Ticker · CUSIP 03831W108

APP

APPLOVIN CORP
Communication Services·Advertising Agencies
···Share
Holders (tracked)
30
Combined shares
29,647,064
Combined value
$15.88B
Last close
$466.09
Quarter
2025Q4
Tracked holders · last 8 quarters
+5 vs previous quarter over the last 8.
30212024Q12025Q4
Price is -13.0% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events
  1. Stephen Mandel (Lone Pine Capital) trimmed2026-02-17
    −328,608 shares · 2025Q4
    13F
  2. Chase Coleman (Tiger Global) trimmed2026-02-17
    −710,005 shares · 2025Q4
    13F
  3. Ken Griffin (Citadel Advisors) trimmed2026-02-17
    −115,518 shares · 2025Q4
    13F
  4. D.E. Shaw & Co. trimmed2026-02-17
    −27,985 shares · 2025Q4
    13F
  5. Philippe Laffont (Coatue) trimmed2026-02-17
    −82,108 shares · 2025Q4
    13F
  6. AQR Capital Management trimmed2026-02-17
    −39,137 shares · 2025Q4
    13F
  7. Andreas Halvorsen (Viking Global) exited2026-02-17
    −162,525 shares · 2025Q4
    13F
  8. Wellington Management added2026-02-17
    +188,339 shares · 2025Q4
    13F
  9. Whale Rock Capital trimmed2026-02-17
    −163,048 shares · 2025Q4
    13F
  10. Two Sigma Investments opened position2026-02-17
    +2,398 shares · 2025Q4
    13F
  11. Izzy Englander (Millennium Mgmt) added2026-02-17
    +3,086 shares · 2025Q4
    13F
  12. Steve Cohen (Point72) added2026-02-17
    +49,600 shares · 2025Q4
    13F
  13. T. Rowe Price added2026-02-17
    +212,349 shares · 2025Q4
    13F
  14. Dan Sundheim (D1 Capital) trimmed2026-02-17
    −167,500 shares · 2025Q4
    13F
  15. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +91,400 shares · 2025Q4
    13F
  16. Ray Dalio (Bridgewater Associates) trimmed2026-02-13
    −14,587 shares · 2025Q4
    13F
  17. Sands Capital Management added2026-02-13
    +446,392 shares · 2025Q4
    13F
  18. Renaissance Technologies trimmed2026-02-12
    −682,611 shares · 2025Q4
    13F
  19. Norges Bank (Norway SWF) opened position2026-02-10
    +3,027,991 shares · 2025Q4
    13F
  20. Ken Fisher (Fisher Asset Mgmt) added2026-02-09
    +138 shares · 2025Q4
    13F
  21. Baillie Gifford & Co trimmed2026-01-23
    −79,611 shares · 2025Q4
    13F
  22. Paul Tudor Jones (Tudor Investment) exited2025-12-09
    −104,990 shares · 2025Q3
    13F
  23. Stephen Mandel (Lone Pine Capital) trimmed2025-11-14
    −152,196 shares · 2025Q3
    13F
  24. AQR Capital Management trimmed2025-11-14
    −36,561 shares · 2025Q3
    13F
  25. D.E. Shaw & Co. trimmed2025-11-14
    −1,374,530 shares · 2025Q3
    13F
  26. Andreas Halvorsen (Viking Global) trimmed2025-11-14
    −210,448 shares · 2025Q3
    13F
  27. Philippe Laffont (Coatue) added2025-11-14
    +452,040 shares · 2025Q3
    13F
  28. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −2,574,629 shares · 2025Q3
    13F
  29. Dan Sundheim (D1 Capital) added2025-11-14
    +46,800 shares · 2025Q3
    13F
  30. Whale Rock Capital trimmed2025-11-14
    −253,120 shares · 2025Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for APP →
Follow-the-investor returns
If you'd copied each holder of APP…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2021Q3$2.30+20134.0%$2.84B
Two Sigma Investments2022Q3$42.73+990.8%$1.1M
Two Sigma Investments2022Q3$42.73+990.8%$1.1M
Two Sigma Investments2022Q3$42.73+990.8%$1.1M
Chase Coleman (Tiger Global)2021Q2$66.08+605.4%$602.6M
Whale Rock Capital2024Q1$75.39+518.2%$376.8M
AQR Capital Management2022Q3$99.65+367.7%$66.8M
Philippe Laffont (Coatue)2022Q4$211.17+120.7%$1.02B
Renaissance Technologies2022Q1$272.66+70.9%$148.6M
Stephen Mandel (Lone Pine Capital)2024Q1$295.60+57.7%$363.8M
Baillie Gifford & Co2024Q3$315.32+47.8%$2.87B
Dan Sundheim (D1 Capital)2024Q4$324.17+43.8%$311.9M
Sands Capital Management2024Q4$464.76+0.3%$682.1M
Wellington Management2022Q2$488.88-4.7%$411.2M
Paul Tudor Jones (Tudor Investment)2021Q3$521.13-10.6%$29.4M
Paul Tudor Jones (Tudor Investment)2021Q3$521.13-10.6%$29.4M
D.E. Shaw & Co.2021Q3$561.37-17.0%$67.8M
D.E. Shaw & Co.2021Q3$561.37-17.0%$67.8M
D.E. Shaw & Co.2021Q3$561.37-17.0%$67.8M
Ray Dalio (Bridgewater Associates)2024Q2$571.07-18.4%$4.6M
Izzy Englander (Millennium Mgmt)2021Q2$674.04-30.9%$79.4M
Izzy Englander (Millennium Mgmt)2021Q2$674.04-30.9%$79.4M
Izzy Englander (Millennium Mgmt)2021Q2$674.04-30.9%$79.4M
Ken Griffin (Citadel Advisors)2021Q2$674.45-30.9%$1.31B
Ken Griffin (Citadel Advisors)2021Q2$674.45-30.9%$1.31B
Ken Griffin (Citadel Advisors)2021Q2$674.45-30.9%$1.31B
Steve Cohen (Point72)2021Q2$691.26-32.6%$17.6M
Steve Cohen (Point72)2021Q2$691.26-32.6%$17.6M
Ken Fisher (Fisher Asset Mgmt)2025Q3$708.45-34.2%$242K
Norges Bank (Norway SWF)2021Q2$7640.80-93.9%$1.41B

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions3
Added to6
Trimmed11
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
14
$56.14B
2022Q2
14
$45.72B
2022Q3
15
$38.7M
2022Q4
20
$239.2M
2023Q1
15
$286.2M
2023Q2
16
$442.6M
2023Q3
14
$757.9M
2023Q4
12
$757.0M
2024Q1
21
$2.11B
2024Q2
24
$2.89B
2024Q3
22
$2.15B
2024Q4
25
$8.31B
2025Q1
30
$6.45B
2025Q2
29
$11.02B
2025Q3
25
$16.87B
2025Q4
30
$15.88B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-03-13Gilbert CisnerosBuy$1K – $15KPDF ↗
2026-02-10Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2026-02-05Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2025-12-19Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-11-18Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-10-17Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-10-09Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-09-23Valerie HoyleSell$1K – $15KPDF ↗
2025-07-01Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-06-06Rob BresnahanBuy$1K – $15KPDF ↗
2025-05-28Josh GottheimerBuy$1K – $15KPDF ↗
2025-04-16Josh GottheimerSell$1K – $15KPDF ↗

Who owns APP

30 super-investors · 2025Q4
Tracked stake
29.65M
shares
Combined value
$15.88B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New6Added9Trim15
#ManagerSharesValue
1Baillie Gifford & Co6.17M$4.16B
2Norges Bank
Norway SWF
3.03M$2.04B
3Ken Griffin
Citadel Advisors
2.81M$1.90B
4Philippe Laffont
Coatue
2.19M$1.47B
5Ken Griffin
Citadel Advisors
1.51M$1.02B
6Sands Capital Management1.46M$986M
7Chase Coleman
Tiger Global
1.29M$871M
8Wellington Management882.2K$594M
9Whale Rock Capital808.4K$545M
10Stephen Mandel
Lone Pine Capital
780.5K$526M
11Dan Sundheim
D1 Capital
669.3K$451M
12D.E. Shaw & Co.463.2K$312M
13Renaissance Technologies318.8K$215M
14D.E. Shaw & Co.199.0K$134M
15Izzy Englander
Millennium Mgmt
187.2K$126M
16Izzy Englander
Millennium Mgmt
170.3K$115M
17D.E. Shaw & Co.145.5K$98M
18AQR Capital Management143.4K$97M
19Ken Griffin
Citadel Advisors
82.8K$56M
20Paul Tudor Jones
Tudor Investment
63.0K$42M
21Steve Cohen
Point72
53.6K$36M
22Steve Cohen
Point72
37.7K$25M
23Paul Tudor Jones
Tudor Investment
28.4K$19M
24Izzy Englander
Millennium Mgmt
26.4K$18M
25Two Sigma Investments14.0K$9M
26Two Sigma Investments10.3K$7M
27Ray Dalio
Bridgewater Associates
9.9K$7M
28T. Rowe Price6.09M$4M
29Two Sigma Investments2.4K$2M
30Ken Fisher
Fisher Asset Mgmt
519$350K

Recent moves

20 transactions
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