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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 21,108 | $10.9M | 0.01% | +3,234+18.1% | Added |
| X-Square Capital, LLC | 21,343 | $11.0M | 2.79% | +4,564+27.2% | Added |
| Empower Advisory Group, LLC | 21,551 | $11.1M | 0.03% | +5,255+32.2% | Added |
| Private Advisor Group, LLC | 21,553 | $11.1M | 0.05% | +8,336+63.1% | Added |
| Second Line Capital, LLC | 21,752 | $11.2M | 2.09% | +167+0.8% | Added |
| Stratos Wealth Partners, LTD. | 21,758 | $11.2M | 0.11% | −1,060−4.6% | Reduced |
| Seldon Capital LP | 21,935 | $11.3M | 3.54% | +21,935 | New |
| Commonwealth Equity Services, LLC | 22,084 | $11.4M | 0.01% | −2,433−9.9% | Reduced |
| HighTower Advisors, LLC | 22,190 | $11.4M | 0.01% | +50.0% | Added |
| Bienville Capital Management, LLC | 22,444 | $11.6M | 1.67% | +6,243+38.5% | Added |
| Penserra Capital Management LLC | 22,576 | $11.6M | 0.09% | +7,315+47.9% | Added |
| Kelly Lawrence W & Associates Inc | 22,648 | $11.7M | 2.49% | +22,648 | New |
| Oppenheimer & Co Inc | 22,706 | $11.7M | 0.12% | −1,473−6.1% | Reduced |
| CAPROCK Group, Inc. | 22,816 | $11.8M | 0.23% | +1,847+8.8% | Added |
| Cornerstone Advisors, LLC | 23,028 | $11.9M | 0.39% | +4,410+23.7% | Added |
| QRG Capital Management, Inc. | 23,147 | $11.9M | 0.10% | +424+1.9% | Added |
| MAI Capital Management | 23,451 | $12.1M | 0.05% | +128+0.5% | Added |
| Eurizon Capital SGR S.p.A. | 23,854 | $12.3M | 0.03% | −4,363−15.5% | Reduced |
| Generali Asset Management SPA SGR | 23,928 | $12.3M | 0.22% | +1,358+6.0% | Added |
| Cresset Asset Management, LLC | 23,937 | $12.3M | 0.04% | −161−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,065 | $12.4M | 0.02% | −117−0.5% | Reduced |
| Toroso Investments, LLC | 24,197 | $12.5M | 0.03% | −11,001−31.3% | Reduced |
| Motley Fool Asset Management LLC | 24,257 | $12.5M | 0.48% | −8,174−25.2% | Reduced |
| Investment Management Corp of Ontario | 24,306 | $12.5M | 0.16% | +6,080+33.4% | Added |
| Yousif Capital Management, LLC | 24,626 | $12.7M | 0.14% | −1,907−7.2% | Reduced |
| Sierra Summit Advisors LLC | 24,803 | $12.8M | 1.43% | −1,359−5.2% | Reduced |
| Venture Visionary Partners LLC | 24,860 | $12.8M | 0.36% | +237+1.0% | Added |
| Profund Advisors LLC | 25,016 | $12.9M | 0.35% | +1,885+8.1% | Added |
| ASR Vermogensbeheer N.V. | 25,108 | $12.9M | 0.13% | +2,017+8.7% | Added |
| Glynn Capital Management LLC | 25,117 | $12.9M | 3.56% | +4,429+21.4% | Added |
| Federation des caisses Desjardins du Quebec | 25,163 | $13.0M | 0.04% | −212−0.8% | Reduced |
| 1832 Asset Management L.P. | 25,298 | $13.0M | 0.02% | −129,872−83.7% | Reduced |
| Cantor Fitzgerald, L. P. | 25,358 | $13.1M | 0.25% | −91,095−78.2% | Reduced |
| FirstWave Capital Management LLC | 25,426 | $13.1M | 5.79% | +5,553+27.9% | Added |
| Nutshell Asset Management Ltd | 25,530 | $13.2M | 4.39% | +25,530 | New |
| Cambridge Investment Research Advisors, Inc. | 25,653 | $13.2M | 0.03% | +1,921+8.1% | Added |
| OP Asset Management Ltd | 25,654 | $13.2M | 0.14% | +2,183+9.3% | Added |
| MUFG Securities EMEA plc | 26,006 | $13.4M | 0.14% | +14,904+134.2% | Added |
| State of Alaska, Department of Revenue | 26,362 | $13.6M | 0.13% | +209+0.8% | Added |
| Jacobson & Schmitt Advisors, LLC | 26,410 | $13.6M | 2.22% | −2,292−8.0% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 26,640 | $13.7M | 0.31% | −14,522−35.3% | Reduced |
| CWM Advisors, LLC | 26,700 | $13.8M | 0.57% | +2,180+8.9% | Added |
| Mercer Global Advisors Inc | 27,013 | $13.9M | 0.02% | +1,170+4.5% | Added |
| M&T Bank Corp | 27,201 | $14.0M | 0.04% | −20.0% | Reduced |
| Nisa Investment Advisors, LLC | 27,390 | $14.1M | 0.04% | −6,634−19.5% | Reduced |
| Crossmark Global Holdings, Inc. | 27,424 | $14.1M | 0.18% | −123−0.4% | Reduced |
| Proem Advisors LLC | 27,500 | $14.2M | 2.91% | −11,000−28.6% | Reduced |
| Mutual of America Capital Management LLC | 27,520 | $14.2M | 0.14% | −1,301−4.5% | Reduced |
| CI Private Wealth, LLC | 27,518 | $14.2M | 0.02% | −110,400−80.0% | Reduced |
| Norinchukin Bank, The | 27,711 | $14.3M | 0.14% | +221+0.8% | Added |
| Harvest Fund Management Co., Ltd | 27,876 | $14.4M | 0.48% | −2,790−9.1% | Reduced |
| Cunning Capital Partners, LP | 28,037 | $14.4M | 5.83% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 28,111 | $14.5M | 0.34% | +562+2.0% | Added |
| Armistice Capital, LLC | 28,228 | $14.5M | 0.40% | +3,806+15.6% | Added |
| Rockefeller Capital Management L.P. | 28,330 | $14.6M | 0.02% | −1,807−6.0% | Reduced |
| Hancock Whitney Corp | 28,698 | $14.8M | 0.25% | +8,688+43.4% | Added |
| Ci Investments Inc. | 28,884 | $14.9M | 0.05% | −79,682−73.4% | Reduced |
| Nishkama Capital, LLC | 29,171 | $15.0M | 1.70% | +29,171 | New |
| Public Employees Retirement Association of Colorado | 29,207 | $15.0M | 0.05% | −509−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 29,367 | $15.1M | 0.73% | +364+1.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 29,431 | $15.2M | 0.49% | +29,431 | New |
| Varma Mutual Pension Insurance Co | 29,600 | $15.3M | 0.08% | −6,000−16.9% | Reduced |
| Ardmore Road Asset Management LP | 30,000 | $15.5M | 0.91% | +30,000 | New |
| Vontobel Holding Ltd. | 30,771 | $15.9M | 0.05% | −595−1.9% | Reduced |
| General Equity Holdings LP | 30,918 | $15.9M | 9.51% | −4,702−13.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 35,130 | $16.0M | 0.31% | +34,848+12,357.4% | Added |
| Standard Life Aberdeen plc | 31,335 | $16.1M | 0.02% | −32,362−50.8% | Reduced |
| Maxi Investments CY Ltd | 31,384 | $16.2M | 3.27% | +3,884+14.1% | Added |
| Vinva Investment Management Ltd | 32,694 | $16.3M | 0.11% | +6,243+23.6% | Added |
| Colony Group, LLC | 31,803 | $16.4M | 0.02% | −14,245−30.9% | Reduced |
| UNICOM Systems, Inc. | 31,900 | $16.4M | 1.07% | 00.0% | Unchanged |
| Capital International Sarl | 32,358 | $16.7M | 0.24% | +16,350+102.1% | Added |
| Oregon Public Employees Retirement Fund | 33,066 | $17.0M | 0.18% | +2,042+6.6% | Added |
| Freshford Capital Management, LLC | 33,180 | $17.1M | 5.85% | +457+1.4% | Added |
| Louisiana State Employees Retirement System | 33,400 | $17.2M | 0.26% | −600−1.8% | Reduced |
| Shelton Capital Management | 33,998 | $17.5M | 0.32% | −1,430−4.0% | Reduced |
| Millennium Management LLC | 34,067 | $17.6M | 0.01% | −10,437−23.5% | Reduced |
| Aptus Capital Advisors, LLC | 34,155 | $17.6M | 0.13% | +538+1.6% | Added |
| British Columbia Investment Management Corp | 34,397 | $17.7M | 0.11% | +2,603+8.2% | Added |
| Candriam Luxembourg S.C.A. | 34,436 | $17.7M | 0.08% | −44,123−56.2% | Reduced |
| Kinetic Partners Management, LP | 34,786 | $17.9M | 0.43% | −21,100−37.8% | Reduced |
| Federated Hermes, Inc. | 35,624 | $18.4M | 0.03% | +5,620+18.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 35,868 | $18.5M | 0.26% | −5,084−12.4% | Reduced |
| La Banque Postale Asset Management SA | 35,885 | $18.5M | 0.18% | −9,371−20.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 35,980 | $18.5M | 0.14% | −697−1.9% | Reduced |
| Truist Financial Corp | 36,365 | $18.7M | 0.02% | +916+2.6% | Added |
| Utah Retirement Systems | 36,438 | $18.8M | 0.18% | −2,310−6.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 36,734 | $18.9M | 0.13% | −9,323−20.2% | Reduced |
| CIBC Bancorp USA Inc. | 37,030 | $19.1M | 0.02% | −9,675−20.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,150 | $19.1M | 0.16% | −15,100−28.9% | Reduced |
| Illinois Municipal Retirement Fund | 37,262 | $19.2M | 0.22% | −22,081−37.2% | Reduced |
| Vident Advisory, LLC | 37,290 | $19.2M | 0.14% | −78,855−67.9% | Reduced |
| New York Life Investment Management LLC | 37,398 | $19.3M | 0.13% | −3,427−8.4% | Reduced |
| Nomura Holdings Inc | 37,640 | $19.4M | 0.08% | +21,927+139.5% | Added |
| Panagora Asset Management Inc | 38,446 | $19.8M | 0.06% | −38,902−50.3% | Reduced |
| Natixis | 38,796 | $20.0M | 0.09% | +36,662+1,718.0% | Added |
| Cozad Asset Management Inc | 39,211 | $20.2M | 1.31% | +1,941+5.2% | Added |
| KCM Capital Inc | 40,000 | $20.6M | 3.37% | 00.0% | Unchanged |
| JustInvest LLC | 40,258 | $20.7M | 0.17% | +2,787+7.4% | Added |
| Andra AP-fonden | 40,306 | $20.8M | 0.24% | −24,360−37.7% | Reduced |