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APPAppLovin

Communication · Internet & Software Services · Nasdaq
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Who owns APP

Institutions that file 13Fs hold 68% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
67.7%
1,458 holders, +64 from Mar 31, 2026
Shares they hold, quarter on quarter
+3.3%
212 new, 595 added, 472 cut, 148 sold out
Top 10 holders
51%
of the shares institutions hold
Superinvestors holding itWho ↓
4
Philippe Laffont, Stephen Mandel, Terry Smith and 1 more

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
BlackRock, Inc. 24.04M$12.4B 7.18% Added +1.7%
VANGUARD CAPITAL MANAGEMENT LLC 17.74M$9.1B 5.30% Added +5.9%
FMR LLC 17.29M$8.9B 5.17% Added +10.2%
STATE STREET CORP 12.10M$6.2B 3.61% Added +2.8%
Invesco Ltd. 10.98M$5.7B 3.28% Added +3.7%
Capital World Investors 8.15M$4.2B 2.43% Added +156.4%
GEODE CAPITAL MANAGEMENT, LLC 7.36M$3.8B 2.20% Added +1.0%
BAILLIE GIFFORD & CO 6.47M$3.3B 1.93% Reduced -3.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 6.35M$3.3B 1.90% Added +7.0%
MORGAN STANLEY 5.79M$3.0B 1.73% Added +3.3%
PRICE T ROWE ASSOCIATES INC /MD/ 4.77M$2.5M 1.43% Reduced -12.2%
JPMORGAN CHASE & CO 4.35M$2.2B 1.30% Added +5.9%
WCM INVESTMENT MANAGEMENT, LLC 3.71M$1.9B 1.11% Reduced -25.8%
GOLDMAN SACHS GROUP INC 3.19M$1.6B 0.95% Added +18.2%
KENSICO CAPITAL MANAGEMENT CORP 3.18M$1.6B 0.95% Reduced -3.1%
Capital International Investors 2.97M$1.5B 0.89% Added +5.1%
NORGES BANK 2.92M$1.5B 0.87% New
BANK OF AMERICA CORP /DE/ 2.90M$1.5B 0.86% Reduced -8.2%
NORTHERN TRUST CORP 2.40M$1.2B 0.72% Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.10M$1.1B 0.63% Added +6.9%
Capital Research Global Investors 1.91M$981.6M 0.57% Reduced -27.8%
JENNISON ASSOCIATES LLC 1.82M$937.5M 0.54% Reduced -20.9%
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 1.79M$922.3M 0.53% Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.74M$894.2M 0.52% Added +7.5%
Jericho Capital Asset Management L.P. 1.68M$864.2M 0.50% Held
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • Capital World Investors +4.97M
  • NORGES BANK +2.92M, new
  • FMR LLC +1.60M
  • VANGUARD CAPITAL MANAGEMENT LLC +994K
  • Jupiter Topco LLC +831K, new
  • Fundsmith LLP +697K, new
  • CANADA PENSION PLAN INVESTMENT BOARD +667K
  • GOLDMAN SACHS GROUP INC +491K
  • VANGUARD PORTFOLIO MANAGEMENT LLC +415K
  • BlackRock, Inc. +400K

Sold the most shares

  • JANUS HENDERSON GROUP PLC -1.82M, sold out
  • WCM INVESTMENT MANAGEMENT, LLC -1.29M
  • TIGER GLOBAL MANAGEMENT LLC -1.00M, sold out
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -973K
  • WELLINGTON MANAGEMENT GROUP LLP -847K
  • Capital Research Global Investors -734K
  • PRICE T ROWE ASSOCIATES INC /MD/ -662K
  • JENNISON ASSOCIATES LLC -481K
  • RENAISSANCE TECHNOLOGIES LLC -437K, sold out
  • LONE PINE CAPITAL LLC -423K
Superinvestors

Superinvestors holding APP

Their latest 13F
InvestorQuarterSharesValue% of portfolioLast quarter
Philippe Laffont Coatue Management Jun 30, 20261.17M$603.4M 1.25% Reduced -9.2%
Stephen Mandel Lone Pine Capital Jun 30, 20261.04M$537.0M 3.28% Reduced -28.9%
Terry Smith Fundsmith Jun 30, 2026697K$358.9M 2.63% New
Chris Davis Davis Selected Advisers Jun 30, 2026316K$162.7M 0.70% Reduced -6.0%

Sold out last quarter: Chase Coleman

More than 5%

13D filings: owners who may push for change

Schedule 13D, last year

No Schedule 13D about APP in the last year.

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