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 |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | 241,533 | $162.7M | 0.74% | +28,416+13.3% | Added |
| Russell Investments Group, Ltd. | 239,600 | $162.0M | 0.18% | −27,056−10.1% | Reduced |
| Nordea Investment Management AB | 222,189 | $152.6M | 0.13% | −7,625−3.3% | Reduced |
| Quantinno Capital Management LP | 222,148 | $149.7M | 0.30% | +42,043+23.3% | Added |
| New York State Teachers Retirement System | 216,329 | $145.8M | 0.28% | +3,790+1.8% | Added |
| State Board of Administration of Florida Retirement System | 212,483 | $143.2M | 0.25% | −7,083−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 218,590 | $135.2M | 0.22% | −13,102−5.7% | Reduced |
| Prudential Financial Inc | 197,355 | $133.0M | 0.16% | −49,615−20.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 195,265 | $131.6M | 0.37% | +21,427+12.3% | Added |
| Greenstone Partners & Co., LLC | 195,251 | $131.6M | 25.57% | −149,000−43.3% | Reduced |
| Aviva PLC | 193,696 | $130.5M | 0.22% | +10,192+5.6% | Added |
| Swedbank AB | 191,547 | $129.1M | 0.12% | −2,123−1.1% | Reduced |
| Toronto Dominion Bank | 191,175 | $128.8M | 0.23% | −60,043−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 180,517 | $121.7M | 0.10% | +19,379+12.0% | Added |
| Voloridge Investment Management, LLC | 179,083 | $120.7M | 0.42% | +179,083 | New |
| Keenan Capital, LLC | 176,725 | $119.1M | 21.69% | −28,985−14.1% | Reduced |
| Marsico Capital Management LLC | 175,938 | $118.6M | 3.30% | +9,783+5.9% | Added |
| Durable Capital Partners LP | 163,405 | $110.1M | 1.04% | −24,431−13.0% | Reduced |
| Schroder Investment Management Group | 162,759 | $109.7M | 0.08% | −155,618−48.9% | Reduced |
| Natixis Advisors, L.P. | 157,995 | $106.5M | 0.15% | +16,750+11.9% | Added |
| Caisse de Depot Et Placement du Quebec | 157,663 | $106.2M | 0.18% | +20,318+14.8% | Added |
| NEOS Investment Management LLC | 157,461 | $106.1M | 0.61% | +36,567+30.2% | Added |
| Danske Bank A/S | 156,002 | $105.1M | 0.24% | −5,521−3.4% | Reduced |
| Primecap Management Co | 152,525 | $102.8M | 0.08% | −21,800−12.5% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 143,675 | $99.7M | 0.28% | +143,675 | New |
| Steadview Capital Management LLC | 146,865 | $99.0M | 18.63% | −18,410−11.1% | Reduced |
| CI Private Wealth, LLC | 144,579 | $97.4M | 0.13% | +14,271+11.0% | Added |
| AQR Capital Management LLC | 143,354 | $96.6M | 0.05% | −39,137−21.4% | Reduced |
| CIBC Asset Management Inc | 142,827 | $96.2M | 0.23% | +25,701+21.9% | Added |
| Los Angeles Capital Management LLC | 153,800 | $95.5M | 0.33% | +11,122+7.8% | Added |
| No Street GP LP | 141,500 | $95.3M | 6.42% | −63,500−31.0% | Reduced |
| Storebrand Asset Management AS | 140,942 | $95.0M | 0.25% | −7,151−4.8% | Reduced |
| Temasek Holdings (Private) Ltd | 140,727 | $94.8M | 0.31% | +140,727 | New |
| Nomura Asset Management Co Ltd | 139,589 | $94.1M | 0.24% | +49,399+54.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 137,391 | $92.6M | 0.25% | −990−0.7% | Reduced |
| APG Asset Management N.V. | 157,518 | $90.4M | 0.26% | +150,618+2,182.9% | Added |
| State of Wisconsin Investment Board | 127,513 | $85.9M | 0.19% | −2,934−2.2% | Reduced |
| Palestra Capital Management LLC | 125,779 | $84.8M | 3.01% | −12,442−9.0% | Reduced |
| Treasurer of the State of North Carolina | 123,380 | $83.1M | 0.27% | −9,233−7.0% | Reduced |
| Mackenzie Financial Corp | 119,595 | $82.8M | 0.10% | +21,558+22.0% | Added |
| Spyglass Capital Management LLC | 120,638 | $81.3M | 4.07% | −55,279−31.4% | Reduced |
| Royal London Asset Management Ltd | 120,391 | $81.1M | 0.17% | −2,086−1.7% | Reduced |
| Pacer Advisors, Inc. | 120,256 | $81.0M | 0.21% | −31,091−20.5% | Reduced |
| Pacific Heights Asset Management LLC | 120,000 | $80.9M | 3.03% | +15,000+14.3% | Added |
| Zweig-DiMenna Associates LLC | 119,945 | $80.8M | 5.73% | +6,745+6.0% | Added |
| Bessemer Group Inc | 119,940 | $80.8M | 0.12% | +110,955+1,234.9% | Added |
| National Bank of Canada | 117,505 | $79.2M | 0.08% | −16,546−12.3% | Reduced |
| RBF Capital, LLC | 114,955 | $77.5M | 3.54% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 111,943 | $75.4M | 0.23% | −13,268−10.6% | Reduced |
| Pictet Asset Management Holding SA | 108,484 | $73.1M | 0.07% | +1,866+1.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 104,899 | $70.7M | 0.12% | +5,755+5.8% | Added |
| Federated Hermes, Inc. | 104,631 | $70.5M | 0.12% | +6,969+7.1% | Added |
| Andra AP-fonden | 104,163 | $70.2M | 0.87% | −147,437−58.6% | Reduced |
| Blue Whale Capital LLP | 103,917 | $70.0M | 3.59% | +42,427+69.0% | Added |
| Rafferty Asset Management, LLC | 102,950 | $69.4M | 0.24% | −7,181−6.5% | Reduced |
| Stifel Financial Corp | 102,811 | $69.3M | 0.06% | +72+0.1% | Added |
| Asset Management One Co.,Ltd. | 98,449 | $68.8M | 0.19% | −365−0.4% | Reduced |
| AustralianSuper Pty Ltd | 102,000 | $68.7M | 0.32% | −216,294−68.0% | Reduced |
| Mariner, LLC | 101,160 | $68.3M | 0.08% | −771−0.8% | Reduced |
| Broad Bay Capital Management, LP | 100,170 | $67.5M | 7.71% | +37,860+60.8% | Added |
| Dorsal Capital Management, LLC | 100,000 | $67.4M | 2.37% | +10,000+11.1% | Added |
| Virginia Retirement Systems Et Al | 98,565 | $66.4M | 0.40% | +62,865+176.1% | Added |
| Public Employees Retirement System of Ohio | 97,730 | $65.9M | 0.21% | +169+0.2% | Added |
| Marex Group plc | 95,553 | $64.4M | 0.70% | −38,893−28.9% | Reduced |
| 3G Capital Partners LP | 95,000 | $64.0M | 15.09% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 94,379 | $63.6M | 0.36% | −42,428−31.0% | Reduced |
| FengHe Fund Management Pte. Ltd. | 94,010 | $63.3M | 3.57% | +88,505+1,607.7% | Added |
| Panview Capital Ltd | 93,978 | $63.3M | 22.74% | +18,297+24.2% | Added |
| Creative Planning | 92,201 | $62.1M | 0.04% | +4,921+5.6% | Added |
| Smith Group Asset Management, LLC | 92,039 | $62.0M | 3.29% | +5,712+6.6% | Added |
| KLP Kapitalforvaltning AS | 91,560 | $61.7M | 0.24% | −4,390−4.6% | Reduced |
| Ci Investments Inc. | 90,189 | $60.8M | 0.27% | −25,419−22.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 90,006 | $60.6M | 0.30% | +2,556+2.9% | Added |
| Capula Management Ltd | 90,000 | $60.6M | 0.39% | +89,506+18,118.6% | Added |
| Mn Services Vermogensbeheer B.V. | 89,828 | $60.5M | 0.37% | +2,128+2.4% | Added |
| Kinetic Partners Management, LP | 89,206 | $60.1M | 2.92% | −38,900−30.4% | Reduced |
| Braun Stacey Associates Inc | 86,770 | $58.5M | 1.89% | −40,065−31.6% | Reduced |
| Scopus Asset Management, L.P. | 86,150 | $58.0M | 1.62% | −34,850−28.8% | Reduced |
| Vident Advisory, LLC | 85,409 | $57.6M | 0.54% | +3,439+4.2% | Added |
| Macquarie Group Ltd | 85,044 | $57.3M | 0.25% | −117,455−58.0% | Reduced |
| GF Fund Management Co. Ltd. | 83,760 | $56.4M | 0.96% | +9,647+13.0% | Added |
| Forsta Ap-Fonden | 83,040 | $56.0M | 0.33% | +340+0.4% | Added |
| Citadel Advisors LLC | 82,845 | $55.8M | 0.04% | −115,518−58.2% | Reduced |
| Baker Avenue Asset Management, LP | 82,549 | $55.6M | 1.28% | −926−1.1% | Reduced |
| Mane Global Capital Management LP | 82,370 | $55.5M | 3.04% | −93,949−53.3% | Reduced |
| Logan Capital Management Inc | 82,358 | $55.5M | 2.34% | +1,186+1.5% | Added |
| Flputnam Investment Management Co | 82,063 | $55.3M | 0.80% | −1,428−1.7% | Reduced |
| iA Global Asset Management Inc. | 81,997 | $55.3M | 0.70% | +24,614+42.9% | Added |
| Advisor Group Holdings, Inc. | 81,696 | $55.0M | 0.08% | −2,654−3.1% | Reduced |
| MGB Wealth Management, LLC | 80,828 | $54.5M | 15.58% | −9,938−10.9% | Reduced |
| Guggenheim Capital LLC | 80,701 | $54.4M | 0.40% | +1,590+2.0% | Added |
| Daiwa Securities Group Inc. | 80,276 | $54.1M | 0.18% | −7,462−8.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 79,405 | $53.7M | 0.37% | +1,029+1.3% | Added |
| Gotham Asset Management, LLC | 79,024 | $53.2M | 0.19% | −2,679−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 78,900 | $53.2M | 0.19% | −1,951−2.4% | Reduced |
| Zevenbergen Capital Investments LLC | 78,160 | $52.7M | 1.17% | +63,298+425.9% | Added |
| SG Americas Securities, LLC | 77,158 | $52.0M | 0.07% | +41,215+114.7% | Added |
| Empowered Funds, LLC | 77,090 | $51.9M | 0.88% | +10,868+16.4% | Added |
| Swiss Life Asset Management Ltd | 76,608 | $51.6M | 0.26% | +46,499+154.4% | Added |
| Panagora Asset Management Inc | 75,930 | $51.2M | 0.18% | −68,048−47.3% | Reduced |