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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 15,355 | $10.3M | 0.17% | −324−2.1% | Reduced |
| Overbrook Management Corp | 15,107 | $10.2M | 1.76% | +15,107 | New |
| Tairen Capital Ltd | 15,080 | $10.2M | 1.06% | +15,080 | New |
| Perigon Wealth Management, LLC | 15,072 | $10.2M | 0.18% | +736+5.1% | Added |
| Kentucky Retirement Systems | 14,969 | $10.1M | 0.27% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14,913 | $10.0M | 0.01% | +1,737+13.2% | Added |
| Beck Bode, LLC | 14,871 | $10.0M | 1.67% | −1,556−9.5% | Reduced |
| Patton Albertson Miller Group, LLC | 14,837 | $10.0M | 1.18% | −14−0.1% | Reduced |
| Segment Wealth Management, LLC | 14,748 | $9.94M | 0.58% | −392−2.6% | Reduced |
| Donaldson Capital Management, LLC | 14,693 | $9.90M | 0.31% | +609+4.3% | Added |
| Edgewood Management LLC | 14,400 | $9.70M | 0.05% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 14,235 | $9.59M | 7.28% | +2,090+17.2% | Added |
| Glynn Capital Management LLC | 13,941 | $9.39M | 3.23% | +13,930+126,636.4% | Added |
| Harvest Investment Services, LLC | 13,687 | $9.22M | 1.74% | −71−0.5% | Reduced |
| Private Advisor Group, LLC | 13,610 | $9.17M | 0.04% | +1,252+10.1% | Added |
| EFG International AG | 13,596 | $9.16M | 0.18% | +13,596 | New |
| NewEdge Wealth, LLC | 13,564 | $9.14M | 0.10% | +1,703+14.4% | Added |
| Ameritas Investment Partners, Inc. | 13,543 | $9.13M | 0.28% | +815+6.4% | Added |
| Purpose Unlimited Inc. | 13,500 | $9.10M | 0.42% | +13,500 | New |
| Scotia Capital Inc. | 13,400 | $9.03M | 0.04% | +9,203+219.3% | Added |
| Bailard, Inc. | 13,276 | $8.95M | 0.20% | +863+7.0% | Added |
| Zacks Investment Management | 13,239 | $8.92M | 0.07% | −147−1.1% | Reduced |
| Seascape Capital Management | 13,013 | $8.77M | 2.49% | −2,480−16.0% | Reduced |
| Penserra Capital Management LLC | 12,650 | $8.52M | 0.10% | −2,332−15.6% | Reduced |
| Gemmer Asset Management LLC | 12,422 | $8.37M | 0.65% | +11+0.1% | Added |
| New Mexico Educational Retirement Board | 12,400 | $8.36M | 0.25% | +200+1.6% | Added |
| Insight Holdings Group, LLC | 12,260 | $8.26M | 0.62% | −4,640−27.5% | Reduced |
| Omers Administration Corp | 12,079 | $8.14M | 0.06% | +794+7.0% | Added |
| AE Wealth Management LLC | 12,068 | $8.13M | 0.05% | +6,241+107.1% | Added |
| Pine Valley Investments Ltd Liability Co | 12,061 | $8.13M | 0.41% | +2,361+24.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 12,017 | $8.10M | 1.79% | −7,800−39.4% | Reduced |
| Advisors Capital Management, LLC | 11,904 | $8.02M | 0.09% | +60+0.5% | Added |
| Maryland State Retirement & Pension System | 11,901 | $8.02M | 0.17% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 11,860 | $7.99M | 1.07% | +11,452+2,806.9% | Added |
| Bleakley Financial Group, LLC | 11,766 | $7.93M | 0.14% | −58−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 11,755 | $7.92M | 0.26% | +35+0.3% | Added |
| Owl Creek Asset Management, L.P. | 11,706 | $7.89M | 0.95% | +11,706 | New |
| Cornerstone Advisors, LLC | 11,694 | $7.88M | 0.26% | +11,694 | New |
| Picton Mahoney Asset Management | 11,665 | $7.86M | 0.09% | +5,935+103.6% | Added |
| Farther Finance Advisors, LLC | 11,635 | $7.84M | 0.08% | +3,466+42.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,628 | $7.84M | 0.03% | −1,734−13.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,570 | $7.80M | 0.33% | +1,312+12.8% | Added |
| Decatur Capital Management, Inc. | 11,532 | $7.77M | 3.16% | −606−5.0% | Reduced |
| Erste Asset Management GmbH | 11,104 | $7.76M | 0.07% | −4,426−28.5% | Reduced |
| Verition Fund Management LLC | 11,470 | $7.73M | 0.04% | +11+0.1% | Added |
| CWA Asset Management Group, LLC | 11,430 | $7.70M | 0.28% | −2,592−18.5% | Reduced |
| Polar Asset Management Partners Inc. | 11,400 | $7.68M | 0.15% | +641+6.0% | Added |
| Pallas Capital Advisors LLC | 11,246 | $7.58M | 0.25% | +20+0.2% | Added |
| Abn Amro Investment Solutions | 11,218 | $7.56M | 0.11% | +2,451+28.0% | Added |
| Balboa Wealth Partners | 11,150 | $7.51M | 1.24% | −307−2.7% | Reduced |
| MUFG Securities EMEA plc | 11,102 | $7.48M | 0.09% | +5,920+114.2% | Added |
| Citizens Financial Group Inc | 11,048 | $7.44M | 0.10% | +1,107+11.1% | Added |
| Independent Financial Group, LLC | 10,954 | $7.38M | 0.16% | −20,784−65.5% | Reduced |
| First Foundation Advisors | 10,934 | $7.37M | 0.28% | −523−4.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,927 | $7.36M | 0.19% | +189+1.8% | Added |
| Osmosis Investment Management UK Ltd | 10,926 | $7.36M | 0.19% | +10,926 | New |
| Independent Solutions Wealth Management, LLC | 10,836 | $7.30M | 1.34% | −1,597−12.8% | Reduced |
| Baird Financial Group, Inc. | 10,835 | $7.30M | 0.01% | −170−1.5% | Reduced |
| CWM Advisors, LLC | 10,720 | $7.22M | 0.65% | −4,340−28.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,691 | $7.20M | 0.04% | +1,028+10.6% | Added |
| Dakota Wealth Management | 10,659 | $7.18M | 0.13% | −12,396−53.8% | Reduced |
| Atria Investments LLC | 10,652 | $7.18M | 0.08% | +645+6.4% | Added |
| Elo Mutual Pension Insurance Co | 10,649 | $7.18M | 0.11% | −10,790−50.3% | Reduced |
| Group One Trading, L.P. | 10,552 | $7.11M | 0.21% | +10,552 | New |
| Sig Brokerage, LP | 10,543 | $7.10M | 2.39% | +10,192+2,903.7% | Added |
| RH Tailwind Management, LLC | 10,500 | $7.08M | 7.12% | +10,500 | New |
| Frontier Capital Management Co LLC | 10,496 | $7.07M | 0.08% | −132,292−92.6% | Reduced |
| GSG Advisors LLC | 10,296 | $6.94M | 1.79% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,152 | $6.84M | 0.08% | +5,285+108.6% | Added |
| Merit Financial Group, LLC | 10,107 | $6.81M | 0.05% | +3,248+47.4% | Added |
| Stephens Inc | 10,104 | $6.81M | 0.08% | −3,500−25.7% | Reduced |
| Sterling Capital Management LLC | 9,985 | $6.73M | 0.11% | −259−2.5% | Reduced |
| VMS Asset Management Limited | 9,936 | $6.70M | 2.58% | +9,936 | New |
| Diversify Advisory Services, LLC | 11,767 | $6.69M | 0.21% | −5,643−32.4% | Reduced |
| Bridgewater Associates, LP | 9,867 | $6.65M | 0.02% | −14,587−59.7% | Reduced |
| Ritholtz Wealth Management | 9,741 | $6.56M | 0.12% | −485−4.7% | Reduced |
| Metis Global Partners, LLC | 9,581 | $6.46M | 0.15% | −513−5.1% | Reduced |
| Walleye Capital LLC | 9,481 | $6.39M | 0.04% | +2,893+43.9% | Added |
| Consolidated Planning Corp | 9,423 | $6.35M | 0.64% | −2,039−17.8% | Reduced |
| Sequoia Financial Advisors, LLC | 9,388 | $6.33M | 0.04% | +4,285+84.0% | Added |
| Westpac Banking Corp | 9,353 | $6.30M | 0.40% | −6,793−42.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,215 | $6.21M | 0.27% | +484+5.5% | Added |
| Foundations Investment Advisors, LLC | 9,098 | $6.13M | 0.08% | +1,103+13.8% | Added |
| Kestra Private Wealth Services, LLC | 9,024 | $6.08M | 0.08% | +3,579+65.7% | Added |
| Meadowbrook Wealth Management, LLC | 8,902 | $6.00M | 6.85% | −687−7.2% | Reduced |
| Westerkirk Capital Inc. | 8,752 | $5.90M | 0.57% | +2,618+42.7% | Added |
| Fulton Bank, N.A. | 8,717 | $5.87M | 0.20% | +671+8.3% | Added |
| Bokf, NA | 8,695 | $5.86M | 0.09% | −681−7.3% | Reduced |
| Delta Global Management LP | 8,690 | $5.86M | 0.43% | −14,227−62.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,648 | $5.83M | 0.07% | +19+0.2% | Added |
| Global Retirement Partners, LLC | 8,609 | $5.80M | 0.10% | +6,597+327.9% | Added |
| Calamos Wealth Management LLC | 8,597 | $5.79M | 0.20% | −214−2.4% | Reduced |
| Spire Wealth Management | 8,596 | $5.79M | 0.19% | +28+0.3% | Added |
| Evergreen Capital Management LLC | 8,590 | $5.79M | 0.13% | +1,699+24.7% | Added |
| Laird Norton Trust Company, LLC | 8,573 | $5.78M | 0.12% | +8,573 | New |
| Kestra Advisory Services, LLC | 8,519 | $5.74M | 0.02% | +68+0.8% | Added |
| PKO Investment Management Joint-Stock Co | 8,500 | $5.73M | 0.46% | +1,500+21.4% | Added |
| Axxcess Wealth Management, LLC | 8,364 | $5.64M | 0.10% | −3,150−27.4% | Reduced |
| FirstWave Capital Management LLC | 8,332 | $5.61M | 3.34% | +8,332 | New |
| Tokio Marine Asset Management Co Ltd | 8,293 | $5.59M | 0.19% | +189+2.3% | Added |