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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 79,405 | $53.7M | 0.37% | +1,029+1.3% | Added |
| Daiwa Securities Group Inc. | 80,276 | $54.1M | 0.18% | −7,462−8.5% | Reduced |
| Guggenheim Capital LLC | 80,701 | $54.4M | 0.40% | +1,590+2.0% | Added |
| MGB Wealth Management, LLC | 80,828 | $54.5M | 15.58% | −9,938−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 81,696 | $55.0M | 0.08% | −2,654−3.1% | Reduced |
| iA Global Asset Management Inc. | 81,997 | $55.3M | 0.70% | +24,614+42.9% | Added |
| Flputnam Investment Management Co | 82,063 | $55.3M | 0.80% | −1,428−1.7% | Reduced |
| Logan Capital Management Inc | 82,358 | $55.5M | 2.34% | +1,186+1.5% | Added |
| Mane Global Capital Management LP | 82,370 | $55.5M | 3.04% | −93,949−53.3% | Reduced |
| Baker Avenue Asset Management, LP | 82,549 | $55.6M | 1.28% | −926−1.1% | Reduced |
| Citadel Advisors LLC | 82,845 | $55.8M | 0.04% | −115,518−58.2% | Reduced |
| Forsta Ap-Fonden | 83,040 | $56.0M | 0.33% | +340+0.4% | Added |
| GF Fund Management Co. Ltd. | 83,760 | $56.4M | 0.96% | +9,647+13.0% | Added |
| Macquarie Group Ltd | 85,044 | $57.3M | 0.25% | −117,455−58.0% | Reduced |
| Vident Advisory, LLC | 85,409 | $57.6M | 0.54% | +3,439+4.2% | Added |
| Scopus Asset Management, L.P. | 86,150 | $58.0M | 1.62% | −34,850−28.8% | Reduced |
| Braun Stacey Associates Inc | 86,770 | $58.5M | 1.89% | −40,065−31.6% | Reduced |
| Kinetic Partners Management, LP | 89,206 | $60.1M | 2.92% | −38,900−30.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 89,828 | $60.5M | 0.37% | +2,128+2.4% | Added |
| Capula Management Ltd | 90,000 | $60.6M | 0.39% | +89,506+18,118.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 90,006 | $60.6M | 0.30% | +2,556+2.9% | Added |
| Ci Investments Inc. | 90,189 | $60.8M | 0.27% | −25,419−22.0% | Reduced |
| KLP Kapitalforvaltning AS | 91,560 | $61.7M | 0.24% | −4,390−4.6% | Reduced |
| Smith Group Asset Management, LLC | 92,039 | $62.0M | 3.29% | +5,712+6.6% | Added |
| Creative Planning | 92,201 | $62.1M | 0.04% | +4,921+5.6% | Added |
| Panview Capital Ltd | 93,978 | $63.3M | 22.74% | +18,297+24.2% | Added |
| FengHe Fund Management Pte. Ltd. | 94,010 | $63.3M | 3.57% | +88,505+1,607.7% | Added |
| Epoch Investment Partners, Inc. | 94,379 | $63.6M | 0.36% | −42,428−31.0% | Reduced |
| 3G Capital Partners LP | 95,000 | $64.0M | 15.09% | 00.0% | Unchanged |
| Marex Group plc | 95,553 | $64.4M | 0.70% | −38,893−28.9% | Reduced |
| Public Employees Retirement System of Ohio | 97,730 | $65.9M | 0.21% | +169+0.2% | Added |
| Virginia Retirement Systems Et Al | 98,565 | $66.4M | 0.40% | +62,865+176.1% | Added |
| Dorsal Capital Management, LLC | 100,000 | $67.4M | 2.37% | +10,000+11.1% | Added |
| Broad Bay Capital Management, LP | 100,170 | $67.5M | 7.71% | +37,860+60.8% | Added |
| Mariner, LLC | 101,160 | $68.3M | 0.08% | −771−0.8% | Reduced |
| AustralianSuper Pty Ltd | 102,000 | $68.7M | 0.32% | −216,294−68.0% | Reduced |
| Asset Management One Co.,Ltd. | 98,449 | $68.8M | 0.19% | −365−0.4% | Reduced |
| Stifel Financial Corp | 102,811 | $69.3M | 0.06% | +72+0.1% | Added |
| Rafferty Asset Management, LLC | 102,950 | $69.4M | 0.24% | −7,181−6.5% | Reduced |
| Blue Whale Capital LLP | 103,917 | $70.0M | 3.59% | +42,427+69.0% | Added |
| Andra AP-fonden | 104,163 | $70.2M | 0.87% | −147,437−58.6% | Reduced |
| Federated Hermes, Inc. | 104,631 | $70.5M | 0.12% | +6,969+7.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 104,899 | $70.7M | 0.12% | +5,755+5.8% | Added |
| Pictet Asset Management Holding SA | 108,484 | $73.1M | 0.07% | +1,866+1.8% | Added |
| Handelsbanken Fonder AB | 111,943 | $75.4M | 0.23% | −13,268−10.6% | Reduced |
| RBF Capital, LLC | 114,955 | $77.5M | 3.54% | 00.0% | Unchanged |
| National Bank of Canada | 117,505 | $79.2M | 0.08% | −16,546−12.3% | Reduced |
| Bessemer Group Inc | 119,940 | $80.8M | 0.12% | +110,955+1,234.9% | Added |
| Zweig-DiMenna Associates LLC | 119,945 | $80.8M | 5.73% | +6,745+6.0% | Added |
| Pacific Heights Asset Management LLC | 120,000 | $80.9M | 3.03% | +15,000+14.3% | Added |
| Pacer Advisors, Inc. | 120,256 | $81.0M | 0.21% | −31,091−20.5% | Reduced |
| Royal London Asset Management Ltd | 120,391 | $81.1M | 0.17% | −2,086−1.7% | Reduced |
| Spyglass Capital Management LLC | 120,638 | $81.3M | 4.07% | −55,279−31.4% | Reduced |
| Mackenzie Financial Corp | 119,595 | $82.8M | 0.10% | +21,558+22.0% | Added |
| Treasurer of the State of North Carolina | 123,380 | $83.1M | 0.27% | −9,233−7.0% | Reduced |
| Palestra Capital Management LLC | 125,779 | $84.8M | 3.01% | −12,442−9.0% | Reduced |
| State of Wisconsin Investment Board | 127,513 | $85.9M | 0.19% | −2,934−2.2% | Reduced |
| APG Asset Management N.V. | 157,518 | $90.4M | 0.26% | +150,618+2,182.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 137,391 | $92.6M | 0.25% | −990−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 139,589 | $94.1M | 0.24% | +49,399+54.8% | Added |
| Temasek Holdings (Private) Ltd | 140,727 | $94.8M | 0.31% | +140,727 | New |
| Storebrand Asset Management AS | 140,942 | $95.0M | 0.25% | −7,151−4.8% | Reduced |
| No Street GP LP | 141,500 | $95.3M | 6.42% | −63,500−31.0% | Reduced |
| Los Angeles Capital Management LLC | 153,800 | $95.5M | 0.33% | +11,122+7.8% | Added |
| CIBC Asset Management Inc | 142,827 | $96.2M | 0.23% | +25,701+21.9% | Added |
| AQR Capital Management LLC | 143,354 | $96.6M | 0.05% | −39,137−21.4% | Reduced |
| CI Private Wealth, LLC | 144,579 | $97.4M | 0.13% | +14,271+11.0% | Added |
| Steadview Capital Management LLC | 146,865 | $99.0M | 18.63% | −18,410−11.1% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 143,675 | $99.7M | 0.28% | +143,675 | New |
| Primecap Management Co | 152,525 | $102.8M | 0.08% | −21,800−12.5% | Reduced |
| Danske Bank A/S | 156,002 | $105.1M | 0.24% | −5,521−3.4% | Reduced |
| NEOS Investment Management LLC | 157,461 | $106.1M | 0.61% | +36,567+30.2% | Added |
| Caisse de Depot Et Placement du Quebec | 157,663 | $106.2M | 0.18% | +20,318+14.8% | Added |
| Natixis Advisors, L.P. | 157,995 | $106.5M | 0.15% | +16,750+11.9% | Added |
| Schroder Investment Management Group | 162,759 | $109.7M | 0.08% | −155,618−48.9% | Reduced |
| Durable Capital Partners LP | 163,405 | $110.1M | 1.04% | −24,431−13.0% | Reduced |
| Marsico Capital Management LLC | 175,938 | $118.6M | 3.30% | +9,783+5.9% | Added |
| Keenan Capital, LLC | 176,725 | $119.1M | 21.69% | −28,985−14.1% | Reduced |
| Voloridge Investment Management, LLC | 179,083 | $120.7M | 0.42% | +179,083 | New |
| Manufacturers Life Insurance Company, The | 180,517 | $121.7M | 0.10% | +19,379+12.0% | Added |
| Toronto Dominion Bank | 191,175 | $128.8M | 0.23% | −60,043−23.9% | Reduced |
| Swedbank AB | 191,547 | $129.1M | 0.12% | −2,123−1.1% | Reduced |
| Aviva PLC | 193,696 | $130.5M | 0.22% | +10,192+5.6% | Added |
| Greenstone Partners & Co., LLC | 195,251 | $131.6M | 25.57% | −149,000−43.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 195,265 | $131.6M | 0.37% | +21,427+12.3% | Added |
| Prudential Financial Inc | 197,355 | $133.0M | 0.16% | −49,615−20.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 218,590 | $135.2M | 0.22% | −13,102−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 212,483 | $143.2M | 0.25% | −7,083−3.2% | Reduced |
| New York State Teachers Retirement System | 216,329 | $145.8M | 0.28% | +3,790+1.8% | Added |
| Quantinno Capital Management LP | 222,148 | $149.7M | 0.30% | +42,043+23.3% | Added |
| Nordea Investment Management AB | 222,189 | $152.6M | 0.13% | −7,625−3.3% | Reduced |
| Russell Investments Group, Ltd. | 239,600 | $162.0M | 0.18% | −27,056−10.1% | Reduced |
| Polar Capital Holdings Plc | 241,533 | $162.7M | 0.74% | +28,416+13.3% | Added |
| Steadfast Capital Management LP | 243,228 | $163.9M | 2.87% | +132,941+120.5% | Added |
| Adage Capital Partners GP, L.L.C. | 244,400 | $164.7M | 0.25% | −1,800−0.7% | Reduced |
| Davis Selected Advisers | 247,981 | $167.1M | 0.75% | +24,407+10.9% | Added |
| Neuberger Berman Group LLC | 248,056 | $167.1M | 0.12% | −58,590−19.1% | Reduced |
| Korea Investment CORP | 248,298 | $167.3M | 0.33% | −63,897−20.5% | Reduced |
| KBC Group NV | 250,224 | $168.6M | 0.38% | +132,029+111.7% | Added |
| STRS Ohio | 251,727 | $169.6M | 0.63% | −55,177−18.0% | Reduced |