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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,376 | $56.2M | 0.43% | +28,173+56.1% | Added |
| MetLife Investment Management | 77,922 | $56.0M | 0.27% | +63,097+425.6% | Added |
| State of Michigan Retirement System | 77,400 | $55.6M | 0.27% | +73,200+1,742.9% | Added |
| Mediolanum International Funds Ltd | 76,736 | $54.7M | 0.58% | +32,510+73.5% | Added |
| Panview Capital Ltd | 75,681 | $54.4M | 23.13% | −179,537−70.3% | Reduced |
| Woodline Partners LP | 75,059 | $53.9M | 0.25% | +73,666+5,288.3% | Added |
| Cetera Investment Advisers | 74,958 | $53.9M | 0.06% | +15,262+25.6% | Added |
| GF Fund Management Co. Ltd. | 74,113 | $53.3M | 0.97% | +15,725+26.9% | Added |
| Fernbridge Capital Management LP | 74,099 | $53.2M | 2.59% | +33,611+83.0% | Added |
| Resona Asset Management Co.,Ltd. | 72,462 | $52.0M | 0.25% | −992−1.4% | Reduced |
| PointState Capital LP | 72,266 | $51.9M | 0.93% | +72,266 | New |
| Renaissance Group LLC | 71,538 | $51.4M | 1.94% | −31,417−30.5% | Reduced |
| ICONIQ Capital, LLC | 71,370 | $51.3M | 0.64% | −1,127−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,729 | $50.8M | 0.12% | −947−1.3% | Reduced |
| CIBC World Markets Inc. | 70,631 | $50.8M | 0.11% | −15,034−17.5% | Reduced |
| Nissay Asset Management Corp | 70,417 | $50.6M | 0.28% | +1,356+2.0% | Added |
| Advisor Group Holdings, Inc. | 84,350 | $49.6M | 0.07% | +15,491+22.5% | Added |
| Czech National Bank | 68,762 | $49.4M | 0.34% | +68,762 | New |
| Science & Technology Partners, L.P. | 68,450 | $49.2M | 13.96% | −16,550−19.5% | Reduced |
| Arizona State Retirement System | 67,394 | $48.4M | 0.26% | −332−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,462 | $47.8M | 0.12% | +37,020+125.7% | Added |
| Empowered Funds, LLC | 66,222 | $47.6M | 0.48% | +4,061+6.5% | Added |
| Freshford Capital Management, LLC | 65,279 | $46.9M | 13.52% | −12,803−16.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,010 | $46.7M | 0.23% | +65,010 | New |
| O'Shaughnessy Asset Management, LLC | 63,337 | $45.5M | 0.27% | −19,583−23.6% | Reduced |
| Cookson Peirce & Co Inc | 62,800 | $45.1M | 1.85% | +55,136+719.4% | Added |
| MML Investors Services, LLC | 62,773 | $45.1M | 0.12% | −4,798−7.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 62,705 | $45.1M | 0.18% | +9,262+17.3% | Added |
| Broad Bay Capital Management, LP | 62,310 | $44.8M | 5.58% | +62,310 | New |
| Standard Life Aberdeen plc | 62,129 | $44.6M | 0.07% | −52,051−45.6% | Reduced |
| Illinois Municipal Retirement Fund | 61,663 | $44.3M | 0.57% | +2,562+4.3% | Added |
| Nishkama Capital, LLC | 61,616 | $44.3M | 3.97% | +11,190+22.2% | Added |
| Blue Whale Capital LLP | 61,490 | $44.2M | 2.44% | +61,490 | New |
| EULAV Asset Management | 58,501 | $42.0M | 0.98% | −510−0.9% | Reduced |
| Metavasi Capital LP | 58,411 | $42.0M | 14.89% | −14,784−20.2% | Reduced |
| Captrust Financial Advisors | 58,026 | $41.7M | 0.09% | +125+0.2% | Added |
| Nomura Holdings Inc | 57,940 | $41.6M | 0.19% | +36,133+165.7% | Added |
| Retirement Systems of Alabama | 57,750 | $41.5M | 0.14% | +57,750 | New |
| iA Global Asset Management Inc. | 57,383 | $41.2M | 0.56% | −3,811−6.2% | Reduced |
| Amalgamated Bank | 57,158 | $41.1M | 0.29% | +39,088+216.3% | Added |
| Xponance, Inc. | 57,034 | $41.0M | 0.32% | +9,436+19.8% | Added |
| Newbrook Capital Advisors LP | 54,603 | $39.2M | 4.80% | −12,296−18.4% | Reduced |
| TFJ Management, LLC | 54,488 | $39.2M | 26.38% | −23,355−30.0% | Reduced |
| Tiaa Trust, National Association | 52,749 | $37.9M | 0.09% | +42,829+431.7% | Added |
| Moore Capital Management, LP | 52,681 | $37.9M | 0.75% | −68,745−56.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 52,369 | $37.6M | 0.34% | −18,476−26.1% | Reduced |
| Comerica Bank | 52,136 | $37.5M | 0.14% | +24,241+86.9% | Added |
| Investment House LLC | 51,785 | $37.2M | 1.76% | +1,423+2.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,262 | $36.8M | 0.30% | +26,493+107.0% | Added |
| UniSuper Management Pty Ltd | 50,542 | $36.3M | 0.22% | +46,542+1,163.6% | Added |
| Hamilton Capital Partners Inc. | 50,059 | $36.0M | 1.49% | +50,059 | New |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 49,728 | $35.7M | 0.03% | +9,268+22.9% | Added |
| Proem Advisors LLC | 48,772 | $35.0M | 8.43% | +18,772+62.6% | Added |
| Colony Group, LLC | 47,702 | $34.2M | 0.06% | +24,053+101.7% | Added |
| AMF Pensionsforsakring AB | 47,550 | $34.2M | 0.22% | +38,826+445.0% | Added |
| CIBC Bancorp USA Inc. | 47,181 | $33.9M | 0.20% | +47,181 | New |
| Vestor Capital, LLC | 46,381 | $33.3M | 2.14% | −190,190−80.4% | Reduced |
| Ibex Wealth Advisors | 45,663 | $32.8M | 3.14% | +658+1.5% | Added |
| Cozad Asset Management Inc | 45,079 | $32.4M | 2.58% | +1,620+3.7% | Added |
| Prudential PLC | 44,950 | $32.3M | 0.24% | +3,744+9.1% | Added |
| QRG Capital Management, Inc. | 44,726 | $32.1M | 0.39% | −18,182−28.9% | Reduced |
| ING Groep NV | 42,829 | $30.8M | 0.17% | +38,728+944.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 42,585 | $30.6M | 0.42% | +127+0.3% | Added |
| USS Investment Management Ltd | 42,553 | $30.6M | 0.15% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 44,815 | $30.0M | 0.26% | −394−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 39,845 | $28.6M | 1.21% | +3,889+10.8% | Added |
| Capital Impact Advisors, LLC | 39,629 | $28.5M | 6.37% | +1,870+5.0% | Added |
| Utah Retirement Systems | 39,399 | $28.3M | 0.27% | −2,550−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 38,363 | $27.6M | 0.04% | −80,416−67.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 38,358 | $27.6M | 0.22% | +2,152+5.9% | Added |
| Janney Montgomery Scott LLC | 38,289 | $27.5M | 0.07% | −12,364−24.4% | Reduced |
| Virtu Financial LLC | 38,076 | $27.4M | 1.53% | +9,950+35.4% | Added |
| New York Life Investment Management LLC | 36,841 | $26.5M | 0.23% | +36,841 | New |
| Truist Financial Corp | 36,817 | $26.5M | 0.04% | +3,341+10.0% | Added |
| Louisiana State Employees Retirement System | 36,600 | $26.3M | 0.44% | +14,100+62.7% | Added |
| Varma Mutual Pension Insurance Co | 36,400 | $26.2M | 0.17% | +2,900+8.7% | Added |
| TrimTabs Asset Management, LLC | 36,385 | $26.1M | 3.48% | +7,684+26.8% | Added |
| SG Americas Securities, LLC | 35,943 | $25.8M | 0.09% | +15,659+77.2% | Added |
| Virginia Retirement Systems Et Al | 35,700 | $25.7M | 0.17% | +35,700 | New |
| Shelton Capital Management | 35,452 | $25.5M | 0.55% | −5,561−13.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,400 | $25.4M | 0.22% | −14,600−29.2% | Reduced |
| Credit Agricole S A | 35,390 | $25.4M | 0.08% | +35,390 | New |
| JustInvest LLC | 34,321 | $24.7M | 0.25% | +1,138+3.4% | Added |
| Candriam Luxembourg S.C.A. | 34,325 | $24.7M | 0.13% | +2,593+8.2% | Added |
| Mercer Global Advisors Inc | 34,273 | $24.6M | 0.04% | +34,273 | New |
| La Banque Postale Asset Management SA | 33,839 | $24.3M | 0.30% | +9,795+40.7% | Added |
| Kovitz Investment Group Partners, LLC | 33,426 | $24.0M | 0.09% | +26,599+389.6% | Added |
| Toroso Investments, LLC | 33,402 | $24.0M | 0.10% | −87,987−72.5% | Reduced |
| Wealthfront Advisers LLC | 33,272 | $23.9M | 0.06% | +8,742+35.6% | Added |
| British Columbia Investment Management Corp | 33,204 | $23.9M | 0.14% | −3,291−9.0% | Reduced |
| Public Sector Pension Investment Board | 32,923 | $23.7M | 0.09% | −19,801−37.6% | Reduced |
| US Bancorp | 32,608 | $23.4M | 0.03% | −832−2.5% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $22.9M | 2.26% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 31,738 | $22.8M | 0.55% | +20,782+189.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 31,267 | $22.5M | 0.06% | −34−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,918 | $22.2M | 0.06% | −7,627−19.8% | Reduced |
| Oregon Public Employees Retirement Fund | 30,902 | $22.2M | 0.29% | +30,902 | New |
| Intech Investment Management LLC | 30,452 | $21.9M | 0.20% | −59,030−66.0% | Reduced |