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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 253,714 | $171.0M | 0.23% | −67,380−21.0% | Reduced |
| Thrivent Financial for Lutherans | 256,117 | $172.7M | 0.31% | +76,101+42.3% | Added |
| Raymond James Financial Inc | 257,111 | $173.4M | 0.05% | −55,693−17.8% | Reduced |
| Augustine Asset Management Inc | 263,330 | $177.4M | 35.43% | −4,360−1.6% | Reduced |
| Ameriprise Financial Inc | 274,905 | $185.3M | 0.04% | −87,081−24.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 280,064 | $188.9M | 0.22% | +213,602+321.4% | Added |
| FIL Ltd | 285,564 | $192.4M | 0.14% | −2,544−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 292,608 | $197.2M | 0.47% | −17,996−5.8% | Reduced |
| Blair William & Co | 294,439 | $198.4M | 0.53% | −21,949−6.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 294,591 | $199.3M | 0.32% | +1,479+0.5% | Added |
| Lord, Abbett & Co. LLC | 298,861 | $201.4M | 0.62% | −198,412−39.9% | Reduced |
| LPL Financial LLC | 303,760 | $204.7M | 0.06% | +36,907+13.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 334,886 | $206.6M | 0.28% | +85,345+34.2% | Added |
| Renaissance Technologies LLC | 318,821 | $214.8M | 0.33% | −682,611−68.2% | Reduced |
| 1832 Asset Management L.P. | 331,578 | $223.4M | 0.28% | −90,163−21.4% | Reduced |
| Principal Financial Group Inc | 337,649 | $227.5M | 0.12% | +10,650+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 347,466 | $234.1M | 0.14% | −594,860−63.1% | Reduced |
| Canada Pension Plan Investment Board | 355,021 | $239.2M | 0.16% | +118,007+49.8% | Added |
| California State Teachers Retirement System | 358,705 | $241.7M | 0.24% | −4,935−1.4% | Reduced |
| TD Asset Management Inc | 359,952 | $242.5M | 0.20% | −86,075−19.3% | Reduced |
| Bank of Montreal | 376,109 | $253.4M | 0.10% | +55,112+17.2% | Added |
| Susquehanna International Group, LLP | 384,041 | $258.8M | 0.36% | −179,303−31.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 390,989 | $263.5M | 7.42% | −326−0.1% | Reduced |
| Victory Capital Management Inc | 393,617 | $265.2M | 0.15% | −27,893−6.6% | Reduced |
| Castle Hook Partners LP | 393,813 | $265.4M | 3.82% | −211,206−34.9% | Reduced |
| SEI Investments Co | 405,884 | $273.5M | 0.27% | −40,270−9.0% | Reduced |
| HSBC Holdings PLC | 416,887 | $281.7M | 0.16% | −5,587−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 428,832 | $289.1M | 0.43% | +45,090+11.8% | Added |
| Envestnet Asset Management Inc | 435,391 | $293.4M | 0.09% | −34,898−7.4% | Reduced |
| Rhumbline Advisers | 446,535 | $300.9M | 0.24% | −15,910−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 463,237 | $312.1M | 0.24% | −27,985−5.7% | Reduced |
| California Public Employees Retirement System | 464,570 | $313.0M | 0.18% | +20,550+4.6% | Added |
| Voya Investment Management LLC | 473,952 | $319.4M | 0.31% | −22,608−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 486,226 | $327.6M | 0.58% | −72,901−13.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 568,365 | $351.4M | 0.24% | +26,252+4.8% | Added |
| ProShare Advisors LLC | 541,628 | $365.0M | 0.64% | +150,748+38.6% | Added |
| First Trust Advisors LP | 544,690 | $367.0M | 0.27% | −17,360−3.1% | Reduced |
| Citigroup Inc | 545,658 | $367.7M | 0.25% | +162,793+42.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 576,709 | $388.6M | 0.23% | −42,495−6.9% | Reduced |
| Axiom Investors LLC | 581,244 | $391.7M | 3.44% | −39,237−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 617,750 | $416.3M | 0.26% | +134,216+27.8% | Added |
| Swiss National Bank | 632,310 | $426.1M | 0.25% | −32,980−5.0% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $451.0M | 4.21% | −167,500−20.0% | Reduced |
| National Pension Service | 703,285 | $473.9M | 0.35% | −129,141−15.5% | Reduced |
| Nuveen, LLC | 709,404 | $478.0M | 0.13% | +34,394+5.1% | Added |
| Clearbridge Investments, LLC | 741,609 | $499.7M | 0.40% | −120,419−14.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 780,530 | $525.9M | 3.86% | −328,608−29.6% | Reduced |
| Whale Rock Capital Management LLC | 808,356 | $544.7M | 6.97% | −163,048−16.8% | Reduced |
| Deutsche Bank AG | 863,098 | $581.6M | 0.19% | −34,035−3.8% | Reduced |
| Wellington Management Group LLP | 882,213 | $594.5M | 0.10% | +188,339+27.1% | Added |
| Wells Fargo & Company | 972,258 | $655.1M | 0.13% | +14,830+1.5% | Added |
| Capital International Investors | 981,214 | $661.2M | 0.10% | +164,653+20.2% | Added |
| American Century Companies Inc | 1,000,279 | $674.0M | 0.34% | +191,576+23.7% | Added |
| Massachusetts Financial Services Co | 1,010,989 | $681.2M | 0.22% | −66,117−6.1% | Reduced |
| Barclays PLC | 1,118,426 | $753.6M | 0.30% | +190,364+20.5% | Added |
| Royal Bank of Canada | 1,143,383 | $770.4M | 0.14% | +59,084+5.4% | Added |
| Capital Research Global Investors | 1,209,631 | $815.1M | 0.15% | +174,338+16.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,292,984 | $871.2M | 2.93% | −710,005−35.4% | Reduced |
| Sapient Capital LLC | 1,271,364 | $882.0M | 12.39% | −1,098−0.1% | Reduced |
| Bank of New York Mellon Corp | 1,408,304 | $948.9M | 0.17% | −85,190−5.7% | Reduced |
| Amundi | 1,426,896 | $961.5M | 0.26% | +639,836+81.3% | Added |
| Sands Capital Management, LLC | 1,463,351 | $986.0M | 3.00% | +446,392+43.9% | Added |
| Dimensional Fund Advisors LP | 1,486,012 | $1.00B | 0.21% | −297,710−16.7% | Reduced |
| Legal & General Group Plc | 1,506,428 | $1.02B | 0.23% | −23,306−1.5% | Reduced |
| UBS Asset Management Americas Inc | 1,588,436 | $1.07B | 0.23% | +172,177+12.2% | Added |
| Fred Alger Management, LLC | 1,672,394 | $1.13B | 4.42% | −219,548−11.6% | Reduced |
| Alliancebernstein L.P. | 1,701,969 | $1.15B | 0.36% | −332,756−16.4% | Reduced |
| Spruce House Investment Management LLC | 1,799,729 | $1.21B | 35.17% | −257,295−12.5% | Reduced |
| UBS Group AG | 1,825,838 | $1.23B | 0.24% | +217,223+13.5% | Added |
| Franklin Resources Inc | 1,834,448 | $1.24B | 0.30% | −608,002−24.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,905,850 | $1.28B | 0.20% | +47,778+2.6% | Added |
| Jericho Capital Asset Management L.P. | 2,095,319 | $1.41B | 16.09% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 2,185,747 | $1.47B | 3.69% | −82,108−3.6% | Reduced |
| Northern Trust Corp | 2,399,504 | $1.62B | 0.21% | +25,044+1.1% | Added |
| Goldman Sachs Group Inc | 2,475,389 | $1.67B | 0.24% | −736,197−22.9% | Reduced |
| Jennison Associates LLC | 2,737,024 | $1.84B | 1.11% | −1,149,126−29.6% | Reduced |
| Capital World Investors | 2,778,549 | $1.87B | 0.25% | +143,361+5.4% | Added |
| Norges Bank | 3,027,991 | $2.04B | 0.22% | +3,027,991 | New |
| Kensico Capital Management Corp | 3,118,500 | $2.10B | 35.71% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,242,235 | $2.18B | 0.98% | −304,341−8.6% | Reduced |
| Bank of America Corp | 3,610,573 | $2.43B | 0.18% | +431,849+13.6% | Added |
| WCM Investment Management, LLC | 4,756,310 | $3.30B | 6.79% | −185,769−3.8% | Reduced |
| Morgan Stanley | 5,561,646 | $3.75B | 0.22% | +538,806+10.7% | Added |
| Price T Rowe Associates Inc | 6,089,735 | $4.10B | 0.44% | +212,349+3.6% | Added |
| Baillie Gifford & Co | 6,166,349 | $4.16B | 3.45% | −79,611−1.3% | Reduced |
| JPMorgan Chase & Co | 7,053,011 | $4.75B | 0.32% | −629,965−8.2% | Reduced |
| Geode Capital Management, LLC | 7,167,003 | $4.82B | 0.30% | +448,005+6.7% | Added |
| Invesco Ltd. | 11,731,658 | $7.91B | 0.75% | +7,438,906+173.3% | Added |
| State Street Corp | 11,904,843 | $8.02B | 0.27% | +52,377+0.4% | Added |
| FMR LLC | 13,091,028 | $8.82B | 0.45% | −615,416−4.5% | Reduced |
| Ieq Capital, LLC | 15,685,398 | $10.6B | 31.64% | −94,523−0.6% | Reduced |
| BlackRock, Inc. | 24,171,697 | $16.3B | 0.28% | −758,138−3.0% | Reduced |
| Vanguard Group Inc | 25,120,575 | $16.9B | 0.25% | +166,117+0.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −162,525−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −161,855−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −98,007−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −79,800−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −72,266−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −54,603−100.0% | Sold out |