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APP in the 13F filings

Applovin Corp · CUSIP 03831W108

Sector · Software and IT servicesTheme · Consumer and digital platforms· L3VLUP-definedTheme · Internet, programming and data services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 22 listed it in both
Shares listed
57,639,227
combined, among listed positions
Reported value
$29.5bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -215,670.

Managers listing APP in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Fidelity (FMR LLC)17,293,553$8.9bn0.39%Added+1,602,13913 Aug 2026 (the filing on sec.gov)
Invesco Ltd10,975,993$5.7bn0.45%Added+386,55814 Aug 2026 (the filing on sec.gov)
Capital World Investors8,150,954$4.2bn0.50%Added+4,971,39412 Aug 2026 (the filing on sec.gov)
Baillie Gifford & Co6,471,615$3.3bn3.03%Trimmed-228,5176 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc4,773,100$2.5bn0.25%Trimmed-661,62614 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors1,905,302$982m0.14%Trimmed-733,56712 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,603,673$638m0.21%Trimmed-277,04314 Aug 2026 (the filing on sec.gov)
Coatue Management LLC1,171,189$603m1.24%Trimmed-118,81914 Aug 2026 (the filing on sec.gov)
Lone Pine Capital LLC1,042,268$537m3.28%Trimmed-422,65514 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd831,237$428m0.17%Trimmed-983,82414 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP669,282$345m0.99%Held014 Aug 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC461,611$238m1.91%Trimmed-233,92614 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP442,768$228m0.10%Trimmed-190,05113 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC347,866$179m0.12%Added+81,47027 Oct 2026 (the filing on sec.gov)
Wellington Management Group LLP245,730$127munder 0.1%Trimmed-847,32814 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP207,671$107munder 0.1%Trimmed-62,86814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP201,500$104m0.08%Trimmed-21,72213 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC186,604$96munder 0.1%Added+53,3432 Sep 2026 (the filing on sec.gov)
Bridgewater Associates LP146,602$76m0.31%Newnew14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC127,789$64munder 0.1%Added+12,93514 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.95,196$49munder 0.1%Trimmed-208,30314 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC83,040$43m1.78%Added+32,40014 Aug 2026 (the filing on sec.gov)
Woodline Partners LP56,469$29m0.09%Added+12,94514 Aug 2026 (the filing on sec.gov)
Millennium Management LLC34,067$18munder 0.1%Trimmed-10,43714 Aug 2026 (the filing on sec.gov)
Man Group PLC20,303$10munder 0.1%Trimmed-25,16414 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
23 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

020406020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APP by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20214$153mn.a.n.a.
Q3 20214$124mn.a.n.a.
Q4 20216$223mn.a.n.a.
Q1 20225$123mn.a.n.a.
Q2 20223$61mn.a.n.a.
Q3 20222$115mn.a.n.a.
Q4 20225$101mn.a.n.a.
Q1 20236$92mn.a.n.a.
Q2 20239$128mn.a.n.a.
Q3 202311$310mn.a.n.a.
Q4 202310$330m55
Q1 202415$1.4bn113
Q2 202417$1.8bn152
Q3 202423$3.9bn149
Q4 202436$16.5bn2612
Q1 202534$13.9bn2114
Q2 202544$20.5bn2719
Q3 202536$37.9bn1720
Q4 202534$38.0bn2029
Q1 202627$23.3bn1928
Q2 202622$29.1bn1924

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APP and GOOGL →APP and AMZN →APP and GOOG →Choose a stock to compare with APP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APP, latest filings →Back to the 13F Explorer →