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 |
|---|---|---|---|---|---|
| Discovery Capital Management, LLC | 30,340 | $21.8M | 1.20% | +2,600+9.4% | Added |
| OP Asset Management Ltd | 30,189 | $21.7M | 0.29% | +367+1.2% | Added |
| Swiss Life Asset Management Ltd | 30,109 | $21.6M | 0.11% | −1,037−3.3% | Reduced |
| Selkirk Management LLC | 30,100 | $21.6M | 5.93% | +22,000+271.6% | Added |
| Sanctuary Advisors, LLC | 29,959 | $21.5M | 0.12% | +12,576+72.3% | Added |
| Public Employees Retirement Association of Colorado | 29,795 | $21.4M | 0.08% | −1,027−3.3% | Reduced |
| Wolverine Trading, LLC | 29,910 | $21.3M | 0.43% | −1,383−4.4% | Reduced |
| Mutual of America Capital Management LLC | 29,341 | $21.1M | 0.22% | +29,341 | New |
| Jacobson & Schmitt Advisors, LLC | 29,242 | $21.0M | 3.61% | −4,462−13.2% | Reduced |
| Lazard Asset Management LLC | 29,111 | $20.9M | 0.03% | −3,935−11.9% | Reduced |
| Bank of Nova Scotia | 28,946 | $20.8M | 0.04% | +24,748+589.5% | Added |
| State of Alaska, Department of Revenue | 28,945 | $20.8M | 0.21% | +28,945 | New |
| Yousif Capital Management, LLC | 28,774 | $20.7M | 0.22% | +25,579+800.6% | Added |
| Federation des caisses Desjardins du Quebec | 28,636 | $20.6M | 0.08% | +5,576+24.2% | Added |
| Calamos Advisors LLC | 28,128 | $20.2M | 0.08% | +16,335+138.5% | Added |
| Thoroughbred Financial Services, LLC | 28,126 | $20.2M | 1.25% | +758+2.8% | Added |
| Cunning Capital Partners, LP | 28,037 | $20.1M | 9.33% | −5,460−16.3% | Reduced |
| Stratos Wealth Partners, LTD. | 27,831 | $20.0M | 0.24% | +7,271+35.4% | Added |
| Berkshire Capital Holdings Inc | 27,660 | $19.9M | 6.04% | −5,150−15.7% | Reduced |
| Profund Advisors LLC | 27,164 | $19.5M | 0.63% | +4,275+18.7% | Added |
| Vontobel Holding Ltd. | 26,902 | $19.3M | 0.06% | +9,300+52.8% | Added |
| Commonwealth Equity Services, LLC | 26,862 | $19.3M | 0.02% | +996+3.9% | Added |
| Venture Visionary Partners LLC | 26,585 | $19.1M | 0.66% | +3,427+14.8% | Added |
| State of Tennessee, Treasury Department | 26,450 | $19.0M | 0.06% | +26,450 | New |
| M&T Bank Corp | 26,329 | $18.9M | 0.06% | −8,356−24.1% | Reduced |
| Pathstone Holdings, LLC | 26,260 | $18.9M | 0.07% | +7,365+39.0% | Added |
| Crossmark Global Holdings, Inc. | 25,819 | $18.6M | 0.28% | +4,535+21.3% | Added |
| Smithbridge Asset Management Inc | 25,379 | $18.2M | 2.65% | −500−1.9% | Reduced |
| Investment Management Corp of Ontario | 24,928 | $17.9M | 0.27% | +16,768+205.5% | Added |
| Advisory Services Network, LLC | 24,885 | $17.9M | 0.26% | −1,455−5.5% | Reduced |
| Bridgewater Associates, LP | 24,454 | $17.6M | 0.07% | +17,039+229.8% | Added |
| HighTower Advisors, LLC | 24,171 | $17.4M | 0.02% | +7,241+42.8% | Added |
| Navellier & Associates Inc | 24,135 | $17.3M | 1.76% | +963+4.2% | Added |
| Oppenheimer & Co Inc | 24,115 | $17.3M | 0.21% | +5,829+31.9% | Added |
| Motley Fool Asset Management LLC | 23,338 | $16.8M | 0.69% | +23,338 | New |
| Generali Asset Management SPA SGR | 23,303 | $16.7M | 0.36% | +16+0.1% | Added |
| Millennium Management LLC | 23,299 | $16.7M | 0.01% | −2,574,629−99.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,244 | $16.7M | 0.13% | +9,706+71.7% | Added |
| Dakota Wealth Management | 23,055 | $16.6M | 0.33% | +2,969+14.8% | Added |
| Delta Global Management LP | 22,917 | $16.5M | 1.21% | −21,275−48.1% | Reduced |
| Cresset Asset Management, LLC | 22,771 | $16.4M | 0.07% | −288−1.2% | Reduced |
| Parnassus Investments | 22,707 | $16.3M | 0.04% | −138−0.6% | Reduced |
| Vinva Investment Management Ltd | 22,853 | $16.3M | 0.33% | −6,045−20.9% | Reduced |
| Hancock Whitney Corp | 22,310 | $16.0M | 0.29% | +20,494+1,128.5% | Added |
| Nisa Investment Advisors, LLC | 22,294 | $16.0M | 0.06% | +12,208+121.0% | Added |
| Cerity Partners LLC | 22,260 | $16.0M | 0.03% | +1,318+6.3% | Added |
| Assetmark, Inc | 21,870 | $15.7M | 0.03% | +2,464+12.7% | Added |
| ASR Vermogensbeheer N.V. | 21,816 | $15.7M | 0.19% | −79−0.4% | Reduced |
| Brinker Capital Investments, LLC | 21,466 | $15.4M | 0.12% | −3,425−13.8% | Reduced |
| Elo Mutual Pension Insurance Co | 21,439 | $15.4M | 0.25% | +2,784+14.9% | Added |
| Linden Thomas Advisory Services, LLC | 21,388 | $15.4M | 1.56% | +346+1.6% | Added |
| Aptus Capital Advisors, LLC | 21,045 | $15.1M | 0.14% | −6,465−23.5% | Reduced |
| MAI Capital Management | 21,017 | $15.1M | 0.09% | −44,313−67.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,969 | $15.1M | 0.11% | −203,537−90.7% | Reduced |
| TD Waterhouse Canada Inc. | 21,249 | $15.0M | 0.10% | +18,744+748.3% | Added |
| Second Line Capital, LLC | 20,813 | $15.0M | 3.10% | −6,333−23.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 20,621 | $14.8M | 1.22% | −465−2.2% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $14.7M | 0.03% | −3,500−14.6% | Reduced |
| Winton Group Ltd | 20,300 | $14.6M | 0.55% | +13,722+208.6% | Added |
| Centaurus Financial, Inc. | 20,099 | $14.4M | 0.68% | −426−2.1% | Reduced |
| GWM Advisors LLC | 19,889 | $14.3M | 0.06% | +5,366+36.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 19,817 | $14.2M | 3.33% | −2,176−9.9% | Reduced |
| Nearwater Capital Markets, Ltd | 19,700 | $14.2M | 0.19% | +19,700 | New |
| Oppenheimer Asset Management Inc. | 19,558 | $14.1M | 0.15% | +497+2.6% | Added |
| Armistice Capital, LLC | 19,520 | $14.0M | 0.44% | +4,450+29.5% | Added |
| Ossiam | 19,487 | $14.0M | 0.18% | +14,618+300.2% | Added |
| Norinchukin Bank, The | 19,389 | $13.9M | 0.19% | +10,220+111.5% | Added |
| Loup Funds, LLC | 19,370 | $13.9M | 5.54% | +19,370 | New |
| Park Avenue Securities LLC | 19,176 | $13.8M | 0.11% | −1,714−8.2% | Reduced |
| Horizon Investment Services, LLC | 18,078 | $13.0M | 4.90% | −404−2.2% | Reduced |
| Oak Ridge Investments LLC | 17,998 | $12.9M | 0.84% | +380+2.2% | Added |
| Mizuho Securities USA LLC | 19,717 | $12.8M | 0.26% | +19,717 | New |
| The PNC Financial Services Group, Inc. | 17,645 | $12.7M | 0.01% | +9,379+113.5% | Added |
| Pinebridge Investments, L.P. | 17,569 | $12.6M | 0.09% | −23,916−57.6% | Reduced |
| Freestone Capital Holdings, LLC | 17,548 | $12.6M | 0.39% | +41+0.2% | Added |
| Ethic Inc. | 17,459 | $12.5M | 0.21% | +10,489+150.5% | Added |
| Atreides Management, LP | 17,378 | $12.5M | 0.32% | +17,378 | New |
| Left Brain Wealth Management, LLC | 17,322 | $12.4M | 3.91% | +2,350+15.7% | Added |
| Insight Holdings Group, LLC | 16,900 | $12.1M | 0.75% | +3,000+21.6% | Added |
| FORA Capital, LLC | 16,793 | $12.1M | 2.13% | +16,793 | New |
| Thames Capital Management LLC | 16,702 | $12.0M | 1.73% | +8,925+114.8% | Added |
| Man Group plc | 16,490 | $11.8M | 0.02% | −60,817−78.7% | Reduced |
| Beck Bode, LLC | 16,427 | $11.8M | 1.91% | −1,302−7.3% | Reduced |
| LGT Group Foundation | 16,529 | $11.6M | 0.13% | +526+3.3% | Added |
| Westpac Banking Corp | 16,146 | $11.6M | 0.72% | +280+1.8% | Added |
| Hartford Investment Management Co | 15,861 | $11.4M | 0.34% | +15,861 | New |
| Prospera Financial Services Inc | 15,679 | $11.3M | 0.19% | +1,408+9.9% | Added |
| Strategic Global Advisors, LLC | 15,525 | $11.2M | 1.69% | −258−1.6% | Reduced |
| Seascape Capital Management | 15,493 | $11.1M | 3.19% | +492+3.3% | Added |
| Erste Asset Management GmbH | 15,530 | $11.1M | 0.11% | −41,550−72.8% | Reduced |
| Diversify Advisory Services, LLC | 17,410 | $11.0M | 0.37% | −307−1.7% | Reduced |
| Dilation Capital Management LP | 15,162 | $10.9M | 5.40% | −5,058−25.0% | Reduced |
| Segment Wealth Management, LLC | 15,140 | $10.9M | 0.65% | −378−2.4% | Reduced |
| Jane Street Group, LLC | 15,074 | $10.8M | 0.01% | −337,573−95.7% | Reduced |
| CWM Advisors, LLC | 15,060 | $10.8M | 1.05% | +1,095+7.8% | Added |
| Lido Advisors, LLC | 15,019 | $10.8M | 0.04% | +1,511+11.2% | Added |
| Silvant Capital Management LLC | 15,001 | $10.8M | 0.37% | +959+6.8% | Added |
| Penserra Capital Management LLC | 14,982 | $10.8M | 0.13% | +8,332+125.3% | Added |
| Kentucky Retirement Systems | 14,969 | $10.8M | 0.30% | −1,835−10.9% | Reduced |
| Zevenbergen Capital Investments LLC | 14,862 | $10.7M | 0.21% | +14,862 | New |