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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 227,114 | $117.0M | 0.25% | −15,474−6.4% | Reduced |
| Raymond James Financial Inc | 225,927 | $116.4M | 0.03% | −11,832−5.0% | Reduced |
| Lord, Abbett & Co. LLC | 222,305 | $114.5M | 0.33% | +27,551+14.1% | Added |
| New York State Teachers Retirement System | 214,100 | $110.3M | 0.20% | −7,873−3.5% | Reduced |
| Nordea Investment Management AB | 221,017 | $110.0M | 0.09% | +1,467+0.7% | Added |
| AustralianSuper Pty Ltd | 210,938 | $108.7M | 0.47% | +8,424+4.2% | Added |
| State Board of Administration of Florida Retirement System | 207,990 | $107.2M | 0.18% | −2,161−1.0% | Reduced |
| Susquehanna International Group, LLP | 207,671 | $107.0M | 0.09% | −62,868−23.2% | Reduced |
| Marshall Wace, LLP | 201,500 | $103.8M | 0.09% | −21,722−9.7% | Reduced |
| Aviva PLC | 200,070 | $103.1M | 0.15% | +741+0.4% | Added |
| Greenstone Partners & Co., LLC | 195,251 | $100.6M | 23.25% | 00.0% | Unchanged |
| Keenan Capital, LLC | 191,225 | $98.5M | 19.48% | 00.0% | Unchanged |
| Spyglass Capital Management LLC | 191,028 | $98.4M | 5.33% | +24,471+14.7% | Added |
| APG Asset Management N.V. | 217,309 | $97.9M | 0.24% | +58,151+36.5% | Added |
| Swedbank AB | 189,151 | $97.5M | 0.08% | −3,445−1.8% | Reduced |
| STRS Ohio | 186,961 | $96.3M | 0.36% | −61,618−24.8% | Reduced |
| Citadel Advisors LLC | 186,604 | $96.1M | 0.06% | +53,343+40.0% | Added |
| Korea Investment CORP | 181,161 | $93.3M | 0.18% | +6,820+3.9% | Added |
| USS Investment Management Ltd | 176,660 | $91.0M | 0.36% | +20,842+13.4% | Added |
| Primecap Management Co | 175,325 | $90.3M | 0.05% | +1,400+0.8% | Added |
| Pacific Heights Asset Management LLC | 175,000 | $90.2M | 2.86% | 00.0% | Unchanged |
| Panview Capital Ltd | 169,885 | $87.5M | 15.41% | −49,799−22.7% | Reduced |
| No Street GP LP | 169,000 | $87.1M | 5.23% | −12,000−6.6% | Reduced |
| Capital Impact Advisors, LLC | 166,642 | $85.9M | 4.81% | +146,197+715.1% | Added |
| Prudential Financial Inc | 165,398 | $85.2M | 0.09% | +6,520+4.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 166,130 | $85.1M | 0.22% | +147,038+770.2% | Added |
| Blue Whale Capital LLP | 163,694 | $84.3M | 2.68% | +14,594+9.8% | Added |
| KBC Group NV | 161,246 | $83.1M | 0.18% | −94,201−36.9% | Reduced |
| Ieq Capital, LLC | 161,193 | $83.1M | 0.38% | −8,371−4.9% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 157,340 | $81.1M | 0.21% | +6,171+4.1% | Added |
| Schroder Investment Management Group | 157,096 | $80.9M | 0.06% | +174+0.1% | Added |
| Altshuler Shaham Ltd | 155,561 | $80.1M | 1.00% | +27,751+21.7% | Added |
| Gotham Asset Management, LLC | 148,268 | $76.4M | 0.18% | +59,990+68.0% | Added |
| Natixis Advisors, L.P. | 147,755 | $76.1M | 0.09% | −42,434−22.3% | Reduced |
| Bridgewater Associates, LP | 146,602 | $75.5M | 0.31% | +146,602 | New |
| CIBC Asset Management Inc | 145,175 | $74.8M | 0.16% | −3,745−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 143,971 | $74.2M | 0.06% | −8,311−5.5% | Reduced |
| WT Asset Management Ltd | 141,799 | $73.1M | 1.45% | +60,599+74.6% | Added |
| Danske Bank A/S | 138,455 | $71.3M | 0.14% | −12,233−8.1% | Reduced |
| DnB Asset Management AS | 138,312 | $71.3M | 0.20% | −11,354−7.6% | Reduced |
| National Bank of Canada | 138,286 | $71.3M | 0.06% | −61,094−30.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,659 | $68.9M | 0.04% | +14,920+12.6% | Added |
| Epoch Investment Partners, Inc. | 133,621 | $68.8M | 0.39% | −24,396−15.4% | Reduced |
| Storebrand Asset Management AS | 130,553 | $67.3M | 0.17% | −9,287−6.6% | Reduced |
| Loomis Sayles & Co L P | 130,535 | $67.3M | 0.08% | +127,991+5,031.1% | Added |
| Baker Avenue Asset Management, LP | 130,016 | $67.0M | 1.27% | −5,285−3.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 129,912 | $66.9M | 0.17% | −3,634−2.7% | Reduced |
| Treasurer of the State of North Carolina | 129,579 | $66.8M | 0.17% | +1,490+1.2% | Added |
| State of Wisconsin Investment Board | 126,499 | $65.2M | 0.13% | −11,408−8.3% | Reduced |
| AQR Capital Management LLC | 127,789 | $64.4M | 0.02% | +12,935+11.3% | Added |
| Blair William & Co | 120,816 | $62.2M | 0.16% | −19,135−13.7% | Reduced |
| Bessemer Group Inc | 119,900 | $61.8M | 0.08% | −3,024−2.5% | Reduced |
| Teacher Retirement System of Texas | 119,688 | $61.7M | 0.17% | +66,393+124.6% | Added |
| Castle Hook Partners LP | 118,710 | $61.2M | 0.66% | +103,710+691.4% | Added |
| Vanguard Investments Australia, Ltd. | 117,956 | $60.8M | 0.15% | +2,483+2.2% | Added |
| Toronto Dominion Bank | 117,016 | $60.3M | 0.10% | −61,239−34.4% | Reduced |
| Credit Agricole S A | 116,024 | $59.8M | 0.15% | +21,547+22.8% | Added |
| RBF Capital, LLC | 114,955 | $59.2M | 2.48% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 113,570 | $58.5M | 0.13% | +22,938+25.3% | Added |
| Virginia Retirement Systems Et Al | 108,123 | $55.7M | 0.33% | +9,558+9.7% | Added |
| Smith Group Asset Management, LLC | 106,872 | $55.1M | 2.24% | +7,677+7.7% | Added |
| Asset Management One Co.,Ltd. | 105,909 | $54.6M | 0.14% | +6,424+6.5% | Added |
| Pictet Asset Management Holding SA | 105,766 | $54.5M | 0.05% | +404+0.4% | Added |
| Swiss Life Asset Management Ltd | 104,608 | $53.9M | 0.22% | +23,899+29.6% | Added |
| KLP Kapitalforvaltning AS | 103,560 | $53.4M | 0.17% | +7,200+7.5% | Added |
| Mackenzie Financial Corp | 99,925 | $51.5M | 0.05% | +10,504+11.7% | Added |
| DekaBank Deutsche Girozentrale | 130,549 | $50.6M | 0.09% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,380 | $49.1M | 0.23% | +34,800+57.4% | Added |
| D. E. Shaw & Co., Inc. | 95,196 | $49.0M | 0.03% | −208,303−68.6% | Reduced |
| 3G Capital Partners LP | 95,000 | $48.9M | 13.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 93,780 | $48.3M | 0.14% | −14,919−13.7% | Reduced |
| State of Tennessee, Treasury Department | 93,055 | $47.9M | 0.14% | +8,154+9.6% | Added |
| Public Employees Retirement System of Ohio | 92,243 | $47.5M | 0.14% | −4,689−4.8% | Reduced |
| Guggenheim Capital LLC | 88,981 | $45.8M | 0.30% | +17,896+25.2% | Added |
| Mediolanum International Funds Ltd | 90,588 | $45.2M | 0.39% | +39,836+78.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 87,063 | $44.9M | 0.06% | −10,491−10.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,674 | $44.7M | 0.39% | +35,643+69.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 83,932 | $43.2M | 0.03% | +25,025+42.5% | Added |
| Discovery Capital Management, LLC | 83,040 | $42.8M | 1.78% | +32,400+64.0% | Added |
| Logan Capital Management Inc | 82,390 | $42.4M | 1.58% | +82,390 | New |
| Creative Planning | 81,178 | $41.8M | 0.02% | +2,484+3.2% | Added |
| Nissay Asset Management Corp | 80,992 | $41.7M | 0.18% | +5,185+6.8% | Added |
| Pacer Advisors, Inc. | 80,925 | $41.7M | 0.11% | +17,574+27.7% | Added |
| Zevenbergen Capital Investments LLC | 80,571 | $41.5M | 0.95% | −4,628−5.4% | Reduced |
| Daiwa Securities Group Inc. | 79,921 | $41.2M | 0.09% | +2,422+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,217 | $40.2M | 0.25% | −2,487−3.1% | Reduced |
| Czech National Bank | 76,580 | $39.5M | 0.22% | +2,774+3.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 76,385 | $39.4M | 0.31% | +6,944+10.0% | Added |
| Signature Estate & Investment Advisors LLC | 76,361 | $39.3M | 0.71% | +74,349+3,695.3% | Added |
| Cetera Investment Advisers | 75,920 | $39.1M | 0.04% | +5,727+8.2% | Added |
| Braun Stacey Associates Inc | 75,836 | $39.1M | 1.11% | +403+0.5% | Added |
| Steadview Capital Management LLC | 75,290 | $38.8M | 11.67% | −14,160−15.8% | Reduced |
| State of Michigan Retirement System | 75,000 | $38.6M | 0.17% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 74,246 | $38.3M | 0.13% | −4,669−5.9% | Reduced |
| CIBC World Markets Inc. | 73,731 | $38.0M | 0.06% | +7,721+11.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,371 | $37.8M | 0.07% | +8,333+12.8% | Added |
| Beacon Pointe Advisors, LLC | 73,306 | $37.8M | 0.18% | +66,308+947.5% | Added |
| Bank of Nova Scotia | 72,584 | $37.4M | 0.06% | +38,426+112.5% | Added |
| Advisor Group Holdings, Inc. | 71,812 | $37.0M | 0.04% | +228+0.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 71,597 | $36.9M | 0.17% | −3,606−4.8% | Reduced |