AppLovin Corp. Class AAPP
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,463 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 69 from Q1 2026. 198 opened new positions and 127 sold out. The largest holders were BlackRock, Inc. ($12.4B), Vanguard Capital Management LLC ($9.1B) and FMR LLC ($8.9B). 14 famous investors held it, including Pat Dorsey (14.5% of Dorsey Asset Management's portfolio), Stephen Mandel (3.3% of Lone Pine Capital's portfolio) and Terry Smith (2.6% of Fundsmith's portfolio).
- Company
- AppLovin Corp. Class A
- Sector
- Technology
- CUSIP
- 03831W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 198 | $1.1B |
| Exits | 127 | $963.9M |
All 13F filers, Q1 2026 → Q2 2026: 18,280,418 shares bought and 13,229,588 shares sold, net +5,050,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,463 holders
| BlackRock, Inc. | 0.18% | Add +1.7% | 24,040,619 | $12.4B |
| Vanguard Capital Management LLC | 0.20% | Add +5.9% | 17,744,980 | $9.1B |
| FMR LLC | 0.39% | Add +10.2% | 17,293,553 | $8.9B |
| State Street Corp. | 0.18% | Add +2.8% | 12,101,830 | $6.2B |
| Invesco Ltd. | 0.45% | Add +3.6% | 10,975,993 | $5.7B |
| Capital World Investors | 0.50% | Add +156.3% | 8,150,954 | $4.2B |
| Geode Capital Management, LLC | 0.20% | Add +1.0% | 7,362,995 | $3.8B |
| Baillie Gifford & Co. | 3.03% | Reduce -3.4% | 6,471,615 | $3.3B |
| Vanguard Portfolio Management LLC | 0.15% | Add +7.0% | 6,350,652 | $3.3B |
| Morgan Stanley | 0.16% | Add +3.3% | 5,791,247 | $3.0B |
| T. Rowe Price Associates Inc. | 0.25% | Reduce -12.2% | 4,773,100 | $2.5B |
| JPMorgan Chase & Co. | 0.13% | Add +5.9% | 4,349,233 | $2.2B |
| WCM Investment Management, LLC | 3.35% | Reduce -25.8% | 3,709,328 | $1.9B |
| Goldman Sachs Group Inc. | 0.17% | Add +18.2% | 3,192,790 | $1.6B |
| Kensico Capital Management Corp. | 28.12% | Reduce -3.1% | 3,182,850 | $1.6B |
| Capital International Investors | 0.32% | Add +5.1% | 2,968,827 | $1.5B |
| Norges Bank | 0.15% | — | 2,921,649 | $1.5B |
| Bank of America Corp. | 0.10% | Reduce -8.2% | 2,895,451 | $1.5B |
| Northern Trust Corp. | 0.14% | Reduce -0.4% | 2,398,277 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.14% | Add +6.9% | 2,104,222 | $1.1B |
| Capital Research Global Investors | 0.14% | Reduce -27.8% | 1,905,302 | $981.6M |
| Jennison Associates LLC | 0.56% | Reduce -20.9% | 1,819,508 | $937.5M |
| Spruce House Investment Management LLC | 27.13% | No change | 1,790,000 | $922.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.16% | Add +7.5% | 1,735,471 | $894.2M |
| Jericho Capital Asset Management L.P. | 7.14% | No change | 1,677,224 | $864.2M |
| UBS Group AG | 0.13% | Reduce -10.2% | 1,635,893 | $842.9M |
| Vanguard Fiduciary Trust Co. | 0.18% | Add +0.6% | 1,543,790 | $795.4M |
| Legal & General Group Plc | 0.16% | Reduce -0.8% | 1,466,845 | $755.8M |
| Bank of New York Mellon Corp | 0.12% | Add +4.3% | 1,416,873 | $730.0M |
| Amundi | 0.17% | Add +19.5% | 1,332,633 | $686.6M |
| Fred Alger Management, LLC | 2.22% | Add +10.3% | 1,294,110 | $666.8M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -3.6% | 1,276,551 | $657.6M |
| Royal Bank of Canada | 0.11% | Add +0.3% | 1,239,385 | $638.6M |
| Alliancebernstein L.P. | 0.21% | Reduce -14.7% | 1,603,673 | $638.3M |
| Coatue Management | 1.24% | Reduce -9.2% | 1,171,189 | $603.4M |
| Franklin Resources Inc. | 0.13% | Reduce -7.7% | 1,140,306 | $587.5M |
| Sapient Capital LLC | 7.52% | Reduce -12.2% | 1,115,870 | $574.9M |
| Canada Pension Plan Investment Board | 0.31% | Add +163.4% | 1,075,667 | $554.2M |
| Barclays PLC | 0.17% | Add +19.1% | 1,061,233 | $546.8M |
| Lone Pine Capital | 3.28% | Reduce -28.9% | 1,042,268 | $537.0M |
| Wells Fargo & Company | 0.09% | Add +10.4% | 1,025,233 | $528.2M |
| American Century Companies Inc. | 0.21% | Reduce -9.4% | 898,040 | $462.7M |
| Sands Capital Management, LLC | 1.59% | Reduce -14.4% | 831,697 | $428.5M |
| Jupiter Topco LLC | 0.17% | — | 831,237 | $428.3M |
| Deutsche Bank AG | 0.11% | Add +8.2% | 749,248 | $386.0M |
| Fundsmith | 2.63% | New | 696,568 | $358.9M |
| Nuveen, LLC | 0.08% | Add +1.1% | 678,179 | $349.4M |
| D1 Capital Partners | 0.99% | No change | 669,282 | $344.8M |
| Swiss National Bank | 0.17% | Reduce -4.3% | 647,550 | $333.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +6.0% | 643,342 | $331.5M |
| Winslow Capital Management, LLC | 1.14% | Add +48.3% | 640,362 | $329.9M |
| Clearbridge Investments, LLC | 0.26% | Reduce -13.8% | 610,724 | $314.7M |
| Citigroup Inc. | 0.15% | Add +46.1% | 608,661 | $313.6M |
| National Pension Service | 0.19% | Add +5.0% | 586,028 | $301.9M |
| Vanguard Global Advisers, LLC | 0.14% | Reduce -2.1% | 577,431 | $297.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Add +1.8% | 560,422 | $288.7M |
| BNP Paribas Financial Markets | 0.15% | Add +9.9% | 546,050 | $281.3M |
| First Trust Advisors LP | 0.16% | Reduce -3.6% | 526,567 | $271.3M |
| Sei Investments Co. | 0.23% | Add +7.2% | 505,869 | $260.7M |
| California Public Employees Retirement System | 0.15% | Add +3.2% | 504,052 | $259.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.16% | Add +13.2% | 463,736 | $238.9M |
| Whale Rock Capital Management | 1.91% | Reduce -33.6% | 461,611 | $237.8M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Reduce -30.0% | 442,768 | $228.1M |
| Dorsey Asset Management | 14.50% | Add +38.6% | 439,313 | $226.3M |
| Rhumbline Advisers | 0.17% | Reduce -1.3% | 438,735 | $226.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.5% | 438,423 | $225.9M |
| HSBC Holdings PLC | 0.11% | Add +8.3% | 435,957 | $224.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% | Reduce -7.6% | 420,114 | $216.3M |
| TD Asset Management Inc | 0.18% | Reduce -10.0% | 402,895 | $207.6M |
| Bank of Montreal | 0.07% | Add +12.9% | 387,835 | $199.8M |
| Principal Financial Group Inc. | 0.10% | Add +13.9% | 382,457 | $197.1M |
| Victory Capital Management Inc. | 0.10% | Add +0.7% | 351,647 | $181.2M |
| Neuberger Berman Group LLC | 0.12% | Add +30.6% | 347,866 | $179.2M |
| California State Teachers Retirement System | 0.16% | Reduce -1.1% | 345,511 | $178.0M |
| Voya Investment Management LLC | 0.18% | Reduce -10.7% | 344,741 | $177.6M |
| ProShare Advisors LLC | 0.26% | Reduce -22.5% | 343,007 | $176.7M |
| FIL Ltd | 0.12% | Add +4.0% | 335,807 | $173.0M |
| Ensign Peak Advisors, Inc | 0.27% | Reduce -18.0% | 320,239 | $165.0M |
| Davis Selected Advisers | 0.70% | Reduce -6.0% | 315,539 | $162.7M |
| Caisse de depot et placement du Quebec | 0.23% | Add +1242.7% | 313,170 | $161.4M |
| Menora Mivtachim Holdings LTD. | 0.61% | New | 302,945 | $156.1M |
| Quantinno Capital Management LP | 0.19% | Add +19.9% | 301,908 | $155.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | Add +1.3% | 301,128 | $155.2M |
| Clear Street Group Inc. | 0.47% | Add +3.0% | 286,234 | $147.5M |
| SG Americas Securities, LLC | 0.08% | Add +157.0% | 283,929 | $146.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.23% | Add +2.5% | 283,011 | $145.8M |
| Ameriprise Financial Inc. | 0.03% | Add +18.0% | 274,295 | $141.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Reduce -9.0% | 259,780 | $133.8M |
| Augustine Asset Management Inc. | 26.46% | Reduce -5.0% | 253,670 | $130.7M |
| Contour Asset Management LLC | 3.09% | New | 253,636 | $130.7M |
| LPL Financial LLC | 0.03% | Reduce -2.1% | 250,284 | $129.0M |
| Wellington Management Group LLP | 0.02% | Reduce -77.5% | 245,730 | $126.6M |
| New York State Common Retirement Fund | 0.16% | Reduce -3.7% | 244,103 | $125.8M |
| Russell Investments Group, Ltd. | 0.11% | Reduce -9.1% | 244,950 | $125.7M |
| Robertson Stephens Wealth Management, LLC | 3.08% | Reduce 0.0% | 242,689 | $125.0M |
| Royal London Asset Management Ltd. | 0.23% | Add +2.6% | 241,152 | $124.2M |
| Adage Capital Partners Gp, L.L.C. | 0.17% | Reduce -1.2% | 239,800 | $123.6M |
| Fundsmith Investment Services LTD. | 2.67% | New | 233,921 | $120.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.22% | Add +21.4% | 228,214 | $117.6M |
| NEOS Investment Management LLC | 0.43% | Add +10.2% | 227,667 | $117.3M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.