APP

Applovin Corp-Class A$312.63 1.47%
Information TechnologyUSCUSIP 03831W108· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
1275
-276 QoQ
13F Value (tracked)
$82.2B
Insider Net · 180d
-$372.5M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)21 adding · 25 trimming
Insider net (180d)-$372.5M

Price & smart-money activity

$312.63 1.47%5Y +298.5%
$8.65$204.37$400.09$595.81$791.542021202220232024202520262513110321494619848339493237454533447103436174840217033171235254140704117091360245191147287231215326244419463278304455375189359505211325250
Hover for who · click for detailEnd-of-day closing prices52w $298.59 – $733.60

Who owns APP?

1275 tracked 13F filers

1275 tracked 13F filers disclose a position in APP as of the latest SEC 13F filings, a combined $82.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
4 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$9.4B
23.6M
−2.2%
Reduced · −532K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$6.7B
16.8M
First observed position
No prior filed position
Q1 2026
3FMR LLC
$6.2B
15.7M
+20%
Added · +2.6M sh
Q1 2026
4STATE STREET CORP
$6.2B
12.1M
+2.8%
Added · +335K sh
Q2 2026
5GEODE CAPITAL MANAGEMENT, LLC
$3.8B
7.4M
+1.0%
Added · +75K sh
Q2 2026
6BAILLIE GIFFORD & CO
$2.7B
6.7M
+8.7%
Added · +534K sh
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$2.4B
5.9M
First observed position
No prior filed position
Q1 2026
8MORGAN STANLEY
$2.2B
5.6M
+0.8%
Added · +43K sh
Q1 2026
9PRICE T ROWE ASSOCIATES INC /MD/
$2.2B
5.4M
−11%
Reduced · −655K sh
Q1 2026
10JPMORGAN CHASE & CO
$1.5B
4.1M
−42%
Reduced · −2.9M sh
Q1 2026
11KENSICO CAPITAL MANAGEMENT CORP
$1.3B
3.3M
+5.3%
Added · +166K sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$1.3B
3.2M
−13%
Reduced · −455K sh
Q1 2026
13NORGES BANK
$2.0B
3.0M
+11%
Added · +310K sh
Q4 2025
14GOLDMAN SACHS GROUP INC
$1.1B
2.7M
+9.1%
Added · +226K sh
Q1 2026
15NORTHERN TRUST CORP
$958.1M
2.4M
+0.3%
Added · +8K sh
Q1 2026
16JENNISON ASSOCIATES LLC
$915.8M
2.3M
−16%
Reduced · −436K sh
Q1 2026
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$783.5M
2.0M
+3.3%
Added · +63K sh
Q1 2026
18ALLIANCEBERNSTEIN L.P.
$1.3B
1.9M
+11%
Added · +179K sh
Q1 2026
19UBS Group AG
$725.2M
1.8M
−0.2%
Reduced · −4K sh
Q1 2026
20JANUS HENDERSON GROUP PLC
$718.3M
1.8M
−44%
Reduced · −1.4M sh
Q1 2026
21SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
$712.4M
1.8M
−0.5%
Reduced · −10K sh
Q1 2026
22Jericho Capital Asset Management L.P.
$667.5M
1.7M
−20%
Reduced · −418K sh
Q1 2026
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$642.3M
1.6M
+1.6%
Added · +25K sh
Q1 2026
24VANGUARD FIDUCIARY TRUST CO
$610.9M
1.5M
First observed position
No prior filed position
Q1 2026
25Legal & General Group Plc
$588.5M
1.5M
−1.9%
Reduced · −28K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is APP being bought or sold by institutions?

Last quarter, 2 funds opened a new position in APP and 19 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
19
funds
Reduced
25
funds
Exited
0
funds

Funds that own APP also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA805 funds$534.2B
AMAZON.COM INCAMZN795 funds$280.6B
MICROSOFT CORPMSFT793 funds$359.1B
META PLATFORMS INC-CLASS AMETA789 funds$155.6B
BROADCOM INCAVGO787 funds$210.2B
ALPHABET INC-CL AGOOGL785 funds$247.2B
APPLE INCAAPL778 funds$398.0B
ALPHABET INC-CL CGOOG745 funds$162.7B
VISA INC-CLASS A SHARESV742 funds$86.4B
ELI LILLY & COLLY740 funds$112.6B
MICRON TECHNOLOGY INCMU740 funds$67.7B
JPMORGAN CHASE & COJPM738 funds$90.7B

Ranked by how many of APP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$372.5M
7 insiders
Net
-$372.5M
400 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)380$196K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)202$104K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)182$94K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)240$125K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)138$72K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)120$63K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)412$215K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)1K$597K
Jul 6, 2026WEBB MAYNARD G JRDirectorSell (S)262$137K
Jun 16, 2026Vivas EduardoDirectorSell (S)153$76K
Jun 16, 2026Vivas EduardoDirectorSell (S)4K$1.9M
Jun 16, 2026Vivas EduardoDirectorSell (S)5K$2.3M

Institutional ownership over time

866 funds+362 since Q3 2024
06511302Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $18.8B · 3 values withheld

Share classes

Class13F holdersValue held
APPthis pagecs1275 funds$82.2B
03831WAD0Corporate Bond - Domestic1 funds$147K
03831WAE8Corporate Bond - Domestic1 funds$102K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

Keep exploring

Connected entities for APP

Browse more

Build

Ask your agent what changed in APP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/APP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for APP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.