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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 8,590 | $5.79M | 0.13% | +1,699+24.7% | Added |
| Spire Wealth Management | 8,596 | $5.79M | 0.19% | +28+0.3% | Added |
| Calamos Wealth Management LLC | 8,597 | $5.79M | 0.20% | −214−2.4% | Reduced |
| Global Retirement Partners, LLC | 8,609 | $5.80M | 0.10% | +6,597+327.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,648 | $5.83M | 0.07% | +19+0.2% | Added |
| Delta Global Management LP | 8,690 | $5.86M | 0.43% | −14,227−62.1% | Reduced |
| Bokf, NA | 8,695 | $5.86M | 0.09% | −681−7.3% | Reduced |
| Fulton Bank, N.A. | 8,717 | $5.87M | 0.20% | +671+8.3% | Added |
| Westerkirk Capital Inc. | 8,752 | $5.90M | 0.57% | +2,618+42.7% | Added |
| Meadowbrook Wealth Management, LLC | 8,902 | $6.00M | 6.85% | −687−7.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,024 | $6.08M | 0.08% | +3,579+65.7% | Added |
| Foundations Investment Advisors, LLC | 9,098 | $6.13M | 0.08% | +1,103+13.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,215 | $6.21M | 0.27% | +484+5.5% | Added |
| Westpac Banking Corp | 9,353 | $6.30M | 0.40% | −6,793−42.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,388 | $6.33M | 0.04% | +4,285+84.0% | Added |
| Consolidated Planning Corp | 9,423 | $6.35M | 0.64% | −2,039−17.8% | Reduced |
| Walleye Capital LLC | 9,481 | $6.39M | 0.04% | +2,893+43.9% | Added |
| Metis Global Partners, LLC | 9,581 | $6.46M | 0.15% | −513−5.1% | Reduced |
| Ritholtz Wealth Management | 9,741 | $6.56M | 0.12% | −485−4.7% | Reduced |
| Bridgewater Associates, LP | 9,867 | $6.65M | 0.02% | −14,587−59.7% | Reduced |
| Diversify Advisory Services, LLC | 11,767 | $6.69M | 0.21% | −5,643−32.4% | Reduced |
| VMS Asset Management Limited | 9,936 | $6.70M | 2.58% | +9,936 | New |
| Sterling Capital Management LLC | 9,985 | $6.73M | 0.11% | −259−2.5% | Reduced |
| Stephens Inc | 10,104 | $6.81M | 0.08% | −3,500−25.7% | Reduced |
| Merit Financial Group, LLC | 10,107 | $6.81M | 0.05% | +3,248+47.4% | Added |
| Concurrent Investment Advisors, LLC | 10,152 | $6.84M | 0.08% | +5,285+108.6% | Added |
| GSG Advisors LLC | 10,296 | $6.94M | 1.79% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 10,496 | $7.07M | 0.08% | −132,292−92.6% | Reduced |
| RH Tailwind Management, LLC | 10,500 | $7.08M | 7.12% | +10,500 | New |
| Sig Brokerage, LP | 10,543 | $7.10M | 2.39% | +10,192+2,903.7% | Added |
| Group One Trading, L.P. | 10,552 | $7.11M | 0.21% | +10,552 | New |
| Elo Mutual Pension Insurance Co | 10,649 | $7.18M | 0.11% | −10,790−50.3% | Reduced |
| Atria Investments LLC | 10,652 | $7.18M | 0.08% | +645+6.4% | Added |
| Dakota Wealth Management | 10,659 | $7.18M | 0.13% | −12,396−53.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,691 | $7.20M | 0.04% | +1,028+10.6% | Added |
| CWM Advisors, LLC | 10,720 | $7.22M | 0.65% | −4,340−28.8% | Reduced |
| Baird Financial Group, Inc. | 10,835 | $7.30M | 0.01% | −170−1.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,836 | $7.30M | 1.34% | −1,597−12.8% | Reduced |
| Osmosis Investment Management UK Ltd | 10,926 | $7.36M | 0.19% | +10,926 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,927 | $7.36M | 0.19% | +189+1.8% | Added |
| First Foundation Advisors | 10,934 | $7.37M | 0.28% | −523−4.6% | Reduced |
| Independent Financial Group, LLC | 10,954 | $7.38M | 0.16% | −20,784−65.5% | Reduced |
| Citizens Financial Group Inc | 11,048 | $7.44M | 0.10% | +1,107+11.1% | Added |
| MUFG Securities EMEA plc | 11,102 | $7.48M | 0.09% | +5,920+114.2% | Added |
| Balboa Wealth Partners | 11,150 | $7.51M | 1.24% | −307−2.7% | Reduced |
| Abn Amro Investment Solutions | 11,218 | $7.56M | 0.11% | +2,451+28.0% | Added |
| Pallas Capital Advisors LLC | 11,246 | $7.58M | 0.25% | +20+0.2% | Added |
| Polar Asset Management Partners Inc. | 11,400 | $7.68M | 0.15% | +641+6.0% | Added |
| CWA Asset Management Group, LLC | 11,430 | $7.70M | 0.28% | −2,592−18.5% | Reduced |
| Verition Fund Management LLC | 11,470 | $7.73M | 0.04% | +11+0.1% | Added |
| Erste Asset Management GmbH | 11,104 | $7.76M | 0.07% | −4,426−28.5% | Reduced |
| Decatur Capital Management, Inc. | 11,532 | $7.77M | 3.16% | −606−5.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,570 | $7.80M | 0.33% | +1,312+12.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,628 | $7.84M | 0.03% | −1,734−13.0% | Reduced |
| Farther Finance Advisors, LLC | 11,635 | $7.84M | 0.08% | +3,466+42.4% | Added |
| Picton Mahoney Asset Management | 11,665 | $7.86M | 0.09% | +5,935+103.6% | Added |
| Cornerstone Advisors, LLC | 11,694 | $7.88M | 0.26% | +11,694 | New |
| Owl Creek Asset Management, L.P. | 11,706 | $7.89M | 0.95% | +11,706 | New |
| Gulf International Bank (UK) Ltd | 11,755 | $7.92M | 0.26% | +35+0.3% | Added |
| Bleakley Financial Group, LLC | 11,766 | $7.93M | 0.14% | −58−0.5% | Reduced |
| Patton Fund Management, Inc. | 11,860 | $7.99M | 1.07% | +11,452+2,806.9% | Added |
| Maryland State Retirement & Pension System | 11,901 | $8.02M | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,904 | $8.02M | 0.09% | +60+0.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 12,017 | $8.10M | 1.79% | −7,800−39.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 12,061 | $8.13M | 0.41% | +2,361+24.3% | Added |
| AE Wealth Management LLC | 12,068 | $8.13M | 0.05% | +6,241+107.1% | Added |
| Omers Administration Corp | 12,079 | $8.14M | 0.06% | +794+7.0% | Added |
| Insight Holdings Group, LLC | 12,260 | $8.26M | 0.62% | −4,640−27.5% | Reduced |
| New Mexico Educational Retirement Board | 12,400 | $8.36M | 0.25% | +200+1.6% | Added |
| Gemmer Asset Management LLC | 12,422 | $8.37M | 0.65% | +11+0.1% | Added |
| Penserra Capital Management LLC | 12,650 | $8.52M | 0.10% | −2,332−15.6% | Reduced |
| Seascape Capital Management | 13,013 | $8.77M | 2.49% | −2,480−16.0% | Reduced |
| Zacks Investment Management | 13,239 | $8.92M | 0.07% | −147−1.1% | Reduced |
| Bailard, Inc. | 13,276 | $8.95M | 0.20% | +863+7.0% | Added |
| Scotia Capital Inc. | 13,400 | $9.03M | 0.04% | +9,203+219.3% | Added |
| Purpose Unlimited Inc. | 13,500 | $9.10M | 0.42% | +13,500 | New |
| Ameritas Investment Partners, Inc. | 13,543 | $9.13M | 0.28% | +815+6.4% | Added |
| NewEdge Wealth, LLC | 13,564 | $9.14M | 0.10% | +1,703+14.4% | Added |
| EFG International AG | 13,596 | $9.16M | 0.18% | +13,596 | New |
| Private Advisor Group, LLC | 13,610 | $9.17M | 0.04% | +1,252+10.1% | Added |
| Harvest Investment Services, LLC | 13,687 | $9.22M | 1.74% | −71−0.5% | Reduced |
| Glynn Capital Management LLC | 13,941 | $9.39M | 3.23% | +13,930+126,636.4% | Added |
| Prakash Investment Advisors LLC | 14,235 | $9.59M | 7.28% | +2,090+17.2% | Added |
| Edgewood Management LLC | 14,400 | $9.70M | 0.05% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 14,693 | $9.90M | 0.31% | +609+4.3% | Added |
| Segment Wealth Management, LLC | 14,748 | $9.94M | 0.58% | −392−2.6% | Reduced |
| Patton Albertson Miller Group, LLC | 14,837 | $10.0M | 1.18% | −14−0.1% | Reduced |
| Beck Bode, LLC | 14,871 | $10.0M | 1.67% | −1,556−9.5% | Reduced |
| Jones Financial Companies LLLP | 14,913 | $10.0M | 0.01% | +1,737+13.2% | Added |
| Kentucky Retirement Systems | 14,969 | $10.1M | 0.27% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,072 | $10.2M | 0.18% | +736+5.1% | Added |
| Tairen Capital Ltd | 15,080 | $10.2M | 1.06% | +15,080 | New |
| Overbrook Management Corp | 15,107 | $10.2M | 1.76% | +15,107 | New |
| Prospera Financial Services Inc | 15,355 | $10.3M | 0.17% | −324−2.1% | Reduced |
| DekaBank Deutsche Girozentrale | 130,549 | $10.4M | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 15,503 | $10.4M | 0.09% | +4,069+35.6% | Added |
| Blue Sparrow, LLC | 15,600 | $10.5M | 0.20% | +15,600 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,581 | $10.5M | 0.06% | +8,204+111.2% | Added |
| Hartford Investment Management Co | 15,635 | $10.5M | 0.32% | −226−1.4% | Reduced |
| Lido Advisors, LLC | 15,339 | $10.6M | 0.04% | +320+2.1% | Added |