale Rock Capital Management LLC | 971,404 | $698.0M | 8.22% | −253,120−20.7% | Reduced |
| Renaissance Technologies LLC | 1,001,432 | $719.6M | 0.95% | −379,400−27.5% | Reduced |
| Sands Capital Management, LLC | 1,016,959 | $730.7M | 2.02% | +199,613+24.4% | Added |
| Capital Research Global Investors | 1,035,293 | $743.9M | 0.14% | +1,035,293 | New |
| Massachusetts Financial Services Co | 1,077,106 | $773.9M | 0.24% | +304,369+39.4% | Added |
| Royal Bank of Canada | 1,084,299 | $779.1M | 0.14% | −152,171−12.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,109,138 | $797.0M | 5.80% | −152,196−12.1% | Reduced |
| Sapient Capital LLC | 1,272,462 | $906.5M | 13.95% | −8,029−0.6% | Reduced |
| UBS Asset Management Americas Inc | 1,416,259 | $1.02B | 0.22% | −188,288−11.7% | Reduced |
| Bank of New York Mellon Corp | 1,493,494 | $1.07B | 0.19% | +504,341+51.0% | Added |
| Legal & General Group Plc | 1,529,734 | $1.10B | 0.25% | +112,535+7.9% | Added |
| UBS Group AG | 1,608,615 | $1.16B | 0.23% | +547,751+51.6% | Added |
| Dimensional Fund Advisors LP | 1,783,722 | $1.28B | 0.28% | +30,475+1.7% | Added |
| Charles Schwab Investment Management Inc | 1,858,072 | $1.34B | 0.21% | +872,752+88.6% | Added |
| Fred Alger Management, LLC | 1,891,942 | $1.36B | 5.29% | −435,702−18.7% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,002,989 | $1.44B | 4.45% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,034,725 | $1.46B | 0.46% | +309,791+18.0% | Added |
| Spruce House Investment Management LLC | 2,057,024 | $1.48B | 38.18% | 00.0% | Unchanged |
| Jericho Capital Asset Management L.P. | 2,095,319 | $1.51B | 15.67% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 2,267,855 | $1.63B | 4.00% | +452,040+24.9% | Added |
| Northern Trust Corp | 2,374,460 | $1.71B | 0.22% | +756,660+46.8% | Added |
| Franklin Resources Inc | 2,442,450 | $1.75B | 0.44% | +487,492+24.9% | Added |
| Capital World Investors | 2,635,188 | $1.89B | 0.26% | +8,864+0.3% | Added |
| Kensico Capital Management Corp | 3,118,500 | $2.24B | 34.52% | +95,000+3.1% | Added |
| Bank of America Corp | 3,178,724 | $2.28B | 0.17% | −61,471−1.9% | Reduced |
| Goldman Sachs Group Inc | 3,211,586 | $2.31B | 0.33% | +1,242,159+63.1% | Added |
| Janus Henderson Group PLC | 3,546,576 | $2.55B | 1.16% | +812,739+29.7% | Added |
| Jennison Associates LLC | 3,886,150 | $2.79B | 1.63% | +1,381,970+55.2% | Added |
| Invesco Ltd. | 4,292,752 | $3.08B | 0.49% | +367,083+9.4% | Added |
| WCM Investment Management, LLC | 4,942,079 | $3.52B | 7.32% | −917,344−15.7% | Reduced |
| Morgan Stanley | 5,022,840 | $3.61B | 0.22% | −141,218−2.7% | Reduced |
| Price T Rowe Associates Inc | 5,877,386 | $4.22B | 0.45% | +204,864+3.6% | Added |
| Baillie Gifford & Co | 6,245,960 | $4.49B | 3.32% | −154,269−2.4% | Reduced |
| Geode Capital Management, LLC | 6,718,998 | $4.81B | 0.31% | +3,386,990+101.7% | Added |
| JPMorgan Chase & Co | 7,682,976 | $5.52B | 0.35% | +2,933,933+61.8% | Added |
| State Street Corp | 11,852,466 | $8.52B | 0.30% | +6,237,051+111.1% | Added |
| FMR LLC | 13,706,444 | $9.85B | 0.51% | −681,575−4.7% | Reduced |
| Ieq Capital, LLC | 15,779,921 | $11.3B | 34.42% | +15,724,631+28,440.3% | Added |
| BlackRock, Inc. | 24,929,835 | $17.9B | 0.32% | +5,989,081+31.6% | Added |
| Vanguard Group Inc | 24,954,458 | $17.9B | 0.27% | +7,051,663+39.4% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −1,577,072−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −845,092−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −263,755−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −187,445−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −181,803−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −168,710−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −140,863−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −140,538−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −131,761−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −114,940−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −110,774−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −104,990−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −89,458−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −56,707−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,121−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,114−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,323−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −31,173−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,199−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −26,517−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −24,339−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −24,180−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,032−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −18,438−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −16,933−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −16,037−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −14,710−100.0% | Sold out |
| Nwi Management LP | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −11,464−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −10,236−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,673−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Avenir Tech Ltd | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,989−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,426−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,906−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |