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
- 1,593
- +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
- 537 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 |
|---|---|---|---|---|---|
| Left Brain Wealth Management, LLC | 16,374 | $11.0M | 3.82% | −948−5.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,250 | $11.1M | 0.10% | +8,432+107.9% | Added |
| Dnca Finance | 16,600 | $11.2M | 0.65% | +4,100+32.8% | Added |
| Empower Advisory Group, LLC | 16,992 | $11.4M | 0.03% | +3,033+21.7% | Added |
| Berkshire Capital Holdings Inc | 17,030 | $11.5M | 3.80% | −10,630−38.4% | Reduced |
| LGT Group Foundation | 16,734 | $11.6M | 0.13% | +205+1.2% | Added |
| TD Waterhouse Canada Inc. | 17,277 | $11.6M | 0.07% | −3,972−18.7% | Reduced |
| Vestcor Inc | 17,294 | $11.7M | 0.33% | +4,519+35.4% | Added |
| Winton Group Ltd | 17,320 | $11.7M | 0.40% | −2,980−14.7% | Reduced |
| Allstate Corp | 17,360 | $11.7M | 0.16% | +8,928+105.9% | Added |
| Park Avenue Securities LLC | 17,445 | $11.8M | 0.10% | −1,731−9.0% | Reduced |
| Mizuho Securities USA LLC | 19,710 | $11.8M | 0.20% | −70.0% | Reduced |
| Oppenheimer Asset Management Inc. | 17,587 | $11.9M | 0.15% | −1,971−10.1% | Reduced |
| Jane Street Group, LLC | 17,622 | $11.9M | 0.01% | +2,548+16.9% | Added |
| Acadian Asset Management LLC | 18,022 | $12.1M | 0.02% | +6,985+63.3% | Added |
| Kultura Capital Management LP | 18,100 | $12.2M | 8.85% | +18,100 | New |
| CAPROCK Group, Inc. | 18,203 | $12.3M | 0.26% | −1,339−6.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,382 | $12.4M | 0.06% | −2,587−12.3% | Reduced |
| Sierra Summit Advisors LLC | 18,486 | $12.5M | 1.91% | +6,901+59.6% | Added |
| Thames Capital Management LLC | 18,727 | $12.6M | 1.83% | +2,025+12.1% | Added |
| China Universal Asset Management Co., Ltd. | 18,805 | $12.7M | 0.97% | −1,816−8.8% | Reduced |
| MAI Capital Management | 18,903 | $12.7M | 0.07% | −2,114−10.1% | Reduced |
| Oak Ridge Investments LLC | 19,047 | $12.8M | 0.78% | +1,049+5.8% | Added |
| Liontrust Investment Partners LLP | 19,787 | $13.3M | 0.20% | +10,477+112.5% | Added |
| Callan Family Office, LLC | 19,970 | $13.5M | 0.29% | +9,410+89.1% | Added |
| Telemark Asset Management, LLC | 20,000 | $13.5M | 1.35% | +20,000 | New |
| Centaurus Financial, Inc. | 20,371 | $13.7M | 0.63% | +272+1.4% | Added |
| Hancock Whitney Corp | 20,623 | $13.9M | 0.25% | −1,687−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 20,929 | $14.1M | 0.34% | +16,490+371.5% | Added |
| Alberta Investment Management Corp | 21,000 | $14.2M | 0.08% | +10,100+92.7% | Added |
| Ethic Inc. | 21,106 | $14.2M | 0.22% | +3,647+20.9% | Added |
| Second Line Capital, LLC | 21,225 | $14.3M | 2.94% | +412+2.0% | Added |
| Linden Thomas Advisory Services, LLC | 21,660 | $14.6M | 1.48% | +272+1.3% | Added |
| Dilation Capital Management LP | 22,222 | $15.0M | 6.89% | +7,060+46.6% | Added |
| Armistice Capital, LLC | 22,262 | $15.0M | 0.37% | +2,742+14.0% | Added |
| Generali Asset Management SPA SGR | 22,415 | $15.1M | 0.31% | −888−3.8% | Reduced |
| Moore Capital Management, LP | 22,444 | $15.1M | 0.31% | −30,237−57.4% | Reduced |
| Man Group plc | 22,492 | $15.2M | 0.03% | +6,002+36.4% | Added |
| Lazard Asset Management LLC | 22,674 | $15.3M | 0.03% | −6,437−22.1% | Reduced |
| ASR Vermogensbeheer N.V. | 22,696 | $15.3M | 0.18% | +880+4.0% | Added |
| Yousif Capital Management, LLC | 27,133 | $15.3M | 0.17% | −1,641−5.7% | Reduced |
| Investment Management Corp of Ontario | 22,880 | $15.4M | 0.21% | −2,048−8.2% | Reduced |
| Cerity Partners LLC | 22,900 | $15.4M | 0.02% | +640+2.9% | Added |
| Rockefeller Capital Management L.P. | 22,957 | $15.5M | 0.03% | +9,198+66.9% | Added |
| Cresset Asset Management, LLC | 23,262 | $15.7M | 0.07% | +491+2.2% | Added |
| Nomura Holdings Inc | 23,418 | $15.8M | 0.05% | −34,522−59.6% | Reduced |
| Maplelane Capital, LLC | 23,500 | $15.8M | 0.90% | −143,500−85.9% | Reduced |
| Drive Wealth Management, LLC | 23,603 | $15.9M | 3.10% | +22,353+1,788.2% | Added |
| Brinker Capital Investments, LLC | 24,346 | $16.4M | 0.12% | +2,880+13.4% | Added |
| Venture Visionary Partners LLC | 24,379 | $16.4M | 0.54% | −2,206−8.3% | Reduced |
| Assetmark, Inc | 24,485 | $16.5M | 0.03% | +2,615+12.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,641 | $16.6M | 0.04% | −6,277−20.3% | Reduced |
| Navellier & Associates Inc | 24,679 | $16.6M | 1.86% | +544+2.3% | Added |
| Loup Funds, LLC | 24,707 | $16.6M | 4.85% | +5,337+27.6% | Added |
| Smithbridge Asset Management Inc | 25,229 | $17.0M | 1.45% | −150−0.6% | Reduced |
| HighTower Advisors, LLC | 25,295 | $17.0M | 0.02% | +1,124+4.7% | Added |
| Robeco Institutional Asset Management B.V. | 25,648 | $17.3M | 0.02% | −12,715−33.1% | Reduced |
| Oppenheimer & Co Inc | 26,030 | $17.5M | 0.25% | +1,915+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 26,177 | $17.6M | 0.01% | +14,121+117.1% | Added |
| Millennium Management LLC | 26,385 | $17.8M | 0.01% | +3,086+13.2% | Added |
| Norinchukin Bank, The | 26,443 | $17.8M | 0.21% | +7,054+36.4% | Added |
| State of Alaska, Department of Revenue | 26,510 | $17.9M | 0.19% | −2,435−8.4% | Reduced |
| Advisory Services Network, LLC | 26,521 | $17.9M | 0.25% | +1,636+6.6% | Added |
| Federation des caisses Desjardins du Quebec | 26,605 | $17.9M | 0.07% | −2,031−7.1% | Reduced |
| WCG Wealth Advisors LLC | 26,726 | $18.0M | 0.50% | +26,726 | New |
| Steel Peak Wealth Management LLC | 26,737 | $18.0M | 0.59% | +26,312+6,191.1% | Added |
| QRG Capital Management, Inc. | 26,822 | $18.1M | 0.20% | −17,904−40.0% | Reduced |
| Vinva Investment Management Ltd | 26,135 | $18.1M | 0.23% | +3,282+14.4% | Added |
| M&T Bank Corp | 27,775 | $18.7M | 0.06% | +1,446+5.5% | Added |
| Commonwealth Equity Services, LLC | 27,887 | $18.8M | 0.03% | +1,025+3.8% | Added |
| Metavasi Capital LP | 27,937 | $18.8M | 8.29% | −30,474−52.2% | Reduced |
| Cunning Capital Partners, LP | 28,037 | $18.9M | 8.74% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 28,104 | $18.9M | 0.21% | +273+1.0% | Added |
| Pathstone Holdings, LLC | 28,231 | $19.0M | 0.07% | +1,971+7.5% | Added |
| Thoroughbred Financial Services, LLC | 28,544 | $19.2M | 1.14% | +418+1.5% | Added |
| Crossmark Global Holdings, Inc. | 28,545 | $19.2M | 0.28% | +2,726+10.6% | Added |
| GWM Advisors LLC | 28,632 | $19.3M | 0.07% | +8,743+44.0% | Added |
| Profund Advisors LLC | 28,642 | $19.3M | 0.59% | +1,478+5.4% | Added |
| Squarepoint Ops LLC | 28,860 | $19.4M | 0.04% | +21,639+299.7% | Added |
| Mutual of America Capital Management LLC | 29,062 | $19.6M | 0.21% | −279−1.0% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 29,291 | $19.7M | 0.28% | +29,291 | New |
| Jacobson & Schmitt Advisors, LLC | 29,353 | $19.8M | 3.33% | +111+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 29,087 | $19.9M | 0.06% | −2,180−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 29,723 | $20.0M | 0.07% | −72−0.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 29,972 | $20.2M | 0.06% | +29,972 | New |
| Ogborne Capital Management, LLC | 30,000 | $20.2M | 6.67% | −20,000−40.0% | Reduced |
| Mizuho Markets Americas LLC | 30,000 | $20.2M | 0.43% | +30,000 | New |
| Oregon Public Employees Retirement Fund | 30,982 | $20.9M | 0.27% | +80+0.3% | Added |
| Vontobel Holding Ltd. | 31,010 | $20.9M | 0.07% | +4,108+15.3% | Added |
| Gateway Investment Advisers LLC | 31,494 | $21.2M | 0.20% | +31,042+6,867.7% | Added |
| Motley Fool Asset Management LLC | 31,738 | $21.4M | 0.83% | +8,400+36.0% | Added |
| TrimTabs Asset Management, LLC | 31,862 | $21.5M | 2.80% | −4,523−12.4% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $21.5M | 2.10% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 37,714 | $21.6M | 0.31% | +37,714 | New |
| US Bancorp | 32,410 | $21.8M | 0.03% | −198−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 33,471 | $22.6M | 0.19% | +12,426+59.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,380 | $23.2M | 0.19% | −1,020−2.9% | Reduced |
| Louisiana State Employees Retirement System | 34,400 | $23.2M | 0.40% | −2,200−6.0% | Reduced |
| Allianz Asset Management GmbH | 34,563 | $23.3M | 0.03% | −147,756−81.0% | Reduced |
| OP Asset Management Ltd | 34,886 | $23.5M | 0.29% | +4,697+15.6% | Added |