AppLovin Corp. Class AAPP
13F holders, Q1 2026 (March 31)1,394holders −200
129new positions
331sold out
15famous investors
$399.20avg. 13F price*
At the end of Q1 2026, 1,394 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, down 200 from Q4 2025. 129 opened new positions and 331 sold out. The largest holders were BlackRock, Inc. ($9.4B), Vanguard Capital Management LLC ($6.7B) and FMR LLC ($6.2B). 15 famous investors held it, including Pat Dorsey (10.0% of Dorsey Asset Management's portfolio), Stephen Mandel (4.6% of Lone Pine Capital's portfolio) and Alex Sacerdote (3.6% of Whale Rock Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $753.4M |
| Exits | 331 | $1.7B |
All 13F filers, Q4 2025 → Q1 2026: 14,810,384 shares bought and 35,839,013 shares sold, net −21,028,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,394 holders
| BlackRock, Inc. | 0.17% | Reduce -2.2% | 23,640,172 | $9.4B |
| Vanguard Capital Management LLC | 0.16% | — | 16,750,884 | $6.7B |
| FMR LLC | 0.33% | Add +19.9% | 15,691,414 | $6.2B |
| State Street Corp. | 0.16% | Reduce -1.2% | 11,767,329 | $4.7B |
| Invesco Ltd. | 0.41% | Reduce -9.7% | 10,589,435 | $4.2B |
| Geode Capital Management, LLC | 0.18% | Add +1.7% | 7,288,372 | $2.9B |
| Baillie Gifford & Co. | 2.72% | Add +8.7% | 6,700,132 | $2.7B |
| Vanguard Portfolio Management LLC | 0.12% | — | 5,935,893 | $2.4B |
| Morgan Stanley | 0.13% | Add +0.8% | 5,604,841 | $2.2B |
| T. Rowe Price Associates Inc. | 0.25% | Reduce -10.8% | 5,434,726 | $2.2B |
| WCM Investment Management, LLC | 4.25% | Add +5.2% | 5,001,600 | $1.9B |
| JPMorgan Chase & Co. | 0.10% | Reduce -41.8% | 4,107,944 | $1.5B |
| Kensico Capital Management Corp. | 26.69% | Add +5.3% | 3,284,250 | $1.3B |
| Alliancebernstein L.P. | 0.41% | Add +10.5% | 1,880,716 | $1.3B |
| Capital World Investors | 0.17% | Add +14.4% | 3,179,560 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -12.6% | 3,155,406 | $1.3B |
| Capital International Investors | 0.26% | Add +187.8% | 2,824,060 | $1.1B |
| Goldman Sachs Group Inc. | 0.14% | Add +9.2% | 2,701,859 | $1.1B |
| Capital Research Global Investors | 0.16% | Add +118.2% | 2,638,869 | $1.1B |
| Northern Trust Corp. | 0.13% | Add +0.3% | 2,407,191 | $958.1M |
| Jennison Associates LLC | 0.63% | Reduce -15.9% | 2,300,905 | $915.8M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +3.3% | 1,968,560 | $783.5M |
| UBS Group AG | 0.13% | Reduce -0.2% | 1,822,038 | $725.2M |
| Janus Henderson Group PLC | 0.34% | Reduce -44.0% | 1,815,061 | $718.3M |
| Spruce House Investment Management LLC | 25.44% | Reduce -0.5% | 1,790,000 | $712.4M |
| Jericho Capital Asset Management L.P. | 9.87% | Reduce -19.9% | 1,677,224 | $667.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.13% | Add +1.6% | 1,613,866 | $642.3M |
| Vanguard Fiduciary Trust Co. | 0.15% | — | 1,534,970 | $610.9M |
| Legal & General Group Plc | 0.14% | Reduce -1.9% | 1,478,558 | $588.5M |
| Lone Pine Capital | 4.65% | Add +87.7% | 1,464,923 | $583.0M |
| Bank of New York Mellon Corp | 0.10% | Reduce -3.5% | 1,358,573 | $540.7M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -10.9% | 1,324,244 | $526.6M |
| Coatue Management | 1.77% | Reduce -41.0% | 1,290,008 | $513.4M |
| Sapient Capital LLC | 7.64% | Add +0.0% | 1,271,473 | $506.0M |
| Royal Bank of Canada | 0.09% | Add +8.1% | 1,236,093 | $492.0M |
| Franklin Resources Inc. | 0.12% | Reduce -32.6% | 1,235,519 | $491.7M |
| Fred Alger Management, LLC | 2.05% | Reduce -29.9% | 1,173,040 | $466.9M |
| Amundi | 0.12% | Reduce -21.8% | 1,115,419 | $443.9M |
| Wellington Management Group LLP | 0.08% | Add +23.9% | 1,093,058 | $435.0M |
| Massachusetts Financial Services Co. | 0.13% | Reduce -2.4% | 987,120 | $399.3M |
| Tiger Global Management | 1.74% | Reduce -22.7% | 1,000,000 | $398.0M |
| American Century Companies Inc. | 0.20% | Reduce -0.9% | 991,256 | $394.5M |
| Sands Capital Management, LLC | 1.52% | Reduce -33.6% | 971,561 | $386.7M |
| Wells Fargo & Company | 0.07% | Reduce -4.5% | 928,576 | $369.6M |
| Barclays PLC | 0.13% | Reduce -20.4% | 890,770 | $354.5M |
| Clearbridge Investments, LLC | 0.25% | Reduce -4.4% | 708,732 | $282.1M |
| Whale Rock Capital Management | 3.58% | Reduce -14.0% | 695,537 | $276.8M |
| Deutsche Bank AG | 0.09% | Reduce -19.7% | 692,742 | $275.7M |
| Swiss National Bank | 0.15% | Add +7.1% | 677,030 | $269.5M |
| Nuveen, LLC | 0.07% | Reduce -5.4% | 670,864 | $267.0M |
| D1 Capital Partners | 2.37% | No change | 669,282 | $266.4M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +82.1% | 632,819 | $251.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +6.7% | 606,693 | $241.5M |
| Vanguard Global Advisers, LLC | 0.13% | — | 590,056 | $234.8M |
| National Pension Service | 0.17% | Reduce -20.6% | 558,327 | $222.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Reduce -4.6% | 550,338 | $219.0M |
| First Trust Advisors LP | 0.16% | Add +0.3% | 546,146 | $217.4M |
| BNP Paribas Financial Markets | 0.13% | Reduce -19.6% | 496,723 | $197.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +12.5% | 489,882 | $195.0M |
| California Public Employees Retirement System | 0.12% | Add +5.2% | 488,574 | $194.5M |
| Sei Investments Co. | 0.17% | Add +16.2% | 471,774 | $187.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.25% | Add +6.0% | 454,668 | $180.8M |
| TD Asset Management Inc | 0.14% | Add +24.4% | 447,808 | $178.2M |
| Rhumbline Advisers | 0.15% | Reduce -0.5% | 444,465 | $176.9M |
| ProShare Advisors LLC | 0.26% | Reduce -18.3% | 442,379 | $176.1M |
| Renaissance Technologies | 0.27% | Add +36.9% | 436,540 | $173.7M |
| Winslow Capital Management, LLC | 0.67% | New | 431,891 | $171.9M |
| Citigroup Inc. | 0.11% | Reduce -23.7% | 416,476 | $165.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.14% | — | 409,563 | $163.0M |
| Canada Pension Plan Investment Board | 0.10% | Add +15.0% | 408,309 | $162.5M |
| HSBC Holdings PLC | 0.10% | Reduce -3.5% | 402,491 | $160.1M |
| Ensign Peak Advisors, Inc | 0.29% | Reduce -19.7% | 390,585 | $155.5M |
| Voya Investment Management LLC | 0.18% | Reduce -18.6% | 386,029 | $153.6M |
| Victory Capital Management Inc. | 0.09% | Reduce -11.3% | 349,284 | $139.0M |
| California State Teachers Retirement System | 0.15% | Reduce -2.6% | 349,227 | $139.0M |
| Bank of Montreal | 0.06% | Reduce -8.7% | 343,561 | $136.7M |
| Davis Selected Advisers | 0.61% | Add +35.4% | 335,810 | $133.7M |
| Principal Financial Group Inc. | 0.07% | Reduce -0.6% | 335,768 | $133.6M |
| FIL Ltd | 0.10% | Add +13.1% | 323,026 | $128.6M |
| Dorsey Asset Management | 10.04% | New | 316,952 | $126.1M |
| D. E. Shaw & Co. | 0.10% | Reduce -34.5% | 303,499 | $120.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.29% | Add +1.6% | 297,374 | $118.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +1.9% | 285,456 | $113.9M |
| Clear Street Group Inc. | 0.62% | Add +517.7% | 277,872 | $110.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.19% | Reduce -6.3% | 276,124 | $109.9M |
| Susquehanna International Group, LLP | 0.14% | Reduce -29.6% | 270,539 | $107.7M |
| Russell Investments Group, Ltd. | 0.12% | Add +12.5% | 269,541 | $106.7M |
| Augustine Asset Management Inc. | 23.93% | Add +1.4% | 267,051 | $106.3M |
| Neuberger Berman Group LLC | 0.08% | Add +7.4% | 266,396 | $106.1M |
| LPL Financial LLC | 0.03% | Reduce -15.8% | 255,632 | $101.7M |
| KBC Group NV | 0.26% | Add +2.1% | 255,447 | $101.7M |
| New York State Common Retirement Fund | 0.14% | Reduce -0.1% | 253,539 | $100.9M |
| Quantinno Capital Management LP | 0.17% | Add +13.4% | 251,891 | $100.3M |
| STRS Ohio | 0.39% | Reduce -1.3% | 248,579 | $98.9M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Reduce -0.7% | 242,800 | $96.6M |
| Robertson Stephens Wealth Management, LLC | 2.71% | Reduce -37.9% | 242,697 | $96.6M |
| Nomura Asset Management Co. Ltd. | 0.25% | Add +73.8% | 242,588 | $96.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.5% | 237,759 | $94.5M |
| Royal London Asset Management Ltd. | 0.20% | Add +95.3% | 235,139 | $93.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.4% | 232,501 | $92.5M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.