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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.

Institutional holdersQ4 2025: 1,594 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ4 2025: $163.8B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2025.

Institutions holding APP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BLI - Banque de Luxembourg Investments8,000$5.55M0.16%00.0%Unchanged
Yarbrough Capital, LLC8,198$5.52M0.17%00.0%Unchanged
Next Century Growth Investors LLC8,190$5.52M0.38%−27−0.3%Reduced
North Dakota State Investment Board8,147$5.49M0.20%+8,147New
Ballentine Partners, LLC8,084$5.45M0.08%−289−3.5%Reduced
Oddo BHF Asset Management SAS8,081$5.45M0.20%+2,954+57.6%Added
DeDora Capital, Inc.8,067$5.44M1.29%00.0%Unchanged
Union Bancaire Privee, UBP SA9,856$5.41M0.09%−3,719−27.4%Reduced
Cloverfields Capital Group, LP7,893$5.32M1.65%−483−5.8%Reduced
Broadleaf Partners, LLC7,847$5.29M1.12%−4,004−33.8%Reduced
Kovitz Investment Group Partners, LLC7,683$5.18M0.11%−25,743−77.0%Reduced
Marietta Investment Partners LLC7,642$5.15M1.02%+166+2.2%Added
Integrated Financial Solutions, Inc.7,578$5.11M3.63%+3,218+73.8%Added
Strategic Global Advisors, LLC7,501$5.05M0.78%−8,024−51.7%Reduced
VGI Partners Ltd7,438$5.01M0.29%+3,688+98.3%Added
Vestmark Advisory Solutions, Inc.7,373$4.97M0.07%+3,822+107.6%Added
Apollon Wealth Management, LLC7,369$4.97M0.09%+2,609+54.8%Added
Securian Asset Management, Inc7,361$4.96M0.19%−5,787−44.0%Reduced
MUFG Securities Americas Inc.7,292$4.91M0.31%−8−0.1%Reduced
Sumitomo Life Insurance Co7,270$4.90M0.13%+47+0.7%Added
Siemens Fonds Invest GmbH7,052$4.89M0.26%+1,519+27.5%Added
TownSquare Capital, LLC7,158$4.82M1.08%−973−12.0%Reduced
Umb Bank N A7,077$4.77M0.06%+93+1.3%Added
Wedmont Private Capital7,491$4.74M0.16%+363+5.1%Added
Adviser Investments LLC7,023$4.73M0.05%+49+0.7%Added
CWM, LLC6,987$4.71M0.01%+1,977+39.5%Added
Fideuram Asset Management (Ireland) dac11,303$4.71M0.38%+11,303New
LMG Wealth Partners, LLC6,962$4.69M0.88%−151−2.1%Reduced
Signet Financial Management, LLC6,960$4.69M0.52%+6,521+1,485.4%Added
Rice Partnership, LLC6,845$4.61M0.62%+6,845New
Canada Post Corp Registered Pension Plan6,820$4.60M0.18%+1,440+26.8%Added
Allen Investment Management LLC6,810$4.59M0.05%−4,610−40.4%Reduced
TCG Advisory Services, LLC6,757$4.55M0.12%+1,577+30.4%Added
Assenagon Asset Management S.A.6,725$4.53M0.01%+891+15.3%Added
Everence Capital Management Inc6,660$4.49M0.27%00.0%Unchanged
HB Wealth Management, LLC6,643$4.48M0.03%+1,081+19.4%Added
Leeward Financial Partners, LLC6,637$4.47M1.26%+5,511+489.4%Added
M&G Plc6,598$4.45M0.02%−24−0.4%Reduced
Mizuho Markets Cayman LP6,477$4.36M0.22%+6,477New
Rakuten Securities, Inc.6,476$4.36M1.42%−4,064−38.6%Reduced
Principal Securities, Inc.6,414$4.32M0.07%+83+1.3%Added
Adams Diversified Equity Fund, Inc.6,400$4.31M0.14%+6,400New
Genus Capital Management Inc.6,390$4.31M0.50%−5,530−46.4%Reduced
Plato Investment Management Ltd6,334$4.29M0.28%−1,502−19.2%Reduced
CFO4Life Group, LLC6,314$4.25M0.61%−841−11.8%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,274$4.23M0.27%00.0%Unchanged
General Equity Holdings LP6,200$4.18M2.61%−5,550−47.2%Reduced
Howard Capital Management Inc.6,195$4.17M0.05%+2,520+68.6%Added
Caitong International Asset Management Co., Ltd6,165$4.15M1.02%+6,148+36,164.7%Added
Allworth Financial LP6,160$4.15M0.02%+111+1.8%Added
Edgestream Partners, L.P.6,131$4.13M0.12%+2,282+59.3%Added
Fifth Third Bancorp6,123$4.13M0.01%+4,637+312.0%Added
Pinnacle Wealth Management, LLC6,090$4.10M2.76%+16+0.3%Added
Range Financial Group LLC6,070$4.09M1.42%+4,871+406.3%Added
Western Financial Corp6,057$4.08M1.62%+801+15.2%Added
Trilogy Capital Inc.6,032$4.06M0.18%−2,090−25.7%Reduced
Shelton Wealth Management, LLC6,003$4.04M1.76%+383+6.8%Added
Cumberland Partners Ltd6,000$4.04M0.25%+2,000+50.0%Added
Capricorn Fund Managers Ltd6,000$4.04M0.97%+6,000New
Phoenix Holdings Ltd.6,000$4.04M0.04%+791+15.2%Added
Reliant Investment Partners, LLC5,961$4.02M3.15%−81−1.3%Reduced
Mitchell Capital Management Co5,956$4.01M0.72%+27+0.5%Added
Vise Technologies, Inc.5,947$4.01M0.08%+998+20.2%Added
Diversify Wealth Management, LLC5,966$3.99M0.19%−3,552−37.3%Reduced
Meiji Yasuda Asset Management Co Ltd.5,919$3.99M0.19%+5,248+782.1%Added
Horizon Investments, LLC5,903$3.98M0.05%+671+12.8%Added
WD Rutherford LLC5,863$3.95M1.65%+2,031+53.0%Added
E. Ohman J:or Asset Management AB5,771$3.89M0.09%+5,771New
Prelude Capital Management, LLC5,742$3.87M0.28%+774+15.6%Added
Brown Advisory Inc5,726$3.86M0.01%−16−0.3%Reduced
Virtu Financial LLC5,719$3.85M0.15%−32,357−85.0%Reduced
Quantbot Technologies LP5,708$3.85M0.13%+1,957+52.2%Added
Thrive Capital Management, LLC5,627$3.79M0.84%+790+16.3%Added
Pensionmark Financial Group, LLC5,627$3.79M0.06%+4,071+261.6%Added
Dark Forest Capital Management LP5,606$3.78M0.17%+5,156+1,145.8%Added
Ronald Blue Trust, Inc.5,589$3.77M0.04%+275+5.2%Added
Illumine Investment Management, LLC5,568$3.75M2.73%−172−3.0%Reduced
ABN AMRO Bank N.V.5,460$3.75M0.04%+564+11.5%Added
Coldstream Capital Management Inc5,507$3.71M0.05%+1,429+35.0%Added
Caxton Associates LLP5,482$3.69M0.07%−2,928−34.8%Reduced
Beacon Pointe Advisors, LLC5,473$3.69M0.03%−904−14.2%Reduced
Banque Cantonale Vaudoise5,429$3.66M0.13%+1,543+39.7%Added
Alps Advisors Inc5,422$3.65M0.02%−1,465−21.3%Reduced
Legal Advantage Investments, Inc.5,375$3.62M1.68%+1,125+26.5%Added
SBI Securities Co., Ltd.5,277$3.56M0.09%−1,188−18.4%Reduced
Summit Trail Advisors, LLC5,269$3.55M0.06%−362−6.4%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.5,249$3.54M0.16%+5,249New
Convergence Investment Partners, LLC5,216$3.51M0.70%−1,908−26.8%Reduced
Del-Sette Capital Management, LLC5,162$3.48M2.15%−2,321−31.0%Reduced
Florida Financial Advisors, LLC5,130$3.45M0.94%+895+21.1%Added
Eddie Patel Inc5,122$3.45M2.57%+5,122New
HBW Advisory Services LLC5,115$3.45M0.37%−647−11.2%Reduced
Catalyst Capital Advisors LLC5,112$3.44M0.07%−39−0.8%Reduced
Moneta Group Investment Advisors LLC5,101$3.44M0.03%+341+7.2%Added
We Are One Seven, LLC5,096$3.43M0.07%+268+5.6%Added
Colonial River Wealth Management, LLC5,082$3.42M1.22%−3,098−37.9%Reduced
Sigma Planning Corp5,044$3.40M0.09%+185+3.8%Added
Rheos Capital Works Inc.5,000$3.37M0.22%−83,000−94.3%Reduced
GAMMA Investing LLC4,987$3.36M0.17%+2,745+122.4%Added
ICICI Prudential Asset Management Co Ltd4,936$3.33M0.39%+212+4.5%Added