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, Q1 2026
Institutional positions in AppLovin Corp as of Mar 31, 2026. 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
- 1,395
- −175 vs. Q4 2025
- Shares held
- 219.4M
- +4.63M (+2.2%) vs. Q4 2025
- Total value
- $87.6B
- −$57.0B (−39.4%) vs. Q4 2025
- New holders
- 160
- 531 more added
- Sold out
- 335
- 579 more reduced
24 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,640,172 | $9.41B | 0.17% | −531,525−2.2% | Reduced |
| Vanguard Capital Management LLC | 16,750,884 | $6.67B | 0.16% | +16,750,884 | New |
| FMR LLC | 15,691,414 | $6.25B | 0.33% | +2,600,386+19.9% | Added |
| State Street Corp | 11,767,329 | $4.68B | 0.16% | −137,514−1.2% | Reduced |
| Invesco Ltd. | 10,589,435 | $4.21B | 0.41% | −1,142,223−9.7% | Reduced |
| Geode Capital Management, LLC | 7,288,372 | $2.90B | 0.18% | +121,369+1.7% | Added |
| Baillie Gifford & Co | 6,700,132 | $2.67B | 2.72% | +533,783+8.7% | Added |
| Vanguard Portfolio Management LLC | 5,935,893 | $2.36B | 0.12% | +5,935,893 | New |
| Morgan Stanley | 5,604,841 | $2.23B | 0.13% | +43,195+0.8% | Added |
| Price T Rowe Associates Inc | 5,434,726 | $2.16B | 0.25% | −655,009−10.8% | Reduced |
| WCM Investment Management, LLC | 5,001,600 | $1.86B | 4.25% | +245,290+5.2% | Added |
| JPMorgan Chase & Co | 4,107,944 | $1.53B | 0.10% | −2,945,067−41.8% | Reduced |
| Kensico Capital Management Corp | 3,284,250 | $1.31B | 26.69% | +165,750+5.3% | Added |
| Alliancebernstein L.P. | 1,880,716 | $1.27B | 0.41% | +178,747+10.5% | Added |
| Capital World Investors | 3,179,560 | $1.27B | 0.17% | +401,011+14.4% | Added |
| Bank of America Corp | 3,155,406 | $1.26B | 0.09% | −455,167−12.6% | Reduced |
| Capital International Investors | 2,824,060 | $1.12B | 0.26% | +1,842,846+187.8% | Added |
| Goldman Sachs Group Inc | 2,701,859 | $1.08B | 0.14% | +226,470+9.1% | Added |
| Capital Research Global Investors | 2,638,869 | $1.05B | 0.16% | +1,429,238+118.2% | Added |
| Northern Trust Corp | 2,407,191 | $958.1M | 0.13% | +7,687+0.3% | Added |
| Jennison Associates LLC | 2,300,905 | $915.8M | 0.63% | −436,119−15.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,968,560 | $783.5M | 0.12% | +62,710+3.3% | Added |
| UBS Group AG | 1,822,038 | $725.2M | 0.13% | −3,800−0.2% | Reduced |
| Janus Henderson Group PLC | 1,815,061 | $718.3M | 0.34% | −1,427,174−44.0% | Reduced |
| Spruce House Investment Management LLC | 1,790,000 | $712.4M | 25.44% | −9,729−0.5% | Reduced |
| Jericho Capital Asset Management L.P. | 1,677,224 | $667.5M | 9.87% | −418,095−20.0% | Reduced |
| UBS Asset Management Americas Inc | 1,613,866 | $642.3M | 0.13% | +25,430+1.6% | Added |
| Vanguard Fiduciary Trust Co | 1,534,970 | $610.9M | 0.15% | +1,534,970 | New |
| Legal & General Group Plc | 1,478,558 | $588.5M | 0.14% | −27,870−1.9% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,464,923 | $583.0M | 4.65% | +684,393+87.7% | Added |
| Bank of New York Mellon Corp | 1,358,573 | $540.7M | 0.10% | −49,731−3.5% | Reduced |
| Dimensional Fund Advisors LP | 1,324,244 | $526.6M | 0.11% | −161,768−10.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,290,008 | $513.4M | 1.77% | −895,739−41.0% | Reduced |
| Sapient Capital LLC | 1,271,473 | $506.0M | 7.64% | +1090.0% | Added |
| Royal Bank of Canada | 1,236,093 | $492.0M | 0.09% | +92,710+8.1% | Added |
| Franklin Resources Inc | 1,235,519 | $491.7M | 0.12% | −598,929−32.6% | Reduced |
| Fred Alger Management, LLC | 1,173,040 | $466.9M | 2.05% | −499,354−29.9% | Reduced |
| Amundi | 1,115,419 | $443.9M | 0.12% | −311,477−21.8% | Reduced |
| Wellington Management Group LLP | 1,093,058 | $435.0M | 0.08% | +210,845+23.9% | Added |
| Massachusetts Financial Services Co | 987,120 | $399.3M | 0.13% | −23,869−2.4% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,000,000 | $398.0M | 1.74% | −292,984−22.7% | Reduced |
| American Century Companies Inc | 991,256 | $394.5M | 0.20% | −9,023−0.9% | Reduced |
| Sands Capital Management, LLC | 971,561 | $386.7M | 1.52% | −491,790−33.6% | Reduced |
| Wells Fargo & Company | 928,576 | $369.6M | 0.07% | −43,682−4.5% | Reduced |
| Barclays PLC | 890,770 | $354.5M | 0.13% | −227,656−20.4% | Reduced |
| Clearbridge Investments, LLC | 708,732 | $282.1M | 0.25% | −32,877−4.4% | Reduced |
| Whale Rock Capital Management LLC | 695,537 | $276.8M | 3.58% | −112,819−14.0% | Reduced |
| Deutsche Bank AG | 692,742 | $275.7M | 0.09% | −170,356−19.7% | Reduced |
| Swiss National Bank | 677,030 | $269.5M | 0.16% | +44,720+7.1% | Added |
| Nuveen, LLC | 670,864 | $267.0M | 0.07% | −38,540−5.4% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $266.4M | 2.37% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 632,819 | $251.9M | 0.14% | +285,353+82.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 606,693 | $241.5M | 0.16% | +38,328+6.7% | Added |
| Vanguard Global Advisers, LLC | 590,056 | $234.8M | 0.13% | +590,056 | New |
| National Pension Service | 558,327 | $222.2M | 0.17% | −144,958−20.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 550,338 | $219.0M | 0.14% | −26,371−4.6% | Reduced |
| First Trust Advisors LP | 546,146 | $217.4M | 0.16% | +1,456+0.3% | Added |
| BNP Paribas Arbitrage, SA | 496,723 | $197.7M | 0.13% | −121,027−19.6% | Reduced |
| Envestnet Asset Management Inc | 489,882 | $195.0M | 0.05% | +54,491+12.5% | Added |
| California Public Employees Retirement System | 488,574 | $194.5M | 0.12% | +24,004+5.2% | Added |
| SEI Investments Co | 471,774 | $187.8M | 0.17% | +65,890+16.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 454,668 | $180.8M | 0.25% | +25,836+6.0% | Added |
| TD Asset Management Inc | 447,808 | $178.2M | 0.14% | +87,856+24.4% | Added |
| Rhumbline Advisers | 444,465 | $176.9M | 0.15% | −2,070−0.5% | Reduced |
| ProShare Advisors LLC | 442,379 | $176.1M | 0.26% | −99,249−18.3% | Reduced |
| Renaissance Technologies LLC | 436,540 | $173.7M | 0.27% | +117,719+36.9% | Added |
| Winslow Capital Management, LLC | 431,891 | $171.9M | 0.67% | +431,891 | New |
| Citigroup Inc | 416,476 | $165.8M | 0.11% | −129,182−23.7% | Reduced |
| Vanguard Asset Management, Ltd | 409,563 | $163.0M | 0.14% | +409,563 | New |
| Canada Pension Plan Investment Board | 408,309 | $162.5M | 0.10% | +53,288+15.0% | Added |
| HSBC Holdings PLC | 402,491 | $160.1M | 0.10% | −14,396−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 390,585 | $155.5M | 0.29% | −95,641−19.7% | Reduced |
| Voya Investment Management LLC | 386,029 | $153.6M | 0.16% | −87,923−18.6% | Reduced |
| Victory Capital Management Inc | 349,284 | $139.0M | 0.09% | −44,333−11.3% | Reduced |
| California State Teachers Retirement System | 349,227 | $139.0M | 0.15% | −9,478−2.6% | Reduced |
| Bank of Montreal | 343,561 | $136.7M | 0.06% | −32,548−8.7% | Reduced |
| Davis Selected Advisers | 335,810 | $133.7M | 0.61% | +87,829+35.4% | Added |
| Principal Financial Group Inc | 335,768 | $133.6M | 0.07% | −1,881−0.6% | Reduced |
| FIL Ltd | 323,026 | $128.6M | 0.10% | +37,462+13.1% | Added |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 316,952 | $126.1M | 10.04% | +316,952 | New |
| D. E. Shaw & Co., Inc. | 303,499 | $120.8M | 0.10% | −159,738−34.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 297,374 | $118.4M | 0.29% | +4,766+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 285,456 | $113.9M | 0.13% | +5,392+1.9% | Added |
| Clear Street Group Inc. | 277,872 | $110.6M | 0.62% | +232,886+517.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 276,124 | $109.9M | 0.19% | −18,467−6.3% | Reduced |
| Susquehanna International Group, LLP | 270,539 | $107.7M | 0.14% | −113,502−29.6% | Reduced |
| Russell Investments Group, Ltd. | 269,541 | $106.7M | 0.11% | +29,941+12.5% | Added |
| Augustine Asset Management Inc | 267,051 | $106.3M | 23.93% | +3,721+1.4% | Added |
| Neuberger Berman Group LLC | 266,396 | $106.1M | 0.08% | +18,340+7.4% | Added |
| LPL Financial LLC | 255,632 | $101.7M | 0.03% | −48,128−15.8% | Reduced |
| KBC Group NV | 255,447 | $101.7M | 0.26% | +5,223+2.1% | Added |
| New York State Common Retirement Fund | 253,539 | $100.9M | 0.14% | −175−0.1% | Reduced |
| Quantinno Capital Management LP | 251,891 | $100.3M | 0.17% | +29,743+13.4% | Added |
| STRS Ohio | 248,579 | $98.9M | 0.39% | −3,148−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 242,800 | $96.6M | 0.15% | −1,600−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 242,697 | $96.6M | 2.71% | −148,292−37.9% | Reduced |
| Nomura Asset Management Co Ltd | 242,588 | $96.6M | 0.25% | +102,999+73.8% | Added |
| Raymond James Financial Inc | 237,759 | $94.5M | 0.03% | −19,352−7.5% | Reduced |
| Royal London Asset Management Ltd | 235,139 | $93.6M | 0.20% | +114,748+95.3% | Added |
| Ameriprise Financial Inc | 232,501 | $92.5M | 0.02% | −42,404−15.4% | Reduced |