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
- 1,452
- +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
- 433 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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 246,970 | $177.5M | 0.21% | +114,968+87.1% | Added |
| Adage Capital Partners GP, L.L.C. | 246,200 | $176.9M | 0.28% | +246,200 | New |
| Canada Pension Plan Investment Board | 237,014 | $170.3M | 0.12% | −188,608−44.3% | Reduced |
| Nordea Investment Management AB | 229,814 | $163.5M | 0.14% | +15,959+7.5% | Added |
| Allspring Global Investments Holdings, LLC | 231,692 | $163.1M | 0.26% | +52,021+29.0% | Added |
| Davis Selected Advisers | 223,574 | $160.6M | 0.84% | +8,501+4.0% | Added |
| State Board of Administration of Florida Retirement System | 219,566 | $157.8M | 0.28% | −23,714−9.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 249,541 | $157.7M | 0.24% | +108,161+76.5% | Added |
| Polar Capital Holdings Plc | 213,117 | $153.1M | 0.74% | +213,117 | New |
| New York State Teachers Retirement System | 212,539 | $152.7M | 0.30% | +207,476+4,097.9% | Added |
| WT Asset Management Ltd | 206,800 | $148.6M | 6.86% | +120,000+138.2% | Added |
| Keenan Capital, LLC | 205,710 | $147.8M | 28.85% | −60,800−22.8% | Reduced |
| No Street GP LP | 205,000 | $147.3M | 9.79% | −135,000−39.7% | Reduced |
| Macquarie Group Ltd | 202,499 | $145.5M | 0.17% | −100,261−33.1% | Reduced |
| Citadel Advisors LLC | 198,363 | $142.5M | 0.11% | −780,196−79.7% | Reduced |
| Swedbank AB | 193,670 | $139.2M | 0.14% | +510+0.3% | Added |
| Durable Capital Partners LP | 187,836 | $135.0M | 1.00% | 00.0% | Unchanged |
| Aviva PLC | 183,504 | $131.9M | 0.24% | +8,600+4.9% | Added |
| Allianz Asset Management GmbH | 182,319 | $131.0M | 0.16% | +10,176+5.9% | Added |
| Altshuler Shaham Ltd | 180,333 | $129.6M | 2.14% | +167,533+1,308.9% | Added |
| Quantinno Capital Management LP | 180,105 | $129.4M | 0.35% | +80,761+81.3% | Added |
| Thrivent Financial for Lutherans | 180,016 | $129.3M | 0.25% | +170,543+1,800.3% | Added |
| AQR Capital Management LLC | 182,491 | $129.1M | 0.08% | −36,561−16.7% | Reduced |
| AXA Investment Managers S.A. | 178,661 | $128.4M | 0.35% | +178,661 | New |
| Mane Global Capital Management LP | 176,319 | $126.7M | 5.94% | −72,245−29.1% | Reduced |
| Spyglass Capital Management LLC | 175,917 | $126.4M | 6.74% | −79,270−31.1% | Reduced |
| Primecap Management Co | 174,325 | $125.3M | 0.10% | −233,200−57.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 173,838 | $124.9M | 0.39% | +78,746+82.8% | Added |
| Maplelane Capital, LLC | 167,000 | $120.0M | 5.77% | +51,710+44.9% | Added |
| Marsico Capital Management LLC | 166,155 | $119.4M | 3.06% | +122,497+280.6% | Added |
| Steadview Capital Management LLC | 165,275 | $118.8M | 17.02% | −54,405−24.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 162,525 | $116.8M | 0.30% | −210,448−56.4% | Reduced |
| Agf Management Ltd | 161,855 | $116.3M | 0.51% | +161,855 | New |
| Danske Bank A/S | 161,523 | $116.1M | 0.29% | −50,816−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 161,138 | $115.8M | 0.10% | +143,507+813.9% | Added |
| Pacer Advisors, Inc. | 151,347 | $108.7M | 0.28% | +50,107+49.5% | Added |
| Storebrand Asset Management AS | 148,093 | $106.4M | 0.28% | −3,623−2.4% | Reduced |
| Panagora Asset Management Inc | 143,978 | $103.5M | 0.42% | +74,787+108.1% | Added |
| Frontier Capital Management Co LLC | 142,788 | $102.6M | 0.92% | −29,610−17.2% | Reduced |
| Los Angeles Capital Management LLC | 142,678 | $102.5M | 0.35% | +5,097+3.7% | Added |
| Natixis Advisors, L.P. | 141,245 | $101.5M | 0.15% | +3,545+2.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 138,381 | $99.4M | 0.27% | +138,381 | New |
| Palestra Capital Management LLC | 138,221 | $99.3M | 3.26% | −46,779−25.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 137,345 | $98.7M | 0.18% | −17,594−11.4% | Reduced |
| Epoch Investment Partners, Inc. | 136,807 | $98.3M | 0.54% | −5,639−4.0% | Reduced |
| Marex Group plc | 134,446 | $96.6M | 1.20% | +78,402+139.9% | Added |
| National Bank of Canada | 134,051 | $96.3M | 0.11% | −39,314−22.7% | Reduced |
| Treasurer of the State of North Carolina | 132,613 | $95.3M | 0.29% | −6,576−4.7% | Reduced |
| State of Wisconsin Investment Board | 130,447 | $93.7M | 0.22% | −1,512−1.1% | Reduced |
| CI Private Wealth, LLC | 130,308 | $93.6M | 0.15% | +111,278+584.8% | Added |
| DekaBank Deutsche Girozentrale | 130,549 | $93.5M | 0.16% | 00.0% | Unchanged |
| Kinetic Partners Management, LP | 128,106 | $92.0M | 4.46% | +8,930+7.5% | Added |
| Braun Stacey Associates Inc | 126,835 | $91.1M | 2.99% | −8,011−5.9% | Reduced |
| Handelsbanken Fonder AB | 125,211 | $90.0M | 0.29% | −946−0.7% | Reduced |
| Royal London Asset Management Ltd | 122,477 | $88.0M | 0.19% | −7,453−5.7% | Reduced |
| Scopus Asset Management, L.P. | 121,000 | $86.9M | 2.07% | −34,000−21.9% | Reduced |
| NEOS Investment Management LLC | 120,894 | $86.9M | 0.65% | +67,707+127.3% | Added |
| KBC Group NV | 118,195 | $84.9M | 0.20% | +24,923+26.7% | Added |
| CIBC Asset Management Inc | 117,126 | $84.2M | 0.24% | +15,074+14.8% | Added |
| Holocene Advisors, LP | 115,882 | $83.3M | 0.19% | +59,608+105.9% | Added |
| Ci Investments Inc. | 115,608 | $83.1M | 0.30% | −10,429−8.3% | Reduced |
| RBF Capital, LLC | 114,955 | $82.6M | 3.80% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 113,200 | $81.3M | 6.32% | −6,425−5.4% | Reduced |
| Steadfast Capital Management LP | 110,287 | $79.2M | 1.43% | −145,624−56.9% | Reduced |
| Rafferty Asset Management, LLC | 110,131 | $79.1M | 0.26% | +73,855+203.6% | Added |
| Pictet Asset Management Holding SA | 106,618 | $76.6M | 0.07% | +4,841+4.8% | Added |
| Pacific Heights Asset Management LLC | 105,000 | $75.4M | 3.34% | +38,000+56.7% | Added |
| Stifel Financial Corp | 102,739 | $73.8M | 0.07% | +5,714+5.9% | Added |
| Mariner, LLC | 101,931 | $73.2M | 0.09% | −15,073−12.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 99,144 | $71.2M | 0.13% | −35,832−26.5% | Reduced |
| Asset Management One Co.,Ltd. | 98,814 | $71.0M | 0.21% | +9,278+10.4% | Added |
| Mackenzie Financial Corp | 98,037 | $70.4M | 0.09% | +70,981+262.3% | Added |
| TimesSquare Capital Management, LLC | 98,007 | $70.4M | 1.01% | −161,654−62.3% | Reduced |
| Trivest Advisors Ltd | 98,000 | $70.4M | 2.25% | −157,700−61.7% | Reduced |
| Federated Hermes, Inc. | 97,662 | $70.2M | 0.12% | −401,340−80.4% | Reduced |
| Public Employees Retirement System of Ohio | 97,561 | $70.1M | 0.22% | −2,058−2.1% | Reduced |
| KLP Kapitalforvaltning AS | 95,950 | $68.9M | 0.27% | −13,900−12.7% | Reduced |
| 3G Capital Partners LP | 95,000 | $68.3M | 16.17% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 90,766 | $65.2M | 18.42% | −7,580−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 90,190 | $64.8M | 0.17% | +6,666+8.0% | Added |
| Dorsal Capital Management, LLC | 90,000 | $64.7M | 1.75% | −10,000−10.0% | Reduced |
| Teacher Retirement System of Texas | 88,578 | $63.6M | 0.26% | −71,290−44.6% | Reduced |
| Rheos Capital Works Inc. | 88,000 | $63.2M | 3.54% | +88,000 | New |
| Daiwa Securities Group Inc. | 87,738 | $63.0M | 0.21% | +13,930+18.9% | Added |
| Mn Services Vermogensbeheer B.V. | 87,700 | $63.0M | 0.41% | +1,000+1.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 87,450 | $62.8M | 0.33% | +17,185+24.5% | Added |
| Creative Planning | 87,280 | $62.7M | 0.05% | +5,243+6.4% | Added |
| Smith Group Asset Management, LLC | 86,327 | $62.0M | 3.56% | −26,606−23.6% | Reduced |
| Clear Street Group Inc. | 84,579 | $60.8M | 0.30% | +84,579 | New |
| Alta Park Capital, LP | 84,422 | $60.7M | 6.11% | +26,945+46.9% | Added |
| Flputnam Investment Management Co | 83,491 | $60.0M | 0.90% | +78,463+1,560.5% | Added |
| Baker Avenue Asset Management, LP | 83,475 | $60.0M | 1.44% | +66,473+391.0% | Added |
| Forsta Ap-Fonden | 82,700 | $59.4M | 0.35% | −4,700−5.4% | Reduced |
| Vident Advisory, LLC | 81,970 | $58.9M | 0.58% | +64,092+358.5% | Added |
| Gotham Asset Management, LLC | 81,703 | $58.7M | 0.26% | +1,033+1.3% | Added |
| Logan Capital Management Inc | 81,172 | $58.3M | 2.46% | −11,205−12.1% | Reduced |
| DnB Asset Management AS | 80,911 | $58.1M | 0.22% | +36,522+82.3% | Added |
| State of New Jersey Common Pension Fund D | 80,851 | $58.1M | 0.21% | +2,486+3.2% | Added |
| Avala Global LP | 79,800 | $57.3M | 2.37% | +79,800 | New |
| Guggenheim Capital LLC | 79,111 | $56.8M | 0.42% | +4,343+5.8% | Added |