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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 40,705 | $21.0M | 0.14% | +640+1.6% | Added |
| US Bancorp | 40,712 | $21.0M | 0.02% | +11,148+37.7% | Added |
| Fund 1 Investments, LLC | 41,250 | $21.3M | 3.74% | −8,716−17.4% | Reduced |
| Captrust Financial Advisors | 42,165 | $21.7M | 0.03% | −5,503−11.5% | Reduced |
| TD Waterhouse Canada Inc. | 38,903 | $22.0M | 0.06% | +3,086+8.6% | Added |
| Investment House LLC | 42,657 | $22.0M | 0.99% | −2,840−6.2% | Reduced |
| Pathstone Holdings, LLC | 42,683 | $22.0M | 0.06% | +16,213+61.3% | Added |
| Selkirk Management LLC | 43,100 | $22.2M | 7.71% | −5,600−11.5% | Reduced |
| Calamos Advisors LLC | 43,358 | $22.3M | 0.08% | −6,245−12.6% | Reduced |
| Wealthfront Advisers LLC | 43,377 | $22.3M | 0.04% | +4,544+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 39,644 | $22.4M | 0.03% | −142,358−78.2% | Reduced |
| iA Global Asset Management Inc. | 44,408 | $22.9M | 0.27% | −18,833−29.8% | Reduced |
| Ibex Wealth Advisors | 45,867 | $23.6M | 1.85% | +134+0.3% | Added |
| AMF Pensionsforsakring AB | 45,925 | $23.7M | 0.14% | +2,267+5.2% | Added |
| Fifth Third Bancorp | 46,352 | $23.9M | 0.04% | −313−0.7% | Reduced |
| UniSuper Management Pty Ltd | 46,491 | $24.0M | 0.12% | +1,247+2.8% | Added |
| Sanctuary Advisors, LLC | 46,508 | $24.0M | 0.11% | +13,143+39.4% | Added |
| Van Eck Associates Corp | 46,943 | $24.2M | 0.01% | +43,459+1,247.4% | Added |
| Pinebridge Investments LLC | 47,029 | $24.2M | 0.20% | +5,561+13.4% | Added |
| Macquarie Group Ltd | 47,782 | $24.6M | 0.11% | +14,892+45.3% | Added |
| The PNC Financial Services Group, Inc. | 48,181 | $24.8M | 0.01% | +8,377+21.0% | Added |
| Jones Financial Companies LLLP | 52,740 | $25.2M | 0.01% | −16,493−23.8% | Reduced |
| Prudential PLC | 49,015 | $25.3M | 0.18% | +957+2.0% | Added |
| Janney Montgomery Scott LLC | 51,543 | $26.6M | 0.05% | +3,833+8.0% | Added |
| Amalgamated Bank | 51,653 | $26.6M | 0.18% | −5,474−9.6% | Reduced |
| Public Sector Pension Investment Board | 52,608 | $27.1M | 0.07% | −120−0.2% | Reduced |
| IFM Investors Pty Ltd | 52,804 | $27.2M | 0.18% | +5,885+12.5% | Added |
| MML Investors Services, LLC | 53,654 | $27.6M | 0.06% | −475−0.9% | Reduced |
| EULAV Asset Management | 54,003 | $27.8M | 0.89% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 54,166 | $27.9M | 0.03% | +20,647+61.6% | Added |
| Owl Creek Asset Management, L.P. | 54,304 | $28.0M | 2.48% | +45,793+538.0% | Added |
| Mariner, LLC | 55,956 | $28.8M | 0.03% | −17,208−23.5% | Reduced |
| Woodline Partners LP | 56,469 | $29.1M | 0.09% | +12,945+29.7% | Added |
| Retirement Systems of Alabama | 56,518 | $29.1M | 0.09% | −1,030−1.8% | Reduced |
| Erste Asset Management GmbH | 58,937 | $29.4M | 0.23% | +47,833+430.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,093 | $29.4M | 0.20% | −714−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,425 | $30.6M | 0.15% | −3,703−5.9% | Reduced |
| Hiddenite Capital Partners LP | 60,000 | $30.9M | 7.60% | +20,000+50.0% | Added |
| Ofi Invest Asset Management | 68,739 | $31.0M | 0.31% | +9,615+16.3% | Added |
| Ossiam | 60,191 | $31.0M | 0.41% | +5,692+10.4% | Added |
| Capricorn Fund Managers Ltd | 61,276 | $31.6M | 2.52% | +61,276 | New |
| Commerce Bank | 61,611 | $31.7M | 0.14% | −6,335−9.3% | Reduced |
| GF Fund Management Co. Ltd. | 61,743 | $31.8M | 0.38% | −19,825−24.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,436 | $32.2M | 0.15% | −4,131−6.2% | Reduced |
| Flputnam Investment Management Co | 62,694 | $32.3M | 0.38% | −4,866−7.2% | Reduced |
| Temasek Holdings (Private) Ltd | 62,825 | $32.4M | 0.09% | −68,997−52.3% | Reduced |
| Rakuten Investment Management, Inc. | 65,389 | $32.6M | 0.09% | +9,040+16.0% | Added |
| Renaissance Group LLC | 63,304 | $32.6M | 1.32% | −4,151−6.2% | Reduced |
| Arizona State Retirement System | 63,700 | $32.8M | 0.17% | +493+0.8% | Added |
| TFJ Management, LLC | 64,420 | $33.2M | 21.63% | +1,548+2.5% | Added |
| TIAA Wealth Investment Management LLC | 64,983 | $33.5M | 0.22% | −7,208−10.0% | Reduced |
| Mane Global Capital Management LP | 65,258 | $33.6M | 2.78% | +64,646+10,563.1% | Added |
| Silvant Capital Management LLC | 65,584 | $33.8M | 0.98% | +9,230+16.4% | Added |
| SEB Asset Management AB | 65,671 | $33.8M | 0.13% | −2,706−4.0% | Reduced |
| Stifel Financial Corp | 66,015 | $34.0M | 0.03% | −19,552−22.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 66,572 | $34.1M | 0.16% | −4,624−6.5% | Reduced |
| Tredje AP-fonden | 66,900 | $34.5M | 0.16% | −1,668−2.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 66,928 | $34.5M | 0.26% | −22,200−24.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 67,092 | $34.6M | 0.42% | +1,948+3.0% | Added |
| Nykredit A/S | 68,362 | $35.2M | 0.13% | +68,362 | New |
| Metavasi Capital LP | 68,398 | $35.2M | 13.70% | +7,231+11.8% | Added |
| Xponance, Inc. | 68,608 | $35.3M | 0.22% | −841−1.2% | Reduced |
| Zweig-DiMenna Associates LLC | 68,675 | $35.4M | 3.21% | −12,275−15.2% | Reduced |
| Empowered Funds, LLC | 68,677 | $35.4M | 0.19% | −5,956−8.0% | Reduced |
| MetLife Investment Management | 70,504 | $36.3M | 0.16% | −3,048−4.1% | Reduced |
| Blue Sparrow, LLC | 70,600 | $36.4M | 0.35% | +48,500+219.5% | Added |
| ICONIQ Capital, LLC | 71,370 | $36.8M | 1.06% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 71,597 | $36.9M | 0.17% | −3,606−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 71,812 | $37.0M | 0.04% | +228+0.3% | Added |
| Bank of Nova Scotia | 72,584 | $37.4M | 0.06% | +38,426+112.5% | Added |
| Beacon Pointe Advisors, LLC | 73,306 | $37.8M | 0.18% | +66,308+947.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,371 | $37.8M | 0.07% | +8,333+12.8% | Added |
| CIBC World Markets Inc. | 73,731 | $38.0M | 0.06% | +7,721+11.7% | Added |
| State of New Jersey Common Pension Fund D | 74,246 | $38.3M | 0.13% | −4,669−5.9% | Reduced |
| State of Michigan Retirement System | 75,000 | $38.6M | 0.17% | 00.0% | Unchanged |
| Steadview Capital Management LLC | 75,290 | $38.8M | 11.67% | −14,160−15.8% | Reduced |
| Braun Stacey Associates Inc | 75,836 | $39.1M | 1.11% | +403+0.5% | Added |
| Cetera Investment Advisers | 75,920 | $39.1M | 0.04% | +5,727+8.2% | Added |
| Signature Estate & Investment Advisors LLC | 76,361 | $39.3M | 0.71% | +74,349+3,695.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 76,385 | $39.4M | 0.31% | +6,944+10.0% | Added |
| Czech National Bank | 76,580 | $39.5M | 0.22% | +2,774+3.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,217 | $40.2M | 0.25% | −2,487−3.1% | Reduced |
| Daiwa Securities Group Inc. | 79,921 | $41.2M | 0.09% | +2,422+3.1% | Added |
| Zevenbergen Capital Investments LLC | 80,571 | $41.5M | 0.95% | −4,628−5.4% | Reduced |
| Pacer Advisors, Inc. | 80,925 | $41.7M | 0.11% | +17,574+27.7% | Added |
| Nissay Asset Management Corp | 80,992 | $41.7M | 0.18% | +5,185+6.8% | Added |
| Creative Planning | 81,178 | $41.8M | 0.02% | +2,484+3.2% | Added |
| Logan Capital Management Inc | 82,390 | $42.4M | 1.58% | +82,390 | New |
| Discovery Capital Management, LLC | 83,040 | $42.8M | 1.78% | +32,400+64.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 83,932 | $43.2M | 0.03% | +25,025+42.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 86,674 | $44.7M | 0.39% | +35,643+69.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 87,063 | $44.9M | 0.06% | −10,491−10.8% | Reduced |
| Mediolanum International Funds Ltd | 90,588 | $45.2M | 0.39% | +39,836+78.5% | Added |
| Guggenheim Capital LLC | 88,981 | $45.8M | 0.30% | +17,896+25.2% | Added |
| Public Employees Retirement System of Ohio | 92,243 | $47.5M | 0.14% | −4,689−4.8% | Reduced |
| State of Tennessee, Treasury Department | 93,055 | $47.9M | 0.14% | +8,154+9.6% | Added |
| Handelsbanken Fonder AB | 93,780 | $48.3M | 0.14% | −14,919−13.7% | Reduced |
| 3G Capital Partners LP | 95,000 | $48.9M | 13.11% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 95,196 | $49.0M | 0.03% | −208,303−68.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,380 | $49.1M | 0.23% | +34,800+57.4% | Added |