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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 435,957 | $224.8M | 0.11% | +33,466+8.3% | Added |
| Envestnet Asset Management Inc | 438,423 | $225.9M | 0.05% | −51,459−10.5% | Reduced |
| Rhumbline Advisers | 438,735 | $226.0M | 0.17% | −5,730−1.3% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 439,313 | $226.3M | 14.50% | +122,361+38.6% | Added |
| Arrowstreet Capital, Limited Partnership | 442,768 | $228.1M | 0.10% | −190,051−30.0% | Reduced |
| Whale Rock Capital Management LLC | 461,611 | $237.8M | 1.91% | −233,926−33.6% | Reduced |
| Vanguard Asset Management, Ltd | 463,736 | $238.9M | 0.16% | +54,173+13.2% | Added |
| California Public Employees Retirement System | 504,052 | $259.7M | 0.15% | +15,478+3.2% | Added |
| SEI Investments Co | 505,869 | $260.7M | 0.23% | +34,095+7.2% | Added |
| First Trust Advisors LP | 526,567 | $271.3M | 0.16% | −19,579−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 546,050 | $281.3M | 0.15% | +49,327+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 560,422 | $288.7M | 0.16% | +10,084+1.8% | Added |
| Vanguard Global Advisers, LLC | 577,431 | $297.5M | 0.14% | −12,625−2.1% | Reduced |
| National Pension Service | 586,028 | $301.9M | 0.19% | +27,701+5.0% | Added |
| Citigroup Inc | 608,661 | $313.6M | 0.15% | +192,185+46.1% | Added |
| Clearbridge Investments, LLC | 610,724 | $314.7M | 0.26% | −98,008−13.8% | Reduced |
| Winslow Capital Management, LLC | 640,362 | $329.9M | 1.14% | +208,471+48.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643,342 | $331.5M | 0.18% | +36,649+6.0% | Added |
| Swiss National Bank | 647,550 | $333.6M | 0.17% | −29,480−4.4% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 669,282 | $344.8M | 0.99% | 00.0% | Unchanged |
| Nuveen, LLC | 678,179 | $349.4M | 0.08% | +7,315+1.1% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 696,568 | $358.9M | 2.63% | +696,568 | New |
| Deutsche Bank AG | 749,248 | $386.0M | 0.11% | +56,506+8.2% | Added |
| Jupiter Topco LLC | 831,237 | $428.3M | 0.17% | +831,237 | New |
| Sands Capital Management, LLC | 831,697 | $428.5M | 1.59% | −139,864−14.4% | Reduced |
| American Century Companies Inc | 898,040 | $462.7M | 0.20% | −93,216−9.4% | Reduced |
| Wells Fargo & Company | 1,025,233 | $528.2M | 0.09% | +96,657+10.4% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,042,268 | $537.0M | 3.28% | −422,655−28.9% | Reduced |
| Barclays PLC | 1,061,233 | $546.8M | 0.17% | +170,463+19.1% | Added |
| Canada Pension Plan Investment Board | 1,075,667 | $554.2M | 0.31% | +667,358+163.4% | Added |
| Sapient Capital LLC | 1,115,870 | $574.9M | 7.52% | −155,603−12.2% | Reduced |
| Franklin Resources Inc | 1,140,306 | $587.5M | 0.13% | −95,213−7.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,171,189 | $603.4M | 1.24% | −118,819−9.2% | Reduced |
| Alliancebernstein L.P. | 1,603,673 | $638.3M | 0.23% | −277,043−14.7% | Reduced |
| Royal Bank of Canada | 1,239,385 | $638.6M | 0.11% | +3,292+0.3% | Added |
| Dimensional Fund Advisors LP | 1,276,551 | $657.6M | 0.12% | −47,693−3.6% | Reduced |
| Fred Alger Management, LLC | 1,294,110 | $666.8M | 2.22% | +121,070+10.3% | Added |
| Amundi | 1,332,633 | $686.6M | 0.17% | +217,214+19.5% | Added |
| Bank of New York Mellon Corp | 1,416,873 | $730.0M | 0.12% | +58,300+4.3% | Added |
| Legal & General Group Plc | 1,466,845 | $755.8M | 0.16% | −11,713−0.8% | Reduced |
| Vanguard Fiduciary Trust Co | 1,543,790 | $795.4M | 0.18% | +8,820+0.6% | Added |
| UBS Group AG | 1,635,893 | $842.9M | 0.13% | −186,145−10.2% | Reduced |
| Jericho Capital Asset Management L.P. | 1,677,224 | $864.2M | 7.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,735,471 | $894.2M | 0.16% | +121,605+7.5% | Added |
| Spruce House Investment Management LLC | 1,790,000 | $922.3M | 27.13% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,819,508 | $937.5M | 0.56% | −481,397−20.9% | Reduced |
| Capital Research Global Investors | 1,905,302 | $981.6M | 0.14% | −733,567−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,104,222 | $1.08B | 0.14% | +135,662+6.9% | Added |
| Northern Trust Corp | 2,398,277 | $1.24B | 0.14% | −8,914−0.4% | Reduced |
| Bank of America Corp | 2,895,451 | $1.49B | 0.10% | −259,955−8.2% | Reduced |
| Norges Bank | 2,921,649 | $1.51B | 0.15% | +2,921,649 | New |
| Capital International Investors | 2,968,827 | $1.53B | 0.32% | +144,767+5.1% | Added |
| Kensico Capital Management Corp | 3,182,850 | $1.64B | 28.12% | −101,400−3.1% | Reduced |
| Goldman Sachs Group Inc | 3,192,790 | $1.65B | 0.17% | +490,931+18.2% | Added |
| WCM Investment Management, LLC | 3,709,328 | $1.85B | 3.35% | −1,292,272−25.8% | Reduced |
| JPMorgan Chase & Co | 4,349,233 | $2.17B | 0.13% | +241,289+5.9% | Added |
| Price T Rowe Associates Inc | 4,773,100 | $2.46B | 0.25% | −661,626−12.2% | Reduced |
| Morgan Stanley | 5,791,247 | $2.98B | 0.16% | +186,406+3.3% | Added |
| Vanguard Portfolio Management LLC | 6,350,652 | $3.27B | 0.15% | +414,759+7.0% | Added |
| Baillie Gifford & Co | 6,471,615 | $3.33B | 3.03% | −228,517−3.4% | Reduced |
| Geode Capital Management, LLC | 7,362,995 | $3.78B | 0.20% | +74,623+1.0% | Added |
| Capital World Investors | 8,150,954 | $4.20B | 0.50% | +4,971,394+156.4% | Added |
| Invesco Ltd. | 10,975,993 | $5.66B | 0.45% | +386,558+3.7% | Added |
| State Street Corp | 12,101,830 | $6.24B | 0.18% | +334,501+2.8% | Added |
| FMR LLC | 17,293,553 | $8.91B | 0.39% | +1,602,139+10.2% | Added |
| Vanguard Capital Management LLC | 17,744,980 | $9.14B | 0.20% | +994,096+5.9% | Added |
| BlackRock, Inc. | 24,040,619 | $12.4B | 0.18% | +400,447+1.7% | Added |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,870−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −436,540−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −125,779−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −118,273−100.0% | Sold out |
| Infinitum Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −71,082−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −55,146−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −39,464−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −36,027−100.0% | Sold out |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −34,631−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −30,236−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,251−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −18,114−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,844−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,578−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,706−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −14,480−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,535−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Barrier Capital Management, LLC | 0 | $0 | 0.00% | −7,203−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −4,274−100.0% | Sold out |
| Emerald Investment Advisers, LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,113−100.0% | Sold out |