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, Q2 2026
Institutional positions in AppLovin Corp as of Jun 30, 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
- 1,467
- +87 vs. Q1 2026
- Shares held
- 226.6M
- +9.05M (+4.2%) vs. Q1 2026
- Total value
- $116.3B
- +$29.5B (+33.9%) vs. Q1 2026
- New holders
- 215
- 616 more added
- Sold out
- 128
- 492 more reduced
15 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,040,619 | $12.4B | 0.18% | +400,447+1.7% | Added |
| Vanguard Capital Management LLC | 17,744,980 | $9.14B | 0.20% | +994,096+5.9% | Added |
| FMR LLC | 17,293,553 | $8.91B | 0.39% | +1,602,139+10.2% | Added |
| State Street Corp | 12,101,830 | $6.24B | 0.18% | +334,501+2.8% | Added |
| Invesco Ltd. | 10,975,993 | $5.66B | 0.45% | +386,558+3.7% | Added |
| Capital World Investors | 8,150,954 | $4.20B | 0.50% | +4,971,394+156.4% | Added |
| Geode Capital Management, LLC | 7,362,995 | $3.78B | 0.20% | +74,623+1.0% | Added |
| Baillie Gifford & Co | 6,471,615 | $3.33B | 3.03% | −228,517−3.4% | Reduced |
| Vanguard Portfolio Management LLC | 6,350,652 | $3.27B | 0.15% | +414,759+7.0% | Added |
| Morgan Stanley | 5,791,247 | $2.98B | 0.16% | +186,406+3.3% | Added |
| Price T Rowe Associates Inc | 4,773,100 | $2.46B | 0.25% | −661,626−12.2% | Reduced |
| JPMorgan Chase & Co | 4,349,233 | $2.17B | 0.13% | +241,289+5.9% | Added |
| WCM Investment Management, LLC | 3,709,328 | $1.85B | 3.35% | −1,292,272−25.8% | Reduced |
| Goldman Sachs Group Inc | 3,192,790 | $1.65B | 0.17% | +490,931+18.2% | Added |
| Kensico Capital Management Corp | 3,182,850 | $1.64B | 28.12% | −101,400−3.1% | Reduced |
| Capital International Investors | 2,968,827 | $1.53B | 0.32% | +144,767+5.1% | Added |
| Norges Bank | 2,921,649 | $1.51B | 0.15% | +2,921,649 | New |
| Bank of America Corp | 2,895,451 | $1.49B | 0.10% | −259,955−8.2% | Reduced |
| Northern Trust Corp | 2,398,277 | $1.24B | 0.14% | −8,914−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,104,222 | $1.08B | 0.14% | +135,662+6.9% | Added |
| Capital Research Global Investors | 1,905,302 | $981.6M | 0.14% | −733,567−27.8% | Reduced |
| Jennison Associates LLC | 1,819,508 | $937.5M | 0.56% | −481,397−20.9% | Reduced |
| Spruce House Investment Management LLC | 1,790,000 | $922.3M | 27.13% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,735,471 | $894.2M | 0.16% | +121,605+7.5% | Added |
| Jericho Capital Asset Management L.P. | 1,677,224 | $864.2M | 7.14% | 00.0% | Unchanged |
| UBS Group AG | 1,635,893 | $842.9M | 0.13% | −186,145−10.2% | Reduced |
| Vanguard Fiduciary Trust Co | 1,543,790 | $795.4M | 0.18% | +8,820+0.6% | Added |
| Legal & General Group Plc | 1,466,845 | $755.8M | 0.16% | −11,713−0.8% | Reduced |
| Bank of New York Mellon Corp | 1,416,873 | $730.0M | 0.12% | +58,300+4.3% | Added |
| Amundi | 1,332,633 | $686.6M | 0.17% | +217,214+19.5% | Added |
| Fred Alger Management, LLC | 1,294,110 | $666.8M | 2.22% | +121,070+10.3% | Added |
| Dimensional Fund Advisors LP | 1,276,551 | $657.6M | 0.12% | −47,693−3.6% | Reduced |
| Royal Bank of Canada | 1,239,385 | $638.6M | 0.11% | +3,292+0.3% | Added |
| Alliancebernstein L.P. | 1,603,673 | $638.3M | 0.23% | −277,043−14.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,171,189 | $603.4M | 1.24% | −118,819−9.2% | Reduced |
| Franklin Resources Inc | 1,140,306 | $587.5M | 0.13% | −95,213−7.7% | Reduced |
| Sapient Capital LLC | 1,115,870 | $574.9M | 7.52% | −155,603−12.2% | Reduced |
| Canada Pension Plan Investment Board | 1,075,667 | $554.2M | 0.31% | +667,358+163.4% | Added |
| Barclays PLC | 1,061,233 | $546.8M | 0.17% | +170,463+19.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,042,268 | $537.0M | 3.28% | −422,655−28.9% | Reduced |
| Wells Fargo & Company | 1,025,233 | $528.2M | 0.09% | +96,657+10.4% | Added |
| American Century Companies Inc | 898,040 | $462.7M | 0.20% | −93,216−9.4% | Reduced |
| Sands Capital Management, LLC | 831,697 | $428.5M | 1.59% | −139,864−14.4% | Reduced |
| Jupiter Topco LLC | 831,237 | $428.3M | 0.17% | +831,237 | New |
| Deutsche Bank AG | 749,248 | $386.0M | 0.11% | +56,506+8.2% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 696,568 | $358.9M | 2.63% | +696,568 | New |
| Nuveen, LLC | 678,179 | $349.4M | 0.08% | +7,315+1.1% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $344.8M | 0.99% | 00.0% | Unchanged |
| Swiss National Bank | 647,550 | $333.6M | 0.17% | −29,480−4.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643,342 | $331.5M | 0.18% | +36,649+6.0% | Added |
| Winslow Capital Management, LLC | 640,362 | $329.9M | 1.14% | +208,471+48.3% | Added |
| Clearbridge Investments, LLC | 610,724 | $314.7M | 0.26% | −98,008−13.8% | Reduced |
| Citigroup Inc | 608,661 | $313.6M | 0.15% | +192,185+46.1% | Added |
| National Pension Service | 586,028 | $301.9M | 0.19% | +27,701+5.0% | Added |
| Vanguard Global Advisers, LLC | 577,431 | $297.5M | 0.14% | −12,625−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 560,422 | $288.7M | 0.16% | +10,084+1.8% | Added |
| BNP Paribas Arbitrage, SA | 546,050 | $281.3M | 0.15% | +49,327+9.9% | Added |
| First Trust Advisors LP | 526,567 | $271.3M | 0.16% | −19,579−3.6% | Reduced |
| SEI Investments Co | 505,869 | $260.7M | 0.23% | +34,095+7.2% | Added |
| California Public Employees Retirement System | 504,052 | $259.7M | 0.15% | +15,478+3.2% | Added |
| Vanguard Asset Management, Ltd | 463,736 | $238.9M | 0.16% | +54,173+13.2% | Added |
| Whale Rock Capital Management LLC | 461,611 | $237.8M | 1.91% | −233,926−33.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 442,768 | $228.1M | 0.10% | −190,051−30.0% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 439,313 | $226.3M | 14.50% | +122,361+38.6% | Added |
| Rhumbline Advisers | 438,735 | $226.0M | 0.17% | −5,730−1.3% | Reduced |
| Envestnet Asset Management Inc | 438,423 | $225.9M | 0.05% | −51,459−10.5% | Reduced |
| HSBC Holdings PLC | 435,957 | $224.8M | 0.11% | +33,466+8.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 420,114 | $216.3M | 0.26% | −34,554−7.6% | Reduced |
| TD Asset Management Inc | 402,895 | $207.6M | 0.18% | −44,913−10.0% | Reduced |
| Bank of Montreal | 387,835 | $199.8M | 0.07% | +44,274+12.9% | Added |
| Principal Financial Group Inc | 382,457 | $197.1M | 0.10% | +46,689+13.9% | Added |
| Victory Capital Management Inc | 351,647 | $181.2M | 0.10% | +2,363+0.7% | Added |
| Neuberger Berman Group LLC | 347,866 | $179.2M | 0.12% | +81,470+30.6% | Added |
| California State Teachers Retirement System | 345,511 | $178.0M | 0.16% | −3,716−1.1% | Reduced |
| Voya Investment Management LLC | 344,741 | $177.6M | 0.15% | −41,288−10.7% | Reduced |
| ProShare Advisors LLC | 343,007 | $176.7M | 0.26% | −99,372−22.5% | Reduced |
| FIL Ltd | 335,807 | $173.0M | 0.12% | +12,781+4.0% | Added |
| Ensign Peak Advisors, Inc | 320,239 | $165.0M | 0.27% | −70,346−18.0% | Reduced |
| Davis Selected Advisers | 315,539 | $162.7M | 0.70% | −20,271−6.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 313,170 | $161.4M | 0.23% | +289,846+1,242.7% | Added |
| Menora Mivtachim Holdings Ltd. | 302,945 | $156.1M | 0.61% | +302,945 | New |
| Quantinno Capital Management LP | 301,908 | $155.6M | 0.19% | +50,017+19.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 301,128 | $155.2M | 0.34% | +3,754+1.3% | Added |
| Clear Street Group Inc. | 286,234 | $147.5M | 0.47% | +8,362+3.0% | Added |
| SG Americas Securities, LLC | 283,929 | $146.3M | 0.08% | +173,460+157.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 283,011 | $145.8M | 0.22% | +6,887+2.5% | Added |
| Ameriprise Financial Inc | 274,295 | $141.3M | 0.03% | +41,794+18.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 259,780 | $133.8M | 0.13% | −25,676−9.0% | Reduced |
| Augustine Asset Management Inc | 253,670 | $130.7M | 26.46% | −13,381−5.0% | Reduced |
| Contour Asset Management LLC | 253,636 | $130.7M | 3.09% | +253,636 | New |
| LPL Financial LLC | 250,284 | $129.0M | 0.03% | −5,348−2.1% | Reduced |
| Wellington Management Group LLP | 245,730 | $126.6M | 0.02% | −847,328−77.5% | Reduced |
| New York State Common Retirement Fund | 244,103 | $125.8M | 0.16% | −9,436−3.7% | Reduced |
| Russell Investments Group, Ltd. | 244,950 | $125.7M | 0.11% | −24,591−9.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 242,689 | $125.0M | 3.08% | −80.0% | Reduced |
| Royal London Asset Management Ltd | 241,152 | $124.2M | 0.23% | +6,013+2.6% | Added |
| Adage Capital Partners GP, L.L.C. | 239,800 | $123.6M | 0.17% | −3,000−1.2% | Reduced |
| Fundsmith Investment Services Ltd. | 233,921 | $120.5M | 2.67% | +233,921 | New |
| Mirae Asset Global Investments Co., Ltd. | 228,214 | $117.6M | 0.22% | +40,267+21.4% | Added |
| NEOS Investment Management LLC | 227,667 | $117.3M | 0.43% | +21,034+10.2% | Added |