AppLovin Corp. 13F holders
1,471 funds reported a position in AppLovin Corp. in their 13F for the quarter ended 30 June 2026, together 226.7 million shares worth $116.38 billion. Against the quarter before, 173 opened a position, 609 added, 488 trimmed and 127 sold out; together they bought a net 5.2 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and FMR LLC.
Funds holding1,471+71 on Q1 2026
Shares they held226.7Mworth $116.38 billion
Net bought on the quarter5.2M sharesabout $2.68 billion at the funds' values
Funds buying to selling782 to 615opened or added, to cut or sold
Opened 173Added 609Held 191Trimmed 488Sold out 127
What each fund did in APP against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in APP in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 605 reported a position in AppLovin Corp.: 45 opened one, 197 added, 263 trimmed and 194 sold out, a net 568,293 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in AppLovin Corp. in a 13F for the quarter ended 30 September 2026, and 11 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 17.3 million shares worth $8.91 billion, 0.4% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Renaissance Technologies, Tiger Global Management, Ratan Capital. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 181,941 shares, about $52.7 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 17,293,553 | $8.91 billion | 0.4% | +1,602,139 | added | 30 June 2026, an earlier quarter | 13F |
| Baillie Gifford | 6,471,615 | $3.33 billion | 3.0% | -228,517 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 7,544,936 | $2.18 billion | 0.1% | +181,941 | added | 30 September 2026 | 13F |
| Norges Bank | 2,921,649 | $1.51 billion | 0.2% | held | 30 June 2026, an earlier quarter | 13F | |
| Capital Research Global Investors | 1,905,302 | $981.6 million | 0.1% | -733,567 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Coatue Management | 1,171,189 | $603.4 million | 1.2% | -118,819 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Lone Pine Capital | 1,042,268 | $537.0 million | 3.3% | -422,655 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Whale Rock Capital Management | 461,611 | $237.8 million | 1.9% | -233,926 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 186,604 | $96.1 million | 0.1% | +53,343 | added | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 146,602 | $75.5 million | 0.3% | +146,602 | new | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 34,067 | $17.6 million | 0.0% | -10,437 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 691 | $356,024 | 0.0% | +691 | new | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -436,540 | exited | 30 June 2026, an earlier quarter | 13F |
| Tiger Global Management | 0 | $0 | 0.0% | -1,000,000 | exited | 30 June 2026, an earlier quarter | 13F |
| Ratan Capital | 0 | $0 | 0.0% | -18,114 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 24,040,619 | 10.60% | $12.39 billion | 0.18% | +400,447 | 13F |
| Vanguard Capital Management LLC | 17,744,980 | 7.83% | $9.14 billion | 0.20% | +994,096 | 13F |
| FMR LLC | 17,293,553 | 7.63% | $8.91 billion | 0.39% | +1,602,139 | 13F |
| State Street Corp. | 12,101,830 | 5.34% | $6.24 billion | 0.18% | +334,501 | 13F |
| Invesco Ltd. | 10,975,993 | 4.84% | $5.66 billion | 0.45% | +386,558 | 13F |
| Capital World Investors | 8,150,954 | 3.60% | $4.20 billion | 0.50% | +4,971,394 | 13F |
| Geode Capital Management, LLC | 7,362,995 | 3.25% | $3.78 billion | 0.20% | +74,623 | 13F |
| Baillie Gifford & Co. | 6,471,615 | 2.85% | $3.33 billion | 3.02% | -228,517 | 13F |
| Vanguard Portfolio Management LLC | 6,350,652 | 2.80% | $3.27 billion | 0.15% | +414,759 | 13F |
| Morgan Stanley | 5,791,247 | 2.55% | $2.98 billion | 0.16% | +186,406 | 13F |
| Price T Rowe Associates Inc. | 4,773,100 | 2.11% | $2.46 billion | 0.25% | -661,626 | 13F |
| JPMorgan Chase & Co. | 4,349,233 | 1.92% | $2.17 billion | 0.13% | +241,289 | 13F |
| WCM Investment Management, LLC | 3,709,328 | 1.64% | $1.85 billion | 3.35% | -1,292,272 | 13F |
| Goldman Sachs Group Inc. | 3,192,790 | 1.41% | $1.65 billion | 0.17% | +490,931 | 13F |
| Kensico Capital Management Corp. | 3,182,850 | 1.40% | $1.64 billion | 28.12% | -101,400 | 13F |
| Capital International Investors | 2,968,827 | 1.31% | $1.53 billion | 0.32% | +144,767 | 13F |
| Norges Bank | 2,921,649 | 1.29% | $1.51 billion | 0.15% | 13F | |
| Bank of America Corp. | 2,895,451 | 1.28% | $1.49 billion | 0.10% | -259,955 | 13F |
| Northern Trust Corp. | 2,398,277 | 1.06% | $1.24 billion | 0.14% | -8,914 | 13F |
| Charles Schwab Investment Management Inc. | 2,104,222 | 0.93% | $1.08 billion | 0.14% | +135,662 | 13F |
| Capital Research Global Investors | 1,905,302 | 0.84% | $981.6 million | 0.14% | -733,567 | 13F |
| Jennison Associates LLC | 1,819,508 | 0.80% | $937.5 million | 0.56% | -481,397 | 13F |
| Spruce House Investment Management LLC | 1,790,000 | 0.79% | $922.3 million | 27.13% | no change | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1,735,471 | 0.77% | $894.2 million | 0.16% | +121,605 | 13F |
| Jericho Capital Asset Management L.P. | 1,677,224 | 0.74% | $864.2 million | 7.14% | no change | 13F |
| UBS Group AG | 1,635,893 | 0.72% | $842.9 million | 0.13% | -186,145 | 13F |
| Vanguard Fiduciary Trust Co. | 1,543,790 | 0.68% | $795.4 million | 0.17% | +8,820 | 13F |
| Legal & General Group Plc | 1,466,845 | 0.65% | $755.8 million | 0.16% | -11,713 | 13F |
| Bank of New York Mellon Corp | 1,416,873 | 0.63% | $730.0 million | 0.12% | +58,300 | 13F |
| Amundi | 1,332,633 | 0.59% | $686.6 million | 0.17% | +217,214 | 13F |
| Fred Alger Management, LLC | 1,294,110 | 0.57% | $666.8 million | 2.22% | +121,070 | 13F |
| Dimensional Fund Advisors LP | 1,276,551 | 0.56% | $657.6 million | 0.12% | -47,693 | 13F |
| Royal Bank of Canada | 1,239,385 | 0.55% | $638.6 million | 0.11% | +3,292 | 13F |
| AllianceBernstein L.P. | 1,603,673 | 0.71% | $638.3 million | 0.21% | -277,043 | 13F |
| Coatue Management LLC | 1,171,189 | 0.52% | $603.4 million | 1.24% | -118,819 | 13F |
| Franklin Resources Inc. | 1,140,306 | 0.50% | $587.5 million | 0.13% | -95,213 | 13F |
| Sapient Capital LLC | 1,115,870 | 0.49% | $574.9 million | 7.52% | -155,603 | 13F |
| Canada Pension Plan Investment Board | 1,075,667 | 0.47% | $554.2 million | 0.31% | +667,358 | 13F |
| Barclays PLC | 1,061,233 | 0.47% | $546.8 million | 0.17% | +170,463 | 13F |
| Lone Pine Capital LLC | 1,042,268 | 0.46% | $537.0 million | 3.28% | -422,655 | 13F |
| Wells Fargo & Company | 1,025,233 | 0.45% | $528.2 million | 0.09% | +96,657 | 13F |
| American Century Companies Inc. | 898,040 | 0.40% | $462.7 million | 0.20% | -93,216 | 13F |
| Sands Capital Management, LLC | 831,697 | 0.37% | $428.5 million | 1.59% | -139,864 | 13F |
| Jupiter Topco LLC | 831,237 | 0.37% | $428.3 million | 0.17% | first 13F | 13F |
| Deutsche Bank AG | 749,248 | 0.33% | $386.0 million | 0.11% | +56,506 | 13F |
| Fundsmith LLP | 696,568 | 0.31% | $358.9 million | 2.63% | new | 13F |
| Nuveen, LLC | 678,179 | 0.30% | $349.4 million | 0.08% | +7,315 | 13F |
| D1 Capital Partners L.P. | 669,282 | 0.30% | $344.8 million | 0.99% | no change | 13F |
| Swiss National Bank | 647,550 | 0.29% | $333.6 million | 0.17% | -29,480 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 643,342 | 0.28% | $331.5 million | 0.18% | +36,649 | 13F |
The 50 largest of the 1,471 funds that reported a position in APP in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on APP
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 2,496,400 | $1.29 billion | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 1,329,400 | $684.9 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 206,200 | $106.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 191,700 | $98.8 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 147,000 | $75.7 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 68,600 | $35.3 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 12,900 | $6.6 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 8,500 | $4.4 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 6 May 2026 | 13G | FMR LLC and 3 others | 15.7 million | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 19.3 million | 6.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,264 | $317.76 | SEC |
| 26 August 2026 | 306 | $310.54 | SEC |
| 24 August 2026 | 1,020 | $305.77 | SEC |
| 20 August 2026 | 81 | $310.79 | SEC |
| 18 August 2026 | 35,326 | $311.98 | SEC |
| 17 August 2026 | 108 | $315.44 | SEC |
| 14 August 2026 | 82 | $312.67 | SEC |
| 5 August 2026 | 30 | $419.70 | SEC |
| 17 July 2026 | 55,767 | $434.48 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.