APPLOVIN CORP APP
COM CL A · Common Stock · CUSIP 03831W108 · ISIN US03831W1080
- SectorTechnology
- IndustryServices-Computer Programming, Data Processing, Etc.
- HeadquartersPalo Alto, CA
- Founded2012
- Websiteapplovin.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($592.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $513.34. Options: 62 managers hold calls ($6.2bn notional), 53 hold puts ($5.2bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 227 |
| Q4 2022 | 231 |
| Q1 2023 | 221 |
| Q2 2023 | 246 |
| Q3 2023 | 321 |
| Q4 2023 | 369 |
| Q1 2024 | 513 |
| Q2 2024 | 608 |
| Q3 2024 | 705 |
| Q4 2024 | 993 |
| Q1 2025 | 1,021 |
| Q2 2025 | 1,202 |
| Q3 2025 | 1,452 |
| Q4 2025 | 1,593 |
| Q1 2026 | 1,395 |
| Q2 2026 | 1,462 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 450 | 271 |
| Q4 2024 | 538 | 410 |
| Q1 2025 | 589 | 512 |
| Q2 2025 | 707 | 507 |
| Q3 2025 | 909 | 557 |
| Q4 2025 | 836 | 668 |
| Q1 2026 | 660 | 913 |
| Q2 2026 | 809 | 617 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $17.0bn | $12.2bn | 0.72 |
| Q4 2025 | $9.5bn | $7.2bn | 0.76 |
| Q1 2026 | $5.6bn | $5.0bn | 0.89 |
| Q2 2026 | $6.2bn | $5.2bn | 0.84 |
Biggest buyers
| Capital World Investors | Added | +5.0m |
| FMR LLC | Added | +1.6m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +994.1k |
| Fundsmith LLP | New | +696.6k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +667.4k |
| GOLDMAN SACHS GROUP INC | Added | +490.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +414.8k |
| BlackRock, Inc. | Added | +400.4k |
| Invesco Ltd. | Added | +386.6k |
| STATE STREET CORP | Added | +334.5k |
Biggest sellers
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -1.3m |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -973.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -847.3k |
| Capital Research Global Investors | Reduced | -733.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -661.6k |
| JENNISON ASSOCIATES LLC | Reduced | -481.4k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -436.5k |
| LONE PINE CAPITAL LLC | Reduced | -422.7k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -277.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8bn3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $1.3bn2.5m shares |
| JANE STREET GROUP, LLC | Reduced | $1.1bn2.2m shares |
| IMC-Chicago, LLC | Reduced | $743.1m1.4m shares |
| Walleye Trading LLC | Added | $137.4m266.7k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $106.2m206.2k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $84.9m164.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $82.9m160.9k shares |
| D. E. Shaw & Co., Inc. | Added | $77.8m151.0k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $77.3m1.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4bn2.8m shares |
| JANE STREET GROUP, LLC | Reduced | $1.0bn2.0m shares |
| CITADEL ADVISORS LLC | Reduced | $684.9m1.3m shares |
| IMC-Chicago, LLC | Reduced | $511.6m993.0k shares |
| GOLDMAN SACHS GROUP INC | Added | $364.2m706.8k shares |
| WELLS FARGO & COMPANY/MN | Reduced | $144.1m279.7k shares |
| D. E. Shaw & Co., Inc. | Added | $129.8m251.9k shares |
| PEAK6 LLC | Added | $118.3m229.7k shares |
| Point72 Asset Management, L.P. | Added | $98.8m191.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $93.6m181.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Foroughi Arash Adam 13G · exempt (held before listing) filed 2025-02-07 | 10.6% |
| BlackRock, Inc. 13G · institution +2.2 pts · filed 2025-10-17 | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.3% |
| Angel Pride Holdings Ltd 13G · passive investor filed 2025-01-30 | 5.8% |
| FMR LLC 13G · institution new · filed 2026-05-06 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 10 | $644.5m | $74.7m |
| Q1 2025 | 0 | — | 3 | $117.5m | $2.2m |
| Q2 2025 | 0 | — | 8 | $444.0m | $22.2m |
| Q3 2025 | 0 | — | 7 | $504.8m | $59.6m |
| Q4 2025 | 0 | — | 7 | $186.6m | $32.5m |
| Q1 2026 | 0 | — | 4 | $170.2m | $113.0m |
| Q2 2026 | 0 | — | 6 | $190.7m | $126.5m |
| Q3 2026 | 0 | — | 1 | $1.6m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-06 | WEBB MAYNARD G JR Director · See footnote | Sold plan | $1.6m3.1k shares |
| 2026-06-16 | Vivas Eduardo Director | Sold plan | $82.6m163.9k shares |
| 2026-06-12 | Foroughi Arash Adam CEO, director | Sold | $11.2m22.5k shares |
| 2026-06-12 | Foroughi Arash Adam CEO, director | Sold | $9.2m19.1k shares |
| 2026-06-11 | Foroughi Arash Adam CEO, director | Sold | $16.1m33.0k shares |
| 2026-06-11 | Foroughi Arash Adam CEO, director | Sold | $4.1m8.6k shares |
| 2026-06-10 | Foroughi Arash Adam CEO, director · See footnote | Sold | $10.5m20.8k shares |
| 2026-06-10 | Foroughi Arash Adam CEO, director | Sold | $41.3k80 shares |
| 2026-06-05 | WEBB MAYNARD G JR Director · See footnote | Sold | $1.7m2.9k shares |
| 2026-06-05 | WEBB MAYNARD G JR Director | Sold | $97.3k164 shares |
| 2026-06-04 | Valenzuela Victoria CALO & Corp. Secretary | Sold | $11.3m20.0k shares |
| 2026-05-28 | Stumpf Matthew Chief Financial Officer (CFO) | Sold plan | $5.4m9.1k shares |
| 2026-05-22 | Shikin Vasily Chief Technology Officer | Sold plan | $27.5m56.8k shares |
| 2026-05-22 | Shikin Vasily Chief Technology Officer · See footnote | Sold plan | $7.7m15.9k shares |
| 2026-05-22 | Shikin Vasily Chief Technology Officer | Sold plan | $3.9m8.1k shares |
| 2026-05-22 | Shikin Vasily Chief Technology Officer | Sold plan | $3.0m6.0k shares |
| 2026-05-22 | Shikin Vasily Chief Technology Officer · See footnote | Sold plan | $1.4m2.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.18% of their portfolio | 24.0m $12.4bn | Added +400.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 17.7m $9.1bn | Added +994.1k |
| FMR LLC 0.39% of their portfolio | 17.3m $8.9bn | Added +1.6m |
| STATE STREET CORP 0.18% of their portfolio | 12.1m $6.2bn | Added +334.5k |
| Invesco Ltd. 0.45% of their portfolio | 11.0m $5.7bn | Added +386.6k |
| Capital World Investors 0.50% of their portfolio | 8.2m $4.2bn | Added +5.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 7.4m $3.8bn | Added +74.6k |
| BAILLIE GIFFORD & CO 3.03% of their portfolio | 6.5m $3.3bn | Reduced -228.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.15% of their portfolio | 6.4m $3.3bn | Added +414.8k |
| MORGAN STANLEY 0.16% of their portfolio | 5.8m $3.0bn | Added +186.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.25% of their portfolio | 4.8m $2.5bn | Reduced -661.6k |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 4.3m $2.2bn | Added +241.3k |
| WCM INVESTMENT MANAGEMENT, LLC 3.35% of their portfolio | 3.7m $1.9bn | Reduced -1.3m |
| GOLDMAN SACHS GROUP INC 0.17% of their portfolio | 3.2m $1.6bn | Added +490.9k |
| KENSICO CAPITAL MANAGEMENT CORP 28.12% of their portfolio | 3.2m $1.6bn | Reduced -101.4k |
| Capital International Investors 0.32% of their portfolio | 3.0m $1.5bn | Added +144.8k |
| NORGES BANK 0.15% of their portfolio | 2.9m $1.5bn | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 2.9m $1.5bn | Reduced -260.0k |
| NORTHERN TRUST CORP 0.14% of their portfolio | 2.4m $1.2bn | Reduced -8.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.14% of their portfolio | 2.1m $1.1bn | Added +135.7k |
| Capital Research Global Investors 0.14% of their portfolio | 1.9m $981.6m | Reduced -733.6k |
| JENNISON ASSOCIATES LLC 0.56% of their portfolio | 1.8m $937.5m | Reduced -481.4k |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 27.13% of their portfolio | 1.8m $922.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio | 1.7m $894.2m | Added +121.6k |
| Jericho Capital Asset Management L.P. 7.14% of their portfolio | 1.7m $864.2m | Unchanged |
| UBS Group AG 0.13% of their portfolio | 1.6m $842.9m | Reduced -186.1k |
| ALLIANCEBERNSTEIN L.P. 0.21% of their portfolio | 1.6m $638.3m | Reduced -277.0k |
| VANGUARD FIDUCIARY TRUST CO 0.18% of their portfolio | 1.5m $795.4m | Added +8.8k |
| Legal & General Group Plc 0.16% of their portfolio | 1.5m $755.8m | Reduced -11.7k |
| Bank of New York Mellon Corp 0.12% of their portfolio | 1.4m $730.0m | Added +58.3k |
| Amundi 0.17% of their portfolio | 1.3m $686.6m | Added +217.2k |
| FRED ALGER MANAGEMENT, LLC 2.22% of their portfolio | 1.3m $666.8m | Added +121.1k |
| DIMENSIONAL FUND ADVISORS LP 0.12% of their portfolio | 1.3m $657.6m | Reduced -47.7k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 1.2m $638.6m | Added +3.3k |
| COATUE MANAGEMENT LLC 1.24% of their portfolio | 1.2m $603.4m | Reduced -118.8k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 1.1m $587.5m | Reduced -95.2k |
| SAPIENT CAPITAL LLC 7.52% of their portfolio | 1.1m $574.9m | Reduced -155.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.31% of their portfolio | 1.1m $554.2m | Added +667.4k |
| BARCLAYS PLC 0.17% of their portfolio | 1.1m $546.8m | Added +170.5k |
| LONE PINE CAPITAL LLC 3.28% of their portfolio | 1.0m $537.0m | Reduced -422.7k |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 1.0m $528.2m | Added +96.7k |
| AMERICAN CENTURY COMPANIES INC 0.20% of their portfolio | 898.0k $462.7m | Reduced -93.2k |
| SANDS CAPITAL MANAGEMENT, LLC 1.59% of their portfolio | 831.7k $428.5m | Reduced -139.9k |
| Jupiter Topco LLC 0.17% of their portfolio | 831.2k $428.3m | First filing |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 749.2k $386.0m | Added +56.5k |
| Fundsmith LLP 2.63% of their portfolio | 696.6k $358.9m | New |
| Nuveen, LLC 0.08% of their portfolio | 678.2k $349.4m | Added +7.3k |
| D1 Capital Partners L.P. 0.99% of their portfolio | 669.3k $344.8m | Unchanged |
| Swiss National Bank 0.17% of their portfolio | 647.5k $333.6m | Reduced -29.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.18% of their portfolio | 643.3k $331.5m | Added +36.6k |
| Winslow Capital Management, LLC 1.14% of their portfolio | 640.4k $329.9m | Added +208.5k |
| Clearbridge Investments, LLC 0.26% of their portfolio | 610.7k $314.7m | Reduced -98.0k |
| CITIGROUP INC 0.15% of their portfolio | 608.7k $313.6m | Added +192.2k |
| National Pension Service 0.19% of their portfolio | 586.0k $301.9m | Added +27.7k |
| Vanguard Global Advisers, LLC 0.14% of their portfolio | 577.4k $297.5m | Reduced -12.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.16% of their portfolio | 560.4k $288.7m | Added +10.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio | 546.0k $281.3m | Added +49.3k |
| FIRST TRUST ADVISORS LP 0.16% of their portfolio | 526.6k $271.3m | Reduced -19.6k |
| SEI INVESTMENTS CO 0.23% of their portfolio | 505.9k $260.7m | Added +34.1k |
| California Public Employees Retirement System 0.15% of their portfolio | 504.1k $259.7m | Added +15.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.16% of their portfolio | 463.7k $238.9m | Added +54.2k |
| Whale Rock Capital Management LLC 1.91% of their portfolio | 461.6k $237.8m | Reduced -233.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 442.8k $228.1m | Reduced -190.1k |
| Dorsey Asset Management, LLC 14.50% of their portfolio | 439.3k $226.3m | Added +122.4k |
| RHUMBLINE ADVISERS 0.17% of their portfolio | 438.7k $226.0m | Reduced -5.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 438.4k $225.9m | Reduced -51.5k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 436.0k $224.8m | Added +33.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.26% of their portfolio | 420.1k $216.3m | Reduced -34.6k |
| TD Asset Management Inc 0.18% of their portfolio | 402.9k $207.6m | Reduced -44.9k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 387.8k $199.8m | Added +44.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 382.5k $197.1m | Added +46.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 351.6k $181.2m | Added +2.4k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 347.9k $179.2m | Added +81.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 345.5k $178.0m | Reduced -3.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 344.7k $177.6m | Reduced -41.3k |
| ProShare Advisors LLC 0.26% of their portfolio | 343.0k $176.7m | Reduced -99.4k |
| FIL Ltd 0.12% of their portfolio | 335.8k $173.0m | Added +12.8k |
| Ensign Peak Advisors, Inc 0.27% of their portfolio | 320.2k $165.0m | Reduced -70.3k |
| Davis Selected Advisers 0.70% of their portfolio | 315.5k $162.7m | Reduced -20.3k |
| Caisse de depot et placement du Quebec 0.23% of their portfolio | 313.2k $161.4m | Added +289.8k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.61% of their portfolio | 302.9k $156.1m | New |
| Quantinno Capital Management LP 0.19% of their portfolio | 301.9k $155.6m | Added +50.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.34% of their portfolio | 301.1k $155.2m | Added +3.8k |
| Clear Street Group Inc. 0.47% of their portfolio | 286.2k $147.5m | Added +8.4k |
| SG Americas Securities, LLC 0.08% of their portfolio | 283.9k $146.3m | Added +173.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% of their portfolio | 283.0k $145.8m | Added +6.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 274.3k $141.3m | Added +41.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% of their portfolio | 259.8k $133.8m | Reduced -25.7k |
| AUGUSTINE ASSET MANAGEMENT INC 26.46% of their portfolio | 253.7k $130.7m | Reduced -13.4k |
| Contour Asset Management LLC 3.09% of their portfolio | 253.6k $130.7m | New |
| LPL Financial LLC 0.03% of their portfolio | 250.3k $129.0m | Reduced -5.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 245.7k $126.6m | Reduced -847.3k |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 244.9k $125.7m | Reduced -24.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 244.1k $125.8m | Reduced -9.4k |
| Robertson Stephens Wealth Management, LLC 3.08% of their portfolio | 242.7k $125.0m | Reduced -8 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.23% of their portfolio | 241.2k $124.2m | Added +6.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio | 239.8k $123.6m | Reduced -3.0k |
| FUNDSMITH INVESTMENT SERVICES LTD. 2.67% of their portfolio | 233.9k $120.5m | New |
| Mirae Asset Global Investments Co., Ltd. 0.22% of their portfolio | 228.2k $117.6m | Added +40.3k |
| NEOS Investment Management LLC 0.43% of their portfolio | 227.7k $117.3m | Added +21.0k |