Who owns AppLovin (APP)
Which tracked institutional funds hold APP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on APP is one-sided between 2026-Q1 and 2026-Q2: 667 added or opened and 193 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
APP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1391 tracked filers holding APP, 795 increased or opened the position and 672 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in APP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 73
- Jupiter Topco LLC$428M
- Fundsmith LLP$359M
- MENORA MIVTACHIM HOLDINGS LTD.$156M
- Contour Asset Management LLC$131M
- FUNDSMITH INVESTMENT SERVICES LTD.$121M
- Bridgewater Associates, LP$76M
Full exits 110
- JANUS HENDERSON GROUP PLC$718M
- Amundi$444M
- TIGER GLOBAL MANAGEMENT LLC$398M
- RENAISSANCE TECHNOLOGIES LLC$174M
- Point72 Asset Management, L.P.$138M
- KBC Group NV$102M
Largest adds
- BlackRock, Inc.$3.5B
- Invesco Ltd.$3.1B
- Capital World Investors$2.9B
- FMR LLC$2.7B
- VANGUARD CAPITAL MANAGEMENT LLC$2.5B
- STATE STREET CORP$1.6B
Largest trims
- ALLIANCEBERNSTEIN L.P.$629M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$392M
- WELLINGTON MANAGEMENT GROUP LLP$305M
- D. E. Shaw & Co., Inc.$72M
- Capital Research Global Investors$69M
- 1832 Asset Management L.P.$49M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 24,040,619 | $12.4B | 11.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 17,744,980 | $9.1B | 8.8% | 2026-Q2 |
| FMR LLC added | 17,293,553 | $8.9B | 8.6% | 2026-Q2 |
| STATE STREET CORP added | 12,101,830 | $6.2B | 6.0% | 2026-Q2 |
| Invesco Ltd. added | 10,975,993 | $5.7B | 5.4% | 2026-Q2 |
| Capital World Investors added | 8,150,954 | $4.2B | 4.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,362,995 | $3.8B | 3.6% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 6,471,615 | $3.3B | 3.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,350,652 | $3.3B | 3.2% | 2026-Q2 |
| MORGAN STANLEY added | 5,791,247 | $3.0B | 2.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 4,773,100 | $2.5B | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,349,233 | $2.2B | 2.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 3,709,328 | $1.9B | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,192,790 | $1.6B | 1.6% | 2026-Q2 |
| KENSICO CAPITAL MANAGEMENT CORP trimmed | 3,182,850 | $1.6B | 1.6% | 2026-Q2 |
| Capital International Investors added | 2,968,827 | $1.5B | 1.5% | 2026-Q2 |
| NORGES BANK added | 2,921,649 | $1.5B | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,895,451 | $1.5B | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,398,277 | $1.2B | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,104,222 | $1.1B | 1.0% | 2026-Q2 |
| Capital Research Global Investors trimmed | 1,905,302 | $982M | 0.9% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,819,508 | $937M | 0.9% | 2026-Q2 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 1,790,000 | $922M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,735,471 | $894M | 0.9% | 2026-Q2 |
| Jericho Capital Asset Management L.P. | 1,677,224 | $864M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 1,635,893 | $843M | 0.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,603,673 | $638M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,543,790 | $795M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,466,845 | $756M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,416,873 | $730M | 0.7% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 1,294,110 | $667M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,276,551 | $658M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,239,385 | $639M | 0.6% | 2026-Q2 |
| COATUE MANAGEMENT LLC trimmed | 1,171,189 | $603M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,140,306 | $588M | 0.6% | 2026-Q2 |
| SAPIENT CAPITAL LLC trimmed | 1,115,870 | $575M | 0.6% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,075,667 | $554M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 1,061,233 | $547M | 0.5% | 2026-Q2 |
| LONE PINE CAPITAL LLC trimmed | 1,042,268 | $537M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,025,233 | $528M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 898,040 | $463M | 0.4% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 831,697 | $429M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 831,237 | $428M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 749,248 | $386M | 0.4% | 2026-Q2 |
| Fundsmith LLP new | 696,568 | $359M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 678,179 | $349M | 0.3% | 2026-Q2 |
| D1 Capital Partners L.P. | 669,282 | $345M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 647,550 | $334M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 643,342 | $331M | 0.3% | 2026-Q2 |
| Winslow Capital Management, LLC added | 640,362 | $330M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 610,724 | $315M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 608,661 | $314M | 0.3% | 2026-Q2 |
| National Pension Service added | 586,028 | $302M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 577,431 | $298M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 560,422 | $289M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 546,050 | $281M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 526,567 | $271M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 505,869 | $261M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 504,052 | $260M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 463,736 | $239M | 0.2% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 461,611 | $238M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 442,768 | $228M | 0.2% | 2026-Q2 |
| Dorsey Asset Management, LLC added | 439,313 | $226M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 438,735 | $226M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 438,423 | $226M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 435,957 | $225M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 420,114 | $216M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 402,895 | $208M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 387,835 | $200M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 382,457 | $197M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 351,647 | $181M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 347,866 | $179M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 345,511 | $178M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 344,741 | $178M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 343,007 | $177M | 0.2% | 2026-Q2 |
| FIL Ltd added | 335,807 | $173M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 320,239 | $165M | 0.2% | 2026-Q2 |
| DAVIS SELECTED ADVISERS trimmed | 315,539 | $163M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 313,170 | $161M | 0.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 302,945 | $156M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 301,908 | $156M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 301,128 | $155M | 0.1% | 2026-Q2 |
| Clear Street Group Inc. added | 286,234 | $147M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 283,011 | $146M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 274,295 | $141M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 259,780 | $134M | 0.1% | 2026-Q2 |
| AUGUSTINE ASSET MANAGEMENT INC trimmed | 253,670 | $131M | 0.1% | 2026-Q2 |
| Contour Asset Management LLC added | 253,636 | $131M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 250,284 | $129M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 245,730 | $127M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 244,950 | $126M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 244,103 | $126M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 242,689 | $125M | 0.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 241,152 | $124M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 239,800 | $124M | 0.1% | 2026-Q2 |
| FUNDSMITH INVESTMENT SERVICES LTD. new | 233,921 | $121M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 228,214 | $118M | 0.1% | 2026-Q2 |
| NEOS Investment Management LLC added | 227,667 | $117M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 227,114 | $117M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 225,927 | $116M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.