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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 73,552 | $29.3M | 0.15% | −2,307−3.0% | Reduced |
| Czech National Bank | 73,806 | $29.4M | 0.19% | +2,431+3.4% | Added |
| Empowered Funds, LLC | 74,633 | $29.7M | 0.19% | −2,457−3.2% | Reduced |
| Dorsal Capital Management, LLC | 75,000 | $29.9M | 1.19% | −25,000−25.0% | Reduced |
| State of Michigan Retirement System | 75,000 | $29.9M | 0.16% | −100−0.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 75,203 | $29.9M | 0.16% | −14,803−16.4% | Reduced |
| Braun Stacey Associates Inc | 75,433 | $30.0M | 1.00% | −11,337−13.1% | Reduced |
| Nissay Asset Management Corp | 75,807 | $30.2M | 0.16% | +1,700+2.3% | Added |
| Panagora Asset Management Inc | 77,348 | $30.8M | 0.12% | +1,418+1.9% | Added |
| Daiwa Securities Group Inc. | 77,499 | $30.8M | 0.09% | −2,777−3.5% | Reduced |
| Candriam Luxembourg S.C.A. | 78,559 | $31.3M | 0.16% | +42,638+118.7% | Added |
| Creative Planning | 78,694 | $31.3M | 0.02% | −13,507−14.6% | Reduced |
| State of New Jersey Common Pension Fund D | 78,915 | $31.4M | 0.12% | +150.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 80,704 | $32.0M | 0.22% | +1,299+1.6% | Added |
| Swiss Life Asset Management Ltd | 80,709 | $32.1M | 0.16% | +4,101+5.4% | Added |
| Zweig-DiMenna Associates LLC | 80,950 | $32.2M | 4.52% | −38,995−32.5% | Reduced |
| WT Asset Management Ltd | 81,200 | $32.3M | 0.68% | +5,800+7.7% | Added |
| GF Fund Management Co. Ltd. | 81,568 | $32.5M | 0.54% | −2,192−2.6% | Reduced |
| State of Tennessee, Treasury Department | 84,901 | $33.8M | 0.11% | −9,902−10.4% | Reduced |
| Zevenbergen Capital Investments LLC | 85,199 | $33.9M | 0.97% | +7,039+9.0% | Added |
| Stifel Financial Corp | 85,567 | $34.1M | 0.03% | −17,244−16.8% | Reduced |
| Gotham Asset Management, LLC | 88,278 | $35.1M | 0.11% | +9,254+11.7% | Added |
| Mn Services Vermogensbeheer B.V. | 89,128 | $35.5M | 0.23% | −700−0.8% | Reduced |
| Mackenzie Financial Corp | 89,421 | $35.6M | 0.04% | −30,174−25.2% | Reduced |
| Steadview Capital Management LLC | 89,450 | $35.6M | 15.71% | −57,415−39.1% | Reduced |
| Rafferty Asset Management, LLC | 90,632 | $36.1M | 0.15% | −12,318−12.0% | Reduced |
| Credit Agricole S A | 94,477 | $37.6M | 0.12% | +41,942+79.8% | Added |
| 3G Capital Partners LP | 95,000 | $37.8M | 13.42% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 96,360 | $38.4M | 0.15% | +4,800+5.2% | Added |
| Public Employees Retirement System of Ohio | 96,932 | $38.6M | 0.12% | −798−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 97,554 | $38.8M | 0.06% | −7,345−7.0% | Reduced |
| Virginia Retirement Systems Et Al | 98,565 | $39.2M | 0.29% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 99,195 | $39.5M | 2.01% | +7,156+7.8% | Added |
| Asset Management One Co.,Ltd. | 99,485 | $39.6M | 0.12% | +1,036+1.1% | Added |
| Infinitum Asset Management, LLC | 100,000 | $39.8M | 4.98% | +100,000 | New |
| Pictet Asset Management Holding SA | 105,362 | $41.9M | 0.04% | −3,122−2.9% | Reduced |
| Ci Investments Inc. | 108,566 | $43.2M | 0.21% | +18,377+20.4% | Added |
| Handelsbanken Fonder AB | 108,699 | $43.3M | 0.14% | −3,244−2.9% | Reduced |
| AQR Capital Management LLC | 114,854 | $43.8M | 0.02% | −28,500−19.9% | Reduced |
| SG Americas Securities, LLC | 110,469 | $44.0M | 0.05% | +33,311+43.2% | Added |
| RBF Capital, LLC | 114,955 | $45.8M | 2.25% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 115,473 | $46.0M | 0.13% | +115,473 | New |
| Vident Advisory, LLC | 116,145 | $46.2M | 0.39% | +30,736+36.0% | Added |
| Cantor Fitzgerald, L. P. | 116,453 | $46.3M | 1.68% | +116,453 | New |
| Capitolis Liquid Global Markets LLC | 118,273 | $47.1M | 0.30% | +118,273 | New |
| Northwestern Mutual Wealth Management Co | 118,739 | $47.3M | 0.03% | +92,562+353.6% | Added |
| Bessemer Group Inc | 122,924 | $48.9M | 0.08% | +2,984+2.5% | Added |
| Palestra Capital Management LLC | 125,779 | $50.1M | 1.97% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 127,810 | $50.9M | 0.93% | +126,707+11,487.5% | Added |
| Treasurer of the State of North Carolina | 128,089 | $51.0M | 0.16% | +4,709+3.8% | Added |
| DekaBank Deutsche Girozentrale | 130,549 | $51.6M | 0.09% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 131,822 | $52.5M | 0.18% | −8,905−6.3% | Reduced |
| Citadel Advisors LLC | 133,261 | $53.0M | 0.04% | +50,416+60.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 133,546 | $53.2M | 0.15% | −3,845−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 135,301 | $53.8M | 1.23% | +52,752+63.9% | Added |
| CI Private Wealth, LLC | 137,918 | $54.7M | 0.08% | −6,661−4.6% | Reduced |
| State of Wisconsin Investment Board | 137,907 | $54.9M | 0.13% | +10,394+8.2% | Added |
| APG Asset Management N.V. | 159,158 | $55.0M | 0.17% | +1,640+1.0% | Added |
| Storebrand Asset Management AS | 139,840 | $55.7M | 0.16% | −1,102−0.8% | Reduced |
| Blair William & Co | 139,951 | $55.7M | 0.16% | −154,488−52.5% | Reduced |
| CIBC Asset Management Inc | 148,920 | $59.3M | 0.14% | +6,093+4.3% | Added |
| Blue Whale Capital LLP | 149,100 | $59.3M | 2.82% | +45,183+43.5% | Added |
| DnB Asset Management AS | 149,666 | $59.6M | 0.21% | +99,186+196.5% | Added |
| Danske Bank A/S | 150,688 | $60.0M | 0.14% | −5,314−3.4% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 151,169 | $60.2M | 0.18% | +7,494+5.2% | Added |
| Manufacturers Life Insurance Company, The | 152,282 | $60.6M | 0.05% | −28,235−15.6% | Reduced |
| 1832 Asset Management L.P. | 155,170 | $61.8M | 0.08% | −176,408−53.2% | Reduced |
| USS Investment Management Ltd | 155,818 | $62.0M | 0.26% | +113,689+269.9% | Added |
| Schroder Investment Management Group | 156,922 | $62.5M | 0.05% | −5,837−3.6% | Reduced |
| Epoch Investment Partners, Inc. | 158,017 | $62.9M | 0.38% | +63,638+67.4% | Added |
| Prudential Financial Inc | 158,878 | $63.2M | 0.08% | −38,477−19.5% | Reduced |
| Spyglass Capital Management LLC | 166,557 | $66.3M | 4.69% | +45,919+38.1% | Added |
| Ieq Capital, LLC | 169,564 | $67.5M | 0.31% | −15,515,834−98.9% | Reduced |
| Primecap Management Co | 173,925 | $69.2M | 0.05% | +21,400+14.0% | Added |
| Korea Investment CORP | 174,341 | $69.4M | 0.14% | −73,957−29.8% | Reduced |
| Pacific Heights Asset Management LLC | 175,000 | $69.7M | 2.33% | +55,000+45.8% | Added |
| Allspring Global Investments Holdings, LLC | 182,002 | $70.6M | 0.12% | −36,588−16.7% | Reduced |
| Toronto Dominion Bank | 178,255 | $70.9M | 0.14% | −12,920−6.8% | Reduced |
| No Street GP LP | 181,000 | $72.0M | 4.81% | +39,500+27.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 187,947 | $74.8M | 0.21% | −7,318−3.7% | Reduced |
| Natixis Advisors, L.P. | 190,189 | $75.7M | 0.11% | +32,194+20.4% | Added |
| Keenan Capital, LLC | 191,225 | $76.1M | 16.06% | +14,500+8.2% | Added |
| Swedbank AB | 192,596 | $76.7M | 0.08% | +1,049+0.5% | Added |
| Lord, Abbett & Co. LLC | 194,754 | $77.5M | 0.25% | −104,107−34.8% | Reduced |
| Greenstone Partners & Co., LLC | 195,251 | $77.7M | 19.67% | 00.0% | Unchanged |
| Aviva PLC | 199,329 | $79.3M | 0.13% | +5,633+2.9% | Added |
| National Bank of Canada | 199,380 | $79.4M | 0.08% | +81,875+69.7% | Added |
| AustralianSuper Pty Ltd | 202,514 | $80.6M | 0.42% | +100,514+98.5% | Added |
| NEOS Investment Management LLC | 206,633 | $82.2M | 0.42% | +49,172+31.2% | Added |
| State Board of Administration of Florida Retirement System | 210,151 | $83.6M | 0.16% | −2,332−1.1% | Reduced |
| Nordea Investment Management AB | 219,550 | $84.7M | 0.08% | −2,639−1.2% | Reduced |
| Panview Capital Ltd | 219,684 | $87.4M | 18.71% | +125,706+133.8% | Added |
| New York State Teachers Retirement System | 221,973 | $88.3M | 0.18% | +5,644+2.6% | Added |
| Marshall Wace, LLP | 223,222 | $88.8M | 0.10% | +223,222 | New |
| Ameriprise Financial Inc | 232,501 | $92.5M | 0.02% | −42,404−15.4% | Reduced |
| Royal London Asset Management Ltd | 235,139 | $93.6M | 0.20% | +114,748+95.3% | Added |
| Raymond James Financial Inc | 237,759 | $94.5M | 0.03% | −19,352−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 242,588 | $96.6M | 0.25% | +102,999+73.8% | Added |
| Robertson Stephens Wealth Management, LLC | 242,697 | $96.6M | 2.71% | −148,292−37.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 242,800 | $96.6M | 0.15% | −1,600−0.7% | Reduced |