$APP

$260.74 +$0.49 (0.19%) Close

$APP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 335.8M shares outstanding

Who owns APP?

By type of holder

Institutions 79.4% Insiders 0.0% Everyone else 20.6%

Concentration Top 10 holders own 37.6%

BlackRock, Inc. 8.3% · Vanguard Capital Management LLC 5.8%

Institutional ownership

79.4%

+1.8 pts vs last qtr

Institutional holders

1,499

+74 vs last qtr

Net shares bought

+6.0M

by institutions in Q2 2026

New / sold out

221 / 147

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Capital World Investors +5.0M
Norges Bank NEW +2.9M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.8M
WCM Investment Management, LLC −1.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$520M

36 notices from 14 people

Shares covered

1.1M

0.32% of the company

Arranged in advance

58%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Eduardo Vivas Director $179M
Arash Adam Foroughi Officer $111M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+61.0%

+8.26% a year

Each share's claim on the business

−37.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$4.67B vs $1.34B

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years7% 1–3 years22% Under 1 year6%

Quarterly turnover

9.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting APP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	27.9M	8.32%	+477.5K (+1.7%)	≤2021	0.2%
Shares held by quarter Peak holding28.9M (Q3'25) Change over 8 quarters+9.6M Share of the company8.320% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	19.6M	5.84%	+1.0M (+5.6%)	≤2021	0.2%
Shares held by quarter Peak holding19.6M (Q2'26) Change over 8 quarters+19.6M Share of the company5.840% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

27.9M

% of company

8.32%

Change vs last qtr

+477.5K (+1.7%)

Held since

≤2021

Vanguard Capital Management LLC

19.6M

% of company

5.84%

Change vs last qtr

+1.0M (+5.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding AppLovin Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting APP on Form N-PORT; together they hold 32.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.51B	10.1M	3.00%	0.20%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$3.59B	7.0M	2.08%	0.21%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.51B

% of company

3.00%

% of the fund

0.20%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$3.59B

% of company

2.08%

% of the fund

0.21%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding AppLovin Corporation and how much of the fund the position is.

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