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; 1,467 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
- 1,395
- −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
- 579 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 | 1,467 | $116.3B |
| Q1 2026 | 1,395 | $87.6B |
| Q4 2025 | 1,594 | $163.8B |
| Q3 2025 | 1,452 | $172.5B |
| Q2 2025 | 1,201 | $70.0B |
| Q1 2025 | 1,018 | $54.7B |
| Q4 2024 | 993 | $66.1B |
| Q3 2024 | 704 | $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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 223,222 | $88.8M | 0.10% | +223,222 | New |
| New York State Teachers Retirement System | 221,973 | $88.3M | 0.18% | +5,644+2.6% | Added |
| Panview Capital Ltd | 219,684 | $87.4M | 18.71% | +125,706+133.8% | Added |
| Nordea Investment Management AB | 219,550 | $84.7M | 0.08% | −2,639−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 210,151 | $83.6M | 0.16% | −2,332−1.1% | Reduced |
| NEOS Investment Management LLC | 206,633 | $82.2M | 0.42% | +49,172+31.2% | Added |
| AustralianSuper Pty Ltd | 202,514 | $80.6M | 0.42% | +100,514+98.5% | Added |
| National Bank of Canada | 199,380 | $79.4M | 0.08% | +81,875+69.7% | Added |
| Aviva PLC | 199,329 | $79.3M | 0.13% | +5,633+2.9% | Added |
| Greenstone Partners & Co., LLC | 195,251 | $77.7M | 19.67% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 194,754 | $77.5M | 0.25% | −104,107−34.8% | Reduced |
| Swedbank AB | 192,596 | $76.7M | 0.08% | +1,049+0.5% | Added |
| Keenan Capital, LLC | 191,225 | $76.1M | 16.06% | +14,500+8.2% | Added |
| Natixis Advisors, L.P. | 190,189 | $75.7M | 0.11% | +32,194+20.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 187,947 | $74.8M | 0.21% | −7,318−3.7% | Reduced |
| No Street GP LP | 181,000 | $72.0M | 4.81% | +39,500+27.9% | Added |
| Toronto Dominion Bank | 178,255 | $70.9M | 0.14% | −12,920−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 182,002 | $70.6M | 0.12% | −36,588−16.7% | Reduced |
| Pacific Heights Asset Management LLC | 175,000 | $69.7M | 2.33% | +55,000+45.8% | Added |
| Korea Investment CORP | 174,341 | $69.4M | 0.14% | −73,957−29.8% | Reduced |
| Primecap Management Co | 173,925 | $69.2M | 0.05% | +21,400+14.0% | Added |
| Ieq Capital, LLC | 169,564 | $67.5M | 0.31% | −15,515,834−98.9% | Reduced |
| Spyglass Capital Management LLC | 166,557 | $66.3M | 4.69% | +45,919+38.1% | Added |
| Prudential Financial Inc | 158,878 | $63.2M | 0.08% | −38,477−19.5% | Reduced |
| Epoch Investment Partners, Inc. | 158,017 | $62.9M | 0.38% | +63,638+67.4% | Added |
| Schroder Investment Management Group | 156,922 | $62.5M | 0.05% | −5,837−3.6% | Reduced |
| USS Investment Management Ltd | 155,818 | $62.0M | 0.26% | +113,689+269.9% | Added |
| 1832 Asset Management L.P. | 155,170 | $61.8M | 0.08% | −176,408−53.2% | Reduced |
| Manufacturers Life Insurance Company, The | 152,282 | $60.6M | 0.05% | −28,235−15.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 151,169 | $60.2M | 0.18% | +7,494+5.2% | Added |
| Danske Bank A/S | 150,688 | $60.0M | 0.14% | −5,314−3.4% | Reduced |
| DnB Asset Management AS | 149,666 | $59.6M | 0.21% | +99,186+196.5% | Added |
| Blue Whale Capital LLP | 149,100 | $59.3M | 2.82% | +45,183+43.5% | Added |
| CIBC Asset Management Inc | 148,920 | $59.3M | 0.14% | +6,093+4.3% | Added |
| Blair William & Co | 139,951 | $55.7M | 0.16% | −154,488−52.5% | Reduced |
| Storebrand Asset Management AS | 139,840 | $55.7M | 0.16% | −1,102−0.8% | Reduced |
| APG Asset Management N.V. | 159,158 | $55.0M | 0.17% | +1,640+1.0% | Added |
| State of Wisconsin Investment Board | 137,907 | $54.9M | 0.13% | +10,394+8.2% | Added |
| CI Private Wealth, LLC | 137,918 | $54.7M | 0.08% | −6,661−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 135,301 | $53.8M | 1.23% | +52,752+63.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 133,546 | $53.2M | 0.15% | −3,845−2.8% | Reduced |
| Citadel Advisors LLC | 133,261 | $53.0M | 0.04% | +50,416+60.9% | Added |
| Temasek Holdings (Private) Ltd | 131,822 | $52.5M | 0.18% | −8,905−6.3% | Reduced |
| DekaBank Deutsche Girozentrale | 130,549 | $51.6M | 0.09% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 128,089 | $51.0M | 0.16% | +4,709+3.8% | Added |
| Altshuler Shaham Ltd | 127,810 | $50.9M | 0.93% | +126,707+11,487.5% | Added |
| Palestra Capital Management LLC | 125,779 | $50.1M | 1.97% | 00.0% | Unchanged |
| Bessemer Group Inc | 122,924 | $48.9M | 0.08% | +2,984+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 118,739 | $47.3M | 0.03% | +92,562+353.6% | Added |
| Capitolis Liquid Global Markets LLC | 118,273 | $47.1M | 0.30% | +118,273 | New |
| Cantor Fitzgerald, L. P. | 116,453 | $46.3M | 1.68% | +116,453 | New |
| Vident Advisory, LLC | 116,145 | $46.2M | 0.39% | +30,736+36.0% | Added |
| Vanguard Investments Australia, Ltd. | 115,473 | $46.0M | 0.13% | +115,473 | New |
| RBF Capital, LLC | 114,955 | $45.8M | 2.25% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 110,469 | $44.0M | 0.05% | +33,311+43.2% | Added |
| AQR Capital Management LLC | 114,854 | $43.8M | 0.02% | −28,500−19.9% | Reduced |
| Handelsbanken Fonder AB | 108,699 | $43.3M | 0.14% | −3,244−2.9% | Reduced |
| Ci Investments Inc. | 108,566 | $43.2M | 0.21% | +18,377+20.4% | Added |
| Pictet Asset Management Holding SA | 105,362 | $41.9M | 0.04% | −3,122−2.9% | Reduced |
| Infinitum Asset Management, LLC | 100,000 | $39.8M | 4.98% | +100,000 | New |
| Asset Management One Co.,Ltd. | 99,485 | $39.6M | 0.12% | +1,036+1.1% | Added |
| Smith Group Asset Management, LLC | 99,195 | $39.5M | 2.01% | +7,156+7.8% | Added |
| Virginia Retirement Systems Et Al | 98,565 | $39.2M | 0.29% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 97,554 | $38.8M | 0.06% | −7,345−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 96,932 | $38.6M | 0.12% | −798−0.8% | Reduced |
| KLP Kapitalforvaltning AS | 96,360 | $38.4M | 0.15% | +4,800+5.2% | Added |
| 3G Capital Partners LP | 95,000 | $37.8M | 13.42% | 00.0% | Unchanged |
| Credit Agricole S A | 94,477 | $37.6M | 0.12% | +41,942+79.8% | Added |
| Rafferty Asset Management, LLC | 90,632 | $36.1M | 0.15% | −12,318−12.0% | Reduced |
| Steadview Capital Management LLC | 89,450 | $35.6M | 15.71% | −57,415−39.1% | Reduced |
| Mackenzie Financial Corp | 89,421 | $35.6M | 0.04% | −30,174−25.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 89,128 | $35.5M | 0.23% | −700−0.8% | Reduced |
| Gotham Asset Management, LLC | 88,278 | $35.1M | 0.11% | +9,254+11.7% | Added |
| Stifel Financial Corp | 85,567 | $34.1M | 0.03% | −17,244−16.8% | Reduced |
| Zevenbergen Capital Investments LLC | 85,199 | $33.9M | 0.97% | +7,039+9.0% | Added |
| State of Tennessee, Treasury Department | 84,901 | $33.8M | 0.11% | −9,902−10.4% | Reduced |
| GF Fund Management Co. Ltd. | 81,568 | $32.5M | 0.54% | −2,192−2.6% | Reduced |
| WT Asset Management Ltd | 81,200 | $32.3M | 0.68% | +5,800+7.7% | Added |
| Zweig-DiMenna Associates LLC | 80,950 | $32.2M | 4.52% | −38,995−32.5% | Reduced |
| Swiss Life Asset Management Ltd | 80,709 | $32.1M | 0.16% | +4,101+5.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 80,704 | $32.0M | 0.22% | +1,299+1.6% | Added |
| State of New Jersey Common Pension Fund D | 78,915 | $31.4M | 0.12% | +150.0% | Added |
| Creative Planning | 78,694 | $31.3M | 0.02% | −13,507−14.6% | Reduced |
| Candriam Luxembourg S.C.A. | 78,559 | $31.3M | 0.16% | +42,638+118.7% | Added |
| Daiwa Securities Group Inc. | 77,499 | $30.8M | 0.09% | −2,777−3.5% | Reduced |
| Panagora Asset Management Inc | 77,348 | $30.8M | 0.12% | +1,418+1.9% | Added |
| Nissay Asset Management Corp | 75,807 | $30.2M | 0.16% | +1,700+2.3% | Added |
| Braun Stacey Associates Inc | 75,433 | $30.0M | 1.00% | −11,337−13.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 75,203 | $29.9M | 0.16% | −14,803−16.4% | 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 |
| Empowered Funds, LLC | 74,633 | $29.7M | 0.19% | −2,457−3.2% | Reduced |
| Czech National Bank | 73,806 | $29.4M | 0.19% | +2,431+3.4% | Added |
| MetLife Investment Management | 73,552 | $29.3M | 0.15% | −2,307−3.0% | Reduced |
| Mariner, LLC | 73,164 | $29.1M | 0.03% | −27,996−27.7% | Reduced |
| TIAA Wealth Investment Management LLC | 72,191 | $28.7M | 0.22% | +72,191 | New |
| Advisor Group Holdings, Inc. | 71,584 | $28.5M | 0.04% | −10,112−12.4% | Reduced |
| ICONIQ Capital, LLC | 71,370 | $28.4M | 0.64% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 71,085 | $28.3M | 0.23% | −9,616−11.9% | Reduced |
| Qube Research & Technologies Ltd | 71,082 | $28.3M | 0.04% | +71,082 | New |