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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 32,890 | $13.1M | 0.08% | −52,154−61.3% | Reduced |
| Sanctuary Advisors, LLC | 33,365 | $13.3M | 0.07% | −2,665−7.4% | Reduced |
| Allianz Asset Management GmbH | 33,519 | $13.3M | 0.02% | −1,044−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 33,617 | $13.4M | 0.11% | +146+0.4% | Added |
| Louisiana State Employees Retirement System | 34,000 | $13.5M | 0.24% | −400−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 34,024 | $13.5M | 0.05% | −9,964−22.7% | Reduced |
| Bank of Nova Scotia | 34,158 | $13.6M | 0.02% | −4,587−11.8% | Reduced |
| Fernbridge Capital Management LP | 34,631 | $13.8M | 0.88% | −7,598−18.0% | Reduced |
| TD Waterhouse Canada Inc. | 35,817 | $13.9M | 0.04% | +18,540+107.3% | Added |
| Toroso Investments, LLC | 35,198 | $14.0M | 0.04% | −12,899−26.8% | Reduced |
| Shelton Capital Management | 35,428 | $14.1M | 0.31% | −1,107−3.0% | Reduced |
| Truist Financial Corp | 35,449 | $14.1M | 0.02% | −2,220−5.9% | Reduced |
| Varma Mutual Pension Insurance Co | 35,600 | $14.2M | 0.08% | 00.0% | Unchanged |
| General Equity Holdings LP | 35,620 | $14.2M | 10.52% | +29,420+474.5% | Added |
| Freestone Capital Holdings, LLC | 36,027 | $14.3M | 0.44% | −2,976−7.6% | Reduced |
| IMC-Chicago, LLC | 36,392 | $14.5M | 0.22% | −23,480−39.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 36,677 | $14.6M | 0.12% | +70+0.2% | Added |
| Cozad Asset Management Inc | 37,270 | $14.8M | 1.17% | −2,974−7.4% | Reduced |
| Marex Group plc | 37,393 | $14.9M | 0.15% | −58,160−60.9% | Reduced |
| JustInvest LLC | 37,471 | $14.9M | 0.15% | −1,769−4.5% | Reduced |
| Proem Advisors LLC | 38,500 | $15.3M | 5.06% | +36,000+1,440.0% | Added |
| Utah Retirement Systems | 38,748 | $15.4M | 0.16% | −643−1.6% | Reduced |
| Wealthfront Advisers LLC | 38,833 | $15.5M | 0.03% | +1,317+3.5% | Added |
| Zurich Insurance Group Ltd | 39,464 | $15.7M | 0.12% | −17,996−31.3% | Reduced |
| The PNC Financial Services Group, Inc. | 39,804 | $15.8M | 0.01% | +2,225+5.9% | Added |
| KCM Capital Inc | 40,000 | $15.9M | 2.97% | −10,000−20.0% | Reduced |
| Hiddenite Capital Partners LP | 40,000 | $15.9M | 9.29% | +40,000 | New |
| Teachers Retirement System of the State of Kentucky | 40,065 | $15.9M | 0.12% | +1,280+3.3% | Added |
| New York Life Investment Management LLC | 40,825 | $16.2M | 0.14% | +2,812+7.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 40,952 | $16.3M | 0.25% | +40,952 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 41,162 | $16.4M | 0.25% | +11,871+40.5% | Added |
| Pinebridge Investments LLC | 41,468 | $16.5M | 0.14% | −9,581−18.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,406 | $17.3M | 0.33% | +41,077+1,763.7% | Added |
| Woodline Partners LP | 43,524 | $17.3M | 0.07% | +5,964+15.9% | Added |
| AMF Pensionsforsakring AB | 43,658 | $17.4M | 0.12% | +4,535+11.6% | Added |
| Millennium Management LLC | 44,504 | $17.7M | 0.01% | +18,119+68.7% | Added |
| UniSuper Management Pty Ltd | 45,244 | $18.0M | 0.12% | −2,266−4.8% | Reduced |
| La Banque Postale Asset Management SA | 45,256 | $18.0M | 0.25% | −27,992−38.2% | Reduced |
| Man Group plc | 45,467 | $18.1M | 0.04% | +22,975+102.1% | Added |
| Investment House LLC | 45,497 | $18.1M | 0.94% | −4,873−9.7% | Reduced |
| Ibex Wealth Advisors | 45,733 | $18.2M | 1.69% | +780+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 46,057 | $18.3M | 0.14% | +46,057 | New |
| Colony Group, LLC | 46,048 | $18.4M | 0.02% | −21,812−32.1% | Reduced |
| Fifth Third Bancorp | 46,665 | $18.6M | 0.03% | +40,542+662.1% | Added |
| CIBC Bancorp USA Inc. | 46,705 | $18.6M | 0.03% | +46,705 | New |
| IFM Investors Pty Ltd | 46,919 | $18.7M | 0.16% | +1,606+3.5% | Added |
| Mediolanum International Funds Ltd | 50,752 | $18.9M | 0.20% | −9,224−15.4% | Reduced |
| Captrust Financial Advisors | 47,668 | $19.0M | 0.03% | −604−1.3% | Reduced |
| Janney Montgomery Scott LLC | 47,710 | $19.0M | 0.05% | +3,135+7.0% | Added |
| Prudential PLC | 48,058 | $19.1M | 0.15% | +1,419+3.0% | Added |
| Selkirk Management LLC | 48,700 | $19.4M | 6.59% | +13,000+36.4% | Added |
| Calamos Advisors LLC | 49,603 | $19.7M | 0.08% | +866+1.8% | Added |
| Fund 1 Investments, LLC | 49,966 | $19.9M | 2.59% | +49,966 | New |
| Discovery Capital Management, LLC | 50,640 | $20.2M | 1.05% | +13,400+36.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 51,031 | $20.3M | 0.19% | +34,781+214.0% | Added |
| Ofi Invest Asset Management | 59,124 | $20.4M | 0.27% | +21,410+56.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,250 | $20.8M | 0.20% | −10,169−16.3% | Reduced |
| Rakuten Investment Management, Inc. | 56,349 | $21.0M | 0.04% | +5,830+11.5% | Added |
| Public Sector Pension Investment Board | 52,728 | $21.0M | 0.07% | +8,369+18.9% | Added |
| Teacher Retirement System of Texas | 53,295 | $21.2M | 0.09% | +3,793+7.7% | Added |
| EULAV Asset Management | 54,003 | $21.5M | 0.69% | +1,500+2.9% | Added |
| MML Investors Services, LLC | 54,129 | $21.5M | 0.06% | −10,202−15.9% | Reduced |
| Ossiam | 54,499 | $21.7M | 0.38% | +15,313+39.1% | Added |
| Voloridge Investment Management, LLC | 55,146 | $21.9M | 0.09% | −123,937−69.2% | Reduced |
| Kinetic Partners Management, LP | 55,886 | $22.2M | 1.24% | −33,320−37.4% | Reduced |
| Silvant Capital Management LLC | 56,354 | $22.4M | 0.78% | +661+1.2% | Added |
| Amalgamated Bank | 57,127 | $22.7M | 0.17% | +250.0% | Added |
| Retirement Systems of Alabama | 57,548 | $22.9M | 0.08% | −37−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,807 | $23.0M | 0.19% | +6,170+11.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,907 | $23.4M | 0.02% | −3,298−5.3% | Reduced |
| Illinois Municipal Retirement Fund | 59,343 | $23.6M | 0.30% | −3,123−5.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 60,580 | $24.1M | 0.13% | +26,200+76.2% | Added |
| Metavasi Capital LP | 61,167 | $24.3M | 14.49% | +33,230+118.9% | Added |
| TFJ Management, LLC | 62,872 | $25.0M | 23.95% | +10,007+18.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,128 | $25.1M | 0.13% | +165+0.3% | Added |
| Arizona State Retirement System | 63,207 | $25.2M | 0.15% | −1,897−2.9% | Reduced |
| iA Global Asset Management Inc. | 63,241 | $25.2M | 0.36% | −18,756−22.9% | Reduced |
| Pacer Advisors, Inc. | 63,351 | $25.2M | 0.07% | −56,905−47.3% | Reduced |
| Standard Life Aberdeen plc | 63,697 | $25.4M | 0.04% | −3,490−5.2% | Reduced |
| Andra AP-fonden | 64,666 | $25.7M | 0.32% | −39,497−37.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,038 | $25.9M | 0.06% | −5,336−7.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 65,144 | $25.9M | 0.35% | +65,144 | New |
| CIBC World Markets Inc. | 66,010 | $26.3M | 0.05% | −4,419−6.3% | Reduced |
| Jones Financial Companies LLLP | 69,233 | $26.4M | 0.01% | +54,320+364.2% | Added |
| O'Shaughnessy Asset Management, LLC | 66,567 | $26.5M | 0.13% | +1,908+3.0% | Added |
| Renaissance Group LLC | 67,455 | $26.8M | 1.12% | +8,889+15.2% | Added |
| Flputnam Investment Management Co | 67,560 | $26.9M | 0.40% | −14,503−17.7% | Reduced |
| Commerce Bank | 67,946 | $27.0M | 0.13% | +20,724+43.9% | Added |
| SEB Asset Management AB | 68,377 | $27.2M | 0.12% | +68,377 | New |
| Tredje AP-fonden | 68,568 | $27.3M | 0.15% | +68,568 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 69,441 | $27.6M | 0.29% | +17,942+34.8% | Added |
| Xponance, Inc. | 69,449 | $27.6M | 0.20% | +6,412+10.2% | Added |
| Cetera Investment Advisers | 70,193 | $27.9M | 0.03% | −4,352−5.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 71,196 | $28.0M | 0.14% | +1,694+2.4% | Added |
| Qube Research & Technologies Ltd | 71,082 | $28.3M | 0.04% | +71,082 | New |
| Guggenheim Capital LLC | 71,085 | $28.3M | 0.23% | −9,616−11.9% | Reduced |
| ICONIQ Capital, LLC | 71,370 | $28.4M | 0.64% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 71,584 | $28.5M | 0.04% | −10,112−12.4% | Reduced |
| TIAA Wealth Investment Management LLC | 72,191 | $28.7M | 0.22% | +72,191 | New |
| Mariner, LLC | 73,164 | $29.1M | 0.03% | −27,996−27.7% | Reduced |