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 |
|---|---|---|---|---|---|
| UNICOM Systems, Inc. | 31,900 | $21.5M | 2.10% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 31,862 | $21.5M | 2.80% | −4,523−12.4% | Reduced |
| Motley Fool Asset Management LLC | 31,738 | $21.4M | 0.83% | +8,400+36.0% | Added |
| Gateway Investment Advisers LLC | 31,494 | $21.2M | 0.20% | +31,042+6,867.7% | Added |
| Vontobel Holding Ltd. | 31,010 | $20.9M | 0.07% | +4,108+15.3% | Added |
| Oregon Public Employees Retirement Fund | 30,982 | $20.9M | 0.27% | +80+0.3% | Added |
| Ogborne Capital Management, LLC | 30,000 | $20.2M | 6.67% | −20,000−40.0% | Reduced |
| Mizuho Markets Americas LLC | 30,000 | $20.2M | 0.43% | +30,000 | New |
| Eurizon Capital SGR S.p.A. | 29,972 | $20.2M | 0.06% | +29,972 | New |
| Public Employees Retirement Association of Colorado | 29,723 | $20.0M | 0.07% | −72−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 29,087 | $19.9M | 0.06% | −2,180−7.0% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 29,353 | $19.8M | 3.33% | +111+0.4% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 29,291 | $19.7M | 0.28% | +29,291 | New |
| Mutual of America Capital Management LLC | 29,062 | $19.6M | 0.21% | −279−1.0% | Reduced |
| Squarepoint Ops LLC | 28,860 | $19.4M | 0.04% | +21,639+299.7% | Added |
| Profund Advisors LLC | 28,642 | $19.3M | 0.59% | +1,478+5.4% | Added |
| GWM Advisors LLC | 28,632 | $19.3M | 0.07% | +8,743+44.0% | Added |
| Crossmark Global Holdings, Inc. | 28,545 | $19.2M | 0.28% | +2,726+10.6% | Added |
| Thoroughbred Financial Services, LLC | 28,544 | $19.2M | 1.14% | +418+1.5% | Added |
| Pathstone Holdings, LLC | 28,231 | $19.0M | 0.07% | +1,971+7.5% | Added |
| Stratos Wealth Partners, LTD. | 28,104 | $18.9M | 0.21% | +273+1.0% | Added |
| Cunning Capital Partners, LP | 28,037 | $18.9M | 8.74% | 00.0% | Unchanged |
| Metavasi Capital LP | 27,937 | $18.8M | 8.29% | −30,474−52.2% | Reduced |
| Commonwealth Equity Services, LLC | 27,887 | $18.8M | 0.03% | +1,025+3.8% | Added |
| M&T Bank Corp | 27,775 | $18.7M | 0.06% | +1,446+5.5% | Added |
| Vinva Investment Management Ltd | 26,135 | $18.1M | 0.23% | +3,282+14.4% | Added |
| QRG Capital Management, Inc. | 26,822 | $18.1M | 0.20% | −17,904−40.0% | Reduced |
| Steel Peak Wealth Management LLC | 26,737 | $18.0M | 0.59% | +26,312+6,191.1% | Added |
| WCG Wealth Advisors LLC | 26,726 | $18.0M | 0.50% | +26,726 | New |
| Federation des caisses Desjardins du Quebec | 26,605 | $17.9M | 0.07% | −2,031−7.1% | Reduced |
| Advisory Services Network, LLC | 26,521 | $17.9M | 0.25% | +1,636+6.6% | Added |
| State of Alaska, Department of Revenue | 26,510 | $17.9M | 0.19% | −2,435−8.4% | Reduced |
| Norinchukin Bank, The | 26,443 | $17.8M | 0.21% | +7,054+36.4% | Added |
| Millennium Management LLC | 26,385 | $17.8M | 0.01% | +3,086+13.2% | Added |
| Northwestern Mutual Wealth Management Co | 26,177 | $17.6M | 0.01% | +14,121+117.1% | Added |
| Oppenheimer & Co Inc | 26,030 | $17.5M | 0.25% | +1,915+7.9% | Added |
| Robeco Institutional Asset Management B.V. | 25,648 | $17.3M | 0.02% | −12,715−33.1% | Reduced |
| HighTower Advisors, LLC | 25,295 | $17.0M | 0.02% | +1,124+4.7% | Added |
| Smithbridge Asset Management Inc | 25,229 | $17.0M | 1.45% | −150−0.6% | Reduced |
| Loup Funds, LLC | 24,707 | $16.6M | 4.85% | +5,337+27.6% | Added |
| Navellier & Associates Inc | 24,679 | $16.6M | 1.86% | +544+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,641 | $16.6M | 0.04% | −6,277−20.3% | Reduced |
| Assetmark, Inc | 24,485 | $16.5M | 0.03% | +2,615+12.0% | Added |
| Venture Visionary Partners LLC | 24,379 | $16.4M | 0.54% | −2,206−8.3% | Reduced |
| Brinker Capital Investments, LLC | 24,346 | $16.4M | 0.12% | +2,880+13.4% | Added |
| Drive Wealth Management, LLC | 23,603 | $15.9M | 3.10% | +22,353+1,788.2% | Added |
| Maplelane Capital, LLC | 23,500 | $15.8M | 0.90% | −143,500−85.9% | Reduced |
| Nomura Holdings Inc | 23,418 | $15.8M | 0.05% | −34,522−59.6% | Reduced |
| Cresset Asset Management, LLC | 23,262 | $15.7M | 0.07% | +491+2.2% | Added |
| Rockefeller Capital Management L.P. | 22,957 | $15.5M | 0.03% | +9,198+66.9% | Added |
| Cerity Partners LLC | 22,900 | $15.4M | 0.02% | +640+2.9% | Added |
| Investment Management Corp of Ontario | 22,880 | $15.4M | 0.21% | −2,048−8.2% | Reduced |
| Yousif Capital Management, LLC | 27,133 | $15.3M | 0.17% | −1,641−5.7% | Reduced |
| ASR Vermogensbeheer N.V. | 22,696 | $15.3M | 0.18% | +880+4.0% | Added |
| Lazard Asset Management LLC | 22,674 | $15.3M | 0.03% | −6,437−22.1% | Reduced |
| Man Group plc | 22,492 | $15.2M | 0.03% | +6,002+36.4% | Added |
| Moore Capital Management, LP | 22,444 | $15.1M | 0.31% | −30,237−57.4% | Reduced |
| Generali Asset Management SPA SGR | 22,415 | $15.1M | 0.31% | −888−3.8% | Reduced |
| Armistice Capital, LLC | 22,262 | $15.0M | 0.37% | +2,742+14.0% | Added |
| Dilation Capital Management LP | 22,222 | $15.0M | 6.89% | +7,060+46.6% | Added |
| Linden Thomas Advisory Services, LLC | 21,660 | $14.6M | 1.48% | +272+1.3% | Added |
| Second Line Capital, LLC | 21,225 | $14.3M | 2.94% | +412+2.0% | Added |
| Ethic Inc. | 21,106 | $14.2M | 0.22% | +3,647+20.9% | Added |
| Alberta Investment Management Corp | 21,000 | $14.2M | 0.08% | +10,100+92.7% | Added |
| Tower Research Capital LLC (TRC) | 20,929 | $14.1M | 0.34% | +16,490+371.5% | Added |
| Hancock Whitney Corp | 20,623 | $13.9M | 0.25% | −1,687−7.6% | Reduced |
| Centaurus Financial, Inc. | 20,371 | $13.7M | 0.63% | +272+1.4% | Added |
| Telemark Asset Management, LLC | 20,000 | $13.5M | 1.35% | +20,000 | New |
| Callan Family Office, LLC | 19,970 | $13.5M | 0.29% | +9,410+89.1% | Added |
| Liontrust Investment Partners LLP | 19,787 | $13.3M | 0.20% | +10,477+112.5% | Added |
| Oak Ridge Investments LLC | 19,047 | $12.8M | 0.78% | +1,049+5.8% | Added |
| MAI Capital Management | 18,903 | $12.7M | 0.07% | −2,114−10.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 18,805 | $12.7M | 0.97% | −1,816−8.8% | Reduced |
| Thames Capital Management LLC | 18,727 | $12.6M | 1.83% | +2,025+12.1% | Added |
| Sierra Summit Advisors LLC | 18,486 | $12.5M | 1.91% | +6,901+59.6% | Added |
| Schonfeld Strategic Advisors LLC | 18,382 | $12.4M | 0.06% | −2,587−12.3% | Reduced |
| CAPROCK Group, Inc. | 18,203 | $12.3M | 0.26% | −1,339−6.9% | Reduced |
| Kultura Capital Management LP | 18,100 | $12.2M | 8.85% | +18,100 | New |
| Acadian Asset Management LLC | 18,022 | $12.1M | 0.02% | +6,985+63.3% | Added |
| Jane Street Group, LLC | 17,622 | $11.9M | 0.01% | +2,548+16.9% | Added |
| Oppenheimer Asset Management Inc. | 17,587 | $11.9M | 0.15% | −1,971−10.1% | Reduced |
| Mizuho Securities USA LLC | 19,710 | $11.8M | 0.20% | −70.0% | Reduced |
| Park Avenue Securities LLC | 17,445 | $11.8M | 0.10% | −1,731−9.0% | Reduced |
| Allstate Corp | 17,360 | $11.7M | 0.16% | +8,928+105.9% | Added |
| Winton Group Ltd | 17,320 | $11.7M | 0.40% | −2,980−14.7% | Reduced |
| Vestcor Inc | 17,294 | $11.7M | 0.33% | +4,519+35.4% | Added |
| TD Waterhouse Canada Inc. | 17,277 | $11.6M | 0.07% | −3,972−18.7% | Reduced |
| LGT Group Foundation | 16,734 | $11.6M | 0.13% | +205+1.2% | Added |
| Berkshire Capital Holdings Inc | 17,030 | $11.5M | 3.80% | −10,630−38.4% | Reduced |
| Empower Advisory Group, LLC | 16,992 | $11.4M | 0.03% | +3,033+21.7% | Added |
| Dnca Finance | 16,600 | $11.2M | 0.65% | +4,100+32.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,250 | $11.1M | 0.10% | +8,432+107.9% | Added |
| Left Brain Wealth Management, LLC | 16,374 | $11.0M | 3.82% | −948−5.5% | Reduced |
| Horizon Investment Services, LLC | 16,180 | $10.9M | 3.92% | −1,898−10.5% | Reduced |
| Lido Advisors, LLC | 15,339 | $10.6M | 0.04% | +320+2.1% | Added |
| Hartford Investment Management Co | 15,635 | $10.5M | 0.32% | −226−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,581 | $10.5M | 0.06% | +8,204+111.2% | Added |
| Blue Sparrow, LLC | 15,600 | $10.5M | 0.20% | +15,600 | New |
| Great Lakes Advisors, LLC | 15,503 | $10.4M | 0.09% | +4,069+35.6% | Added |
| DekaBank Deutsche Girozentrale | 130,549 | $10.4M | 0.02% | 00.0% | Unchanged |