AppLovin Corp. Class AAPP
13F holders, Q4 2025 (December 31)1,594holders +141
177new positions
130sold out
13famous investors
$673.31avg. 13F price*
At the end of Q4 2025, 1,594 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 141 from Q3 2025. 177 opened new positions and 130 sold out. The largest holders were Vanguard Group Inc. ($16.9B), BlackRock, Inc. ($16.3B) and Ieq Capital, LLC ($10.6B). 13 famous investors held it, including Alex Sacerdote (7.0% of Whale Rock Capital Management's portfolio), Daniel Sundheim (4.2% of D1 Capital Partners's portfolio) and Stephen Mandel (3.9% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 177 | $488.4M |
| Exits | 130 | $781.7M |
All 13F filers, Q3 2025 → Q4 2025: 16,569,386 shares bought and 18,332,591 shares sold, net −1,763,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,594 holders
| Vanguard Group Inc. | 0.25% | Add +0.7% | 25,120,575 | $16.9B |
| BlackRock, Inc. | 0.28% | Reduce -3.0% | 24,171,697 | $16.3B |
| Ieq Capital, LLC | 31.65% | Reduce -0.6% | 15,685,398 | $10.6B |
| FMR LLC | 0.45% | Reduce -4.5% | 13,091,028 | $8.8B |
| State Street Corp. | 0.27% | Add +0.4% | 11,904,843 | $8.0B |
| Invesco Ltd. | 0.75% | Add +173.3% | 11,731,658 | $7.9B |
| Geode Capital Management, LLC | 0.30% | Add +6.7% | 7,167,003 | $4.8B |
| JPMorgan Chase & Co. | 0.32% | Reduce -8.2% | 7,053,011 | $4.8B |
| Baillie Gifford & Co. | 3.45% | Reduce -1.3% | 6,166,349 | $4.2B |
| T. Rowe Price Associates Inc. | 0.44% | Add +3.6% | 6,089,735 | $4.1B |
| Morgan Stanley | 0.22% | Add +10.7% | 5,561,646 | $3.7B |
| WCM Investment Management, LLC | 6.79% | Reduce -3.8% | 4,756,310 | $3.3B |
| Bank of America Corp. | 0.18% | Add +13.6% | 3,610,573 | $2.4B |
| Janus Henderson Group PLC | 0.98% | Reduce -8.6% | 3,242,235 | $2.2B |
| Kensico Capital Management Corp. | 35.71% | No change | 3,118,500 | $2.1B |
| Norges Bank | 0.22% | — | 3,027,991 | $2.0B |
| Capital World Investors | 0.26% | Add +5.4% | 2,778,549 | $1.9B |
| Jennison Associates LLC | 1.11% | Reduce -29.6% | 2,737,024 | $1.8B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -22.9% | 2,475,389 | $1.7B |
| Northern Trust Corp. | 0.21% | Add +1.1% | 2,399,504 | $1.6B |
| Coatue Management | 3.69% | Reduce -3.6% | 2,185,747 | $1.5B |
| Jericho Capital Asset Management L.P. | 16.09% | No change | 2,095,319 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.20% | Add +2.6% | 1,905,850 | $1.3B |
| Franklin Resources Inc. | 0.31% | Reduce -24.9% | 1,834,448 | $1.2B |
| UBS Group AG | 0.24% | Add +13.5% | 1,825,838 | $1.2B |
| Spruce House Investment Management LLC | 35.17% | Reduce -12.5% | 1,799,729 | $1.2B |
| Alliancebernstein L.P. | 0.36% | Reduce -16.4% | 1,701,969 | $1.1B |
| Fred Alger Management, LLC | 4.42% | Reduce -11.6% | 1,672,394 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +12.2% | 1,588,436 | $1.1B |
| Legal & General Group Plc | 0.23% | Reduce -1.5% | 1,506,428 | $1.0B |
| Dimensional Fund Advisors LP | 0.21% | Reduce -16.7% | 1,486,012 | $1.0B |
| Sands Capital Management, LLC | 3.00% | Add +43.9% | 1,463,351 | $986.0M |
| Amundi | 0.29% | Add +81.3% | 1,426,896 | $961.5M |
| Bank of New York Mellon Corp | 0.17% | Reduce -5.7% | 1,408,304 | $948.9M |
| Sapient Capital LLC | 12.39% | Reduce -0.1% | 1,271,364 | $882.0M |
| Tiger Global Management | 2.93% | Reduce -35.5% | 1,292,984 | $871.2M |
| Capital Research Global Investors | 0.15% | Add +16.8% | 1,209,631 | $815.1M |
| Royal Bank of Canada | 0.14% | Add +5.5% | 1,143,383 | $770.4M |
| Barclays PLC | 0.30% | Add +20.5% | 1,118,426 | $753.6M |
| Massachusetts Financial Services Co. | 0.22% | Reduce -6.1% | 1,010,989 | $681.2M |
| American Century Companies Inc. | 0.34% | Add +23.7% | 1,000,279 | $674.0M |
| Capital International Investors | 0.10% | Add +20.2% | 981,214 | $661.2M |
| Wells Fargo & Company | 0.13% | Add +1.6% | 972,258 | $655.1M |
| Wellington Management Group LLP | 0.10% | Add +27.1% | 882,213 | $594.5M |
| Deutsche Bank AG | 0.19% | Reduce -3.8% | 863,098 | $581.6M |
| Whale Rock Capital Management | 6.97% | Reduce -16.8% | 808,356 | $544.7M |
| Lone Pine Capital | 3.86% | Reduce -29.6% | 780,530 | $525.9M |
| Clearbridge Investments, LLC | 0.40% | Reduce -14.0% | 741,609 | $499.7M |
| Nuveen, LLC | 0.13% | Add +5.1% | 709,404 | $478.0M |
| National Pension Service | 0.35% | Reduce -15.5% | 703,285 | $473.9M |
| D1 Capital Partners | 4.21% | Reduce -20.0% | 669,282 | $451.0M |
| Swiss National Bank | 0.25% | Reduce -5.0% | 632,310 | $426.1M |
| BNP Paribas Financial Markets | 0.27% | Add +27.8% | 617,750 | $416.3M |
| Axiom Investors LLC | 3.44% | Reduce -6.3% | 581,244 | $391.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.23% | Reduce -6.9% | 576,709 | $388.6M |
| Citigroup Inc. | 0.25% | Add +42.5% | 545,658 | $367.7M |
| First Trust Advisors LP | 0.27% | Reduce -3.1% | 544,690 | $367.0M |
| ProShare Advisors LLC | 0.64% | Add +38.6% | 541,628 | $365.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +4.8% | 568,365 | $351.4M |
| Ensign Peak Advisors, Inc | 0.58% | Reduce -13.0% | 486,226 | $327.6M |
| Voya Investment Management LLC | 0.36% | Reduce -4.5% | 473,952 | $319.4M |
| California Public Employees Retirement System | 0.18% | Add +4.6% | 464,570 | $313.0M |
| D. E. Shaw & Co. | 0.25% | Reduce -5.7% | 463,237 | $312.1M |
| Rhumbline Advisers | 0.24% | Reduce -3.4% | 446,535 | $300.9M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -7.4% | 435,391 | $293.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.44% | Add +11.8% | 428,832 | $289.1M |
| HSBC Holdings PLC | 0.16% | Reduce -1.3% | 416,887 | $281.7M |
| Sei Investments Co. | 0.27% | Reduce -9.0% | 405,884 | $273.5M |
| Castle Hook Partners LP | 3.82% | Reduce -34.9% | 393,813 | $265.4M |
| Victory Capital Management Inc. | 0.15% | Reduce -6.6% | 393,617 | $265.2M |
| Robertson Stephens Wealth Management, LLC | 7.42% | Reduce -0.1% | 390,989 | $263.5M |
| Susquehanna International Group, LLP | 0.36% | Reduce -31.8% | 384,041 | $258.8M |
| Bank of Montreal | 0.10% | Add +17.2% | 376,109 | $253.4M |
| TD Asset Management Inc | 0.20% | Reduce -19.3% | 359,952 | $242.5M |
| California State Teachers Retirement System | 0.24% | Reduce -1.4% | 358,705 | $241.7M |
| Canada Pension Plan Investment Board | 0.16% | Add +49.8% | 355,021 | $239.2M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Reduce -63.1% | 347,466 | $234.1M |
| Principal Financial Group Inc. | 0.12% | Add +3.3% | 337,649 | $227.5M |
| 1832 Asset Management L.P. | 0.29% | Reduce -21.4% | 331,578 | $223.4M |
| Renaissance Technologies | 0.33% | Reduce -68.2% | 318,821 | $214.8M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +34.2% | 334,886 | $206.6M |
| LPL Financial LLC | 0.06% | Add +13.8% | 303,760 | $204.7M |
| Lord, Abbett & Co. LLC | 0.65% | Reduce -39.9% | 298,861 | $201.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.33% | Add +0.5% | 294,591 | $199.3M |
| Blair William & Co. | 0.53% | Reduce -6.9% | 294,439 | $198.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.47% | Reduce -5.8% | 292,608 | $197.2M |
| FIL Ltd | 0.14% | Reduce -0.9% | 285,564 | $192.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.22% | Add +321.4% | 280,064 | $188.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -24.1% | 274,905 | $185.3M |
| Augustine Asset Management Inc. | 35.43% | Reduce -1.6% | 263,330 | $177.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -17.8% | 257,111 | $173.4M |
| Thrivent Financial for Lutherans | 0.31% | Add +42.3% | 256,117 | $172.7M |
| New York State Common Retirement Fund | 0.23% | Reduce -21.0% | 253,714 | $171.0M |
| STRS Ohio | 0.63% | Reduce -18.0% | 251,727 | $169.6M |
| KBC Group NV | 0.38% | Add +111.7% | 250,224 | $168.6M |
| Korea Investment CORP | 0.33% | Reduce -20.5% | 248,298 | $167.3M |
| Neuberger Berman Group LLC | 0.12% | Reduce -19.1% | 248,056 | $167.1M |
| Davis Selected Advisers | 0.75% | Add +10.9% | 247,981 | $167.1M |
| Adage Capital Partners Gp, L.L.C. | 0.25% | Reduce -0.7% | 244,400 | $164.7M |
| Steadfast Capital Management LP | 2.87% | Add +120.5% | 243,228 | $163.9M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.