AppLovin Corp
APP- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
近 90 天，AppLovin Corp 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,467 家機構在 13F 申報持有，市值合計 $1,163 億；Coatue、孤松資本等 5 位大師持有。
2025 年第 4 季 13F 持有人
AppLovin Corp 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,594
- 較 2025 年第 3 季 +165 家
- 持有股數
- 2.43 億
- 較 2025 年第 3 季 +194.3 萬 (+0.8%)
- 總市值
- $1,638 億
- 較 2025 年第 3 季 −$84.4 億 (−4.9%)
- 新進機構
- 297
- 另有 659 家加碼
- 清倉機構
- 132
- 另有 538 家減碼
另有 23 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,467 | $1,163 億 |
| 2026 年第 1 季 | 1,395 | $875.9 億 |
| 2025 年第 4 季 | 1,594 | $1,638 億 |
| 2025 年第 3 季 | 1,452 | $1,725 億 |
| 2025 年第 2 季 | 1,201 | $699.7 億 |
| 2025 年第 1 季 | 1,018 | $546.7 億 |
| 2024 年第 4 季 | 993 | $661.5 億 |
| 2024 年第 3 季 | 704 | $244.2 億 |
| 2024 年第 2 季 | 607 | $149.9 億 |
| 2024 年第 1 季 | 512 | $115.9 億 |
| 2023 年第 4 季 | 367 | $56.3 億 |
| 2023 年第 3 季 | 319 | $53.4 億 |
| 2023 年第 2 季 | 243 | $38.1 億 |
| 2023 年第 1 季 | 220 | $26.4 億 |
| 2022 年第 4 季 | 230 | $16.8 億 |
| 2022 年第 3 季 | 227 | $28.0 億 |
| 2022 年第 2 季 | 228 | $49.8 億 |
| 2022 年第 1 季 | 176 | $71.8 億 |
| 2021 年第 4 季 | 173 | $152.9 億 |
| 2021 年第 3 季 | 130 | $105.8 億 |
| 2021 年第 2 季 | 93 | $100.8 億 |
| 2021 年第 1 季 | 1 | $9.10 萬 |
2025 年第 4 季持有機構
每家機構持有 AppLovin Corp 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 15,355 | $1,035 萬 | 0.17% | −324−2.1% | 減碼 |
| Overbrook Management Corp | 15,107 | $1,018 萬 | 1.76% | +15,107 | 新進 |
| Tairen Capital Ltd | 15,080 | $1,016 萬 | 1.06% | +15,080 | 新進 |
| Perigon Wealth Management, LLC | 15,072 | $1,016 萬 | 0.18% | +736+5.1% | 加碼 |
| Kentucky Retirement Systems | 14,969 | $1,009 萬 | 0.27% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 14,913 | $1,005 萬 | 0.01% | +1,737+13.2% | 加碼 |
| Beck Bode, LLC | 14,871 | $1,002 萬 | 1.67% | −1,556−9.5% | 減碼 |
| Patton Albertson Miller Group, LLC | 14,837 | $999.7 萬 | 1.18% | −14−0.1% | 減碼 |
| Segment Wealth Management, LLC | 14,748 | $993.7 萬 | 0.58% | −392−2.6% | 減碼 |
| Donaldson Capital Management, LLC | 14,693 | $990.0 萬 | 0.31% | +609+4.3% | 加碼 |
| Edgewood Management LLC | 14,400 | $970.3 萬 | 0.05% | 00.0% | 不變 |
| Prakash Investment Advisors LLC | 14,235 | $959.2 萬 | 7.28% | +2,090+17.2% | 加碼 |
| Glynn Capital Management LLC | 13,941 | $939.4 萬 | 3.23% | +13,930+126,636.4% | 加碼 |
| Harvest Investment Services, LLC | 13,687 | $922.3 萬 | 1.74% | −71−0.5% | 減碼 |
| Private Advisor Group, LLC | 13,610 | $917.1 萬 | 0.04% | +1,252+10.1% | 加碼 |
| EFG International AG | 13,596 | $915.8 萬 | 0.18% | +13,596 | 新進 |
| NewEdge Wealth, LLC | 13,564 | $914.0 萬 | 0.10% | +1,703+14.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,543 | $912.6 萬 | 0.28% | +815+6.4% | 加碼 |
| Purpose Unlimited Inc. | 13,500 | $909.7 萬 | 0.42% | +13,500 | 新進 |
| Scotia Capital Inc. | 13,400 | $902.9 萬 | 0.04% | +9,203+219.3% | 加碼 |
| Bailard, Inc. | 13,276 | $894.6 萬 | 0.20% | +863+7.0% | 加碼 |
| Zacks Investment Management | 13,239 | $892.1 萬 | 0.07% | −147−1.1% | 減碼 |
| Seascape Capital Management | 13,013 | $876.8 萬 | 2.49% | −2,480−16.0% | 減碼 |
| Penserra Capital Management LLC | 12,650 | $852.2 萬 | 0.10% | −2,332−15.6% | 減碼 |
| Gemmer Asset Management LLC | 12,422 | $837.0 萬 | 0.65% | +11+0.1% | 加碼 |
| New Mexico Educational Retirement Board | 12,400 | $835.5 萬 | 0.25% | +200+1.6% | 加碼 |
| Insight Holdings Group, LLC | 12,260 | $826.1 萬 | 0.62% | −4,640−27.5% | 減碼 |
| Omers Administration Corp | 12,079 | $813.9 萬 | 0.06% | +794+7.0% | 加碼 |
| AE Wealth Management LLC | 12,068 | $813.1 萬 | 0.05% | +6,241+107.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 12,061 | $812.7 萬 | 0.41% | +2,361+24.3% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 12,017 | $809.7 萬 | 1.79% | −7,800−39.4% | 減碼 |
| Advisors Capital Management, LLC | 11,904 | $802.1 萬 | 0.09% | +60+0.5% | 加碼 |
| Maryland State Retirement & Pension System | 11,901 | $801.9 萬 | 0.17% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 11,860 | $799.2 萬 | 1.07% | +11,452+2,806.9% | 加碼 |
| Bleakley Financial Group, LLC | 11,766 | $792.8 萬 | 0.14% | −58−0.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 11,755 | $792.1 萬 | 0.26% | +35+0.3% | 加碼 |
| Owl Creek Asset Management, L.P. | 11,706 | $788.8 萬 | 0.95% | +11,706 | 新進 |
| Cornerstone Advisors, LLC | 11,694 | $788.0 萬 | 0.26% | +11,694 | 新進 |
| Picton Mahoney Asset Management | 11,665 | $786.0 萬 | 0.09% | +5,935+103.6% | 加碼 |
| Farther Finance Advisors, LLC | 11,635 | $784.0 萬 | 0.08% | +3,466+42.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,628 | $783.5 萬 | 0.03% | −1,734−13.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,570 | $779.6 萬 | 0.33% | +1,312+12.8% | 加碼 |
| Decatur Capital Management, Inc. | 11,532 | $777.0 萬 | 3.16% | −606−5.0% | 減碼 |
| Erste Asset Management GmbH | 11,104 | $776.0 萬 | 0.07% | −4,426−28.5% | 減碼 |
| Verition Fund Management LLC | 11,470 | $772.9 萬 | 0.04% | +11+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 11,430 | $770.2 萬 | 0.28% | −2,592−18.5% | 減碼 |
| Polar Asset Management Partners Inc. | 11,400 | $768.2 萬 | 0.15% | +641+6.0% | 加碼 |
| Pallas Capital Advisors LLC | 11,246 | $757.8 萬 | 0.25% | +20+0.2% | 加碼 |
| Abn Amro Investment Solutions | 11,218 | $755.9 萬 | 0.11% | +2,451+28.0% | 加碼 |
| Balboa Wealth Partners | 11,150 | $751.3 萬 | 1.24% | −307−2.7% | 減碼 |
| MUFG Securities EMEA plc | 11,102 | $748.1 萬 | 0.09% | +5,920+114.2% | 加碼 |
| Citizens Financial Group Inc | 11,048 | $744.4 萬 | 0.10% | +1,107+11.1% | 加碼 |
| Independent Financial Group, LLC | 10,954 | $738.1 萬 | 0.16% | −20,784−65.5% | 減碼 |
| First Foundation Advisors | 10,934 | $736.8 萬 | 0.28% | −523−4.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,927 | $736.3 萬 | 0.19% | +189+1.8% | 加碼 |
| Osmosis Investment Management UK Ltd | 10,926 | $736.2 萬 | 0.19% | +10,926 | 新進 |
| Independent Solutions Wealth Management, LLC | 10,836 | $730.2 萬 | 1.34% | −1,597−12.8% | 減碼 |
| Baird Financial Group, Inc. | 10,835 | $730.1 萬 | 0.01% | −170−1.5% | 減碼 |
| CWM Advisors, LLC | 10,720 | $722.3 萬 | 0.65% | −4,340−28.8% | 減碼 |
| United Capital Financial Advisers, LLC | 10,691 | $720.4 萬 | 0.04% | +1,028+10.6% | 加碼 |
| Dakota Wealth Management | 10,659 | $718.2 萬 | 0.13% | −12,396−53.8% | 減碼 |
| Atria Investments LLC | 10,652 | $717.8 萬 | 0.08% | +645+6.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,649 | $717.6 萬 | 0.11% | −10,790−50.3% | 減碼 |
| Group One Trading, L.P. | 10,552 | $711.0 萬 | 0.21% | +10,552 | 新進 |
| Sig Brokerage, LP | 10,543 | $710.4 萬 | 2.39% | +10,192+2,903.7% | 加碼 |
| RH Tailwind Management, LLC | 10,500 | $707.5 萬 | 7.12% | +10,500 | 新進 |
| Frontier Capital Management Co LLC | 10,496 | $707.2 萬 | 0.08% | −132,292−92.6% | 減碼 |
| GSG Advisors LLC | 10,296 | $693.8 萬 | 1.79% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 10,152 | $684.0 萬 | 0.08% | +5,285+108.6% | 加碼 |
| Merit Financial Group, LLC | 10,107 | $681.1 萬 | 0.05% | +3,248+47.4% | 加碼 |
| Stephens Inc | 10,104 | $680.8 萬 | 0.08% | −3,500−25.7% | 減碼 |
| Sterling Capital Management LLC | 9,985 | $672.8 萬 | 0.11% | −259−2.5% | 減碼 |
| VMS Asset Management Limited | 9,936 | $669.5 萬 | 2.58% | +9,936 | 新進 |
| Diversify Advisory Services, LLC | 11,767 | $669.3 萬 | 0.21% | −5,643−32.4% | 減碼 |
| Bridgewater Associates, LP | 9,867 | $664.9 萬 | 0.02% | −14,587−59.7% | 減碼 |
| Ritholtz Wealth Management | 9,741 | $656.4 萬 | 0.12% | −485−4.7% | 減碼 |
| Metis Global Partners, LLC | 9,581 | $645.6 萬 | 0.15% | −513−5.1% | 減碼 |
| Walleye Capital LLC | 9,481 | $638.8 萬 | 0.04% | +2,893+43.9% | 加碼 |
| Consolidated Planning Corp | 9,423 | $634.9 萬 | 0.64% | −2,039−17.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,388 | $632.6 萬 | 0.04% | +4,285+84.0% | 加碼 |
| Westpac Banking Corp | 9,353 | $630.2 萬 | 0.40% | −6,793−42.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 9,215 | $620.9 萬 | 0.27% | +484+5.5% | 加碼 |
| Foundations Investment Advisors, LLC | 9,098 | $613.0 萬 | 0.08% | +1,103+13.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,024 | $608.1 萬 | 0.08% | +3,579+65.7% | 加碼 |
| Meadowbrook Wealth Management, LLC | 8,902 | $599.8 萬 | 6.85% | −687−7.2% | 減碼 |
| Westerkirk Capital Inc. | 8,752 | $589.7 萬 | 0.57% | +2,618+42.7% | 加碼 |
| Fulton Bank, N.A. | 8,717 | $587.4 萬 | 0.20% | +671+8.3% | 加碼 |
| Bokf, NA | 8,695 | $585.9 萬 | 0.09% | −681−7.3% | 減碼 |
| Delta Global Management LP | 8,690 | $585.5 萬 | 0.43% | −14,227−62.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,648 | $582.7 萬 | 0.07% | +19+0.2% | 加碼 |
| Global Retirement Partners, LLC | 8,609 | $580.1 萬 | 0.10% | +6,597+327.9% | 加碼 |
| Calamos Wealth Management LLC | 8,597 | $579.3 萬 | 0.20% | −214−2.4% | 減碼 |
| Spire Wealth Management | 8,596 | $579.2 萬 | 0.19% | +28+0.3% | 加碼 |
| Evergreen Capital Management LLC | 8,590 | $578.8 萬 | 0.13% | +1,699+24.7% | 加碼 |
| Laird Norton Trust Company, LLC | 8,573 | $577.7 萬 | 0.12% | +8,573 | 新進 |
| Kestra Advisory Services, LLC | 8,519 | $574.0 萬 | 0.02% | +68+0.8% | 加碼 |
| PKO Investment Management Joint-Stock Co | 8,500 | $572.7 萬 | 0.46% | +1,500+21.4% | 加碼 |
| Axxcess Wealth Management, LLC | 8,364 | $563.6 萬 | 0.10% | −3,150−27.4% | 減碼 |
| FirstWave Capital Management LLC | 8,332 | $561.4 萬 | 3.34% | +8,332 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,293 | $558.8 萬 | 0.19% | +189+2.3% | 加碼 |