AppLovin Corp. Class AAPP
13F holders, Q3 2025 (September 30)1,453holders +251
383new positions
123sold out
15famous investors
$713.74avg. 13F price*
At the end of Q3 2025, 1,453 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 251 from Q2 2025. 383 opened new positions and 123 sold out. The largest holders were Vanguard Group Inc. ($17.9B), BlackRock, Inc. ($17.9B) and Ieq Capital, LLC ($11.3B). 15 famous investors held it, including Alex Sacerdote (8.2% of Whale Rock Capital Management's portfolio), Daniel Sundheim (6.9% of D1 Capital Partners's portfolio) and Stephen Mandel (5.8% of Lone Pine Capital'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 383 | $3.0B |
| Exits | 123 | $1.7B |
All 13F filers, Q2 2025 → Q3 2025: 62,659,104 shares bought and 21,039,163 shares sold, net +41,619,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,453 holders
| Vanguard Group Inc. | 0.27% | Add +39.4% | 24,954,458 | $17.9B |
| BlackRock, Inc. | 0.32% | Add +31.6% | 24,929,835 | $17.9B |
| Ieq Capital, LLC | 34.42% | Add +28440.3% | 15,779,921 | $11.3B |
| FMR LLC | 0.51% | Reduce -4.7% | 13,706,444 | $9.8B |
| State Street Corp. | 0.30% | Add +111.1% | 11,852,466 | $8.5B |
| JPMorgan Chase & Co. | 0.35% | Add +61.8% | 7,682,976 | $5.5B |
| Geode Capital Management, LLC | 0.31% | Add +101.7% | 6,718,998 | $4.8B |
| Baillie Gifford & Co. | 3.32% | Reduce -2.4% | 6,245,960 | $4.5B |
| T. Rowe Price Associates Inc. | 0.45% | Add +3.6% | 5,877,386 | $4.2B |
| Morgan Stanley | 0.22% | Reduce -2.7% | 5,022,840 | $3.6B |
| WCM Investment Management, LLC | 7.32% | Reduce -15.7% | 4,942,079 | $3.5B |
| Invesco Ltd. | 0.49% | Add +9.3% | 4,292,752 | $3.1B |
| Jennison Associates LLC | 1.63% | Add +55.2% | 3,886,150 | $2.8B |
| Janus Henderson Group PLC | 1.16% | Add +29.7% | 3,546,576 | $2.5B |
| Goldman Sachs Group Inc. | 0.33% | Add +63.1% | 3,211,586 | $2.3B |
| Bank of America Corp. | 0.17% | Reduce -1.9% | 3,178,724 | $2.3B |
| Kensico Capital Management Corp. | 34.52% | Add +3.1% | 3,118,500 | $2.2B |
| Capital World Investors | 0.26% | Add +0.3% | 2,635,188 | $1.9B |
| Franklin Resources Inc. | 0.44% | Add +24.9% | 2,442,450 | $1.8B |
| Northern Trust Corp. | 0.22% | Add +46.8% | 2,374,460 | $1.7B |
| Coatue Management | 4.00% | Add +24.9% | 2,267,855 | $1.6B |
| Jericho Capital Asset Management L.P. | 15.67% | No change | 2,095,319 | $1.5B |
| Spruce House Investment Management LLC | 38.18% | No change | 2,057,024 | $1.5B |
| Alliancebernstein L.P. | 0.46% | Add +18.0% | 2,034,725 | $1.5B |
| Tiger Global Management | 4.45% | No change | 2,002,989 | $1.4B |
| Fred Alger Management, LLC | 5.29% | Reduce -18.7% | 1,891,942 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.21% | Add +88.6% | 1,858,072 | $1.3B |
| Dimensional Fund Advisors LP | 0.28% | Add +1.7% | 1,783,722 | $1.3B |
| UBS Group AG | 0.23% | Add +51.6% | 1,608,615 | $1.2B |
| Legal & General Group Plc | 0.25% | Add +7.9% | 1,529,734 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Add +51.0% | 1,493,494 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.22% | Reduce -11.7% | 1,416,259 | $1.0B |
| Sapient Capital LLC | 13.95% | Reduce -0.6% | 1,272,462 | $906.5M |
| Lone Pine Capital | 5.80% | Reduce -12.1% | 1,109,138 | $797.0M |
| Royal Bank of Canada | 0.14% | Reduce -12.3% | 1,084,299 | $779.1M |
| Massachusetts Financial Services Co. | 0.24% | Add +39.4% | 1,077,106 | $773.9M |
| Capital Research Global Investors | 0.14% | New | 1,035,293 | $743.9M |
| Sands Capital Management, LLC | 2.02% | Add +24.4% | 1,016,959 | $730.7M |
| Renaissance Technologies | 0.95% | Reduce -27.5% | 1,001,432 | $719.6M |
| Whale Rock Capital Management | 8.22% | Reduce -20.7% | 971,404 | $698.0M |
| Wells Fargo & Company | 0.14% | Add +7.3% | 957,428 | $687.9M |
| Arrowstreet Capital, Limited Partnership | 0.43% | Reduce -50.6% | 942,326 | $677.1M |
| Barclays PLC | 0.25% | Add +63.0% | 928,062 | $666.8M |
| Deutsche Bank AG | 0.22% | Reduce -0.8% | 897,133 | $644.6M |
| Clearbridge Investments, LLC | 0.47% | Reduce -7.6% | 862,028 | $619.4M |
| D1 Capital Partners | 6.90% | Add +5.9% | 836,782 | $601.3M |
| National Pension Service | 0.46% | Add +5.3% | 832,426 | $598.1M |
| Capital International Investors | 0.10% | Add +0.6% | 816,561 | $586.7M |
| American Century Companies Inc. | 0.30% | Reduce -5.4% | 808,703 | $581.1M |
| Rakuten Investment Management, Inc. | 1.84% | — | 2,026,482 | $515.6M |
| Wellington Management Group LLP | 0.09% | Add +63.1% | 693,874 | $498.6M |
| Nuveen, LLC | 0.13% | Add +34.1% | 675,010 | $485.0M |
| Swiss National Bank | 0.28% | Reduce -5.3% | 665,290 | $478.0M |
| Amundi | 0.15% | Reduce -39.4% | 787,060 | $462.0M |
| Axiom Investors LLC | 3.28% | New | 620,481 | $445.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Add +1.8% | 619,204 | $444.9M |
| Castle Hook Partners LP | 6.58% | Add +167.5% | 605,019 | $434.7M |
| Susquehanna International Group, LLP | 0.59% | Reduce -9.0% | 563,344 | $404.8M |
| First Trust Advisors LP | 0.30% | Reduce -22.0% | 562,050 | $403.9M |
| Ensign Peak Advisors, Inc | 0.66% | Add +37.8% | 559,127 | $401.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Add +127.8% | 542,113 | $389.5M |
| Lord, Abbett & Co. LLC | 1.11% | Add +21.2% | 497,273 | $357.3M |
| Voya Investment Management LLC | 0.41% | Add +235.5% | 496,560 | $356.8M |
| D. E. Shaw & Co. | 0.31% | Reduce -73.7% | 491,222 | $353.0M |
| BNP Paribas Financial Markets | 0.28% | Add +43.2% | 483,534 | $347.4M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -7.3% | 470,289 | $337.9M |
| Rhumbline Advisers | 0.27% | Add +60.2% | 462,445 | $332.3M |
| Sei Investments Co. | 0.34% | Add +7.0% | 446,154 | $320.6M |
| TD Asset Management Inc | 0.26% | Add +25.4% | 446,027 | $320.5M |
| California Public Employees Retirement System | 0.19% | Add +6.6% | 444,020 | $319.0M |
| 1832 Asset Management L.P. | 0.51% | Reduce -10.6% | 421,741 | $303.0M |
| Victory Capital Management Inc. | 0.18% | Add +0.3% | 421,510 | $302.9M |
| HSBC Holdings PLC | 0.18% | Add +107.1% | 422,474 | $302.7M |
| Robertson Stephens Wealth Management, LLC | 8.49% | Reduce -0.1% | 391,315 | $281.2M |
| ProShare Advisors LLC | 0.59% | Reduce -6.7% | 390,880 | $280.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.45% | Add +18.9% | 383,742 | $275.7M |
| Citigroup Inc. | 0.19% | Reduce -3.1% | 382,865 | $275.1M |
| California State Teachers Retirement System | 0.27% | Add +0.3% | 363,640 | $261.3M |
| Ameriprise Financial Inc. | 0.06% | Add +27.4% | 361,986 | $260.1M |
| Greenstone Partners & Co., LLC | 45.23% | Reduce -1.2% | 344,251 | $247.4M |
| Principal Financial Group Inc. | 0.12% | Add +946.5% | 326,999 | $235.0M |
| New York State Common Retirement Fund | 0.30% | Reduce -7.3% | 321,094 | $230.7M |
| Bank of Montreal | 0.10% | Add +326.1% | 320,997 | $230.6M |
| Schroder Investment Management Group | 0.18% | Reduce -14.3% | 318,377 | $228.8M |
| AustralianSuper Pty Ltd | 1.08% | Add +16.8% | 318,294 | $228.7M |
| Blair William & Co. | 0.61% | Add +106.5% | 316,388 | $227.3M |
| Raymond James Financial Inc. | 0.07% | Add +2.4% | 312,804 | $224.8M |
| Korea Investment CORP | 0.46% | Add +22.3% | 312,195 | $224.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.49% | Reduce -6.3% | 310,604 | $223.2M |
| STRS Ohio | 0.81% | Reduce -14.3% | 306,904 | $220.5M |
| Neuberger Berman Group LLC | 0.16% | Add +1.5% | 306,646 | $220.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.36% | Add +7.9% | 293,112 | $210.6M |
| FIL Ltd | 0.16% | Add +12.0% | 288,108 | $207.0M |
| Zurich Insurance Group Ltd | 1.43% | New | 277,975 | $199.7M |
| Augustine Asset Management Inc. | 38.70% | Reduce -3.3% | 267,690 | $192.3M |
| LPL Financial LLC | 0.06% | Add +9.7% | 266,853 | $191.7M |
| Russell Investments Group, Ltd. | 0.22% | Add +15.9% | 266,656 | $191.5M |
| IMC-Chicago, LLC | 3.30% | Add +360.9% | 259,198 | $186.2M |
| Andra AP-fonden | 2.31% | Reduce -9.0% | 251,600 | $180.8M |
| Toronto Dominion Bank | 0.35% | Add +45.7% | 251,218 | $180.5M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.