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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 130,549 | $50.6M | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 99,925 | $51.5M | 0.05% | +10,504+11.7% | Added |
| KLP Kapitalforvaltning AS | 103,560 | $53.4M | 0.17% | +7,200+7.5% | Added |
| Swiss Life Asset Management Ltd | 104,608 | $53.9M | 0.22% | +23,899+29.6% | Added |
| Pictet Asset Management Holding SA | 105,766 | $54.5M | 0.05% | +404+0.4% | Added |
| Asset Management One Co.,Ltd. | 105,909 | $54.6M | 0.14% | +6,424+6.5% | Added |
| Smith Group Asset Management, LLC | 106,872 | $55.1M | 2.24% | +7,677+7.7% | Added |
| Virginia Retirement Systems Et Al | 108,123 | $55.7M | 0.33% | +9,558+9.7% | Added |
| Rafferty Asset Management, LLC | 113,570 | $58.5M | 0.13% | +22,938+25.3% | Added |
| RBF Capital, LLC | 114,955 | $59.2M | 2.48% | 00.0% | Unchanged |
| Credit Agricole S A | 116,024 | $59.8M | 0.15% | +21,547+22.8% | Added |
| Toronto Dominion Bank | 117,016 | $60.3M | 0.10% | −61,239−34.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 117,956 | $60.8M | 0.15% | +2,483+2.2% | Added |
| Castle Hook Partners LP | 118,710 | $61.2M | 0.66% | +103,710+691.4% | Added |
| Teacher Retirement System of Texas | 119,688 | $61.7M | 0.17% | +66,393+124.6% | Added |
| Bessemer Group Inc | 119,900 | $61.8M | 0.08% | −3,024−2.5% | Reduced |
| Blair William & Co | 120,816 | $62.2M | 0.16% | −19,135−13.7% | Reduced |
| AQR Capital Management LLC | 127,789 | $64.4M | 0.02% | +12,935+11.3% | Added |
| State of Wisconsin Investment Board | 126,499 | $65.2M | 0.13% | −11,408−8.3% | Reduced |
| Treasurer of the State of North Carolina | 129,579 | $66.8M | 0.17% | +1,490+1.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 129,912 | $66.9M | 0.17% | −3,634−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 130,016 | $67.0M | 1.27% | −5,285−3.9% | Reduced |
| Loomis Sayles & Co L P | 130,535 | $67.3M | 0.08% | +127,991+5,031.1% | Added |
| Storebrand Asset Management AS | 130,553 | $67.3M | 0.17% | −9,287−6.6% | Reduced |
| Epoch Investment Partners, Inc. | 133,621 | $68.8M | 0.39% | −24,396−15.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,659 | $68.9M | 0.04% | +14,920+12.6% | Added |
| National Bank of Canada | 138,286 | $71.3M | 0.06% | −61,094−30.6% | Reduced |
| DnB Asset Management AS | 138,312 | $71.3M | 0.20% | −11,354−7.6% | Reduced |
| Danske Bank A/S | 138,455 | $71.3M | 0.14% | −12,233−8.1% | Reduced |
| WT Asset Management Ltd | 141,799 | $73.1M | 1.45% | +60,599+74.6% | Added |
| Manufacturers Life Insurance Company, The | 143,971 | $74.2M | 0.06% | −8,311−5.5% | Reduced |
| CIBC Asset Management Inc | 145,175 | $74.8M | 0.16% | −3,745−2.5% | Reduced |
| Bridgewater Associates, LP | 146,602 | $75.5M | 0.31% | +146,602 | New |
| Natixis Advisors, L.P. | 147,755 | $76.1M | 0.09% | −42,434−22.3% | Reduced |
| Gotham Asset Management, LLC | 148,268 | $76.4M | 0.18% | +59,990+68.0% | Added |
| Altshuler Shaham Ltd | 155,561 | $80.1M | 1.00% | +27,751+21.7% | Added |
| Schroder Investment Management Group | 157,096 | $80.9M | 0.06% | +174+0.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 157,340 | $81.1M | 0.21% | +6,171+4.1% | Added |
| Ieq Capital, LLC | 161,193 | $83.1M | 0.38% | −8,371−4.9% | Reduced |
| KBC Group NV | 161,246 | $83.1M | 0.18% | −94,201−36.9% | Reduced |
| Blue Whale Capital LLP | 163,694 | $84.3M | 2.68% | +14,594+9.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 166,130 | $85.1M | 0.22% | +147,038+770.2% | Added |
| Prudential Financial Inc | 165,398 | $85.2M | 0.09% | +6,520+4.1% | Added |
| Capital Impact Advisors, LLC | 166,642 | $85.9M | 4.81% | +146,197+715.1% | Added |
| No Street GP LP | 169,000 | $87.1M | 5.23% | −12,000−6.6% | Reduced |
| Panview Capital Ltd | 169,885 | $87.5M | 15.41% | −49,799−22.7% | Reduced |
| Pacific Heights Asset Management LLC | 175,000 | $90.2M | 2.86% | 00.0% | Unchanged |
| Primecap Management Co | 175,325 | $90.3M | 0.05% | +1,400+0.8% | Added |
| USS Investment Management Ltd | 176,660 | $91.0M | 0.36% | +20,842+13.4% | Added |
| Korea Investment CORP | 181,161 | $93.3M | 0.18% | +6,820+3.9% | Added |
| Citadel Advisors LLC | 186,604 | $96.1M | 0.06% | +53,343+40.0% | Added |
| STRS Ohio | 186,961 | $96.3M | 0.36% | −61,618−24.8% | Reduced |
| Swedbank AB | 189,151 | $97.5M | 0.08% | −3,445−1.8% | Reduced |
| APG Asset Management N.V. | 217,309 | $97.9M | 0.24% | +58,151+36.5% | Added |
| Spyglass Capital Management LLC | 191,028 | $98.4M | 5.33% | +24,471+14.7% | Added |
| Keenan Capital, LLC | 191,225 | $98.5M | 19.48% | 00.0% | Unchanged |
| Greenstone Partners & Co., LLC | 195,251 | $100.6M | 23.25% | 00.0% | Unchanged |
| Aviva PLC | 200,070 | $103.1M | 0.15% | +741+0.4% | Added |
| Marshall Wace, LLP | 201,500 | $103.8M | 0.09% | −21,722−9.7% | Reduced |
| Susquehanna International Group, LLP | 207,671 | $107.0M | 0.09% | −62,868−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 207,990 | $107.2M | 0.18% | −2,161−1.0% | Reduced |
| AustralianSuper Pty Ltd | 210,938 | $108.7M | 0.47% | +8,424+4.2% | Added |
| Nordea Investment Management AB | 221,017 | $110.0M | 0.09% | +1,467+0.7% | Added |
| New York State Teachers Retirement System | 214,100 | $110.3M | 0.20% | −7,873−3.5% | Reduced |
| Lord, Abbett & Co. LLC | 222,305 | $114.5M | 0.33% | +27,551+14.1% | Added |
| Raymond James Financial Inc | 225,927 | $116.4M | 0.03% | −11,832−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 227,114 | $117.0M | 0.25% | −15,474−6.4% | Reduced |
| NEOS Investment Management LLC | 227,667 | $117.3M | 0.43% | +21,034+10.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 228,214 | $117.6M | 0.22% | +40,267+21.4% | Added |
| Fundsmith Investment Services Ltd. | 233,921 | $120.5M | 2.67% | +233,921 | New |
| Adage Capital Partners GP, L.L.C. | 239,800 | $123.6M | 0.17% | −3,000−1.2% | Reduced |
| Royal London Asset Management Ltd | 241,152 | $124.2M | 0.23% | +6,013+2.6% | Added |
| Robertson Stephens Wealth Management, LLC | 242,689 | $125.0M | 3.08% | −80.0% | Reduced |
| Russell Investments Group, Ltd. | 244,950 | $125.7M | 0.11% | −24,591−9.1% | Reduced |
| New York State Common Retirement Fund | 244,103 | $125.8M | 0.16% | −9,436−3.7% | Reduced |
| Wellington Management Group LLP | 245,730 | $126.6M | 0.02% | −847,328−77.5% | Reduced |
| LPL Financial LLC | 250,284 | $129.0M | 0.03% | −5,348−2.1% | Reduced |
| Contour Asset Management LLC | 253,636 | $130.7M | 3.09% | +253,636 | New |
| Augustine Asset Management Inc | 253,670 | $130.7M | 26.46% | −13,381−5.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 259,780 | $133.8M | 0.13% | −25,676−9.0% | Reduced |
| Ameriprise Financial Inc | 274,295 | $141.3M | 0.03% | +41,794+18.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 283,011 | $145.8M | 0.22% | +6,887+2.5% | Added |
| SG Americas Securities, LLC | 283,929 | $146.3M | 0.08% | +173,460+157.0% | Added |
| Clear Street Group Inc. | 286,234 | $147.5M | 0.47% | +8,362+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 301,128 | $155.2M | 0.34% | +3,754+1.3% | Added |
| Quantinno Capital Management LP | 301,908 | $155.6M | 0.19% | +50,017+19.9% | Added |
| Menora Mivtachim Holdings Ltd. | 302,945 | $156.1M | 0.61% | +302,945 | New |
| Caisse de Depot Et Placement du Quebec | 313,170 | $161.4M | 0.23% | +289,846+1,242.7% | Added |
| Davis Selected Advisers | 315,539 | $162.7M | 0.70% | −20,271−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 320,239 | $165.0M | 0.27% | −70,346−18.0% | Reduced |
| FIL Ltd | 335,807 | $173.0M | 0.12% | +12,781+4.0% | Added |
| ProShare Advisors LLC | 343,007 | $176.7M | 0.26% | −99,372−22.5% | Reduced |
| Voya Investment Management LLC | 344,741 | $177.6M | 0.15% | −41,288−10.7% | Reduced |
| California State Teachers Retirement System | 345,511 | $178.0M | 0.16% | −3,716−1.1% | Reduced |
| Neuberger Berman Group LLC | 347,866 | $179.2M | 0.12% | +81,470+30.6% | Added |
| Victory Capital Management Inc | 351,647 | $181.2M | 0.10% | +2,363+0.7% | Added |
| Principal Financial Group Inc | 382,457 | $197.1M | 0.10% | +46,689+13.9% | Added |
| Bank of Montreal | 387,835 | $199.8M | 0.07% | +44,274+12.9% | Added |
| TD Asset Management Inc | 402,895 | $207.6M | 0.18% | −44,913−10.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 420,114 | $216.3M | 0.26% | −34,554−7.6% | Reduced |