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APP — APPLOVIN CORP

Reported value held$79.60B
Funds holding (latest)64
SectorTechnology

Index member: Invesco QQQ Trust · S&P 500

Funds holding (Q2 2026)53
Institutional value$61.17B · 123.52M sh
New / Add / Cut / Exit3 / 24 / 24 / 4
Top-5 / Top-10 concentration57.1% / 76.7%
Institutional holdings change Accumulating +8.5% (+9.63M sh)
Institutional value change Up +41.7%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 64 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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