APP — APPLOVIN CORP
Index member: Invesco QQQ Trust · S&P 500
As of Q2 2026, 53 SEC-registered investment managers reported holding APP (APPLOVIN CORP) in their latest 13F filings, with a combined reported value of $61.17B across 123.52M shares. That is +8.5% by share count (+9.63M shares) versus the previous quarter, while reported value moved +41.7%. Ownership is concentrated: the five largest holders account for 57.1% of reported value and the top ten for 76.7%.
Compared with the prior quarter, 3 opened new positions, 24 added to existing stakes, 24 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
APP is a constituent of the Invesco QQQ Trust, S&P 500 and is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 25.12M | $16.93B | 0.24% | Add |
| BlackRock Inc history | Q2 2026 | 24.04M | $12.39B | 0.20% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 17.29M | $8.91B | 0.43% | Add |
| Invesco Ltd history | Q2 2026 | 10.98M | $5.66B | 0.47% | Add |
| Capital World Investors history | Q2 2026 | 8.15M | $4.20B | 0.53% | Add |
| Geode Capital Management history | Q2 2026 | 7.36M | $3.78B | 0.20% | Add |
| Baillie Gifford & Co history | Q2 2026 | 6.47M | $3.33B | 3.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 5.79M | $2.98B | 0.17% | Add |
| Goldman Sachs Group history | Q2 2026 | 4.06M | $2.09B | 0.19% | Add |
| Citadel Advisors history | Q2 2026 | 4.01M | $2.07B | 0.24% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 2.92M | $1.51B | 0.15% | Reduce |
| Bank of America Corp history | Q2 2026 | 2.90M | $1.49B | 0.10% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.40M | $1.24B | 0.14% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 2.10M | $1.08B | 0.14% | Add |
| Capital Research Global Investors history | Q2 2026 | 1.91M | $981.61M | 0.14% | Reduce |
| UBS Group AG history | Q2 2026 | 1.76M | $907.83M | 0.12% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.47M | $755.76M | 0.16% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1.44M | $741.38M | 0.12% | Add |
| BNY Mellon history | Q2 2026 | 1.42M | $730.02M | 0.12% | Add |
| Janus Henderson Group history | Q1 2026 | 1.82M | $718.27M | 0.36% | Reduce |
New Positions (Q2 2026)
- Bridgewater Associates 146.60K sh · $75.53M
- JPMorgan Chase & Co 30.50K sh · $15.21M
- Davidson Kempner Capital Management 20.00K sh · $10.30M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.82M sh · $718.27M
- Tiger Global Management sold 1.00M sh · $398.00M
- Renaissance Technologies sold 436.54K sh · $173.74M
- Steadfast Capital Management sold 30.24K sh · $12.03M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 14.41M | 20.28M | 21.10M | 18.94M | 24.93M | 24.17M | 23.64M | 24.04M |
| Fidelity Management & Research (FMR) | 1.21M | 1.18M | 9.93K | 561 | 4.01K | 5.44K | 13.32K | 232.85K | 755.80K | 527.38K | 649.99K | 1.09M | 7.89M | 13.85M | 14.89M | 14.39M | 13.71M | 13.09M | 15.69M | 17.29M |
| Invesco Ltd | — | 160.41K | 168.09K | 332.92K | 335.37K | 140.38K | 333.48K | 645.27K | 816.76K | 797.90K | 1.12M | 974.50K | 1.80M | 3.02M | 4.01M | 3.93M | 4.29M | 4.82M | 4.14M | 10.98M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.30M | 1.44M | 2.63M | 2.64M | 2.78M | 3.18M | 8.15M |
| Geode Capital Management | 378.66K | 395.50K | 473.60K | 1.31M | 2.04M | 2.16M | 2.25M | 2.47M | 2.52M | 2.54M | 3.16M | 3.50M | 3.95M | 4.52M | 4.45M | 3.33M | 6.72M | 7.17M | 7.29M | 7.36M |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | — | — | — | 73.98K | 4.08M | 5.27M | 6.40M | 6.25M | 6.17M | 6.70M | 6.47M |
| Morgan Stanley | 61.83K | 104.38K | 414.92K | 610.34K | 923.21K | 2.01M | 1.89M | 1.85M | 1.90M | 2.30M | 2.72M | 2.46M | 2.37M | 3.39M | 5.57M | 5.16M | 5.02M | 5.56M | 5.60M | 5.79M |
| Goldman Sachs Group | 1.19M | 1.50M | 2.24M | 1.88M | 2.32M | 2.74M | 1.97M | 1.74M | 1.88M | 1.78M | 2.01M | 1.74M | 3.27M | 2.39M | 2.23M | 2.49M | 4.46M | 3.00M | 3.68M | 4.06M |
| Citadel Advisors | 509.95K | 1.01M | 812.60K | 1.17M | 1.56M | 1.12M | 2.10M | 2.17M | 2.74M | 2.87M | 4.65M | 2.96M | 2.30M | 5.89M | 4.29M | 5.46M | 5.52M | 4.41M | 5.06M | 4.01M |
| Norges Bank Investment Management | — | — | — | — | — | 2.13M | — | — | — | 1.10M | — | 2.37M | — | 2.56M | — | 2.72M | — | 3.03M | — | 2.92M |
| Bank of America Corp | 20.74K | 48.86K | 159.99K | 140.50K | 194.18K | 87.24K | 822.32K | 102.58K | 621.20K | 1.85M | 3.50M | 4.07M | 4.68M | 3.14M | 3.01M | 3.34M | 3.36M | 3.61M | 3.16M | 2.90M |
| Northern Trust Corp | 49.57K | 397.28K | 419.69K | 988.33K | 969.80K | 879.94K | 806.07K | 792.27K | 836.61K | 861.42K | 1.20M | 1.26M | 1.56M | 1.61M | 1.64M | 1.62M | 2.37M | 2.40M | 2.41M | 2.40M |
| Charles Schwab Investment Management | 137.80K | 143.91K | 189.94K | 225.48K | 702.88K | 733.34K | 829.42K | 896.30K | 989.92K | 1.02M | 1.30M | 1.33M | 950.94K | 965.18K | 1.02M | 985.32K | 1.86M | 1.91M | 1.97M | 2.10M |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.04M | 1.21M | 2.64M | 1.91M |
| UBS Group AG | 215.95K | 245.41K | 167.89K | 96.80K | 603.66K | 96.28K | 13.34K | 25.70K | 197.80K | 200.96K | 326.40K | 620.97K | 421.59K | 1.66M | 1.68M | 1.10M | 1.68M | 1.89M | 1.90M | 1.76M |
| Legal & General Investment Management America | 3.78K | 23.10K | 434.25K | 861.10K | 810.61K | 569.23K | 357.91K | 220.26K | 236.78K | 220.60K | 462.64K | 735.51K | 1.41M | 1.31M | 1.41M | 1.42M | 1.53M | 1.51M | 1.48M | 1.47M |
| Wells Fargo & Co | 918 | 5.77K | 25.15K | 35.40K | 45.69K | 22.85K | 18.98K | 18.30K | 36.75K | 42.30K | 70.84K | 114.15K | 250.82K | 293.99K | 529.73K | 1.13M | 1.39M | 1.61M | 1.36M | 1.44M |
| BNY Mellon | 29.41K | 32.18K | 39.12K | 564.48K | 775.12K | 676.50K | 669.88K | 675.07K | 709.14K | 783.74K | 852.35K | 964.07K | 1.00M | 1.03M | 1.06M | 989.15K | 1.49M | 1.41M | 1.36M | 1.42M |
| Amundi US | — | 929 | 297.52K | 756.03K | 73.94K | 4.97K | 977 | — | — | 6.47K | 632.00K | 596.77K | 361.23K | 603.77K | 1.10M | 1.30M | 787.06K | 1.43M | 1.12M | 1.33M |
| Coatue Management | — | — | — | — | — | 365.05K | 1.15M | 1.15M | 1.15M | 1.15M | 1.15M | 2.29M | 1.99M | 2.30M | 2.10M | 1.82M | 2.27M | 2.19M | 1.29M | 1.17M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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