APP in the 13F filings
Applovin Corp · CUSIP 03831W108
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 36
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 31 listed it in both
- Shares listed
- 52,705,271
- combined, among listed positions
- Reported value
- $37.9bn
- combined, at the quarter end
Among the 95 comparable managers: 17 buyers (opened or added shares) and 20 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 Q3 2025
36 of 36 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsnew position · 1,035,293 shares now+1,035,293
- Janus Henderson Group Ltdexisting position · 3,546,576 shares now+812,739
- Coatue Management LLCexisting position · 2,267,855 shares now+452,040
- Invesco Ltdexisting position · 4,292,752 shares now+367,083
- AllianceBernstein LPexisting position · 2,034,725 shares now+309,791
Reductions
- D. E. Shaw & Co.existing position · 491,222 shares now-1,374,530
- Arrowstreet Capital LPexisting position · 942,326 shares now-966,544
- Fidelity (FMR LLC)existing position · 13,706,444 shares now-681,575
- Renaissance Technologies LLCexisting position · 1,001,432 shares now-379,400
- Whale Rock Capital Management LLCexisting position · 971,404 shares now-253,120
New positions and exits
Exited (4)
- Brevan Howard Capital Management LPwas $92m
- Voloridge Investment Management LLCwas $64m
- ExodusPoint Capital Management LPwas $59m
- Marshall Wace LLPwas $49m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 4 | $153m | n.a. | n.a. |
| Q3 2021 | 4 | $124m | n.a. | n.a. |
| Q4 2021 | 6 | $223m | n.a. | n.a. |
| Q1 2022 | 5 | $123m | n.a. | n.a. |
| Q2 2022 | 3 | $61m | n.a. | n.a. |
| Q3 2022 | 2 | $115m | n.a. | n.a. |
| Q4 2022 | 5 | $101m | n.a. | n.a. |
| Q1 2023 | 6 | $92m | n.a. | n.a. |
| Q2 2023 | 9 | $128m | n.a. | n.a. |
| Q3 2023 | 11 | $310m | n.a. | n.a. |
| Q4 2023 | 10 | $330m | 5 | 5 |
| Q1 2024 | 15 | $1.4bn | 11 | 3 |
| Q2 2024 | 17 | $1.8bn | 15 | 2 |
| Q3 2024 | 23 | $3.9bn | 14 | 9 |
| Q4 2024 | 36 | $16.5bn | 26 | 12 |
| Q1 2025 | 34 | $13.9bn | 21 | 14 |
| Q2 2025 | 44 | $20.5bn | 27 | 19 |
| Q3 2025 | 36 | $37.9bn | 17 | 20 |
| Q4 2025 | 34 | $38.0bn | 20 | 29 |
| Q1 2026 | 27 | $23.3bn | 19 | 28 |
| Q2 2026 | 22 | $29.1bn | 19 | 24 |
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 →