AppLovin Corp (APP) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
APP 13F holders ranked 101–200 of 1,475
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | RAYMOND JAMES FINANCIAL#101 · 225,927 sh | 225,927 | $116.4M | 0.03% | -5.0% |
| 102 | LORD, ABBETT#102 · 222,305 sh | 222,305 | $114.5M | 0.33% | +14.1% |
| 103 | VIRGINIA RETIREMENT SYSTEMS ET Al#103 · 216,246 sh | 216,246 | $111.4M | 0.42% | +119.4% |
| 104 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#104 · 214,100 sh | 214,100 | $110.3M | — | -3.5% |
| 105 | NORDEA INVESTMENT MANAGEMENT AB#105 · 221,017 sh | 221,017 | $110.0M | 0.09% | +0.7% |
| 106 | AustralianSuper Pty Ltd#106 · 210,938 sh | 210,938 | $108.7M | 0.47% | +4.2% |
| 107 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#107 · 207,990 sh | 207,990 | $107.2M | 0.18% | -1.0% |
| 108 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#108 · 207,671 sh | 207,671 | $107.0M | <0.01% | -23.2% |
| 109 | MARSHALL WACE, LLP#109 · 201,500 sh | 201,500 | $103.8M | 0.08% | -9.7% |
| 110 | AVIVA PLC#110 · 200,070 sh | 200,070 | $103.1M | 0.15% | +0.4% |
| 111 | Greenstone Partners#111 · 195,251 sh | 195,251 | $100.6M | 23.25% | 0.0% |
| 112 | Keenan Capital#112 · 191,225 sh | 191,225 | $98.5M | 19.48% | 0.0% |
| 113 | Spyglass Capital Management#113 · 191,028 sh | 191,028 | $98.4M | 5.33% | +14.7% |
| 114 | APG Asset Management N.V.#114 · 217,309 sh | 217,309 | $97.9M | 0.24% | +36.5% |
| 115 | Swedbank AB#115 · 189,151 sh | 189,151 | $97.5M | 0.08% | -1.8% |
| 116 | STRS OHIO#116 · 186,961 sh | 186,961 | $96.3M | 0.36% | -24.8% |
| 117 | CITADEL ADVISORS#117 · 186,604 sh | 186,604 | $96.1M | 0.01% | +40.0% |
| 118 | Korea Investment#118 · 181,161 sh | 181,161 | $93.3M | 0.18% | +3.9% |
| 119 | USS Investment Management Ltd#119 · 176,660 sh | 176,660 | $91.0M | 0.33% | +13.4% |
| 120 | PRIMECAP MANAGEMENT#120 · 175,325 sh | 175,325 | $90.3M | 0.05% | +0.8% |
| 121 | PACIFIC HEIGHTS ASSET MANAGEMENT#121 · 175,000 sh | 175,000 | $90.2M | 2.85% | 0.0% |
| 122 | Panview Capital Ltd#122 · 169,885 sh | 169,885 | $87.5M | 15.41% | -22.7% |
| 123 | No Street GP#123 · 169,000 sh | 169,000 | $87.1M | 5.23% | -6.6% |
| 124 | Capital Impact Advisors#124 · 166,642 sh | 166,642 | $85.9M | 4.81% | +715.1% |
| 125 | PRUDENTIAL FINANCIAL#125 · 165,398 sh | 165,398 | $85.2M | 0.09% | +4.1% |
| 126 | Bank Julius Baer & Ltd, Zurich#126 · 166,130 sh | 166,130 | $85.1M | 0.22% | +770.2% |
| 127 | Blue Whale Capital LLP#127 · 163,694 sh | 163,694 | $84.3M | 2.68% | +9.8% |
| 128 | KBC Group NV#128 · 161,246 sh | 161,246 | $83.1M | — | -36.9% |
| 129 | IEQ CAPITAL#129 · 161,193 sh | 161,193 | $83.1M | 0.38% | -4.9% |
| 130 | PFA Pension, Forsikringsaktieselskab#130 · 157,340 sh | 157,340 | $81.1M | 0.21% | +4.1% |
| 131 | SCHRODER INVESTMENT MANAGEMENT GROUP#131 · 157,096 sh | 157,096 | $80.9M | 0.06% | +0.1% |
| 132 | Altshuler Shaham Ltd#132 · 155,561 sh | 155,561 | $80.1M | 0.99% | +21.7% |
| 133 | Gotham Asset Management#133 · 148,268 sh | 148,268 | $76.4M | 0.18% | +68.0% |
| 134 | NATIXIS ADVISORS#134 · 147,755 sh | 147,755 | $76.1M | 0.09% | -22.3% |
| 135 | Bridgewater Associates#135 · 146,602 sh | 146,602 | $75.5M | 0.31% | New |
| 136 | CIBC Asset Management#136 · 145,175 sh | 145,175 | $74.8M | 0.16% | -2.5% |
| 137 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#137 · 143,971 sh | 143,971 | $74.2M | 0.06% | -5.5% |
| 138 | WT Asset Management Ltd#138 · 141,799 sh | 141,799 | $73.1M | 1.45% | +74.6% |
| 139 | DANSKE BANK A/S#139 · 138,455 sh | 138,455 | $71.3M | 0.14% | -8.1% |
| 140 | DnB Asset Management AS#140 · 138,312 sh | 138,312 | $71.3M | 0.20% | -7.6% |
| 141 | NATIONAL BANK OF CANADA#141 · 138,286 sh | 138,286 | $71.3M | 0.05% | -30.6% |
| 142 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#142 · 133,659 sh | 133,659 | $68.9M | 0.04% | +12.6% |
| 143 | Epoch Investment Partners#143 · 133,621 sh | 133,621 | $68.8M | 0.39% | -15.4% |
| 144 | STOREBRAND ASSET MANAGEMENT AS#144 · 130,553 sh | 130,553 | $67.3M | 0.17% | -6.6% |
| 145 | LOOMIS SAYLES & L P#145 · 130,535 sh | 130,535 | $67.3M | 0.08% | +5031.1% |
| 146 | Baker Avenue Asset Management#146 · 130,016 sh | 130,016 | $67.0M | 1.27% | -3.9% |
| 147 | Chevy Chase#147 · 129,912 sh | 129,912 | $66.9M | 0.17% | -2.7% |
| 148 | Treasurer of the State of North Carolina#148 · 129,579 sh | 129,579 | $66.8M | 0.17% | +1.2% |
| 149 | STATE OF WISCONSIN INVESTMENT BOARD#149 · 126,499 sh | 126,499 | $65.2M | 0.13% | -8.3% |
| 150 | AQR CAPITAL MANAGEMENT#150 · 127,789 sh | 127,789 | $64.4M | 0.02% | +11.3% |
| 151 | BLAIR WILLIAM#151 · 120,816 sh | 120,816 | $62.2M | 0.16% | -13.7% |
| 152 | BESSEMER GROUP#152 · 119,900 sh | 119,900 | $61.8M | 0.08% | -2.5% |
| 153 | TEACHER RETIREMENT SYSTEM OF TEXAS#153 · 119,688 sh | 119,688 | $61.7M | 0.17% | +124.6% |
| 154 | Castle Hook Partners#154 · 118,710 sh | 118,710 | $61.2M | 0.28% | +691.4% |
| 155 | Vanguard Investments Australia, Ltd.#155 · 117,956 sh | 117,956 | $60.8M | 0.15% | +2.2% |
| 156 | TORONTO DOMINION BANK#156 · 117,016 sh | 117,016 | $60.3M | 0.07% | -34.4% |
| 157 | CREDIT AGRICOLE S A#157 · 116,024 sh | 116,024 | $59.8M | 0.12% | +22.8% |
| 158 | RBF Capital#158 · 114,955 sh | 114,955 | $59.2M | 2.46% | 0.0% |
| 159 | Rafferty Asset Management#159 · 113,570 sh | 113,570 | $58.5M | 0.13% | +25.3% |
| 160 | Smith Group Asset Management#160 · 106,872 sh | 106,872 | $55.1M | 2.24% | +7.7% |
| 161 | Asset Management One , Ltd.#161 · 105,909 sh | 105,909 | $54.6M | — | +6.5% |
| 162 | Pictet Asset Management Holding SA#162 · 105,766 sh | 105,766 | $54.5M | 0.05% | +0.4% |
| 163 | Swiss Life Asset Management Ltd#163 · 104,608 sh | 104,608 | $53.9M | 0.22% | +29.6% |
| 164 | KLP KAPITALFORVALTNING AS#164 · 103,560 sh | 103,560 | $53.4M | 0.17% | +7.5% |
| 165 | MACKENZIE FINANCIAL#165 · 99,925 sh | 99,925 | $51.5M | 0.05% | +11.7% |
| 166 | DekaBank Deutsche Girozentrale#166 · 130,549 sh | 130,549 | $50.6M | 0.09% | 0.0% |
| 167 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#167 · 95,380 sh | 95,380 | $49.1M | — | +57.4% |
| 168 | D. E. Shaw#168 · 95,196 sh | 95,196 | $49.0M | 0.02% | -68.6% |
| 169 | 3G Capital Partners#169 · 95,000 sh | 95,000 | $48.9M | 13.11% | 0.0% |
| 170 | Handelsbanken Fonder AB#170 · 93,780 sh | 93,780 | $48.3M | 0.14% | -13.7% |
| 171 | State of Tennessee, Treasury Department#171 · 93,055 sh | 93,055 | $47.9M | 0.14% | +9.6% |
| 172 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#172 · 92,243 sh | 92,243 | $47.5M | 0.14% | -4.8% |
| 173 | GUGGENHEIM CAPITAL#173 · 88,981 sh | 88,981 | $45.8M | 0.29% | +25.2% |
| 174 | Mediolanum International Funds Ltd#174 · 90,588 sh | 90,588 | $45.2M | 0.39% | +78.5% |
| 175 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#175 · 87,063 sh | 87,063 | $44.9M | 0.06% | -10.8% |
| 176 | B. Metzler seel. Sohn & AG#176 · 86,674 sh | 86,674 | $44.7M | 0.39% | +69.8% |
| 177 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#177 · 83,932 sh | 83,932 | $43.2M | 0.03% | +42.5% |
| 178 | DISCOVERY CAPITAL MANAGEMENT, / CT#178 · 83,040 sh | 83,040 | $42.8M | 1.78% | +64.0% |
| 179 | LOGAN CAPITAL MANAGEMENT#179 · 82,390 sh | 82,390 | $42.4M | 1.58% | New |
| 180 | Nykredit A/S#180 · 81,327 sh | 81,327 | $41.9M | 0.13% | — |
| 181 | Creative Planning#181 · 81,178 sh | 81,178 | $41.8M | 0.02% | +3.2% |
| 182 | NISSAY ASSET MANAGEMENT /JAPAN#182 · 80,992 sh | 80,992 | $41.7M | 0.18% | +6.8% |
| 183 | Pacer Advisors#183 · 80,925 sh | 80,925 | $41.7M | 0.11% | -68.9% |
| 184 | ZEVENBERGEN CAPITAL INVESTMENTS#184 · 80,571 sh | 80,571 | $41.5M | — | -5.4% |
| 185 | Daiwa Securities Group#185 · 79,921 sh | 79,921 | $41.2M | 0.08% | +3.1% |
| 186 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#186 · 78,217 sh | 78,217 | $40.2M | 0.25% | -3.1% |
| 187 | Czech National Bank#187 · 76,580 sh | 76,580 | $39.5M | — | +3.8% |
| 188 | BI Asset Management Fondsmaeglerselskab A/S#188 · 76,385 sh | 76,385 | $39.4M | — | +10.0% |
| 189 | SIGNATURE ESTATE & INVESTMENT ADVISORS#189 · 76,361 sh | 76,361 | $39.3M | — | +3695.3% |
| 190 | Cetera Investment Advisers#190 · 75,920 sh | 75,920 | $39.1M | 0.04% | +8.2% |
| 191 | BRAUN STACEY ASSOCIATES#191 · 75,836 sh | 75,836 | $39.1M | — | +0.5% |
| 192 | Steadview Capital Management#192 · 75,290 sh | 75,290 | $38.8M | 11.67% | -15.8% |
| 193 | STATE TREASURER STATE OF MICHIGAN#193 · 75,000 sh | 75,000 | $38.6M | — | 0.0% |
| 194 | State of New Jersey Common Pension Fund D#194 · 74,246 sh | 74,246 | $38.3M | 0.13% | -5.9% |
| 195 | CIBC WORLD MARKET#195 · 73,731 sh | 73,731 | $38.0M | 0.06% | +11.7% |
| 196 | Zurcher Kantonalbank (Zurich Cantonalbank)#196 · 73,371 sh | 73,371 | $37.8M | 0.07% | +12.8% |
| 197 | Beacon Pointe Advisors#197 · 73,306 sh | 73,306 | $37.8M | 0.18% | +947.5% |
| 198 | BANK OF NOVA SCOTIA#198 · 72,584 sh | 72,584 | $37.4M | 0.06% | +112.5% |
| 199 | OSAIC#199 · 71,812 sh | 71,812 | $37.0M | 0.04% | +0.3% |
| 200 | Lansforsakringar Fondforvaltning AB (publ)#200 · 71,597 sh | 71,597 | $36.9M | 0.17% | -4.8% |
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.