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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.

Institutional holdersQ4 2025: 1,594 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ4 2025: $163.8B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2025.

Institutions holding APP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Moneta Group Investment Advisors LLC5,101$3.44M0.03%+341+7.2%Added
Catalyst Capital Advisors LLC5,112$3.44M0.07%−39−0.8%Reduced
HBW Advisory Services LLC5,115$3.45M0.37%−647−11.2%Reduced
Eddie Patel Inc5,122$3.45M2.57%+5,122New
Florida Financial Advisors, LLC5,130$3.45M0.94%+895+21.1%Added
Del-Sette Capital Management, LLC5,162$3.48M2.15%−2,321−31.0%Reduced
Convergence Investment Partners, LLC5,216$3.51M0.70%−1,908−26.8%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.5,249$3.54M0.16%+5,249New
Summit Trail Advisors, LLC5,269$3.55M0.06%−362−6.4%Reduced
SBI Securities Co., Ltd.5,277$3.56M0.09%−1,188−18.4%Reduced
Legal Advantage Investments, Inc.5,375$3.62M1.68%+1,125+26.5%Added
Alps Advisors Inc5,422$3.65M0.02%−1,465−21.3%Reduced
Banque Cantonale Vaudoise5,429$3.66M0.13%+1,543+39.7%Added
Beacon Pointe Advisors, LLC5,473$3.69M0.03%−904−14.2%Reduced
Caxton Associates LLP5,482$3.69M0.07%−2,928−34.8%Reduced
Coldstream Capital Management Inc5,507$3.71M0.05%+1,429+35.0%Added
ABN AMRO Bank N.V.5,460$3.75M0.04%+564+11.5%Added
Illumine Investment Management, LLC5,568$3.75M2.73%−172−3.0%Reduced
Ronald Blue Trust, Inc.5,589$3.77M0.04%+275+5.2%Added
Dark Forest Capital Management LP5,606$3.78M0.17%+5,156+1,145.8%Added
Pensionmark Financial Group, LLC5,627$3.79M0.06%+4,071+261.6%Added
Thrive Capital Management, LLC5,627$3.79M0.84%+790+16.3%Added
Quantbot Technologies LP5,708$3.85M0.13%+1,957+52.2%Added
Virtu Financial LLC5,719$3.85M0.15%−32,357−85.0%Reduced
Brown Advisory Inc5,726$3.86M0.01%−16−0.3%Reduced
Prelude Capital Management, LLC5,742$3.87M0.28%+774+15.6%Added
E. Ohman J:or Asset Management AB5,771$3.89M0.09%+5,771New
WD Rutherford LLC5,863$3.95M1.65%+2,031+53.0%Added
Horizon Investments, LLC5,903$3.98M0.05%+671+12.8%Added
Meiji Yasuda Asset Management Co Ltd.5,919$3.99M0.19%+5,248+782.1%Added
Diversify Wealth Management, LLC5,966$3.99M0.19%−3,552−37.3%Reduced
Vise Technologies, Inc.5,947$4.01M0.08%+998+20.2%Added
Mitchell Capital Management Co5,956$4.01M0.72%+27+0.5%Added
Reliant Investment Partners, LLC5,961$4.02M3.15%−81−1.3%Reduced
Phoenix Holdings Ltd.6,000$4.04M0.04%+791+15.2%Added
Cumberland Partners Ltd6,000$4.04M0.25%+2,000+50.0%Added
Capricorn Fund Managers Ltd6,000$4.04M0.97%+6,000New
Shelton Wealth Management, LLC6,003$4.04M1.76%+383+6.8%Added
Trilogy Capital Inc.6,032$4.06M0.18%−2,090−25.7%Reduced
Western Financial Corp6,057$4.08M1.62%+801+15.2%Added
Range Financial Group LLC6,070$4.09M1.42%+4,871+406.3%Added
Pinnacle Wealth Management, LLC6,090$4.10M2.76%+16+0.3%Added
Fifth Third Bancorp6,123$4.13M0.01%+4,637+312.0%Added
Edgestream Partners, L.P.6,131$4.13M0.12%+2,282+59.3%Added
Allworth Financial LP6,160$4.15M0.02%+111+1.8%Added
Caitong International Asset Management Co., Ltd6,165$4.15M1.02%+6,148+36,164.7%Added
Howard Capital Management Inc.6,195$4.17M0.05%+2,520+68.6%Added
General Equity Holdings LP6,200$4.18M2.61%−5,550−47.2%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,274$4.23M0.27%00.0%Unchanged
CFO4Life Group, LLC6,314$4.25M0.61%−841−11.8%Reduced
Plato Investment Management Ltd6,334$4.29M0.28%−1,502−19.2%Reduced
Genus Capital Management Inc.6,390$4.31M0.50%−5,530−46.4%Reduced
Adams Diversified Equity Fund, Inc.6,400$4.31M0.14%+6,400New
Principal Securities, Inc.6,414$4.32M0.07%+83+1.3%Added
Rakuten Securities, Inc.6,476$4.36M1.42%−4,064−38.6%Reduced
Mizuho Markets Cayman LP6,477$4.36M0.22%+6,477New
M&G Plc6,598$4.45M0.02%−24−0.4%Reduced
Leeward Financial Partners, LLC6,637$4.47M1.26%+5,511+489.4%Added
HB Wealth Management, LLC6,643$4.48M0.03%+1,081+19.4%Added
Everence Capital Management Inc6,660$4.49M0.27%00.0%Unchanged
Assenagon Asset Management S.A.6,725$4.53M0.01%+891+15.3%Added
TCG Advisory Services, LLC6,757$4.55M0.12%+1,577+30.4%Added
Allen Investment Management LLC6,810$4.59M0.05%−4,610−40.4%Reduced
Canada Post Corp Registered Pension Plan6,820$4.60M0.18%+1,440+26.8%Added
Rice Partnership, LLC6,845$4.61M0.62%+6,845New
Signet Financial Management, LLC6,960$4.69M0.52%+6,521+1,485.4%Added
LMG Wealth Partners, LLC6,962$4.69M0.88%−151−2.1%Reduced
Fideuram Asset Management (Ireland) dac11,303$4.71M0.38%+11,303New
CWM, LLC6,987$4.71M0.01%+1,977+39.5%Added
Adviser Investments LLC7,023$4.73M0.05%+49+0.7%Added
Wedmont Private Capital7,491$4.74M0.16%+363+5.1%Added
Umb Bank N A7,077$4.77M0.06%+93+1.3%Added
TownSquare Capital, LLC7,158$4.82M1.08%−973−12.0%Reduced
Siemens Fonds Invest GmbH7,052$4.89M0.26%+1,519+27.5%Added
Sumitomo Life Insurance Co7,270$4.90M0.13%+47+0.7%Added
MUFG Securities Americas Inc.7,292$4.91M0.31%−8−0.1%Reduced
Securian Asset Management, Inc7,361$4.96M0.19%−5,787−44.0%Reduced
Apollon Wealth Management, LLC7,369$4.97M0.09%+2,609+54.8%Added
Vestmark Advisory Solutions, Inc.7,373$4.97M0.07%+3,822+107.6%Added
VGI Partners Ltd7,438$5.01M0.29%+3,688+98.3%Added
Strategic Global Advisors, LLC7,501$5.05M0.78%−8,024−51.7%Reduced
Integrated Financial Solutions, Inc.7,578$5.11M3.63%+3,218+73.8%Added
Marietta Investment Partners LLC7,642$5.15M1.02%+166+2.2%Added
Kovitz Investment Group Partners, LLC7,683$5.18M0.11%−25,743−77.0%Reduced
Broadleaf Partners, LLC7,847$5.29M1.12%−4,004−33.8%Reduced
Cloverfields Capital Group, LP7,893$5.32M1.65%−483−5.8%Reduced
Union Bancaire Privee, UBP SA9,856$5.41M0.09%−3,719−27.4%Reduced
DeDora Capital, Inc.8,067$5.44M1.29%00.0%Unchanged
Oddo BHF Asset Management SAS8,081$5.45M0.20%+2,954+57.6%Added
Ballentine Partners, LLC8,084$5.45M0.08%−289−3.5%Reduced
North Dakota State Investment Board8,147$5.49M0.20%+8,147New
Next Century Growth Investors LLC8,190$5.52M0.38%−27−0.3%Reduced
Yarbrough Capital, LLC8,198$5.52M0.17%00.0%Unchanged
BLI - Banque de Luxembourg Investments8,000$5.55M0.16%00.0%Unchanged
Tokio Marine Asset Management Co Ltd8,293$5.59M0.19%+189+2.3%Added
FirstWave Capital Management LLC8,332$5.61M3.34%+8,332New
Axxcess Wealth Management, LLC8,364$5.64M0.10%−3,150−27.4%Reduced
PKO Investment Management Joint-Stock Co8,500$5.73M0.46%+1,500+21.4%Added
Kestra Advisory Services, LLC8,519$5.74M0.02%+68+0.8%Added
Laird Norton Trust Company, LLC8,573$5.78M0.12%+8,573New