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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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 6 Aug 2025
Managers listing it
44
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 30 listed it in both
Shares listed
58,597,963
combined, among listed positions
Reported value
$20.5bn
combined, at the quarter end

Among the 95 comparable managers: 27 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing APP in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

44 of 44 holders

ActionFiling
Fidelity (FMR LLC)14,388,019$5.0bn0.28%Trimmed-497,31914 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co6,400,229$2.2bn1.67%Added+1,129,8746 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc5,672,522$2.0bn0.22%Trimmed-915,96114 Aug 2025 (the filing on sec.gov)
Invesco Ltd3,925,669$1.4bn0.23%Trimmed-85,63713 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,733,837$957m0.47%Added+458,36914 Aug 2025 (the filing on sec.gov)
Capital World Investors2,626,324$919m0.13%Added+1,181,97613 Aug 2025 (the filing on sec.gov)
Millennium Management LLC2,597,928$909m0.44%Newnew14 Aug 2025 (the filing on sec.gov)
Tiger Global Management LLC2,002,989$701m2.06%Added+334,74914 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,908,870$668m0.47%Trimmed-475,17113 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,865,752$653m0.46%Added+1,630,36314 Aug 2025 (the filing on sec.gov)
Coatue Management LLC1,815,815$636m1.77%Trimmed-280,33914 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP1,724,934$604m0.20%Trimmed-118,38914 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,380,832$483m0.64%Added+501,63213 Aug 2025 (the filing on sec.gov)
Lone Pine Capital LLC1,261,334$442m3.14%Trimmed-332,59414 Aug 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC1,224,524$429m5.95%Trimmed-614,60414 Aug 2025 (the filing on sec.gov)
Citadel Advisors LLC978,559$343m0.06%Addedn.a.14 Aug 2025 (the filing on sec.gov)
D1 Capital Partners LP789,982$277m3.84%Trimmed-1814 Aug 2025 (the filing on sec.gov)
MFS Investment Management772,737$271m0.09%Trimmed-31,5178 Aug 2025 (the filing on sec.gov)
Susquehanna International Group LLP619,183$217munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP425,394$149munder 0.1%Trimmed-689,63114 Aug 2025 (the filing on sec.gov)
Viking Global Investors LP372,973$131m0.38%Added+235,88014 Aug 2025 (the filing on sec.gov)
Jane Street Group LLC352,647$123munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC302,149$106m0.08%Trimmed-51,00927 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP263,755$92m0.53%Newnew14 Aug 2025 (the filing on sec.gov)
Steadfast Capital Management LP255,911$90m1.60%Trimmed-213,33314 Aug 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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 (8)

Exited (2)

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 →