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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 75,859 | $51.1M | 0.25% | −2,063−2.6% | Reduced |
| WT Asset Management Ltd | 75,400 | $50.8M | 2.02% | −131,400−63.5% | Reduced |
| State of Michigan Retirement System | 75,100 | $50.6M | 0.25% | −2,300−3.0% | Reduced |
| Cetera Investment Advisers | 74,545 | $50.2M | 0.05% | −413−0.6% | Reduced |
| Nissay Asset Management Corp | 74,107 | $49.9M | 0.26% | +3,690+5.2% | Added |
| La Banque Postale Asset Management SA | 73,248 | $49.4M | 0.57% | +39,409+116.5% | Added |
| Czech National Bank | 71,375 | $48.1M | 0.31% | +2,613+3.8% | Added |
| ICONIQ Capital, LLC | 71,370 | $48.1M | 0.73% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 70,429 | $47.5M | 0.08% | −202−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,374 | $47.4M | 0.10% | −355−0.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 69,502 | $47.2M | 0.23% | −2,960−4.1% | Reduced |
| Holocene Advisors, LP | 68,885 | $46.4M | 0.10% | −46,997−40.6% | Reduced |
| Colony Group, LLC | 67,860 | $45.7M | 0.05% | +20,158+42.3% | Added |
| Standard Life Aberdeen plc | 67,187 | $45.3M | 0.07% | +5,058+8.1% | Added |
| State of Tennessee, Treasury Department | 94,803 | $44.9M | 0.14% | +68,353+258.4% | Added |
| Arizona State Retirement System | 65,104 | $43.9M | 0.24% | −2,290−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 64,659 | $43.6M | 0.24% | +1,322+2.1% | Added |
| MML Investors Services, LLC | 64,331 | $43.3M | 0.11% | +1,558+2.5% | Added |
| Xponance, Inc. | 63,037 | $42.5M | 0.32% | +6,003+10.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,963 | $42.4M | 0.21% | −2,047−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 62,466 | $42.1M | 0.53% | +803+1.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 62,419 | $42.1M | 0.38% | +62,419 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,205 | $41.9M | 0.04% | +12,477+25.1% | Added |
| Capital Impact Advisors, LLC | 61,829 | $41.7M | 3.26% | +22,200+56.0% | Added |
| Mediolanum International Funds Ltd | 59,976 | $41.6M | 0.42% | −16,760−21.8% | Reduced |
| Cookson Peirce & Co Inc | 60,636 | $40.9M | 1.69% | −2,164−3.4% | Reduced |
| IMC-Chicago, LLC | 59,872 | $40.3M | 0.71% | −199,326−76.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,762 | $40.3M | 0.16% | −2,943−4.7% | Reduced |
| Renaissance Group LLC | 58,566 | $39.5M | 1.58% | −12,972−18.1% | Reduced |
| Retirement Systems of Alabama | 57,585 | $38.8M | 0.13% | −165−0.3% | Reduced |
| Zurich Insurance Group Ltd | 57,460 | $38.7M | 0.27% | −220,515−79.3% | Reduced |
| Amalgamated Bank | 57,102 | $38.5M | 0.28% | −56−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 55,722 | $37.5M | 1.38% | +5,663+11.3% | Added |
| Silvant Capital Management LLC | 55,693 | $37.5M | 1.27% | +40,692+271.3% | Added |
| TFJ Management, LLC | 52,865 | $35.6M | 25.65% | −1,623−3.0% | Reduced |
| Credit Agricole S A | 52,535 | $35.4M | 0.10% | +17,145+48.4% | Added |
| EULAV Asset Management | 52,503 | $35.4M | 0.94% | −5,998−10.3% | Reduced |
| Rakuten Investment Management, Inc. | 50,519 | $35.3M | 0.12% | −1,975,963−97.5% | Reduced |
| Alta Park Capital, LP | 52,224 | $35.2M | 4.23% | −32,198−38.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,637 | $34.8M | 0.27% | +375+0.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,499 | $34.7M | 0.31% | −870−1.7% | Reduced |
| Nomura Asset Management International Inc. | 51,380 | $34.6M | 0.05% | +51,380 | New |
| CIBC World Markets Corp | 51,210 | $34.5M | 0.17% | +51,210 | New |
| Pinebridge Investments LLC | 51,049 | $34.4M | 0.25% | +51,049 | New |
| DnB Asset Management AS | 50,480 | $34.0M | 0.12% | −30,431−37.6% | Reduced |
| Investment House LLC | 50,370 | $33.9M | 1.61% | −1,415−2.7% | Reduced |
| Tiaa Trust, National Association | 50,205 | $33.8M | 0.08% | −2,544−4.8% | Reduced |
| KCM Capital Inc | 50,000 | $33.7M | 6.77% | +50,000 | New |
| Teacher Retirement System of Texas | 49,502 | $33.4M | 0.12% | −39,076−44.1% | Reduced |
| Quadrature Capital Ltd | 49,484 | $33.3M | 0.34% | +49,484 | New |
| Calamos Advisors LLC | 48,737 | $32.8M | 0.13% | +20,609+73.3% | Added |
| Captrust Financial Advisors | 48,272 | $32.5M | 0.06% | −9,754−16.8% | Reduced |
| Toroso Investments, LLC | 48,097 | $32.4M | 0.14% | +14,695+44.0% | Added |
| UniSuper Management Pty Ltd | 47,510 | $32.0M | 0.19% | −3,032−6.0% | Reduced |
| Comerica Bank | 47,486 | $32.0M | 0.13% | −4,650−8.9% | Reduced |
| Commerce Bank | 47,222 | $31.8M | 0.18% | +37,129+367.9% | Added |
| Prudential PLC | 46,639 | $31.4M | 0.25% | +1,689+3.8% | Added |
| Mercer Global Advisors Inc | 46,468 | $31.3M | 0.05% | +12,195+35.6% | Added |
| IFM Investors Pty Ltd | 45,313 | $30.5M | 0.25% | +498+1.1% | Added |
| Clear Street Group Inc. | 44,986 | $30.3M | 0.16% | −39,593−46.8% | Reduced |
| Ibex Wealth Advisors | 44,953 | $30.3M | 2.97% | −710−1.6% | Reduced |
| Science & Technology Partners, L.P. | 44,825 | $30.2M | 8.44% | −23,625−34.5% | Reduced |
| Janney Montgomery Scott LLC | 44,575 | $30.0M | 0.07% | +6,286+16.4% | Added |
| Public Sector Pension Investment Board | 44,359 | $29.9M | 0.10% | +11,436+34.7% | Added |
| Nisa Investment Advisors, LLC | 43,988 | $29.6M | 0.10% | +21,694+97.3% | Added |
| Freshford Capital Management, LLC | 42,831 | $28.9M | 11.57% | −22,448−34.4% | Reduced |
| Ratan Capital Management LP | 42,230 | $28.5M | 7.83% | +36,230+603.8% | Added |
| Fernbridge Capital Management LP | 42,229 | $28.5M | 1.40% | −31,870−43.0% | Reduced |
| USS Investment Management Ltd | 42,129 | $28.4M | 0.14% | −424−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 41,576 | $28.0M | 1.05% | +1,731+4.3% | Added |
| British Columbia Investment Management Corp | 40,942 | $27.6M | 0.15% | +7,738+23.3% | Added |
| Cozad Asset Management Inc | 40,244 | $27.1M | 2.10% | −4,835−10.7% | Reduced |
| Utah Retirement Systems | 39,391 | $26.5M | 0.25% | −80.0% | Reduced |
| JustInvest LLC | 39,240 | $26.4M | 0.26% | +4,919+14.3% | Added |
| Ossiam | 39,186 | $26.4M | 0.53% | +19,699+101.1% | Added |
| AMF Pensionsforsakring AB | 39,123 | $26.4M | 0.16% | −8,427−17.7% | Reduced |
| Freestone Capital Holdings, LLC | 39,003 | $26.3M | 0.78% | +21,455+122.3% | Added |
| Intech Investment Management LLC | 38,966 | $26.3M | 0.23% | +8,514+28.0% | Added |
| Teachers Retirement System of the State of Kentucky | 38,785 | $26.1M | 0.20% | +15,541+66.9% | Added |
| Bank of Nova Scotia | 38,745 | $26.1M | 0.04% | +9,799+33.9% | Added |
| New York Life Investment Management LLC | 38,013 | $25.6M | 0.22% | +1,172+3.2% | Added |
| Truist Financial Corp | 37,669 | $25.4M | 0.03% | +852+2.3% | Added |
| The PNC Financial Services Group, Inc. | 37,579 | $25.3M | 0.01% | +19,934+113.0% | Added |
| Woodline Partners LP | 37,560 | $25.3M | 0.10% | −37,499−50.0% | Reduced |
| Wealthfront Advisers LLC | 37,516 | $25.3M | 0.06% | +4,244+12.8% | Added |
| Discovery Capital Management, LLC | 37,240 | $25.1M | 1.36% | +6,900+22.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 36,607 | $24.7M | 0.21% | −1,751−4.6% | Reduced |
| Shelton Capital Management | 36,535 | $24.6M | 0.49% | +1,083+3.1% | Added |
| Nishkama Capital, LLC | 36,068 | $24.3M | 3.29% | −25,548−41.5% | Reduced |
| Sanctuary Advisors, LLC | 36,030 | $24.3M | 0.13% | +6,071+20.3% | Added |
| Candriam Luxembourg S.C.A. | 35,921 | $24.2M | 0.12% | +1,596+4.6% | Added |
| Selkirk Management LLC | 35,700 | $24.1M | 6.36% | +5,600+18.6% | Added |
| Varma Mutual Pension Insurance Co | 35,600 | $24.0M | 0.15% | −800−2.2% | Reduced |
| OP Asset Management Ltd | 34,886 | $23.5M | 0.29% | +4,697+15.6% | Added |
| Allianz Asset Management GmbH | 34,563 | $23.3M | 0.03% | −147,756−81.0% | Reduced |
| Louisiana State Employees Retirement System | 34,400 | $23.2M | 0.40% | −2,200−6.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,380 | $23.2M | 0.19% | −1,020−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 33,471 | $22.6M | 0.19% | +12,426+59.0% | Added |
| US Bancorp | 32,410 | $21.8M | 0.03% | −198−0.6% | Reduced |
| Ofi Invest Asset Management | 37,714 | $21.6M | 0.31% | +37,714 | New |