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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; 1,466 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.

Q1 2026 vs. Q4 2025

How the institutions holding AppLovin Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of APP: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1,593241,394−175
Shares243.2M28.4M219.4M+4.63M (+2.2%)
Value$163.8B$19.2B$87.6B−$57.0B (−39.4%)

24 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held AppLovin Corp at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 160 by value.

Institutions new to APP in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC16,750,884$6.67B0.16%
Vanguard Portfolio Management LLC5,935,893$2.36B0.12%
Vanguard Fiduciary Trust Co1,534,970$610.9M0.15%
Vanguard Global Advisers, LLC590,056$234.8M0.13%
Winslow Capital Management, LLC431,891$171.9M0.67%
Vanguard Asset Management, Ltd409,563$163.0M0.14%
Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management316,952$126.1M10.04%
Marshall Wace, LLP223,222$88.8M0.10%
Capitolis Liquid Global Markets LLC118,273$47.1M0.30%
Cantor Fitzgerald, L. P.116,453$46.3M1.68%
Vanguard Investments Australia, Ltd.115,473$46.0M0.13%
Infinitum Asset Management, LLC100,000$39.8M4.98%
TIAA Wealth Investment Management LLC72,191$28.7M0.22%
Qube Research & Technologies Ltd71,082$28.3M0.04%
Tredje AP-fonden68,568$27.3M0.15%
SEB Asset Management AB68,377$27.2M0.12%
Ferguson Wellman Capital Management, Inc65,144$25.9M0.35%
Fund 1 Investments, LLC49,966$19.9M2.59%
CIBC Bancorp USA Inc.46,705$18.6M0.03%
Ilmarinen Mutual Pension Insurance Co46,057$18.3M0.14%
Aware Super Pty Ltd as trustee of Aware Super40,952$16.3M0.25%
Hiddenite Capital Partners LP40,000$15.9M9.29%
Kadensa Capital Ltd29,805$11.9M1.65%
Ghisallo Capital Management LLC25,000$9.95M0.27%
Tudor Investment Corp Et Al18,251$7.26M0.04%
Freestone Grove Partners LP17,844$7.10M0.05%
E Fund Management Co., Ltd.17,586$7.00M0.21%
Prevail Innovative Wealth Advisors, LLC17,578$7.00M1.18%
Bienville Capital Management, LLC16,201$6.45M1.22%
Capital International Sarl16,008$6.37M0.10%
Benchmark Investment Advisors LLC15,060$5.99M3.48%
Shannon River Fund Management LLC14,480$5.76M1.10%
Trexquant Investment LP13,535$5.39M0.04%
Danica Pension, Livsforsikringsaktieselskab12,798$5.09M0.10%
Quartz Partners, LLC12,758$5.08M1.96%
First Citizens Bank & Trust Co12,511$4.98M0.10%
LGT Fund Management Co Ltd.11,890$4.73M0.21%
Saudi Central Bank8,515$3.39M0.07%
Militia Capital Management LLC8,000$3.18M0.71%
Royal Fund Management, LLC7,673$3.05M0.29%
Simplex Trading, LLC7,614$3.03M0.09%
Capstone Investment Advisors, LLC7,206$2.87M0.02%
Barrier Capital Management, LLC7,203$2.87M2.52%
Financial Advisors Network, Inc.6,787$2.70M0.37%
Trust Co of Toledo NA6,760$2.69M0.26%
Verde Servicos Internacionais S.A.6,700$2.67M0.82%
Wahed Invest LLC6,171$2.46M0.32%
Capital International Inc6,014$2.39M0.02%
Capital International Ltd5,810$2.31M0.09%
Hedeker Wealth, LLC4,463$1.78M0.37%
Emerald Investment Advisers, LLC4,236$1.69M0.15%
Institute for Wealth Management, LLC.3,361$1.34M0.14%
Virtue Capital Management, LLC3,293$1.23M0.19%
Trust Asset Management LLC3,012$1.20M0.09%
Private Client Services, LLC2,793$1.11M0.33%
XTX Topco Ltd2,767$1.10M0.02%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,762$1.10M0.04%
South Dakota Investment Council2,520$1.00M0.02%
Clear Wave Wealth Management LLC2,519$1.00M0.25%
Fox Run Management, L.L.C.2,304$857.3K0.15%
Natixis2,134$849.3K0.00%
TCFG Investment Advisors, LLC1,911$760.6K0.28%
Polymer Capital Management (US) LLC1,881$748.6K0.11%
Supplemental Annuity Collective Trust of NJ1,833$729.5K0.21%
Mirabella Financial Services LLP1,751$696.9K0.07%
Anchor Investment Management, LLC1,548$616.1K0.05%
Vann Equity Management LLC1,532$609.8K0.43%
Tuttle Tactical Management1,450$577.1K0.95%
Groupama Asset Managment1,438$572.3K0.01%
Talon Private Wealth, LLC1,377$548.0K0.07%
Strategy Asset Managers LLC1,354$538.9K0.09%
FDx Advisors, Inc.1,293$515.0K0.16%
Capital Group Investment Management Pte. Ltd.1,272$506.3K0.09%
Inceptionr LLC1,137$452.5K0.11%
Ionic Capital Management LLC1,133$450.9K0.38%
Brighton Jones LLC1,112$442.7K0.01%
Shay Capital LLC1,100$437.8K0.06%
Millington Securities, LLC1,070$426.0K0.12%
Capital Group Private Client Services, Inc.1,046$416.3K0.01%
AlphaGrep UK Ltd929$369.7K0.11%
Concentric Capital Strategies, LP907$361.0K0.03%
Sugar Maple Asset Management, LLC903$359.4K0.22%
AMG Asset Management Group, Inc.877$349.0K0.27%
TritonPoint Partners, LLC774$308.1K0.11%
Summit Wealth Group LLC760$302.5K0.03%
TRB Wealth Management, LLC755$300.5K0.04%
Defiance ETFs, LLC735$292.5K0.00%
Sanders Morris Harris LLC700$278.6K0.04%
T3 Companies, LLC700$278.6K0.38%
Oasis Advisors, LLC650$258.7K0.05%
Koshinski Asset Management, Inc.611$243.2K0.02%
First Affirmative Financial Network603$239.9K0.09%
CV Advisors LLC590$234.8K0.06%
Abc Arbitrage SA588$234.0K0.03%
Excelsior Advisor Network LLC580$230.8K0.09%
Eastover Investment Advisors LLC562$223.7K0.10%
Tiaa-Cref Individual & Institutional Services, LLC558$222.2K0.00%
Fiduciary Alliance LLC476$221.2K0.01%
Gallacher Capital Management LLC555$220.9K0.08%
Cross Staff Investments Inc550$218.9K0.14%

Sold out (335)

Institutions that held AppLovin Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 335 by value.

Institutions that sold out of APP in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Axiom Investors LLC581,244$391.7M
Polar Capital Holdings Plc241,533$162.7M
Marsico Capital Management LLC175,938$118.6M
Durable Capital Partners LP163,405$110.1M
Broad Bay Capital Management, LP100,170$67.5M
FengHe Fund Management Pte. Ltd.94,010$63.3M
Scopus Asset Management, L.P.86,150$58.0M
Logan Capital Management Inc82,358$55.5M
Holocene Advisors, LP68,885$46.4M
Cookson Peirce & Co Inc60,636$40.9M
Hamilton Capital Partners Inc.55,722$37.5M
Alta Park Capital, LP52,224$35.2M
Quadrature Capital Ltd49,484$33.3M
Science & Technology Partners, L.P.44,825$30.2M
Nishkama Capital, LLC36,068$24.3M
Ogborne Capital Management, LLC30,000$20.2M
Maplelane Capital, LLC23,500$15.8M
Dilation Capital Management LP22,222$15.0M
Alberta Investment Management Corp21,000$14.2M
Thames Capital Management LLC18,727$12.6M
Schonfeld Strategic Advisors LLC18,382$12.4M
Tairen Capital Ltd15,080$10.2M
Kentucky Retirement Systems14,969$10.1M
Beck Bode, LLC14,871$10.0M
Harvest Investment Services, LLC13,687$9.22M
Gemmer Asset Management LLC12,422$8.37M
Insight Holdings Group, LLC12,260$8.26M
Bleakley Financial Group, LLC11,766$7.93M
Decatur Capital Management, Inc.11,532$7.77M
Polar Asset Management Partners Inc.11,400$7.68M
RH Tailwind Management, LLC10,500$7.08M
Frontier Capital Management Co LLC10,496$7.07M
VMS Asset Management Limited9,936$6.70M
Diversify Advisory Services, LLC11,767$6.69M
Bridgewater Associates, LP9,867$6.65M
Walleye Capital LLC9,481$6.39M
Consolidated Planning Corp9,423$6.35M
Delta Global Management LP8,690$5.86M
Union Bancaire Privee, UBP SA9,856$5.41M
Rice Partnership, LLC6,845$4.61M
M&G Plc6,598$4.45M
Adams Diversified Equity Fund, Inc.6,400$4.31M
Genus Capital Management Inc.6,390$4.31M
Caitong International Asset Management Co., Ltd6,165$4.15M
Western Financial Corp6,057$4.08M
Capricorn Fund Managers Ltd6,000$4.04M
Quantbot Technologies LP5,708$3.85M
Dark Forest Capital Management LP5,606$3.78M
Caxton Associates LLP5,482$3.69M
Del-Sette Capital Management, LLC5,162$3.48M
Rheos Capital Works Inc.5,000$3.37M
Blue Jean Financial LLC4,646$3.13M
Northstar Advisory Group, LLC4,643$3.13M
F/M Investments LLC4,543$3.06M
Bosman Wealth Management, LLC4,248$2.86M
Twin Tree Management, LP4,120$2.78M
Capital Wealth Planning, LLC4,025$2.71M
NorthCrest Asset Manangement, LLC4,267$2.70M
Family Management Corp4,006$2.70M
Element Squared LLC3,969$2.67M
Forum Financial Management, LP3,779$2.55M
SMART Wealth LLC3,738$2.52M
Fedenia Advisers LLC3,730$2.51M
Generate Investment Management Ltd3,483$2.35M
TriaGen Wealth Management LLC3,364$2.27M
Beese Fulmer Investment Management, Inc.3,208$2.16M
Main Management ETF Advisors, LLC3,132$2.11M
Williamson Legacy Group, LLC3,071$2.07M
Global Assets Advisory, LLC3,036$2.05M
Graham Capital Management, L.P.3,000$2.02M
AnglePoint Asset Management Ltd2,980$2.01M
Krane Funds Advisors LLC2,859$1.93M
Fiducient Advisors LLC2,630$1.77M
Okabena Investment Services Inc2,595$1.75M
Blackstone Group Inc.2,545$1.71M
WoodTrust Financial Corp2,510$1.69M
Whitaker-Myers Wealth Managers, LTD.2,508$1.69M
Triglav Skladi, D.O.O.2,500$1.68M
DB&C Advisors, LLC2,487$1.68M
HighVista Strategies LLC2,482$1.67M
Totem Point Management, LLC2,457$1.66M
Two Sigma Investments, LP2,398$1.62M
Myriad Asset Management Advisors LLC2,362$1.59M
Woodward Diversified Capital, LLC2,348$1.58M
IPG Investment Advisors LLC2,318$1.56M
Hidden Lake Asset Management LP2,275$1.53M
Hudson Bay Capital Management LP2,247$1.51M
Monetta Financial Services Inc2,200$1.48M
O'Neil Global Advisors, Inc.2,067$1.39M
Northwest & Ethical Investments L.P.2,035$1.37M
Retireful, LLC1,879$1.30M
Cache Advisors, LLC1,889$1.27M
Versor Investments LP1,862$1.25M
Mangrove Partners1,817$1.22M
Pacific Point Advisors, LLC1,800$1.21M
Dymon Asia Capital (Singapore) Pte. Ltd.1,781$1.20M
Wallace Hart LLC1,767$1.19M
First American Trust, FSB1,765$1.19M
Capital Investment Advisory Services, LLC1,764$1.19M
Brevan Howard Capital Management LP1,763$1.19M

Not filed for Q1 2026 yet (24)

Institutions that held AppLovin Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.