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, Q4 2025
Institutional positions in AppLovin Corp as of Dec 31, 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
- 1,594
- +165 vs. Q3 2025
- Shares held
- 243.2M
- +1.94M (+0.8%) vs. Q3 2025
- Total value
- $163.8B
- −$8.44B (−4.9%) vs. Q3 2025
- New holders
- 297
- 659 more added
- Sold out
- 132
- 538 more reduced
23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,120,575 | $16.9B | 0.25% | +166,117+0.7% | Added |
| BlackRock, Inc. | 24,171,697 | $16.3B | 0.28% | −758,138−3.0% | Reduced |
| Ieq Capital, LLC | 15,685,398 | $10.6B | 31.64% | −94,523−0.6% | Reduced |
| FMR LLC | 13,091,028 | $8.82B | 0.45% | −615,416−4.5% | Reduced |
| State Street Corp | 11,904,843 | $8.02B | 0.27% | +52,377+0.4% | Added |
| Invesco Ltd. | 11,731,658 | $7.91B | 0.75% | +7,438,906+173.3% | Added |
| Geode Capital Management, LLC | 7,167,003 | $4.82B | 0.30% | +448,005+6.7% | Added |
| JPMorgan Chase & Co | 7,053,011 | $4.75B | 0.32% | −629,965−8.2% | Reduced |
| Baillie Gifford & Co | 6,166,349 | $4.16B | 3.45% | −79,611−1.3% | Reduced |
| Price T Rowe Associates Inc | 6,089,735 | $4.10B | 0.44% | +212,349+3.6% | Added |
| Morgan Stanley | 5,561,646 | $3.75B | 0.22% | +538,806+10.7% | Added |
| WCM Investment Management, LLC | 4,756,310 | $3.30B | 6.79% | −185,769−3.8% | Reduced |
| Bank of America Corp | 3,610,573 | $2.43B | 0.18% | +431,849+13.6% | Added |
| Janus Henderson Group PLC | 3,242,235 | $2.18B | 0.98% | −304,341−8.6% | Reduced |
| Kensico Capital Management Corp | 3,118,500 | $2.10B | 35.71% | 00.0% | Unchanged |
| Norges Bank | 3,027,991 | $2.04B | 0.22% | +3,027,991 | New |
| Capital World Investors | 2,778,549 | $1.87B | 0.25% | +143,361+5.4% | Added |
| Jennison Associates LLC | 2,737,024 | $1.84B | 1.11% | −1,149,126−29.6% | Reduced |
| Goldman Sachs Group Inc | 2,475,389 | $1.67B | 0.24% | −736,197−22.9% | Reduced |
| Northern Trust Corp | 2,399,504 | $1.62B | 0.21% | +25,044+1.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,185,747 | $1.47B | 3.69% | −82,108−3.6% | Reduced |
| Jericho Capital Asset Management L.P. | 2,095,319 | $1.41B | 16.09% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,905,850 | $1.28B | 0.20% | +47,778+2.6% | Added |
| Franklin Resources Inc | 1,834,448 | $1.24B | 0.30% | −608,002−24.9% | Reduced |
| UBS Group AG | 1,825,838 | $1.23B | 0.24% | +217,223+13.5% | Added |
| Spruce House Investment Management LLC | 1,799,729 | $1.21B | 35.17% | −257,295−12.5% | Reduced |
| Alliancebernstein L.P. | 1,701,969 | $1.15B | 0.36% | −332,756−16.4% | Reduced |
| Fred Alger Management, LLC | 1,672,394 | $1.13B | 4.42% | −219,548−11.6% | Reduced |
| UBS Asset Management Americas Inc | 1,588,436 | $1.07B | 0.23% | +172,177+12.2% | Added |
| Legal & General Group Plc | 1,506,428 | $1.02B | 0.23% | −23,306−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,486,012 | $1.00B | 0.21% | −297,710−16.7% | Reduced |
| Sands Capital Management, LLC | 1,463,351 | $986.0M | 3.00% | +446,392+43.9% | Added |
| Amundi | 1,426,896 | $961.5M | 0.26% | +639,836+81.3% | Added |
| Bank of New York Mellon Corp | 1,408,304 | $948.9M | 0.17% | −85,190−5.7% | Reduced |
| Sapient Capital LLC | 1,271,364 | $882.0M | 12.39% | −1,098−0.1% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,292,984 | $871.2M | 2.93% | −710,005−35.4% | Reduced |
| Capital Research Global Investors | 1,209,631 | $815.1M | 0.15% | +174,338+16.8% | Added |
| Royal Bank of Canada | 1,143,383 | $770.4M | 0.14% | +59,084+5.4% | Added |
| Barclays PLC | 1,118,426 | $753.6M | 0.30% | +190,364+20.5% | Added |
| Massachusetts Financial Services Co | 1,010,989 | $681.2M | 0.22% | −66,117−6.1% | Reduced |
| American Century Companies Inc | 1,000,279 | $674.0M | 0.34% | +191,576+23.7% | Added |
| Capital International Investors | 981,214 | $661.2M | 0.10% | +164,653+20.2% | Added |
| Wells Fargo & Company | 972,258 | $655.1M | 0.13% | +14,830+1.5% | Added |
| Wellington Management Group LLP | 882,213 | $594.5M | 0.10% | +188,339+27.1% | Added |
| Deutsche Bank AG | 863,098 | $581.6M | 0.19% | −34,035−3.8% | Reduced |
| Whale Rock Capital Management LLC | 808,356 | $544.7M | 6.97% | −163,048−16.8% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 780,530 | $525.9M | 3.86% | −328,608−29.6% | Reduced |
| Clearbridge Investments, LLC | 741,609 | $499.7M | 0.40% | −120,419−14.0% | Reduced |
| Nuveen, LLC | 709,404 | $478.0M | 0.13% | +34,394+5.1% | Added |
| National Pension Service | 703,285 | $473.9M | 0.35% | −129,141−15.5% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $451.0M | 4.21% | −167,500−20.0% | Reduced |
| Swiss National Bank | 632,310 | $426.1M | 0.25% | −32,980−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 617,750 | $416.3M | 0.26% | +134,216+27.8% | Added |
| Axiom Investors LLC | 581,244 | $391.7M | 3.44% | −39,237−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 576,709 | $388.6M | 0.23% | −42,495−6.9% | Reduced |
| Citigroup Inc | 545,658 | $367.7M | 0.25% | +162,793+42.5% | Added |
| First Trust Advisors LP | 544,690 | $367.0M | 0.27% | −17,360−3.1% | Reduced |
| ProShare Advisors LLC | 541,628 | $365.0M | 0.64% | +150,748+38.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 568,365 | $351.4M | 0.24% | +26,252+4.8% | Added |
| Ensign Peak Advisors, Inc | 486,226 | $327.6M | 0.58% | −72,901−13.0% | Reduced |
| Voya Investment Management LLC | 473,952 | $319.4M | 0.31% | −22,608−4.6% | Reduced |
| California Public Employees Retirement System | 464,570 | $313.0M | 0.18% | +20,550+4.6% | Added |
| D. E. Shaw & Co., Inc. | 463,237 | $312.1M | 0.24% | −27,985−5.7% | Reduced |
| Rhumbline Advisers | 446,535 | $300.9M | 0.24% | −15,910−3.4% | Reduced |
| Envestnet Asset Management Inc | 435,391 | $293.4M | 0.09% | −34,898−7.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 428,832 | $289.1M | 0.43% | +45,090+11.8% | Added |
| HSBC Holdings PLC | 416,887 | $281.7M | 0.16% | −5,587−1.3% | Reduced |
| SEI Investments Co | 405,884 | $273.5M | 0.27% | −40,270−9.0% | Reduced |
| Castle Hook Partners LP | 393,813 | $265.4M | 3.82% | −211,206−34.9% | Reduced |
| Victory Capital Management Inc | 393,617 | $265.2M | 0.15% | −27,893−6.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 390,989 | $263.5M | 7.42% | −326−0.1% | Reduced |
| Susquehanna International Group, LLP | 384,041 | $258.8M | 0.36% | −179,303−31.8% | Reduced |
| Bank of Montreal | 376,109 | $253.4M | 0.10% | +55,112+17.2% | Added |
| TD Asset Management Inc | 359,952 | $242.5M | 0.20% | −86,075−19.3% | Reduced |
| California State Teachers Retirement System | 358,705 | $241.7M | 0.24% | −4,935−1.4% | Reduced |
| Canada Pension Plan Investment Board | 355,021 | $239.2M | 0.16% | +118,007+49.8% | Added |
| Arrowstreet Capital, Limited Partnership | 347,466 | $234.1M | 0.14% | −594,860−63.1% | Reduced |
| Principal Financial Group Inc | 337,649 | $227.5M | 0.12% | +10,650+3.3% | Added |
| 1832 Asset Management L.P. | 331,578 | $223.4M | 0.28% | −90,163−21.4% | Reduced |
| Renaissance Technologies LLC | 318,821 | $214.8M | 0.33% | −682,611−68.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 334,886 | $206.6M | 0.28% | +85,345+34.2% | Added |
| LPL Financial LLC | 303,760 | $204.7M | 0.06% | +36,907+13.8% | Added |
| Lord, Abbett & Co. LLC | 298,861 | $201.4M | 0.62% | −198,412−39.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 294,591 | $199.3M | 0.32% | +1,479+0.5% | Added |
| Blair William & Co | 294,439 | $198.4M | 0.53% | −21,949−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 292,608 | $197.2M | 0.47% | −17,996−5.8% | Reduced |
| FIL Ltd | 285,564 | $192.4M | 0.14% | −2,544−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 280,064 | $188.9M | 0.22% | +213,602+321.4% | Added |
| Ameriprise Financial Inc | 274,905 | $185.3M | 0.04% | −87,081−24.1% | Reduced |
| Augustine Asset Management Inc | 263,330 | $177.4M | 35.43% | −4,360−1.6% | Reduced |
| Raymond James Financial Inc | 257,111 | $173.4M | 0.05% | −55,693−17.8% | Reduced |
| Thrivent Financial for Lutherans | 256,117 | $172.7M | 0.31% | +76,101+42.3% | Added |
| New York State Common Retirement Fund | 253,714 | $171.0M | 0.23% | −67,380−21.0% | Reduced |
| STRS Ohio | 251,727 | $169.6M | 0.63% | −55,177−18.0% | Reduced |
| KBC Group NV | 250,224 | $168.6M | 0.38% | +132,029+111.7% | Added |
| Korea Investment CORP | 248,298 | $167.3M | 0.33% | −63,897−20.5% | Reduced |
| Neuberger Berman Group LLC | 248,056 | $167.1M | 0.12% | −58,590−19.1% | Reduced |
| Davis Selected Advisers | 247,981 | $167.1M | 0.75% | +24,407+10.9% | Added |
| Adage Capital Partners GP, L.L.C. | 244,400 | $164.7M | 0.25% | −1,800−0.7% | Reduced |
| Steadfast Capital Management LP | 243,228 | $163.9M | 2.87% | +132,941+120.5% | Added |