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.
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
- 1,394
- −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
- 578 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 | 1,466 | $116.3B |
| Q1 2026 | 1,394 | $87.6B |
| Q4 2025 | 1,593 | $163.8B |
| Q3 2025 | 1,451 | $172.5B |
| Q2 2025 | 1,200 | $70.0B |
| Q1 2025 | 1,017 | $54.7B |
| Q4 2024 | 992 | $66.1B |
| Q3 2024 | 703 | $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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 15,865 | $6.31M | 0.10% | +5,216+49.0% | Added |
| Capital International Sarl | 16,008 | $6.37M | 0.10% | +16,008 | New |
| Brinker Capital Investments, LLC | 16,188 | $6.44M | 0.05% | −8,158−33.5% | Reduced |
| Bienville Capital Management, LLC | 16,201 | $6.45M | 1.22% | +16,201 | New |
| Empower Advisory Group, LLC | 16,296 | $6.49M | 0.02% | −696−4.1% | Reduced |
| Allstate Corp | 16,328 | $6.50M | 0.07% | −1,032−5.9% | Reduced |
| Mizuho Securities USA LLC | 16,383 | $6.52M | 0.15% | −3,327−16.9% | Reduced |
| Lazard Asset Management LLC | 16,493 | $6.56M | 0.01% | −6,181−27.3% | Reduced |
| Ethic Inc. | 16,652 | $6.63M | 0.10% | −4,454−21.1% | Reduced |
| Virtu Financial LLC | 16,706 | $6.65M | 0.28% | +10,987+192.1% | Added |
| Oppenheimer Asset Management Inc. | 16,754 | $6.67M | 0.08% | −833−4.7% | Reduced |
| X-Square Capital, LLC | 16,779 | $6.68M | 2.25% | +14,141+536.1% | Added |
| Callan Family Office, LLC | 16,998 | $6.77M | 0.15% | −2,972−14.9% | Reduced |
| Thrivent Financial for Lutherans | 17,362 | $6.83M | 0.01% | −238,755−93.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,312 | $6.89M | 0.04% | +5,684+48.9% | Added |
| Park Avenue Securities LLC | 17,440 | $6.94M | 0.05% | −50.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 17,578 | $7.00M | 1.18% | +17,578 | New |
| E Fund Management Co., Ltd. | 17,586 | $7.00M | 0.21% | +17,586 | New |
| EFG International AG | 17,593 | $7.00M | 0.15% | +3,997+29.4% | Added |
| Freestone Grove Partners LP | 17,844 | $7.10M | 0.05% | +17,844 | New |
| Gulf International Bank (UK) Ltd | 17,848 | $7.10M | 0.16% | +6,093+51.8% | Added |
| Cerity Partners LLC | 17,874 | $7.11M | 0.01% | −5,026−21.9% | Reduced |
| Vestcor Inc | 18,026 | $7.17M | 0.20% | +732+4.2% | Added |
| Brown Advisory Inc | 18,042 | $7.18M | 0.01% | +12,316+215.1% | Added |
| Ratan Capital Management LP | 18,114 | $7.21M | 2.68% | −24,116−57.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 19,092 | $7.23M | 0.02% | −9,995−34.4% | Reduced |
| Investment Management Corp of Ontario | 18,226 | $7.25M | 0.09% | −4,654−20.3% | Reduced |
| Tudor Investment Corp Et Al | 18,251 | $7.26M | 0.04% | +18,251 | New |
| DJE Kapital AG | 19,200 | $7.27M | 0.16% | +18,200+1,820.0% | Added |
| TrimTabs Asset Management, LLC | 18,542 | $7.38M | 1.66% | −13,320−41.8% | Reduced |
| Cornerstone Advisors, LLC | 18,618 | $7.41M | 0.27% | +6,924+59.2% | Added |
| Diversify Wealth Management, LLC | 17,190 | $7.62M | 0.14% | +11,224+188.1% | Added |
| Centaurus Financial, Inc. | 19,756 | $7.86M | 0.37% | −615−3.0% | Reduced |
| FirstWave Capital Management LLC | 19,873 | $7.91M | 8.44% | +11,541+138.5% | Added |
| Telemark Asset Management, LLC | 20,000 | $7.96M | 0.74% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 20,134 | $8.01M | 0.53% | +1,087+5.7% | Added |
| Liontrust Investment Partners LLP | 20,272 | $8.07M | 0.14% | +485+2.5% | Added |
| Capital Impact Advisors, LLC | 20,445 | $8.14M | 3.29% | −41,384−66.9% | Reduced |
| Glynn Capital Management LLC | 20,688 | $8.23M | 3.94% | +6,747+48.4% | Added |
| Donaldson Capital Management, LLC | 20,895 | $8.32M | 0.27% | +6,202+42.2% | Added |
| CAPROCK Group, Inc. | 20,969 | $8.35M | 0.20% | +2,766+15.2% | Added |
| Stevens Capital Management LP | 21,515 | $8.56M | 1.32% | +21,213+7,024.2% | Added |
| Blue Sparrow, LLC | 22,100 | $8.80M | 0.15% | +6,500+41.7% | Added |
| HighTower Advisors, LLC | 22,185 | $8.83M | 0.01% | −3,110−12.3% | Reduced |
| Hancock Whitney Corp | 20,010 | $8.93M | 0.16% | −613−3.0% | Reduced |
| Generali Asset Management SPA SGR | 22,570 | $8.98M | 0.19% | +155+0.7% | Added |
| QRG Capital Management, Inc. | 22,723 | $9.04M | 0.09% | −4,099−15.3% | Reduced |
| Stratos Wealth Partners, LTD. | 22,818 | $9.08M | 0.10% | −5,286−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,007 | $9.16M | 0.24% | +2,078+9.9% | Added |
| ASR Vermogensbeheer N.V. | 23,091 | $9.19M | 0.11% | +395+1.7% | Added |
| Profund Advisors LLC | 23,131 | $9.21M | 0.34% | −5,511−19.2% | Reduced |
| MAI Capital Management | 23,323 | $9.28M | 0.05% | +4,420+23.4% | Added |
| Caisse de Depot Et Placement du Quebec | 23,324 | $9.28M | 0.01% | −134,339−85.2% | Reduced |
| Advisory Services Network, LLC | 23,420 | $9.32M | 0.12% | −3,101−11.7% | Reduced |
| OP Asset Management Ltd | 23,471 | $9.34M | 0.10% | −11,415−32.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,732 | $9.45M | 0.02% | −909−3.7% | Reduced |
| Cresset Asset Management, LLC | 24,098 | $9.59M | 0.04% | +836+3.6% | Added |
| Oppenheimer & Co Inc | 24,179 | $9.62M | 0.12% | −1,851−7.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,182 | $9.62M | 0.01% | −1,466−5.7% | Reduced |
| Second Line Capital, LLC | 21,585 | $9.63M | 1.82% | +360+1.7% | Added |
| Navellier & Associates Inc | 24,365 | $9.70M | 1.01% | −314−1.3% | Reduced |
| Armistice Capital, LLC | 24,422 | $9.72M | 0.32% | +2,160+9.7% | Added |
| Commonwealth Equity Services, LLC | 24,517 | $9.76M | 0.01% | −3,370−12.1% | Reduced |
| CWM Advisors, LLC | 24,520 | $9.76M | 0.57% | +13,800+128.7% | Added |
| Venture Visionary Partners LLC | 24,623 | $9.80M | 0.33% | +244+1.0% | Added |
| Gateway Investment Advisers LLC | 24,643 | $9.81M | 0.11% | −6,851−21.8% | Reduced |
| Vinva Investment Management Ltd | 26,451 | $9.84M | 0.12% | +316+1.2% | Added |
| Ghisallo Capital Management LLC | 25,000 | $9.95M | 0.27% | +25,000 | New |
| Federation des caisses Desjardins du Quebec | 25,375 | $10.1M | 0.04% | −1,230−4.6% | Reduced |
| Mercer Global Advisors Inc | 25,843 | $10.3M | 0.02% | −20,625−44.4% | Reduced |
| State of Alaska, Department of Revenue | 26,153 | $10.4M | 0.11% | −357−1.3% | Reduced |
| Sierra Summit Advisors LLC | 26,162 | $10.4M | 1.51% | +7,676+41.5% | Added |
| Pathstone Holdings, LLC | 26,470 | $10.5M | 0.04% | −1,761−6.2% | Reduced |
| Yousif Capital Management, LLC | 26,533 | $10.6M | 0.12% | −600−2.2% | Reduced |
| GWM Advisors LLC | 27,167 | $10.8M | 0.04% | −1,465−5.1% | Reduced |
| M&T Bank Corp | 27,203 | $10.8M | 0.04% | −572−2.1% | Reduced |
| Norinchukin Bank, The | 27,490 | $10.9M | 0.13% | +1,047+4.0% | Added |
| Maxi Investments CY Ltd | 27,500 | $10.9M | 2.39% | +26,100+1,864.3% | Added |
| Crossmark Global Holdings, Inc. | 27,547 | $11.0M | 0.16% | −998−3.5% | Reduced |
| WCG Wealth Advisors LLC | 27,549 | $11.0M | 0.31% | +823+3.1% | Added |
| Cunning Capital Partners, LP | 28,037 | $11.2M | 5.68% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 28,217 | $11.2M | 0.04% | −1,755−5.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 28,702 | $11.4M | 2.07% | −651−2.2% | Reduced |
| Mutual of America Capital Management LLC | 28,821 | $11.5M | 0.13% | −241−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 29,003 | $11.5M | 0.69% | +459+1.6% | Added |
| Overbrook Management Corp | 29,181 | $11.6M | 2.19% | +14,074+93.2% | Added |
| Steel Peak Wealth Management LLC | 29,186 | $11.6M | 0.36% | +2,449+9.2% | Added |
| US Bancorp | 29,564 | $11.8M | 0.01% | −2,846−8.8% | Reduced |
| Public Employees Retirement Association of Colorado | 29,716 | $11.8M | 0.05% | −70.0% | Reduced |
| Kadensa Capital Ltd | 29,805 | $11.9M | 1.65% | +29,805 | New |
| Federated Hermes, Inc. | 30,004 | $11.9M | 0.02% | −74,627−71.3% | Reduced |
| Rockefeller Capital Management L.P. | 30,137 | $12.0M | 0.02% | +7,180+31.3% | Added |
| Steadfast Capital Management LP | 30,236 | $12.0M | 0.45% | −212,992−87.6% | Reduced |
| Harvest Fund Management Co., Ltd | 30,666 | $12.2M | 0.52% | −10,910−26.2% | Reduced |
| Oregon Public Employees Retirement Fund | 31,024 | $12.3M | 0.16% | +42+0.1% | Added |
| Vontobel Holding Ltd. | 31,366 | $12.5M | 0.04% | +356+1.1% | Added |
| British Columbia Investment Management Corp | 31,794 | $12.7M | 0.07% | −9,148−22.3% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $12.7M | 1.30% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 32,431 | $12.9M | 0.55% | +693+2.2% | Added |
| Freshford Capital Management, LLC | 32,723 | $13.0M | 6.50% | −10,108−23.6% | Reduced |