AppLovin Corp (APP) — Institutional Holders, Q2 2026

1,475 institutional investment managers reported a APP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $116.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← APP stock profile

APP in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

202

Added to

619

Trimmed

487

Sold out

130

Biggest buyers

Invesco Ltd.Added · +6,831,277 sh+$3.5B
Capital World InvestorsAdded · +4,971,394 sh+$2.6B
FMRAdded · +1,602,139 sh+$825.5M
VANGUARD CAPITAL MANAGEMENTAdded · +994,096 sh+$512.2M
Fundsmith LLPNew · +696,568 sh+$358.9M

Biggest sellers

WCM INVESTMENT MANAGEMENTTrimmed · -1,292,272 sh-$665.8M
TIGER GLOBAL MANAGEMENTSold out · -1,000,000 sh-$515.2M
MASSACHUSETTS FINANCIAL SERVICESTrimmed · -973,320 sh-$501.5M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -847,328 sh-$436.6M
Capital Research Global InvestorsTrimmed · -733,567 sh-$378.0M

APP 13F holders ranked 1–100 of 1,475

Institutional investors reporting a position in AppLovin Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 24,040,619 sh	24,040,619	$12.4B	0.18%	+1.7%
2	VANGUARD CAPITAL MANAGEMENT#2 · 17,744,980 sh	17,744,980	$9.1B	0.20%	+5.9%
3	FMR#3 · 17,293,553 sh	17,293,553	$8.9B	0.39%	+10.2%
4	STATE STREET#4 · 12,101,830 sh	12,101,830	$6.2B	0.18%	+2.8%
5	Invesco Ltd.#5 · 10,975,993 sh	10,975,993	$5.7B	0.45%	+164.8%
6	Capital World Investors#6 · 8,150,954 sh	8,150,954	$4.2B	0.50%	+156.4%
7	GEODE CAPITAL MANAGEMENT#7 · 7,362,995 sh	7,362,995	$3.8B	0.20%	+1.0%
8	BAILLIE GIFFORD#8 · 6,471,615 sh	6,471,615	$3.3B	3.03%	-3.4%
9	VANGUARD PORTFOLIO MANAGEMENT#9 · 6,350,652 sh	6,350,652	$3.3B	0.15%	+7.0%
10	MORGAN STANLEY#10 · 5,791,247 sh	5,791,247	$3.0B	0.16%	+3.3%
11	PRICE T ROWE ASSOCIATES#11 · 4,773,100 sh	4,773,100	$2.5B	0.25%	-12.2%
12	JPMORGAN CHASE#12 · 4,349,233 sh	4,349,233	$2.2B	0.12%	+5.9%
13	WCM INVESTMENT MANAGEMENT#13 · 3,709,328 sh	3,709,328	$1.9B	3.35%	-25.8%
14	GOLDMAN SACHS GROUP#14 · 3,192,790 sh	3,192,790	$1.6B	0.14%	+18.2%
15	KENSICO CAPITAL MANAGEMENT#15 · 3,182,850 sh	3,182,850	$1.6B	28.12%	-3.1%
16	Capital International Investors#16 · 2,968,827 sh	2,968,827	$1.5B	0.32%	+5.1%
17	NORGES BANK#17 · 2,921,649 sh	2,921,649	$1.5B	0.15%	—
18	BANK OF AMERICA#18 · 2,895,451 sh	2,895,451	$1.5B	0.10%	-8.2%
19	NORTHERN#19 · 2,398,277 sh	2,398,277	$1.2B	0.14%	-0.4%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 2,104,222 sh	2,104,222	$1.1B	0.14%	+6.9%
21	Capital Research Global Investors#21 · 1,905,302 sh	1,905,302	$981.6M	0.14%	-27.8%
22	JENNISON ASSOCIATES#22 · 1,819,508 sh	1,819,508	$937.5M	0.56%	-20.9%
23	SPRUCE HOUSE INVESTMENT MANAGEMENT#23 · 1,790,000 sh	1,790,000	$922.3M	27.13%	0.0%
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#24 · 1,735,471 sh	1,735,471	$894.2M	0.16%	+7.5%
25	Jericho Capital Asset Management L.P.#25 · 1,677,224 sh	1,677,224	$864.2M	7.14%	0.0%
26	UBS Group AG#26 · 1,635,893 sh	1,635,893	$842.9M	0.11%	-10.2%
27	VANGUARD FIDUCIARY#27 · 1,543,790 sh	1,543,790	$795.4M	0.18%	+0.6%
28	Legal & General Group Plc#28 · 1,466,845 sh	1,466,845	$755.8M	0.16%	-0.8%
29	Bank of New York Mellon#29 · 1,416,873 sh	1,416,873	$730.0M	0.12%	+4.3%
30	Amundi#30 · 1,332,633 sh	1,332,633	$686.6M	0.17%	+19.5%
31	FRED ALGER MANAGEMENT#31 · 1,294,110 sh	1,294,110	$666.8M	2.22%	+10.3%
32	DIMENSIONAL FUND ADVISORS#32 · 1,276,551 sh	1,276,551	$657.6M	0.12%	-3.6%
33	ROYAL BANK OF CANADA#33 · 1,239,385 sh	1,239,385	$638.6M	0.10%	+0.3%
34	ALLIANCEBERNSTEIN L.P.#34 · 1,603,673 sh	1,603,673	$638.3M	0.21%	-14.7%
35	COATUE MANAGEMENT#35 · 1,171,189 sh	1,171,189	$603.4M	1.24%	-9.2%
36	FRANKLIN RESOURCES#36 · 1,140,306 sh	1,140,306	$587.5M	0.13%	-7.7%
37	SAPIENT CAPITAL#37 · 1,115,870 sh	1,115,870	$574.9M	—	-12.2%
38	CANADA PENSION PLAN INVESTMENT BOARD#38 · 1,075,667 sh	1,075,667	$554.2M	0.31%	+163.4%
39	BARCLAYS PLC#39 · 1,061,233 sh	1,061,233	$546.8M	0.10%	+19.1%
40	LONE PINE CAPITAL#40 · 1,042,268 sh	1,042,268	$537.0M	3.28%	-28.9%
41	WELLS FARGO & COMPANY#41 · 1,025,233 sh	1,025,233	$528.2M	0.09%	+10.4%
42	AMERICAN CENTURY COMPANIES#42 · 898,040 sh	898,040	$462.7M	0.20%	-9.4%
43	SANDS CAPITAL MANAGEMENT#43 · 831,697 sh	831,697	$428.5M	1.59%	-14.4%
44	Jupiter Topco#44 · 831,237 sh	831,237	$428.3M	0.17%	—
45	DEUTSCHE BANK AG\#45 · 749,248 sh	749,248	$386.0M	0.11%	+8.2%
46	Fundsmith LLP#46 · 696,568 sh	696,568	$358.9M	2.63%	New
47	Nuveen#47 · 678,179 sh	678,179	$349.4M	0.08%	+1.1%
48	D1 Capital Partners L.P.#48 · 669,282 sh	669,282	$344.8M	0.99%	0.0%
49	Swiss National Bank#49 · 647,550 sh	647,550	$333.6M	0.17%	-4.4%
50	Mitsubishi UFJ Asset Management , Ltd.#50 · 643,342 sh	643,342	$331.5M	0.18%	+6.0%
51	Winslow Capital Management#51 · 640,362 sh	640,362	$329.9M	1.14%	+48.3%
52	Clearbridge Investments#52 · 610,724 sh	610,724	$314.7M	0.26%	-13.8%
53	CITIGROUP#53 · 608,661 sh	608,661	$313.6M	0.10%	+46.1%
54	National Pension Service#54 · 586,028 sh	586,028	$301.9M	0.19%	+5.0%
55	Vanguard Global Advisers#55 · 577,431 sh	577,431	$297.5M	0.14%	-2.1%
56	Sumitomo Mitsui#56 · 560,422 sh	560,422	$288.7M	0.16%	+1.8%
57	BNP PARIBAS FINANCIAL MARKETS#57 · 546,050 sh	546,050	$281.3M	0.10%	+9.9%
58	FIRST ADVISORS#58 · 526,567 sh	526,567	$271.3M	0.16%	-3.6%
59	SEI INVESTMENTS#59 · 505,869 sh	505,869	$260.7M	0.23%	+7.2%
60	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#60 · 504,052 sh	504,052	$259.7M	0.15%	+3.2%
61	VANGUARD ASSET MANAGEMENT, Ltd#61 · 463,736 sh	463,736	$238.9M	0.16%	+13.2%
62	Whale Rock Capital Management#62 · 461,611 sh	461,611	$237.8M	1.91%	-33.6%
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#63 · 442,768 sh	442,768	$228.1M	0.10%	-30.0%
64	Dorsey Asset Management#64 · 439,313 sh	439,313	$226.3M	14.50%	+38.6%
65	RHUMBLINE ADVISERS#65 · 438,735 sh	438,735	$226.0M	0.17%	-1.3%
66	ENVESTNET ASSET MANAGEMENT#66 · 438,423 sh	438,423	$225.9M	0.05%	-10.5%
67	HSBC PLC#67 · 435,957 sh	435,957	$224.8M	0.09%	+8.3%
68	MIRAE ASSET GLOBAL ETFS Ltd.#68 · 420,114 sh	420,114	$216.3M	0.26%	-7.6%
69	TD ASSET MANAGEMENT#69 · 402,895 sh	402,895	$207.6M	0.18%	-10.0%
70	BANK OF MONTREAL#70 · 387,835 sh	387,835	$199.8M	0.07%	+12.9%
71	PRINCIPAL FINANCIAL GROUP#71 · 382,457 sh	382,457	$197.1M	0.10%	+13.9%
72	VICTORY CAPITAL MANAGEMENT#72 · 351,647 sh	351,647	$181.2M	0.10%	+0.7%
73	Neuberger Berman Group#73 · 347,866 sh	347,866	$179.2M	0.12%	+30.6%
74	VOYA INVESTMENT MANAGEMENT#74 · 344,741 sh	344,741	$177.6M	0.15%	-10.7%
75	ProShare Advisors#75 · 343,007 sh	343,007	$176.7M	0.26%	-22.5%
76	FIL Ltd#76 · 335,807 sh	335,807	$173.0M	0.12%	+4.0%
77	Ensign Peak Advisors#77 · 320,239 sh	320,239	$165.0M	0.27%	-18.0%
78	DAVIS SELECTED ADVISERS#78 · 315,539 sh	315,539	$162.7M	0.70%	-6.0%
79	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#79 · 313,170 sh	313,170	$161.4M	0.23%	+1242.7%
80	MENORA MIVTACHIM LTD.#80 · 302,945 sh	302,945	$156.1M	0.61%	New
81	Quantinno Capital Management#81 · 301,908 sh	301,908	$155.6M	0.19%	+19.9%
82	Mitsubishi UFJ & Banking#82 · 301,128 sh	301,128	$155.2M	0.34%	+1.3%
83	Clear Street Group#83 · 286,234 sh	286,234	$147.5M	0.37%	+3.0%
84	SG Americas Securities#84 · 283,929 sh	283,929	$146.3M	0.08%	+157.0%
85	Universal- Beteiligungs- und Servicegesellschaft mbH#85 · 283,011 sh	283,011	$145.8M	0.22%	+2.5%
86	AMERIPRISE FINANCIAL#86 · 274,295 sh	274,295	$141.3M	0.03%	+18.0%
87	BNP Paribas Asset Management Holding S.A.#87 · 259,780 sh	259,780	$133.8M	0.13%	-9.0%
88	AUGUSTINE ASSET MANAGEMENT#88 · 253,670 sh	253,670	$130.7M	—	-5.0%
89	Contour Asset Management#89 · 253,636 sh	253,636	$130.7M	3.09%	New
90	LPL Financial#90 · 250,284 sh	250,284	$129.0M	0.03%	-2.1%
91	WELLINGTON MANAGEMENT GROUP LLP#91 · 245,730 sh	245,730	$126.6M	0.02%	-77.5%
92	NEW YORK STATE COMMON RETIREMENT FUND#92 · 244,103 sh	244,103	$125.8M	0.16%	-3.7%
93	Russell Investments Group, Ltd.#93 · 244,950 sh	244,950	$125.7M	0.11%	-9.1%
94	Robertson Stephens Wealth Management#94 · 242,689 sh	242,689	$125.0M	—	0.0%
95	ROYAL LONDON ASSET MANAGEMENT LTD#95 · 241,152 sh	241,152	$124.2M	0.23%	+2.6%
96	ADAGE CAPITAL PARTNERS GP, L.L.C.#96 · 239,800 sh	239,800	$123.6M	0.17%	-1.2%
97	FUNDSMITH INVESTMENT SERVICES LTD.#97 · 233,921 sh	233,921	$120.5M	2.67%	New
98	Mirae Asset Global Investments , Ltd.#98 · 228,214 sh	228,214	$117.6M	0.17%	+21.4%
99	NEOS Investment Management#99 · 227,667 sh	227,667	$117.3M	0.43%	+10.2%
100	NOMURA ASSET MANAGEMENT LTD#100 · 227,114 sh	227,114	$117.0M	0.25%	-6.4%

Funds that sold out of APP in Q2 2026 (130)

Held APP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held APP in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
TIGER GLOBAL MANAGEMENT1,000,000 sh	1,000,000	$398.0M
RENAISSANCE TECHNOLOGIES436,540 sh	436,540	$173.7M
Palestra Capital Management125,779 sh	125,779	$50.1M
CAPITOLIS LIQUID GLOBAL MARKETS118,273 sh	118,273	$47.1M
INFINITUM ASSET MANAGEMENT100,000 sh	100,000	$39.8M
Dorsal Capital Management75,000 sh	75,000	$29.9M
Qube Research & Technologies Ltd71,082 sh	71,082	$28.3M
VOLORIDGE INVESTMENT MANAGEMENT55,146 sh	55,146	$21.9M
Zurich Insurance Group Ltd39,464 sh	39,464	$15.7M
Freestone Capital36,027 sh	36,027	$14.3M
FERNBRIDGE CAPITAL MANAGEMENT34,631 sh	34,631	$13.8M
STEADFAST CAPITAL MANAGEMENT30,236 sh	30,236	$12.0M
Ghisallo Capital Management25,000 sh	25,000	$9.9M
DJE Kapital AG19,200 sh	19,200	$7.3M
TUDOR INVESTMENT ET AL18,251 sh	18,251	$7.3M
Ratan Capital Management18,114 sh	18,114	$7.2M
Freestone Grove Partners17,844 sh	17,844	$7.1M
PREVAIL INNOVATIVE WEALTH ADVISORS17,578 sh	17,578	$7.0M
Virtu Financial16,706 sh	16,706	$6.6M
Shannon River Fund Management14,480 sh	14,480	$5.8M
BLI - Banque de Luxembourg Investments8,000 sh	8,000	$5.5M
Trexquant Investment13,535 sh	13,535	$5.4M
Voleon Capital Management10,933 sh	10,933	$4.4M
Barrier Capital Management7,203 sh	7,203	$2.9M
Wahed Invest6,171 sh	6,171	$2.5M
HIGHLAND CAPITAL MANAGEMENT4,579 sh	4,579	$1.8M
Anderson Financial Strategies3,783 sh	3,783	$1.8M
Parkwood4,346 sh	4,346	$1.7M
Skandinaviska Enskilda Banken AB (publ)4,274 sh	4,274	$1.7M
Emerald Investment Advisers4,236 sh	4,236	$1.7M
Pinnacle Wealth Management4,190 sh	4,190	$1.7M
Jump Financial4,113 sh	4,113	$1.6M
Lazard Freres Gestion S.A.S.4,090 sh	4,090	$1.6M
INTACT INVESTMENT MANAGEMENT3,870 sh	3,870	$1.5M
Cannon Advisors3,821 sh	3,821	$1.5M
SIG BROKERAGE3,489 sh	3,489	$1.4M
Impact Partnership Wealth3,472 sh	3,472	$1.4M
PINKERTON WEALTH1,994 sh	1,994	$1.3M
GLOBALT Investments / GA3,158 sh	3,158	$1.3M
XTX Topco Ltd2,767 sh	2,767	$1.1M
DARA CAPITAL US2,695 sh	2,695	$1.1M
Weiss Asset Management2,280 sh	2,280	$907.4K
FOX RUN MANAGEMENT, L.L.C.2,304 sh	2,304	$857.3K
AXXCESS WEALTH MANAGEMENT2,101 sh	2,101	$836.2K
TIAA , NATIONAL ASSOCIATION1,989 sh	1,989	$791.6K
Polymer Capital Management (US)1,881 sh	1,881	$748.6K
BOOTHBAY FUND MANAGEMENT1,784 sh	1,784	$710.0K
Scientech Research1,615 sh	1,615	$642.8K
Tuttle Capital Management1,450 sh	1,450	$577.1K
Bannerstone Capital Management1,417 sh	1,417	$564.0K
Q Fund Management (Hong Kong) Ltd800 sh	800	$539.1K
WESTFIELD CAPITAL MANAGEMENT1,260 sh	1,260	$501.5K
Board of the Pension Protection Fund1,200 sh	1,200	$477.6K
Accent Capital Management998 sh	998	$467.9K
EMERALD ADVISERS1,139 sh	1,139	$453.3K
nVerses Capital1,074 sh	1,074	$427.5K
Aviance Capital Partners1,073 sh	1,073	$427.1K
Baer Investment Advisory970 sh	970	$386.1K
SGL Investment Advisors800 sh	800	$382.7K
Focus Financial Network941 sh	941	$374.5K
AlphaGrep UK Ltd929 sh	929	$369.7K
Sugar Maple Asset Management903 sh	903	$359.4K
Legato Capital Management841 sh	841	$334.7K
Integrated Quantitative Investments841 sh	841	$334.7K
PATTON FUND MANAGEMENT780 sh	780	$310.4K
Andina Capital Management777 sh	777	$309.2K
Mount Lucas Management728 sh	728	$289.7K
Stratos Wealth Advisors702 sh	702	$279.4K
PARADIGM ASSET MANAGEMENT700 sh	700	$278.6K
SANDERS MORRIS HARRIS700 sh	700	$278.6K
T3 Companies700 sh	700	$278.6K
StoneCrest Wealth Management668 sh	668	$265.9K
Oasis Advisors650 sh	650	$258.7K
Elevate Capital Advisors635 sh	635	$252.7K
OLD NATIONAL BANCORP628 sh	628	$249.9K
ABC ARBITRAGE SA588 sh	588	$234.0K
Coppell Advisory Solutions628 sh	628	$233.7K
SageView Advisory Group560 sh	560	$222.9K
Roundview Capital558 sh	558	$222.1K
Fiduciary Alliance476 sh	476	$221.2K
Plancorp563 sh	563	$220.3K
EVOKE WEALTH538 sh	538	$214.4K
Cane Capital Partners518 sh	518	$206.2K
CogentBlue Wealth Advisors517 sh	517	$205.8K
Alphadyne Asset Management485 sh	485	$193.0K
Timothy G. Youngquist 2020 Irrevocable460 sh	460	$183.1K
NorthRock Partners420 sh	420	$167.2K
TWIN PEAKS WEALTH ADVISORS315 sh	315	$125.4K
Osbon Capital Management310 sh	310	$123.3K
Bayforest Capital Ltd284 sh	284	$113.0K
Franchise GP Ltd277 sh	277	$110.2K
CFG Wealth Management Services225 sh	225	$89.5K
Opal Wealth Advisors177 sh	177	$70.4K
CHELSEA COUNSEL100 sh	100	$67.4K
Wealth Preservation Advisors160 sh	160	$63.7K
Innovative Asset Advisors Group125 sh	125	$49.8K
Destiny Wealth Partners121 sh	121	$48.2K
Lloyd Advisory Services118 sh	118	$47.0K
AlphaCentric Advisors115 sh	115	$45.8K
MPWM ADVISORY SOLUTIONS110 sh	110	$43.8K

And 30 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.