APP in the 13F filings
Applovin Corp · CUSIP 03831W108
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 May 2026
- Managers listing it
- 38
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 28 listed it in both
- Shares listed
- 57,854,897
- combined, among listed positions
- Reported value
- $23.5bn
- 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 28 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,272,368.
Managers listing APP in Q1 2026
38 of 38 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 15,691,414 shares now+2,600,386
- Capital Research Global Investorsexisting position · 2,638,869 shares now+1,429,238
- Lone Pine Capital LLCexisting position · 1,464,923 shares now+684,393
- Baillie Gifford & Coexisting position · 6,700,132 shares now+533,783
- Capital World Investorsexisting position · 3,179,560 shares now+401,011
Reductions
- Janus Henderson Group Ltdexisting position · 1,815,061 shares now-1,427,174
- Invesco Ltdexisting position · 10,589,435 shares now-1,142,223
- Coatue Management LLCexisting position · 1,290,008 shares now-895,739
- T. Rowe Price Associates Incexisting position · 5,434,726 shares now-655,009
- Tiger Global Management LLCexisting position · 1,000,000 shares now-292,984
New positions and exits
New (3)
Exited (10)
- Durable Capital Partners LPwas $110m
- Holocene Advisors LPwas $46m
- Schonfeld Strategic Advisors LLCwas $12m
- Bridgewater Associates LPwas $6.6m
- Walleye Capital LLCwas $6.4m
- Quantbot Technologies LPwas $3.8m
- Caxton Associates LLPwas $3.7m
- Two Sigma Investments LPwas $1.6m
- Hudson Bay Capital Management LPwas $1.5m
- Brevan Howard Capital Management LPwas $1.2m
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 →