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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 30,666 | $12.2M | 0.52% | −10,910−26.2% | Reduced |
| Steadfast Capital Management LP | 30,236 | $12.0M | 0.45% | −212,992−87.6% | Reduced |
| Rockefeller Capital Management L.P. | 30,137 | $12.0M | 0.02% | +7,180+31.3% | Added |
| Federated Hermes, Inc. | 30,004 | $11.9M | 0.02% | −74,627−71.3% | Reduced |
| Kadensa Capital Ltd | 29,805 | $11.9M | 1.65% | +29,805 | New |
| Public Employees Retirement Association of Colorado | 29,716 | $11.8M | 0.05% | −70.0% | Reduced |
| US Bancorp | 29,564 | $11.8M | 0.01% | −2,846−8.8% | Reduced |
| Steel Peak Wealth Management LLC | 29,186 | $11.6M | 0.36% | +2,449+9.2% | Added |
| Overbrook Management Corp | 29,181 | $11.6M | 2.19% | +14,074+93.2% | Added |
| Thoroughbred Financial Services, LLC | 29,003 | $11.5M | 0.69% | +459+1.6% | Added |
| Mutual of America Capital Management LLC | 28,821 | $11.5M | 0.13% | −241−0.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 28,702 | $11.4M | 2.07% | −651−2.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 28,217 | $11.2M | 0.04% | −1,755−5.9% | Reduced |
| Cunning Capital Partners, LP | 28,037 | $11.2M | 5.68% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 27,549 | $11.0M | 0.31% | +823+3.1% | Added |
| Crossmark Global Holdings, Inc. | 27,547 | $11.0M | 0.16% | −998−3.5% | Reduced |
| Maxi Investments CY Ltd | 27,500 | $10.9M | 2.39% | +26,100+1,864.3% | Added |
| Norinchukin Bank, The | 27,490 | $10.9M | 0.13% | +1,047+4.0% | Added |
| M&T Bank Corp | 27,203 | $10.8M | 0.04% | −572−2.1% | Reduced |
| GWM Advisors LLC | 27,167 | $10.8M | 0.04% | −1,465−5.1% | Reduced |
| Yousif Capital Management, LLC | 26,533 | $10.6M | 0.12% | −600−2.2% | Reduced |
| Pathstone Holdings, LLC | 26,470 | $10.5M | 0.04% | −1,761−6.2% | Reduced |
| Sierra Summit Advisors LLC | 26,162 | $10.4M | 1.51% | +7,676+41.5% | Added |
| State of Alaska, Department of Revenue | 26,153 | $10.4M | 0.11% | −357−1.3% | Reduced |
| Mercer Global Advisors Inc | 25,843 | $10.3M | 0.02% | −20,625−44.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,375 | $10.1M | 0.04% | −1,230−4.6% | Reduced |
| Ghisallo Capital Management LLC | 25,000 | $9.95M | 0.27% | +25,000 | New |
| Vinva Investment Management Ltd | 26,451 | $9.84M | 0.12% | +316+1.2% | Added |
| Gateway Investment Advisers LLC | 24,643 | $9.81M | 0.11% | −6,851−21.8% | Reduced |
| Venture Visionary Partners LLC | 24,623 | $9.80M | 0.33% | +244+1.0% | Added |
| CWM Advisors, LLC | 24,520 | $9.76M | 0.57% | +13,800+128.7% | Added |
| Commonwealth Equity Services, LLC | 24,517 | $9.76M | 0.01% | −3,370−12.1% | Reduced |
| Armistice Capital, LLC | 24,422 | $9.72M | 0.32% | +2,160+9.7% | Added |
| Navellier & Associates Inc | 24,365 | $9.70M | 1.01% | −314−1.3% | Reduced |
| Second Line Capital, LLC | 21,585 | $9.63M | 1.82% | +360+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 24,182 | $9.62M | 0.01% | −1,466−5.7% | Reduced |
| Oppenheimer & Co Inc | 24,179 | $9.62M | 0.12% | −1,851−7.1% | Reduced |
| Cresset Asset Management, LLC | 24,098 | $9.59M | 0.04% | +836+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,732 | $9.45M | 0.02% | −909−3.7% | Reduced |
| OP Asset Management Ltd | 23,471 | $9.34M | 0.10% | −11,415−32.7% | Reduced |
| Advisory Services Network, LLC | 23,420 | $9.32M | 0.12% | −3,101−11.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 23,324 | $9.28M | 0.01% | −134,339−85.2% | Reduced |
| MAI Capital Management | 23,323 | $9.28M | 0.05% | +4,420+23.4% | Added |
| Profund Advisors LLC | 23,131 | $9.21M | 0.34% | −5,511−19.2% | Reduced |
| ASR Vermogensbeheer N.V. | 23,091 | $9.19M | 0.11% | +395+1.7% | Added |
| Tower Research Capital LLC (TRC) | 23,007 | $9.16M | 0.24% | +2,078+9.9% | Added |
| Stratos Wealth Partners, LTD. | 22,818 | $9.08M | 0.10% | −5,286−18.8% | Reduced |
| QRG Capital Management, Inc. | 22,723 | $9.04M | 0.09% | −4,099−15.3% | Reduced |
| Generali Asset Management SPA SGR | 22,570 | $8.98M | 0.19% | +155+0.7% | Added |
| Hancock Whitney Corp | 20,010 | $8.93M | 0.16% | −613−3.0% | Reduced |
| HighTower Advisors, LLC | 22,185 | $8.83M | 0.01% | −3,110−12.3% | Reduced |
| Blue Sparrow, LLC | 22,100 | $8.80M | 0.15% | +6,500+41.7% | Added |
| Stevens Capital Management LP | 21,515 | $8.56M | 1.32% | +21,213+7,024.2% | Added |
| CAPROCK Group, Inc. | 20,969 | $8.35M | 0.20% | +2,766+15.2% | Added |
| Donaldson Capital Management, LLC | 20,895 | $8.32M | 0.27% | +6,202+42.2% | Added |
| Glynn Capital Management LLC | 20,688 | $8.23M | 3.94% | +6,747+48.4% | Added |
| Capital Impact Advisors, LLC | 20,445 | $8.14M | 3.29% | −41,384−66.9% | Reduced |
| Liontrust Investment Partners LLP | 20,272 | $8.07M | 0.14% | +485+2.5% | Added |
| Oak Ridge Investments LLC | 20,134 | $8.01M | 0.53% | +1,087+5.7% | Added |
| Telemark Asset Management, LLC | 20,000 | $7.96M | 0.74% | 00.0% | Unchanged |
| FirstWave Capital Management LLC | 19,873 | $7.91M | 8.44% | +11,541+138.5% | Added |
| Centaurus Financial, Inc. | 19,756 | $7.86M | 0.37% | −615−3.0% | Reduced |
| Diversify Wealth Management, LLC | 17,190 | $7.62M | 0.14% | +11,224+188.1% | Added |
| Cornerstone Advisors, LLC | 18,618 | $7.41M | 0.27% | +6,924+59.2% | Added |
| TrimTabs Asset Management, LLC | 18,542 | $7.38M | 1.66% | −13,320−41.8% | Reduced |
| DJE Kapital AG | 19,200 | $7.27M | 0.16% | +18,200+1,820.0% | Added |
| Tudor Investment Corp Et Al | 18,251 | $7.26M | 0.04% | +18,251 | New |
| Investment Management Corp of Ontario | 18,226 | $7.25M | 0.09% | −4,654−20.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 19,092 | $7.23M | 0.02% | −9,995−34.4% | Reduced |
| Ratan Capital Management LP | 18,114 | $7.21M | 2.68% | −24,116−57.1% | Reduced |
| Brown Advisory Inc | 18,042 | $7.18M | 0.01% | +12,316+215.1% | Added |
| Vestcor Inc | 18,026 | $7.17M | 0.20% | +732+4.2% | Added |
| Cerity Partners LLC | 17,874 | $7.11M | 0.01% | −5,026−21.9% | Reduced |
| Gulf International Bank (UK) Ltd | 17,848 | $7.10M | 0.16% | +6,093+51.8% | Added |
| Freestone Grove Partners LP | 17,844 | $7.10M | 0.05% | +17,844 | New |
| EFG International AG | 17,593 | $7.00M | 0.15% | +3,997+29.4% | Added |
| E Fund Management Co., Ltd. | 17,586 | $7.00M | 0.21% | +17,586 | New |
| Prevail Innovative Wealth Advisors, LLC | 17,578 | $7.00M | 1.18% | +17,578 | New |
| Park Avenue Securities LLC | 17,440 | $6.94M | 0.05% | −50.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,312 | $6.89M | 0.04% | +5,684+48.9% | Added |
| Thrivent Financial for Lutherans | 17,362 | $6.83M | 0.01% | −238,755−93.2% | Reduced |
| Callan Family Office, LLC | 16,998 | $6.77M | 0.15% | −2,972−14.9% | Reduced |
| X-Square Capital, LLC | 16,779 | $6.68M | 2.25% | +14,141+536.1% | Added |
| Oppenheimer Asset Management Inc. | 16,754 | $6.67M | 0.08% | −833−4.7% | Reduced |
| Virtu Financial LLC | 16,706 | $6.65M | 0.28% | +10,987+192.1% | Added |
| Ethic Inc. | 16,652 | $6.63M | 0.10% | −4,454−21.1% | Reduced |
| Lazard Asset Management LLC | 16,493 | $6.56M | 0.01% | −6,181−27.3% | Reduced |
| Mizuho Securities USA LLC | 16,383 | $6.52M | 0.15% | −3,327−16.9% | Reduced |
| Allstate Corp | 16,328 | $6.50M | 0.07% | −1,032−5.9% | Reduced |
| Empower Advisory Group, LLC | 16,296 | $6.49M | 0.02% | −696−4.1% | Reduced |
| Bienville Capital Management, LLC | 16,201 | $6.45M | 1.22% | +16,201 | New |
| Brinker Capital Investments, LLC | 16,188 | $6.44M | 0.05% | −8,158−33.5% | Reduced |
| Capital International Sarl | 16,008 | $6.37M | 0.10% | +16,008 | New |
| Elo Mutual Pension Insurance Co | 15,865 | $6.31M | 0.10% | +5,216+49.0% | Added |
| Assetmark, Inc | 15,792 | $6.29M | 0.01% | −8,693−35.5% | Reduced |
| Nomura Holdings Inc | 15,713 | $6.25M | 0.05% | −7,705−32.9% | Reduced |
| Patton Albertson Miller Group, LLC | 15,499 | $6.17M | 0.73% | +662+4.5% | Added |
| Hartford Investment Management Co | 15,451 | $6.15M | 0.19% | −184−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,821 | $6.11M | 0.01% | −319,065−95.3% | Reduced |
| Penserra Capital Management LLC | 15,261 | $6.07M | 0.07% | +2,611+20.6% | Added |