AppLovin Corporation (APP)
What changed in recent filings
- Non-U.S. segment 46% → 51%Dec 31, 2024 → Mar 31, 2026
- Institutions — 9 new · 1 added · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding AppLovin Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2021 Q2: 1 → 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
- Moore Capital Management0.03% of portfolio · since 2024 Q1
- Lone Pine Capital3.28% of portfolio · since 2024 Q1
- Baillie Gifford & Co3.03% of portfolio · since 2024 Q3
- Temasek Holdings (Singapore)0.09% of portfolio · since 2025 Q4
- Bridgewater AssociatesNew this quarter0.31% of portfolio · since 2026 Q2
- Fundsmith2.63% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.05% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.19% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.23% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.50% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management1.59% of portfolio · held as of 2026 Q2 or earlier
- GQG Partnersunder 0.01% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
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.
Company overview
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
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.
APP segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
4 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 is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
What sector is AppLovin Corporation in?
AppLovin Corporation is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.
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.