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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 71,370 | $36.8M | 1.06% | 00.0% | Unchanged |
| Blue Sparrow, LLC | 70,600 | $36.4M | 0.35% | +48,500+219.5% | Added |
| MetLife Investment Management | 70,504 | $36.3M | 0.16% | −3,048−4.1% | Reduced |
| Empowered Funds, LLC | 68,677 | $35.4M | 0.19% | −5,956−8.0% | Reduced |
| Zweig-DiMenna Associates LLC | 68,675 | $35.4M | 3.21% | −12,275−15.2% | Reduced |
| Xponance, Inc. | 68,608 | $35.3M | 0.22% | −841−1.2% | Reduced |
| Metavasi Capital LP | 68,398 | $35.2M | 13.70% | +7,231+11.8% | Added |
| Nykredit A/S | 68,362 | $35.2M | 0.13% | +68,362 | New |
| Ferguson Wellman Capital Management, Inc | 67,092 | $34.6M | 0.42% | +1,948+3.0% | Added |
| Mn Services Vermogensbeheer B.V. | 66,928 | $34.5M | 0.26% | −22,200−24.9% | Reduced |
| Tredje AP-fonden | 66,900 | $34.5M | 0.16% | −1,668−2.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 66,572 | $34.1M | 0.16% | −4,624−6.5% | Reduced |
| Stifel Financial Corp | 66,015 | $34.0M | 0.03% | −19,552−22.8% | Reduced |
| SEB Asset Management AB | 65,671 | $33.8M | 0.13% | −2,706−4.0% | Reduced |
| Silvant Capital Management LLC | 65,584 | $33.8M | 0.98% | +9,230+16.4% | Added |
| Mane Global Capital Management LP | 65,258 | $33.6M | 2.78% | +64,646+10,563.1% | Added |
| TIAA Wealth Investment Management LLC | 64,983 | $33.5M | 0.22% | −7,208−10.0% | Reduced |
| TFJ Management, LLC | 64,420 | $33.2M | 21.63% | +1,548+2.5% | Added |
| Arizona State Retirement System | 63,700 | $32.8M | 0.17% | +493+0.8% | Added |
| Renaissance Group LLC | 63,304 | $32.6M | 1.32% | −4,151−6.2% | Reduced |
| Rakuten Investment Management, Inc. | 65,389 | $32.6M | 0.09% | +9,040+16.0% | Added |
| Temasek Holdings (Private) Ltd | 62,825 | $32.4M | 0.09% | −68,997−52.3% | Reduced |
| Flputnam Investment Management Co | 62,694 | $32.3M | 0.38% | −4,866−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,436 | $32.2M | 0.15% | −4,131−6.2% | Reduced |
| GF Fund Management Co. Ltd. | 61,743 | $31.8M | 0.38% | −19,825−24.3% | Reduced |
| Commerce Bank | 61,611 | $31.7M | 0.14% | −6,335−9.3% | Reduced |
| Capricorn Fund Managers Ltd | 61,276 | $31.6M | 2.52% | +61,276 | New |
| Ossiam | 60,191 | $31.0M | 0.41% | +5,692+10.4% | Added |
| Ofi Invest Asset Management | 68,739 | $31.0M | 0.31% | +9,615+16.3% | Added |
| Hiddenite Capital Partners LP | 60,000 | $30.9M | 7.60% | +20,000+50.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,425 | $30.6M | 0.15% | −3,703−5.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,093 | $29.4M | 0.20% | −714−1.2% | Reduced |
| Erste Asset Management GmbH | 58,937 | $29.4M | 0.23% | +47,833+430.8% | Added |
| Retirement Systems of Alabama | 56,518 | $29.1M | 0.09% | −1,030−1.8% | Reduced |
| Woodline Partners LP | 56,469 | $29.1M | 0.09% | +12,945+29.7% | Added |
| Mariner, LLC | 55,956 | $28.8M | 0.03% | −17,208−23.5% | Reduced |
| Owl Creek Asset Management, L.P. | 54,304 | $28.0M | 2.48% | +45,793+538.0% | Added |
| Allianz Asset Management GmbH | 54,166 | $27.9M | 0.03% | +20,647+61.6% | Added |
| EULAV Asset Management | 54,003 | $27.8M | 0.89% | 00.0% | Unchanged |
| MML Investors Services, LLC | 53,654 | $27.6M | 0.06% | −475−0.9% | Reduced |
| IFM Investors Pty Ltd | 52,804 | $27.2M | 0.18% | +5,885+12.5% | Added |
| Public Sector Pension Investment Board | 52,608 | $27.1M | 0.07% | −120−0.2% | Reduced |
| Amalgamated Bank | 51,653 | $26.6M | 0.18% | −5,474−9.6% | Reduced |
| Janney Montgomery Scott LLC | 51,543 | $26.6M | 0.05% | +3,833+8.0% | Added |
| Prudential PLC | 49,015 | $25.3M | 0.18% | +957+2.0% | Added |
| Jones Financial Companies LLLP | 52,740 | $25.2M | 0.01% | −16,493−23.8% | Reduced |
| The PNC Financial Services Group, Inc. | 48,181 | $24.8M | 0.01% | +8,377+21.0% | Added |
| Macquarie Group Ltd | 47,782 | $24.6M | 0.11% | +14,892+45.3% | Added |
| Pinebridge Investments LLC | 47,029 | $24.2M | 0.20% | +5,561+13.4% | Added |
| Van Eck Associates Corp | 46,943 | $24.2M | 0.01% | +43,459+1,247.4% | Added |
| Sanctuary Advisors, LLC | 46,508 | $24.0M | 0.11% | +13,143+39.4% | Added |
| UniSuper Management Pty Ltd | 46,491 | $24.0M | 0.12% | +1,247+2.8% | Added |
| Fifth Third Bancorp | 46,352 | $23.9M | 0.04% | −313−0.7% | Reduced |
| AMF Pensionsforsakring AB | 45,925 | $23.7M | 0.14% | +2,267+5.2% | Added |
| Ibex Wealth Advisors | 45,867 | $23.6M | 1.85% | +134+0.3% | Added |
| iA Global Asset Management Inc. | 44,408 | $22.9M | 0.27% | −18,833−29.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,644 | $22.4M | 0.03% | −142,358−78.2% | Reduced |
| Wealthfront Advisers LLC | 43,377 | $22.3M | 0.04% | +4,544+11.7% | Added |
| Calamos Advisors LLC | 43,358 | $22.3M | 0.08% | −6,245−12.6% | Reduced |
| Selkirk Management LLC | 43,100 | $22.2M | 7.71% | −5,600−11.5% | Reduced |
| Pathstone Holdings, LLC | 42,683 | $22.0M | 0.06% | +16,213+61.3% | Added |
| Investment House LLC | 42,657 | $22.0M | 0.99% | −2,840−6.2% | Reduced |
| TD Waterhouse Canada Inc. | 38,903 | $22.0M | 0.06% | +3,086+8.6% | Added |
| Captrust Financial Advisors | 42,165 | $21.7M | 0.03% | −5,503−11.5% | Reduced |
| Fund 1 Investments, LLC | 41,250 | $21.3M | 3.74% | −8,716−17.4% | Reduced |
| US Bancorp | 40,712 | $21.0M | 0.02% | +11,148+37.7% | Added |
| Teachers Retirement System of the State of Kentucky | 40,705 | $21.0M | 0.14% | +640+1.6% | Added |
| Andra AP-fonden | 40,306 | $20.8M | 0.24% | −24,360−37.7% | Reduced |
| JustInvest LLC | 40,258 | $20.7M | 0.17% | +2,787+7.4% | Added |
| KCM Capital Inc | 40,000 | $20.6M | 3.37% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 39,211 | $20.2M | 1.31% | +1,941+5.2% | Added |
| Natixis | 38,796 | $20.0M | 0.09% | +36,662+1,718.0% | Added |
| Panagora Asset Management Inc | 38,446 | $19.8M | 0.06% | −38,902−50.3% | Reduced |
| Nomura Holdings Inc | 37,640 | $19.4M | 0.08% | +21,927+139.5% | Added |
| New York Life Investment Management LLC | 37,398 | $19.3M | 0.13% | −3,427−8.4% | Reduced |
| Vident Advisory, LLC | 37,290 | $19.2M | 0.14% | −78,855−67.9% | Reduced |
| Illinois Municipal Retirement Fund | 37,262 | $19.2M | 0.22% | −22,081−37.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,150 | $19.1M | 0.16% | −15,100−28.9% | Reduced |
| CIBC Bancorp USA Inc. | 37,030 | $19.1M | 0.02% | −9,675−20.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 36,734 | $18.9M | 0.13% | −9,323−20.2% | Reduced |
| Utah Retirement Systems | 36,438 | $18.8M | 0.18% | −2,310−6.0% | Reduced |
| Truist Financial Corp | 36,365 | $18.7M | 0.02% | +916+2.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 35,980 | $18.5M | 0.14% | −697−1.9% | Reduced |
| La Banque Postale Asset Management SA | 35,885 | $18.5M | 0.18% | −9,371−20.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 35,868 | $18.5M | 0.26% | −5,084−12.4% | Reduced |
| Federated Hermes, Inc. | 35,624 | $18.4M | 0.03% | +5,620+18.7% | Added |
| Kinetic Partners Management, LP | 34,786 | $17.9M | 0.43% | −21,100−37.8% | Reduced |
| Candriam Luxembourg S.C.A. | 34,436 | $17.7M | 0.08% | −44,123−56.2% | Reduced |
| British Columbia Investment Management Corp | 34,397 | $17.7M | 0.11% | +2,603+8.2% | Added |
| Aptus Capital Advisors, LLC | 34,155 | $17.6M | 0.13% | +538+1.6% | Added |
| Millennium Management LLC | 34,067 | $17.6M | 0.01% | −10,437−23.5% | Reduced |
| Shelton Capital Management | 33,998 | $17.5M | 0.32% | −1,430−4.0% | Reduced |
| Louisiana State Employees Retirement System | 33,400 | $17.2M | 0.26% | −600−1.8% | Reduced |
| Freshford Capital Management, LLC | 33,180 | $17.1M | 5.85% | +457+1.4% | Added |
| Oregon Public Employees Retirement Fund | 33,066 | $17.0M | 0.18% | +2,042+6.6% | Added |
| Capital International Sarl | 32,358 | $16.7M | 0.24% | +16,350+102.1% | Added |
| UNICOM Systems, Inc. | 31,900 | $16.4M | 1.07% | 00.0% | Unchanged |
| Colony Group, LLC | 31,803 | $16.4M | 0.02% | −14,245−30.9% | Reduced |
| Vinva Investment Management Ltd | 32,694 | $16.3M | 0.11% | +6,243+23.6% | Added |
| Maxi Investments CY Ltd | 31,384 | $16.2M | 3.27% | +3,884+14.1% | Added |