AppLovin Corporation (APP)
What changed in recent filings
- United States segment 54% → 51%Dec 31, 2024 → Jun 30, 2026
- Institutions — 3 new · 4 added · 5 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
AppLovin Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 5, 2026Revenue +52.8% YoY · EPS $3.76Released after the close: Aug 5 close → Aug 6 close, the stock moved -19.7% · over the same window, market -0.2% · sector +1.7%
- 26Q1Released May 6, 2026Revenue +59.0% YoY · EPS $3.56Released after the close: May 6 close → May 7 close, the stock moved +6.4% · over the same window, market -0.3% · sector +0.0%
- 25Q4Released Feb 11, 2026Revenue +20.8% YoY · EPS $3.24Released after the close: Feb 11 close → Feb 12 close, the stock moved -19.7% · over the same window, market -1.5% · sector -6.6%
- 25Q3Released Nov 5, 2025Revenue +68.2% YoY · EPS $2.45Released after the close: Nov 5 close → Nov 6 close, the stock moved +0.7% · over the same window, market -1.1% · sector -0.8%
The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding AppLovin Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2021 Q2: 2 → 2026 Q2: 14 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold AppLovin Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Coatue Management1.24% of portfolio · since 2022 Q4
- GQG Partnersunder 0.01% of portfolio · since 2023 Q2
- Lone Pine Capital3.28% of portfolio · since 2024 Q1
- Moore Capital Management0.03% of portfolio · since 2024 Q1
- Caisse de depot (Quebec)0.23% of portfolio · since 2024 Q1
- National Pension Service (Korea)0.19% of portfolio · since 2024 Q2
- Baillie Gifford & Co3.03% of portfolio · since 2024 Q3
- Sands Capital Management1.59% of portfolio · since 2024 Q4
- Capital World Investors0.50% of portfolio · since 2024 Q4
- PRIMECAP Management0.05% of portfolio · since 2024 Q4
- Temasek Holdings (Singapore)0.09% of portfolio · since 2025 Q4
- Bridgewater AssociatesNew this quarter0.31% of portfolio · since 2026 Q2
- BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2
- FundsmithNew this quarter2.63% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
AppLovin Corporation Class A Common Stock represents equity in AppLovin Corporation, a Palo Alto, California-based advertising technology company. The company develops and operates software and artificial intelligence-powered marketing solutions that help businesses reach, measure, and monetize audiences across mobile and connected TV environments. Its current product suite includes tools for user acquisition, in-app monetization, campaign management, analytics, and streaming-advertising distribution, serving advertisers, app developers, publishers, and digital content companies. AppLovin’s business is organized around advertising technology and app-related services, giving it a role in both the demand and supply sides of digital advertising. The Class A common stock is the company’s primary publicly traded equity class and is used by investors to gain exposure to its operating performance and capital structure.
What is the Media sector?
Streaming, entertainment, and ads. Subscriber growth is the key metric.
AppLovin Corporation is classified under the Media sector. See peers below.
AppLovin Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
AppLovin Corporation vs Media sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
APP segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
3 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding AppLovin Corporation
Per SEC N-PORT · 2026-05-31 · by weight · factual
APP on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Media average
Peers · Media
APP FAQ
What is AppLovin Corporation (APP)?
AppLovin Corporation Class A Common Stock represents equity in AppLovin Corporation, a Palo Alto, California-based advertising technology company. The company develops and operates software and artificial intelligence-powered marketing solutions that help businesses reach, measure, and monetize audiences across mobile and connected TV environments. Its current product suite includes tools for user acquisition, in-app monetization, campaign management, analytics, and streaming-advertising distribution, serving advertisers, app developers, publishers, and digital content companies. AppLovin’s business is organized around advertising technology and app-related services, giving it a role in both the demand and supply sides of digital advertising. The Class A common stock is the company’s primary publicly traded equity class and is used by investors to gain exposure to its operating performance and capital structure.
What sector is AppLovin Corporation in?
AppLovin Corporation is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.
What are AppLovin Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 47.6%, Operating margin 77.7%, Net margin 64.6%, ROE 156.2%, Debt-to-equity 1.11x. Definitions and interpretation are available on Stocklore.
Where can I analyze AppLovin Corporation (APP) stock?
On Stocklore you can see APP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.