APP in the 13F filings
Applovin Corp · CUSIP 03831W108
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 34
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 26 listed it in both
- Shares listed
- 52,221,462
- combined, among listed positions
- Reported value
- $13.9bn
- combined, at the quarter end
1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
Among the 95 comparable managers: 21 buyers (opened or added shares) and 14 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 Q1 2025
34 of 34 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 6,588,483 shares now+1,769,400
- Tiger Global Management LLCnew position · 1,668,240 shares now+1,668,240
- Baillie Gifford & Coexisting position · 5,270,355 shares now+1,185,859
- Fidelity (FMR LLC)existing position · 14,885,338 shares now+1,034,216
- Invesco Ltdexisting position · 4,011,306 shares now+992,316
Reductions
- D. E. Shaw & Co.existing position · 235,389 shares now-1,205,728
- AllianceBernstein LPexisting position · 1,843,323 shares now-881,778
- Arrowstreet Capital LPexisting position · 2,384,041 shares now-509,107
- Bridgewater Associates LPexisting position · 6,417 shares now-486,443
- Coatue Management LLCexisting position · 2,096,154 shares now-201,784
New positions and exits
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 →