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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 71,196 | $28.0M | 0.14% | +1,694+2.4% | Added |
| Cetera Investment Advisers | 70,193 | $27.9M | 0.03% | −4,352−5.8% | Reduced |
| Xponance, Inc. | 69,449 | $27.6M | 0.20% | +6,412+10.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 69,441 | $27.6M | 0.29% | +17,942+34.8% | Added |
| Tredje AP-fonden | 68,568 | $27.3M | 0.15% | +68,568 | New |
| SEB Asset Management AB | 68,377 | $27.2M | 0.12% | +68,377 | New |
| Commerce Bank | 67,946 | $27.0M | 0.13% | +20,724+43.9% | Added |
| Flputnam Investment Management Co | 67,560 | $26.9M | 0.40% | −14,503−17.7% | Reduced |
| Renaissance Group LLC | 67,455 | $26.8M | 1.12% | +8,889+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 66,567 | $26.5M | 0.13% | +1,908+3.0% | Added |
| Jones Financial Companies LLLP | 69,233 | $26.4M | 0.01% | +54,320+364.2% | Added |
| CIBC World Markets Inc. | 66,010 | $26.3M | 0.05% | −4,419−6.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 65,144 | $25.9M | 0.35% | +65,144 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,038 | $25.9M | 0.06% | −5,336−7.6% | Reduced |
| Andra AP-fonden | 64,666 | $25.7M | 0.32% | −39,497−37.9% | Reduced |
| Standard Life Aberdeen plc | 63,697 | $25.4M | 0.04% | −3,490−5.2% | Reduced |
| Pacer Advisors, Inc. | 63,351 | $25.2M | 0.07% | −56,905−47.3% | Reduced |
| iA Global Asset Management Inc. | 63,241 | $25.2M | 0.36% | −18,756−22.9% | Reduced |
| Arizona State Retirement System | 63,207 | $25.2M | 0.15% | −1,897−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,128 | $25.1M | 0.13% | +165+0.3% | Added |
| TFJ Management, LLC | 62,872 | $25.0M | 23.95% | +10,007+18.9% | Added |
| Metavasi Capital LP | 61,167 | $24.3M | 14.49% | +33,230+118.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 60,580 | $24.1M | 0.13% | +26,200+76.2% | Added |
| Illinois Municipal Retirement Fund | 59,343 | $23.6M | 0.30% | −3,123−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,907 | $23.4M | 0.02% | −3,298−5.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,807 | $23.0M | 0.19% | +6,170+11.9% | Added |
| Retirement Systems of Alabama | 57,548 | $22.9M | 0.08% | −37−0.1% | Reduced |
| Amalgamated Bank | 57,127 | $22.7M | 0.17% | +250.0% | Added |
| Silvant Capital Management LLC | 56,354 | $22.4M | 0.78% | +661+1.2% | Added |
| Kinetic Partners Management, LP | 55,886 | $22.2M | 1.24% | −33,320−37.4% | Reduced |
| Voloridge Investment Management, LLC | 55,146 | $21.9M | 0.09% | −123,937−69.2% | Reduced |
| Ossiam | 54,499 | $21.7M | 0.38% | +15,313+39.1% | Added |
| MML Investors Services, LLC | 54,129 | $21.5M | 0.06% | −10,202−15.9% | Reduced |
| EULAV Asset Management | 54,003 | $21.5M | 0.69% | +1,500+2.9% | Added |
| Teacher Retirement System of Texas | 53,295 | $21.2M | 0.09% | +3,793+7.7% | Added |
| Public Sector Pension Investment Board | 52,728 | $21.0M | 0.07% | +8,369+18.9% | Added |
| Rakuten Investment Management, Inc. | 56,349 | $21.0M | 0.04% | +5,830+11.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,250 | $20.8M | 0.20% | −10,169−16.3% | Reduced |
| Ofi Invest Asset Management | 59,124 | $20.4M | 0.27% | +21,410+56.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 51,031 | $20.3M | 0.19% | +34,781+214.0% | Added |
| Discovery Capital Management, LLC | 50,640 | $20.2M | 1.05% | +13,400+36.0% | Added |
| Fund 1 Investments, LLC | 49,966 | $19.9M | 2.59% | +49,966 | New |
| Calamos Advisors LLC | 49,603 | $19.7M | 0.08% | +866+1.8% | Added |
| Selkirk Management LLC | 48,700 | $19.4M | 6.59% | +13,000+36.4% | Added |
| Prudential PLC | 48,058 | $19.1M | 0.15% | +1,419+3.0% | Added |
| Janney Montgomery Scott LLC | 47,710 | $19.0M | 0.05% | +3,135+7.0% | Added |
| Captrust Financial Advisors | 47,668 | $19.0M | 0.03% | −604−1.3% | Reduced |
| Mediolanum International Funds Ltd | 50,752 | $18.9M | 0.20% | −9,224−15.4% | Reduced |
| IFM Investors Pty Ltd | 46,919 | $18.7M | 0.16% | +1,606+3.5% | Added |
| CIBC Bancorp USA Inc. | 46,705 | $18.6M | 0.03% | +46,705 | New |
| Fifth Third Bancorp | 46,665 | $18.6M | 0.03% | +40,542+662.1% | Added |
| Colony Group, LLC | 46,048 | $18.4M | 0.02% | −21,812−32.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 46,057 | $18.3M | 0.14% | +46,057 | New |
| Ibex Wealth Advisors | 45,733 | $18.2M | 1.69% | +780+1.7% | Added |
| Investment House LLC | 45,497 | $18.1M | 0.94% | −4,873−9.7% | Reduced |
| Man Group plc | 45,467 | $18.1M | 0.04% | +22,975+102.1% | Added |
| La Banque Postale Asset Management SA | 45,256 | $18.0M | 0.25% | −27,992−38.2% | Reduced |
| UniSuper Management Pty Ltd | 45,244 | $18.0M | 0.12% | −2,266−4.8% | Reduced |
| Millennium Management LLC | 44,504 | $17.7M | 0.01% | +18,119+68.7% | Added |
| AMF Pensionsforsakring AB | 43,658 | $17.4M | 0.12% | +4,535+11.6% | Added |
| Woodline Partners LP | 43,524 | $17.3M | 0.07% | +5,964+15.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,406 | $17.3M | 0.33% | +41,077+1,763.7% | Added |
| Pinebridge Investments LLC | 41,468 | $16.5M | 0.14% | −9,581−18.8% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 41,162 | $16.4M | 0.25% | +11,871+40.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 40,952 | $16.3M | 0.25% | +40,952 | New |
| New York Life Investment Management LLC | 40,825 | $16.2M | 0.14% | +2,812+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 40,065 | $15.9M | 0.12% | +1,280+3.3% | 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 |
| The PNC Financial Services Group, Inc. | 39,804 | $15.8M | 0.01% | +2,225+5.9% | Added |
| Zurich Insurance Group Ltd | 39,464 | $15.7M | 0.12% | −17,996−31.3% | Reduced |
| Wealthfront Advisers LLC | 38,833 | $15.5M | 0.03% | +1,317+3.5% | Added |
| Utah Retirement Systems | 38,748 | $15.4M | 0.16% | −643−1.6% | Reduced |
| Proem Advisors LLC | 38,500 | $15.3M | 5.06% | +36,000+1,440.0% | Added |
| JustInvest LLC | 37,471 | $14.9M | 0.15% | −1,769−4.5% | Reduced |
| Marex Group plc | 37,393 | $14.9M | 0.15% | −58,160−60.9% | Reduced |
| Cozad Asset Management Inc | 37,270 | $14.8M | 1.17% | −2,974−7.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 36,677 | $14.6M | 0.12% | +70+0.2% | Added |
| IMC-Chicago, LLC | 36,392 | $14.5M | 0.22% | −23,480−39.2% | Reduced |
| Freestone Capital Holdings, LLC | 36,027 | $14.3M | 0.44% | −2,976−7.6% | Reduced |
| General Equity Holdings LP | 35,620 | $14.2M | 10.52% | +29,420+474.5% | Added |
| Varma Mutual Pension Insurance Co | 35,600 | $14.2M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 35,449 | $14.1M | 0.02% | −2,220−5.9% | Reduced |
| Shelton Capital Management | 35,428 | $14.1M | 0.31% | −1,107−3.0% | Reduced |
| Toroso Investments, LLC | 35,198 | $14.0M | 0.04% | −12,899−26.8% | Reduced |
| TD Waterhouse Canada Inc. | 35,817 | $13.9M | 0.04% | +18,540+107.3% | Added |
| Fernbridge Capital Management LP | 34,631 | $13.8M | 0.88% | −7,598−18.0% | Reduced |
| Bank of Nova Scotia | 34,158 | $13.6M | 0.02% | −4,587−11.8% | Reduced |
| Nisa Investment Advisors, LLC | 34,024 | $13.5M | 0.05% | −9,964−22.7% | Reduced |
| Louisiana State Employees Retirement System | 34,000 | $13.5M | 0.24% | −400−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 33,617 | $13.4M | 0.11% | +146+0.4% | Added |
| Allianz Asset Management GmbH | 33,519 | $13.3M | 0.02% | −1,044−3.0% | Reduced |
| Sanctuary Advisors, LLC | 33,365 | $13.3M | 0.07% | −2,665−7.4% | Reduced |
| Macquarie Group Ltd | 32,890 | $13.1M | 0.08% | −52,154−61.3% | Reduced |
| Freshford Capital Management, LLC | 32,723 | $13.0M | 6.50% | −10,108−23.6% | Reduced |
| Motley Fool Asset Management LLC | 32,431 | $12.9M | 0.55% | +693+2.2% | Added |
| UNICOM Systems, Inc. | 31,900 | $12.7M | 1.30% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 31,794 | $12.7M | 0.07% | −9,148−22.3% | Reduced |
| Vontobel Holding Ltd. | 31,366 | $12.5M | 0.04% | +356+1.1% | Added |
| Oregon Public Employees Retirement Fund | 31,024 | $12.3M | 0.16% | +42+0.1% | Added |