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 |
|---|---|---|---|---|---|
| STRS Ohio | 248,579 | $98.9M | 0.39% | −3,148−1.3% | Reduced |
| Quantinno Capital Management LP | 251,891 | $100.3M | 0.17% | +29,743+13.4% | Added |
| New York State Common Retirement Fund | 253,539 | $100.9M | 0.14% | −175−0.1% | Reduced |
| KBC Group NV | 255,447 | $101.7M | 0.26% | +5,223+2.1% | Added |
| LPL Financial LLC | 255,632 | $101.7M | 0.03% | −48,128−15.8% | Reduced |
| Neuberger Berman Group LLC | 266,396 | $106.1M | 0.08% | +18,340+7.4% | Added |
| Augustine Asset Management Inc | 267,051 | $106.3M | 23.93% | +3,721+1.4% | Added |
| Russell Investments Group, Ltd. | 269,541 | $106.7M | 0.11% | +29,941+12.5% | Added |
| Susquehanna International Group, LLP | 270,539 | $107.7M | 0.14% | −113,502−29.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 276,124 | $109.9M | 0.19% | −18,467−6.3% | Reduced |
| Clear Street Group Inc. | 277,872 | $110.6M | 0.62% | +232,886+517.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 285,456 | $113.9M | 0.13% | +5,392+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 297,374 | $118.4M | 0.29% | +4,766+1.6% | Added |
| D. E. Shaw & Co., Inc. | 303,499 | $120.8M | 0.10% | −159,738−34.5% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 316,952 | $126.1M | 10.04% | +316,952 | New |
| FIL Ltd | 323,026 | $128.6M | 0.10% | +37,462+13.1% | Added |
| Principal Financial Group Inc | 335,768 | $133.6M | 0.07% | −1,881−0.6% | Reduced |
| Davis Selected Advisers | 335,810 | $133.7M | 0.61% | +87,829+35.4% | Added |
| Bank of Montreal | 343,561 | $136.7M | 0.06% | −32,548−8.7% | Reduced |
| California State Teachers Retirement System | 349,227 | $139.0M | 0.15% | −9,478−2.6% | Reduced |
| Victory Capital Management Inc | 349,284 | $139.0M | 0.09% | −44,333−11.3% | Reduced |
| Voya Investment Management LLC | 386,029 | $153.6M | 0.16% | −87,923−18.6% | Reduced |
| Ensign Peak Advisors, Inc | 390,585 | $155.5M | 0.29% | −95,641−19.7% | Reduced |
| HSBC Holdings PLC | 402,491 | $160.1M | 0.10% | −14,396−3.5% | Reduced |
| Canada Pension Plan Investment Board | 408,309 | $162.5M | 0.10% | +53,288+15.0% | Added |
| Vanguard Asset Management, Ltd | 409,563 | $163.0M | 0.14% | +409,563 | New |
| Citigroup Inc | 416,476 | $165.8M | 0.11% | −129,182−23.7% | Reduced |
| Winslow Capital Management, LLC | 431,891 | $171.9M | 0.67% | +431,891 | New |
| Renaissance Technologies LLC | 436,540 | $173.7M | 0.27% | +117,719+36.9% | Added |
| ProShare Advisors LLC | 442,379 | $176.1M | 0.26% | −99,249−18.3% | Reduced |
| Rhumbline Advisers | 444,465 | $176.9M | 0.15% | −2,070−0.5% | Reduced |
| TD Asset Management Inc | 447,808 | $178.2M | 0.14% | +87,856+24.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 454,668 | $180.8M | 0.25% | +25,836+6.0% | Added |
| SEI Investments Co | 471,774 | $187.8M | 0.17% | +65,890+16.2% | Added |
| California Public Employees Retirement System | 488,574 | $194.5M | 0.12% | +24,004+5.2% | Added |
| Envestnet Asset Management Inc | 489,882 | $195.0M | 0.05% | +54,491+12.5% | Added |
| BNP Paribas Arbitrage, SA | 496,723 | $197.7M | 0.13% | −121,027−19.6% | Reduced |
| First Trust Advisors LP | 546,146 | $217.4M | 0.16% | +1,456+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 550,338 | $219.0M | 0.14% | −26,371−4.6% | Reduced |
| National Pension Service | 558,327 | $222.2M | 0.17% | −144,958−20.6% | Reduced |
| Vanguard Global Advisers, LLC | 590,056 | $234.8M | 0.13% | +590,056 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 606,693 | $241.5M | 0.16% | +38,328+6.7% | Added |
| Arrowstreet Capital, Limited Partnership | 632,819 | $251.9M | 0.14% | +285,353+82.1% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $266.4M | 2.37% | 00.0% | Unchanged |
| Nuveen, LLC | 670,864 | $267.0M | 0.07% | −38,540−5.4% | Reduced |
| Swiss National Bank | 677,030 | $269.5M | 0.16% | +44,720+7.1% | Added |
| Deutsche Bank AG | 692,742 | $275.7M | 0.09% | −170,356−19.7% | Reduced |
| Whale Rock Capital Management LLC | 695,537 | $276.8M | 3.58% | −112,819−14.0% | Reduced |
| Clearbridge Investments, LLC | 708,732 | $282.1M | 0.25% | −32,877−4.4% | Reduced |
| Barclays PLC | 890,770 | $354.5M | 0.13% | −227,656−20.4% | Reduced |
| Wells Fargo & Company | 928,576 | $369.6M | 0.07% | −43,682−4.5% | Reduced |
| Sands Capital Management, LLC | 971,561 | $386.7M | 1.52% | −491,790−33.6% | Reduced |
| American Century Companies Inc | 991,256 | $394.5M | 0.20% | −9,023−0.9% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 1,000,000 | $398.0M | 1.74% | −292,984−22.7% | Reduced |
| Massachusetts Financial Services Co | 987,120 | $399.3M | 0.13% | −23,869−2.4% | Reduced |
| Wellington Management Group LLP | 1,093,058 | $435.0M | 0.08% | +210,845+23.9% | Added |
| Amundi | 1,115,419 | $443.9M | 0.12% | −311,477−21.8% | Reduced |
| Fred Alger Management, LLC | 1,173,040 | $466.9M | 2.05% | −499,354−29.9% | Reduced |
| Franklin Resources Inc | 1,235,519 | $491.7M | 0.12% | −598,929−32.6% | Reduced |
| Royal Bank of Canada | 1,236,093 | $492.0M | 0.09% | +92,710+8.1% | Added |
| Sapient Capital LLC | 1,271,473 | $506.0M | 7.64% | +1090.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,290,008 | $513.4M | 1.77% | −895,739−41.0% | Reduced |
| Dimensional Fund Advisors LP | 1,324,244 | $526.6M | 0.11% | −161,768−10.9% | Reduced |
| Bank of New York Mellon Corp | 1,358,573 | $540.7M | 0.10% | −49,731−3.5% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,464,923 | $583.0M | 4.65% | +684,393+87.7% | Added |
| Legal & General Group Plc | 1,478,558 | $588.5M | 0.14% | −27,870−1.9% | Reduced |
| Vanguard Fiduciary Trust Co | 1,534,970 | $610.9M | 0.15% | +1,534,970 | New |
| UBS Asset Management Americas Inc | 1,613,866 | $642.3M | 0.13% | +25,430+1.6% | Added |
| Jericho Capital Asset Management L.P. | 1,677,224 | $667.5M | 9.87% | −418,095−20.0% | Reduced |
| Spruce House Investment Management LLC | 1,790,000 | $712.4M | 25.44% | −9,729−0.5% | Reduced |
| Janus Henderson Group PLC | 1,815,061 | $718.3M | 0.34% | −1,427,174−44.0% | Reduced |
| UBS Group AG | 1,822,038 | $725.2M | 0.13% | −3,800−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,968,560 | $783.5M | 0.12% | +62,710+3.3% | Added |
| Jennison Associates LLC | 2,300,905 | $915.8M | 0.63% | −436,119−15.9% | Reduced |
| Northern Trust Corp | 2,407,191 | $958.1M | 0.13% | +7,687+0.3% | Added |
| Capital Research Global Investors | 2,638,869 | $1.05B | 0.16% | +1,429,238+118.2% | Added |
| Goldman Sachs Group Inc | 2,701,859 | $1.08B | 0.14% | +226,470+9.1% | Added |
| Capital International Investors | 2,824,060 | $1.12B | 0.26% | +1,842,846+187.8% | Added |
| Bank of America Corp | 3,155,406 | $1.26B | 0.09% | −455,167−12.6% | Reduced |
| Capital World Investors | 3,179,560 | $1.27B | 0.17% | +401,011+14.4% | Added |
| Alliancebernstein L.P. | 1,880,716 | $1.27B | 0.41% | +178,747+10.5% | Added |
| Kensico Capital Management Corp | 3,284,250 | $1.31B | 26.69% | +165,750+5.3% | Added |
| JPMorgan Chase & Co | 4,107,944 | $1.53B | 0.10% | −2,945,067−41.8% | Reduced |
| WCM Investment Management, LLC | 5,001,600 | $1.86B | 4.25% | +245,290+5.2% | Added |
| Price T Rowe Associates Inc | 5,434,726 | $2.16B | 0.25% | −655,009−10.8% | Reduced |
| Morgan Stanley | 5,604,841 | $2.23B | 0.13% | +43,195+0.8% | Added |
| Vanguard Portfolio Management LLC | 5,935,893 | $2.36B | 0.12% | +5,935,893 | New |
| Baillie Gifford & Co | 6,700,132 | $2.67B | 2.72% | +533,783+8.7% | Added |
| Geode Capital Management, LLC | 7,288,372 | $2.90B | 0.18% | +121,369+1.7% | Added |
| Invesco Ltd. | 10,589,435 | $4.21B | 0.41% | −1,142,223−9.7% | Reduced |
| State Street Corp | 11,767,329 | $4.68B | 0.16% | −137,514−1.2% | Reduced |
| FMR LLC | 15,691,414 | $6.25B | 0.33% | +2,600,386+19.9% | Added |
| Vanguard Capital Management LLC | 16,750,884 | $6.67B | 0.16% | +16,750,884 | New |
| BlackRock, Inc. | 23,640,172 | $9.41B | 0.17% | −531,525−2.2% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −581,244−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −241,533−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −175,938−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −163,405−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −100,170−100.0% | Sold out |