APP APPLOVIN CORP
COM CL A
CUSIP: 03831W108
FIGI: BBG006HFPX77
Institutional Holders1,588
Total Institutional Value$167,557,373,663
Total Shares Held261,961,755
Avg Position$105,514,719
Top 5 Holders %36.2%
Alpha-Weighted Score65.7
New Positions+180
Exited Positions-134
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | High Conviction | Market Mover | $16,926,745,847 (10.1%) | 25,120,575 | -5.6% |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $16,287,372,599 (9.7%) | 24,171,697 | -9.1% |
| IEQ CAPITAL, LLC | High Conviction | Significant Flow | $10,569,135,022 (6.3%) | 15,685,398 | -6.8% |
| FMR LLC | High Conviction | Market Mover | $8,820,995,998 (5.3%) | 13,091,028 | -10.4% |
| STATE STREET CORP | High Conviction | Market Mover | $8,021,721,310 (4.8%) | 11,904,843 | -5.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $5,865,967,636 (3.5%) | 8,705,541 | -32.0% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $4,817,268,826 (2.9%) | 7,167,003 | - |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $4,752,460,725 (2.8%) | 7,053,011 | -57.0% |
| BAILLIE GIFFORD & CO | High Conviction | Significant Flow | $4,155,009,284 (2.5%) | 6,166,349 | -7.4% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $3,747,550,736 (2.2%) | 5,561,646 | 3.8% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $3,358,266,322 (2.0%) | 4,983,922 | -9.1% |
| WCM INVESTMENT MANAGEMENT/CA | High Conviction | Moderate Flow | $3,299,499,810 (2.0%) | 4,756,310 | -6.3% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $3,248,516,970 (1.9%) | 4,821,046 | 5.3% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $2,969,487,680 (1.8%) | 4,406,945 | -25.1% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $2,432,876,076 (1.5%) | 3,610,573 | -49.6% |
| JANUS HENDERSON GROUP PLC | High Conviction | Market Mover | $2,178,065,243 (1.3%) | 3,242,235 | -14.5% |
| KENSICO CAPITAL MANAGEMENT CORP | Elite Conviction | Low Flow | $2,101,307,670 (1.3%) | 3,118,500 | -6.2% |
| NORGES BANK | High Conviction | Market Mover | $2,040,320,896 (1.2%) | 3,027,991 | 584.7% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $2,021,041,782 (1.2%) | 2,999,380 | -36.9% |
| CAPITAL WORLD INVESTORS | High Conviction | Market Mover | $1,872,242,432 (1.1%) | 2,778,549 | - |
| JENNISON ASSOCIATES LLC | High Conviction | Significant Flow | $1,844,261,790 (1.1%) | 2,737,024 | -34.0% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $1,616,833,785 (1.0%) | 2,399,504 | -5.2% |
| COATUE MANAGEMENT LLC | High Conviction | Moderate Flow | $1,472,800,044 (0.9%) | 2,185,747 | -9.6% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | Elite Conviction | Low Flow | $1,411,867,849 (0.8%) | 2,095,319 | -6.2% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $1,284,199,874 (0.8%) | 1,905,850 | -20.0% |
| UBS Group AG | Moderate Conviction | Market Mover | $1,273,672,082 (0.8%) | 1,890,226 | 5.6% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $1,236,096,970 (0.7%) | 1,834,448 | -29.6% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | Elite Conviction | Low Flow | $1,212,693,395 (0.7%) | 1,799,729 | -18.0% |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $1,146,820,752 (0.7%) | 1,701,969 | -21.6% |
| FRED ALGER MANAGEMENT, LLC | High Conviction | Significant Flow | $1,126,892,525 (0.7%) | 1,672,394 | -17.1% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $1,085,023,652 (0.6%) | 1,610,258 | 8.4% |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $1,070,319,946 (0.6%) | 1,588,436 | 5.2% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $1,015,061,321 (0.6%) | 1,506,428 | -7.7% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $1,001,630,061 (0.6%) | 1,486,012 | -21.8% |
| SANDS CAPITAL MANAGEMENT, LP | High Conviction | Moderate Flow | $986,035,171 (0.6%) | 1,463,351 | 34.9% |
| SEGESPAR | High Conviction | Market Mover | $961,471,062 (0.6%) | 1,426,896 | 108.1% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $948,942,809 (0.6%) | 1,408,304 | -11.6% |
| SAPIENT CAPITAL LLC | Elite Conviction | Moderate Flow | $881,957,920 (0.5%) | 1,271,364 | -2.7% |
| TIGER TECHNOLOGY MANAGEMENT | Elite Conviction | Moderate Flow | $871,238,479 (0.5%) | 1,292,984 | -39.5% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $858,031,000 (0.5%) | 1,273,383 | -49.1% |
| CAPITAL RESEARCH GLOBAL INVESTORS | High Conviction | Significant Flow | $815,104,898 (0.5%) | 1,209,631 | 9.6% |
| BARCLAYS PLC | High Conviction | Market Mover | $784,074,472 (0.5%) | 1,163,626 | 9.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | High Conviction | Market Mover | $681,224,609 (0.4%) | 1,010,989 | -12.0% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $674,012,726 (0.4%) | 1,000,279 | 16.0% |
| CAPITAL RESEARCH & MANAGEMENT CO - DIVISION 3 | High Conviction | Significant Flow | $661,224,530 (0.4%) | 981,214 | 12.7% |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $594,452,763 (0.4%) | 882,213 | 19.2% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $581,572,695 (0.3%) | 863,098 | -9.8% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | Elite Conviction | Low Flow | $544,686,440 (0.3%) | 808,356 | -22.0% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $544,269,346 (0.3%) | 807,737 | -19.9% |
| LONE PINE CAPITAL LLC | High Conviction | Moderate Flow | $525,936,725 (0.3%) | 780,530 | -34.0% |
| CLEARBRIDGE INVESTMENTS, LLC | High Conviction | Significant Flow | $499,711,118 (0.3%) | 741,609 | -19.3% |
| Nuveen, LLC | High Conviction | Market Mover | $478,010,604 (0.3%) | 709,404 | - |
| NATIONAL PENSION SERVICE | High Conviction | Significant Flow | $473,887,499 (0.3%) | 703,285 | -20.8% |
| D1 CAPITAL PARTNERS L.P. | Elite Conviction | Moderate Flow | $450,975,597 (0.3%) | 669,282 | -25.0% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $426,063,124 (0.3%) | 632,310 | -10.9% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $417,869,473 (0.2%) | 617,774 | 16.2% |
| AXIOM INVESTORS LLC /DE | High Conviction | Moderate Flow | $391,653,832 (0.2%) | 581,244 | -12.2% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | High Conviction | Significant Flow | $388,598,058 (0.2%) | 576,709 | -12.7% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $386,946,525 (0.2%) | 574,258 | -74.7% |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $367,023,015 (0.2%) | 544,690 | -9.1% |
| PROSHARE ADVISORS LLC | High Conviction | Significant Flow | $364,959,780 (0.2%) | 541,628 | 29.9% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | High Conviction | Significant Flow | $351,431,447 (0.2%) | 568,365 | -9.8% |
| ENSIGN PEAK ADVISORS, INC | High Conviction | Significant Flow | $327,628,803 (0.2%) | 486,226 | -18.5% |
| VOYA INVESTMENT MANAGEMENT LLC | Moderate Conviction | Market Mover | $319,359,170 (0.2%) | 473,952 | -10.5% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $313,036,557 (0.2%) | 464,570 | - |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $300,884,082 (0.2%) | 446,535 | -9.5% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $293,375,102 (0.2%) | 435,391 | -13.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | High Conviction | Significant Flow | $289,099,264 (0.2%) | 428,832 | 4.9% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $273,489,607 (0.2%) | 405,884 | -14.7% |
| CASTLE HOOK PARTNERS LP | High Conviction | Moderate Flow | $265,359,076 (0.2%) | 393,813 | -39.0% |
| VICTORY CAPITAL MANAGEMENT INC | High Conviction | Market Mover | $265,227,006 (0.2%) | 393,617 | -12.4% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $263,456,393 (0.2%) | 390,989 | -6.3% |
| MILLENNIUM MANAGEMENT, L.L.C. | Moderate Conviction | Market Mover | $258,669,391 (0.2%) | 383,885 | -21.8% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $253,429,767 (0.2%) | 376,109 | 9.9% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $248,572,198 (0.1%) | 368,900 | -17.9% |
| TD ASSET MANAGEMENT INC | High Conviction | Significant Flow | $242,542,857 (0.1%) | 359,952 | -24.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | High Conviction | Market Mover | $241,702,603 (0.1%) | 358,705 | -7.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | High Conviction | Significant Flow | $239,220,250 (0.1%) | 355,021 | 40.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | High Conviction | Market Mover | $234,132,337 (0.1%) | 347,466 | -65.4% |
| PRINCIPAL FINANCIAL GROUP INC | High Conviction | Market Mover | $227,514,648 (0.1%) | 337,649 | -3.2% |
| GOODMAN & COMPANY, INVESTMENT COUNSEL LTD. | High Conviction | Significant Flow | $223,423,888 (0.1%) | 331,578 | -26.3% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $219,638,559 (0.1%) | 325,960 | 14.6% |
| RENAISSANCE TECHNOLOGIES LLC | High Conviction | Significant Flow | $214,828,248 (0.1%) | 318,821 | -70.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $206,637,953 (0.1%) | 334,886 | 31.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170) | High Conviction | Significant Flow | $199,293,963 (0.1%) | 294,591 | -5.4% |
| BLAIR WILLIAM & CO/IL | High Conviction | Significant Flow | $198,398,762 (0.1%) | 294,439 | -12.7% |
| PEAK6 LLC | Moderate Conviction | Significant Flow | $198,172,095 (0.1%) | 294,102 | -65.6% |
| MITSUBISHI UFJ TRUST & BANKING CORP | High Conviction | Significant Flow | $197,165,123 (0.1%) | 292,608 | -11.7% |
| CAPITAL FUND MANAGEMENT S.A. | Moderate Conviction | Significant Flow | $192,914,666 (0.1%) | 286,300 | -9.1% |
| FIL LTD | High Conviction | Significant Flow | $192,418,735 (0.1%) | 285,564 | -7.1% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $185,251,533 (0.1%) | 274,905 | -28.8% |
| SQUAREPOINT OPS LLC | Moderate Conviction | Significant Flow | $179,546,077 (0.1%) | 266,460 | -36.2% |
| AUGUSTINE ASSET MANAGEMENT INC | Elite Conviction | Minimal Flow | $177,437,021 (0.1%) | 263,330 | -7.8% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $173,385,250 (0.1%) | 257,111 | -22.9% |
| SUSQUEHANNA ADVISORS GROUP, INC. | Moderate Conviction | Moderate Flow | $171,824,100 (0.1%) | 255,000 | -64.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | High Conviction | Market Mover | $170,957,567 (0.1%) | 253,714 | -67.6% |
| STRS OHIO | High Conviction | Significant Flow | $169,618,687 (0.1%) | 251,727 | -23.1% |
| KOREA INVESTMENT CORP | High Conviction | Significant Flow | $167,308,158 (0.1%) | 248,298 | -25.4% |
| NEUBERGER BERMAN GROUP LLC | High Conviction | Market Mover | $167,145,370 (0.1%) | 248,056 | -24.1% |
| DAVIS SELECTED ADVISERS | High Conviction | Moderate Flow | $167,098,339 (0.1%) | 247,981 | 4.0% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 1,577 | $167.73B | 262,234,123 | $639.63 |
| Q3 25 | 1,443 | $200.31B | 296,003,905 | $676.70 |
| Q2 25 | 1,184 | $75.74B | 228,932,131 | $330.83 |
| Q1 25 | 1,011 | $61.15B | 244,290,342 | $250.31 |
| Q4 24 | 995 | $76.79B | 246,655,309 | $311.33 |
| Q3 24 | 707 | $26.29B | 213,026,210 | $123.43 |
| Q2 24 | 607 | $15.93B | 200,910,626 | $79.27 |
| Q1 24 | 517 | $12.34B | 186,022,515 | $66.34 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.