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; 1,466 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 | 1,466 | $116.3B |
| Q1 2026 | 1,394 | $87.6B |
| Q4 2025 | 1,593 | $163.8B |
| Q3 2025 | 1,451 | $172.5B |
| Q2 2025 | 1,200 | $70.0B |
| Q1 2025 | 1,017 | $54.7B |
| Q4 2024 | 992 | $66.1B |
| Q3 2024 | 703 | $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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 35,600 | $24.0M | 0.15% | −800−2.2% | Reduced |
| Selkirk Management LLC | 35,700 | $24.1M | 6.36% | +5,600+18.6% | Added |
| Candriam Luxembourg S.C.A. | 35,921 | $24.2M | 0.12% | +1,596+4.6% | Added |
| Sanctuary Advisors, LLC | 36,030 | $24.3M | 0.13% | +6,071+20.3% | Added |
| Nishkama Capital, LLC | 36,068 | $24.3M | 3.29% | −25,548−41.5% | Reduced |
| Shelton Capital Management | 36,535 | $24.6M | 0.49% | +1,083+3.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 36,607 | $24.7M | 0.21% | −1,751−4.6% | Reduced |
| Discovery Capital Management, LLC | 37,240 | $25.1M | 1.36% | +6,900+22.7% | Added |
| Wealthfront Advisers LLC | 37,516 | $25.3M | 0.06% | +4,244+12.8% | Added |
| Woodline Partners LP | 37,560 | $25.3M | 0.10% | −37,499−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 37,579 | $25.3M | 0.01% | +19,934+113.0% | Added |
| Truist Financial Corp | 37,669 | $25.4M | 0.03% | +852+2.3% | Added |
| New York Life Investment Management LLC | 38,013 | $25.6M | 0.22% | +1,172+3.2% | Added |
| Bank of Nova Scotia | 38,745 | $26.1M | 0.04% | +9,799+33.9% | Added |
| Teachers Retirement System of the State of Kentucky | 38,785 | $26.1M | 0.20% | +15,541+66.9% | Added |
| Intech Investment Management LLC | 38,966 | $26.3M | 0.23% | +8,514+28.0% | Added |
| Freestone Capital Holdings, LLC | 39,003 | $26.3M | 0.78% | +21,455+122.3% | Added |
| AMF Pensionsforsakring AB | 39,123 | $26.4M | 0.16% | −8,427−17.7% | Reduced |
| Ossiam | 39,186 | $26.4M | 0.53% | +19,699+101.1% | Added |
| JustInvest LLC | 39,240 | $26.4M | 0.26% | +4,919+14.3% | Added |
| Utah Retirement Systems | 39,391 | $26.5M | 0.25% | −80.0% | Reduced |
| Cozad Asset Management Inc | 40,244 | $27.1M | 2.10% | −4,835−10.7% | Reduced |
| British Columbia Investment Management Corp | 40,942 | $27.6M | 0.15% | +7,738+23.3% | Added |
| Harvest Fund Management Co., Ltd | 41,576 | $28.0M | 1.05% | +1,731+4.3% | Added |
| USS Investment Management Ltd | 42,129 | $28.4M | 0.14% | −424−1.0% | Reduced |
| Fernbridge Capital Management LP | 42,229 | $28.5M | 1.40% | −31,870−43.0% | Reduced |
| Ratan Capital Management LP | 42,230 | $28.5M | 7.83% | +36,230+603.8% | Added |
| Freshford Capital Management, LLC | 42,831 | $28.9M | 11.57% | −22,448−34.4% | Reduced |
| Nisa Investment Advisors, LLC | 43,988 | $29.6M | 0.10% | +21,694+97.3% | Added |
| Public Sector Pension Investment Board | 44,359 | $29.9M | 0.10% | +11,436+34.7% | Added |
| Janney Montgomery Scott LLC | 44,575 | $30.0M | 0.07% | +6,286+16.4% | Added |
| Science & Technology Partners, L.P. | 44,825 | $30.2M | 8.44% | −23,625−34.5% | Reduced |
| Ibex Wealth Advisors | 44,953 | $30.3M | 2.97% | −710−1.6% | Reduced |
| Clear Street Group Inc. | 44,986 | $30.3M | 0.16% | −39,593−46.8% | Reduced |
| IFM Investors Pty Ltd | 45,313 | $30.5M | 0.25% | +498+1.1% | Added |
| Mercer Global Advisors Inc | 46,468 | $31.3M | 0.05% | +12,195+35.6% | Added |
| Prudential PLC | 46,639 | $31.4M | 0.25% | +1,689+3.8% | Added |
| Commerce Bank | 47,222 | $31.8M | 0.18% | +37,129+367.9% | Added |
| Comerica Bank | 47,486 | $32.0M | 0.13% | −4,650−8.9% | Reduced |
| UniSuper Management Pty Ltd | 47,510 | $32.0M | 0.19% | −3,032−6.0% | Reduced |
| Toroso Investments, LLC | 48,097 | $32.4M | 0.14% | +14,695+44.0% | Added |
| Captrust Financial Advisors | 48,272 | $32.5M | 0.06% | −9,754−16.8% | Reduced |
| Calamos Advisors LLC | 48,737 | $32.8M | 0.13% | +20,609+73.3% | Added |
| Quadrature Capital Ltd | 49,484 | $33.3M | 0.34% | +49,484 | New |
| Teacher Retirement System of Texas | 49,502 | $33.4M | 0.12% | −39,076−44.1% | Reduced |
| KCM Capital Inc | 50,000 | $33.7M | 6.77% | +50,000 | New |
| Tiaa Trust, National Association | 50,205 | $33.8M | 0.08% | −2,544−4.8% | Reduced |
| Investment House LLC | 50,370 | $33.9M | 1.61% | −1,415−2.7% | Reduced |
| DnB Asset Management AS | 50,480 | $34.0M | 0.12% | −30,431−37.6% | Reduced |
| Pinebridge Investments LLC | 51,049 | $34.4M | 0.25% | +51,049 | New |
| CIBC World Markets Corp | 51,210 | $34.5M | 0.17% | +51,210 | New |
| Nomura Asset Management International Inc. | 51,380 | $34.6M | 0.05% | +51,380 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 51,499 | $34.7M | 0.31% | −870−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,637 | $34.8M | 0.27% | +375+0.7% | Added |
| Alta Park Capital, LP | 52,224 | $35.2M | 4.23% | −32,198−38.1% | Reduced |
| Rakuten Investment Management, Inc. | 50,519 | $35.3M | 0.12% | −1,975,963−97.5% | Reduced |
| EULAV Asset Management | 52,503 | $35.4M | 0.94% | −5,998−10.3% | Reduced |
| Credit Agricole S A | 52,535 | $35.4M | 0.10% | +17,145+48.4% | Added |
| TFJ Management, LLC | 52,865 | $35.6M | 25.65% | −1,623−3.0% | Reduced |
| Silvant Capital Management LLC | 55,693 | $37.5M | 1.27% | +40,692+271.3% | Added |
| Hamilton Capital Partners Inc. | 55,722 | $37.5M | 1.38% | +5,663+11.3% | Added |
| Amalgamated Bank | 57,102 | $38.5M | 0.28% | −56−0.1% | Reduced |
| Zurich Insurance Group Ltd | 57,460 | $38.7M | 0.27% | −220,515−79.3% | Reduced |
| Retirement Systems of Alabama | 57,585 | $38.8M | 0.13% | −165−0.3% | Reduced |
| Renaissance Group LLC | 58,566 | $39.5M | 1.58% | −12,972−18.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,762 | $40.3M | 0.16% | −2,943−4.7% | Reduced |
| IMC-Chicago, LLC | 59,872 | $40.3M | 0.71% | −199,326−76.9% | Reduced |
| Cookson Peirce & Co Inc | 60,636 | $40.9M | 1.69% | −2,164−3.4% | Reduced |
| Mediolanum International Funds Ltd | 59,976 | $41.6M | 0.42% | −16,760−21.8% | Reduced |
| Capital Impact Advisors, LLC | 61,829 | $41.7M | 3.26% | +22,200+56.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,205 | $41.9M | 0.04% | +12,477+25.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 62,419 | $42.1M | 0.38% | +62,419 | New |
| Illinois Municipal Retirement Fund | 62,466 | $42.1M | 0.53% | +803+1.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,963 | $42.4M | 0.21% | −2,047−3.1% | Reduced |
| Xponance, Inc. | 63,037 | $42.5M | 0.32% | +6,003+10.5% | Added |
| MML Investors Services, LLC | 64,331 | $43.3M | 0.11% | +1,558+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 64,659 | $43.6M | 0.24% | +1,322+2.1% | Added |
| Arizona State Retirement System | 65,104 | $43.9M | 0.24% | −2,290−3.4% | Reduced |
| State of Tennessee, Treasury Department | 94,803 | $44.9M | 0.14% | +68,353+258.4% | Added |
| Standard Life Aberdeen plc | 67,187 | $45.3M | 0.07% | +5,058+8.1% | Added |
| Colony Group, LLC | 67,860 | $45.7M | 0.05% | +20,158+42.3% | Added |
| Holocene Advisors, LP | 68,885 | $46.4M | 0.10% | −46,997−40.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,502 | $47.2M | 0.23% | −2,960−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,374 | $47.4M | 0.10% | −355−0.5% | Reduced |
| CIBC World Markets Inc. | 70,429 | $47.5M | 0.08% | −202−0.3% | Reduced |
| ICONIQ Capital, LLC | 71,370 | $48.1M | 0.73% | 00.0% | Unchanged |
| Czech National Bank | 71,375 | $48.1M | 0.31% | +2,613+3.8% | Added |
| La Banque Postale Asset Management SA | 73,248 | $49.4M | 0.57% | +39,409+116.5% | Added |
| Nissay Asset Management Corp | 74,107 | $49.9M | 0.26% | +3,690+5.2% | Added |
| Cetera Investment Advisers | 74,545 | $50.2M | 0.05% | −413−0.6% | Reduced |
| State of Michigan Retirement System | 75,100 | $50.6M | 0.25% | −2,300−3.0% | Reduced |
| WT Asset Management Ltd | 75,400 | $50.8M | 2.02% | −131,400−63.5% | Reduced |
| MetLife Investment Management | 75,859 | $51.1M | 0.25% | −2,063−2.6% | Reduced |
| Panagora Asset Management Inc | 75,930 | $51.2M | 0.18% | −68,048−47.3% | Reduced |
| Swiss Life Asset Management Ltd | 76,608 | $51.6M | 0.26% | +46,499+154.4% | Added |
| Empowered Funds, LLC | 77,090 | $51.9M | 0.88% | +10,868+16.4% | Added |
| SG Americas Securities, LLC | 77,158 | $52.0M | 0.07% | +41,215+114.7% | Added |
| Zevenbergen Capital Investments LLC | 78,160 | $52.7M | 1.17% | +63,298+425.9% | Added |
| State of New Jersey Common Pension Fund D | 78,900 | $53.2M | 0.19% | −1,951−2.4% | Reduced |
| Gotham Asset Management, LLC | 79,024 | $53.2M | 0.19% | −2,679−3.3% | Reduced |