Applovin Corp: which funds bought and sold
Institutions that bought and sold Applovin shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 801 institutions that filed 13F reports for both quarters added to or opened positions in Applovin, and 611 cut or closed them. Together they added a net 5.2M shares, +2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 331K shares (−0.5%); index fund managers were net buyers of 2.3M shares (+3.1%). 192 opened a new position and 127 sold out entirely.
Bought, Q2 2026 801 institutions, 192 of them new holders Sold, Q2 2026 611 institutions, 127 of them sold out
Net change, all compared +5.2M shares (+2.4%)
Net change, active managers −331K shares (−0.5%), 45 bought, 55 sold
Buyers versus sellers
801 bought 140 611 sold
Active managers and hedge funds 45 bought · 55 sold · −331K
Index fund managers 9 bought · 3 sold · +2.3M
Other institutions 747 bought · 553 sold · +3.2M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +5.0M +156.4% | 8.2M | $4.2B |
| FMR LLC Active manager | +1.6M +10.2% | 17.3M | $8.9B |
| Vanguard Capital Management LLC Index funds | +994K +5.9% | 17.7M | $9.1B |
| Fundsmith LLP Active manager | +697K New position | 697K | $359M |
| Canada Pension Plan Investment Board | +667K +163.4% | 1.1M | $554M |
| Goldman Sachs Group Inc | +491K +18.2% | 3.2M | $1.6B |
| Vanguard Portfolio Management LLC Index funds | +415K +7.0% | 6.4M | $3.3B |
| Blackrock, Inc. Index funds | +400K +1.7% | 24.0M | $12.4B |
| Invesco Ltd. | +387K +3.7% | 11.0M | $5.7B |
| State Street Corp Index funds | +335K +2.8% | 12.1M | $6.2B |
| Menora Mivtachim Holdings Ltd. | +303K New position | 303K | $156M |
| Caisse De Depot Et Placement Du Quebec | +290K +1242.7% | 313K | $161M |
| Contour Asset Management LLC Hedge fund | +254K New position | 254K | $131M |
| Jpmorgan Chase & Co | +241K +5.9% | 4.3M | $2.2B |
| Fundsmith Investment Services Ltd. | +234K New position | 234K | $121M |
| Amundi | +217K +19.5% | 1.3M | $687M |
| Winslow Capital Management, LLC Active manager | +208K +48.3% | 640K | $330M |
| Citigroup Inc | +192K +46.1% | 609K | $314M |
| Morgan Stanley | +186K +3.3% | 5.8M | $3B |
| SG Americas Securities, LLC | +173K +157.0% | 284K | $146M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital World Investors Active manager | +5.0M +156.4% | 8.2M | $4.2B |
| FMR LLC Active manager | +1.6M +10.2% | 17.3M | $8.9B |
| Fundsmith LLP Active manager | +697K New position | 697K | $359M |
| Contour Asset Management LLC Hedge fund | +254K New position | 254K | $131M |
| Winslow Capital Management, LLC Active manager | +208K +48.3% | 640K | $330M |
| Bridgewater Associates, LP Hedge fund | +147K New position | 147K | $75.5M |
| Capital International Investors Active manager | +145K +5.1% | 3.0M | $1.5B |
| Loomis Sayles & Co L P Active manager | +128K +5031.1% | 131K | $67.3M |
| Dorsey Asset Management, LLC Active manager | +122K +38.6% | 439K | $226M |
| Fred Alger Management, LLC Active manager | +121K +10.3% | 1.3M | $667M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| WCM Investment Management, LLC Active manager | −1.3M −25.8% | 3.7M | $1.9B |
| Tiger Global Management LLC Hedge fund | −1.0M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −973K −98.6% | 14K | $7.1M |
| Wellington Management Group LLP Active manager | −847K −77.5% | 246K | $127M |
| Capital Research Global Investors Active manager | −734K −27.8% | 1.9M | $982M |
| Price T Rowe Associates Inc Active manager | −662K −12.2% | 4.8M | $2.5B |
| Jennison Associates LLC Active manager | −481K −20.9% | 1.8M | $937M |
| Renaissance Technologies LLC Hedge fund | −437K Sold out | 0 | — |
| Lone Pine Capital LLC Hedge fund | −423K −28.9% | 1.0M | $537M |
| Alliancebernstein L.P. Active manager | −277K −14.7% | 1.6M | $638M |
| Bank Of America Corp | −260K −8.2% | 2.9M | $1.5B |
| Whale Rock Capital Management LLC Hedge fund | −234K −33.6% | 462K | $238M |
| Baillie Gifford & Co Active manager | −229K −3.4% | 6.5M | $3.3B |
| D. E. Shaw & Co., Inc. Hedge fund | −208K −68.6% | 95K | $49M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −190K −30.0% | 443K | $228M |
| UBS Group AG | −186K −10.2% | 1.6M | $843M |
| Sapient Capital LLC | −156K −12.2% | 1.1M | $575M |
| Allspring Global Investments Holdings, LLC | −142K −78.2% | 40K | $22.4M |
| Sands Capital Management, LLC Active manager | −140K −14.4% | 832K | $429M |
| 1832 Asset Management L.P. | −130K −83.7% | 25K | $13M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| WCM Investment Management, LLC Active manager | −1.3M −25.8% | 3.7M | $1.9B |
| Tiger Global Management LLC Hedge fund | −1.0M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −973K −98.6% | 14K | $7.1M |
| Wellington Management Group LLP Active manager | −847K −77.5% | 246K | $127M |
| Capital Research Global Investors Active manager | −734K −27.8% | 1.9M | $982M |
| Price T Rowe Associates Inc Active manager | −662K −12.2% | 4.8M | $2.5B |
| Jennison Associates LLC Active manager | −481K −20.9% | 1.8M | $937M |
| Renaissance Technologies LLC Hedge fund | −437K Sold out | 0 | — |
| Lone Pine Capital LLC Hedge fund | −423K −28.9% | 1.0M | $537M |
| Alliancebernstein L.P. Active manager | −277K −14.7% | 1.6M | $638M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Fundsmith LLPActive manager | 697K | $359M |
| Menora Mivtachim Holdings Ltd. | 303K | $156M |
| Contour Asset Management LLCHedge fund | 254K | $131M |
| Fundsmith Investment Services Ltd. | 234K | $121M |
| Bridgewater Associates, LPHedge fund | 147K | $75.5M |
| Logan Capital Management Inc | 82K | $42.4M |
| Capricorn Fund Managers Ltd | 61K | $31.6M |
| Ardmore Road Asset Management LP | 30K | $15.5M |
| Dixon Mitchell Investment Counsel Inc. | 29K | $15.2M |
| Nishkama Capital, LLC | 29K | $15M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Tiger Global Management LLCHedge fund | 1.0M | $398M |
| Renaissance Technologies LLCHedge fund | 437K | $174M |
| Palestra Capital Management LLCHedge fund | 126K | $50.1M |
| Capitolis Liquid Global Markets LLC | 118K | $47.1M |
| Infinitum Asset Management, LLC | 100K | $39.8M |
| Dorsal Capital Management, LPHedge fund | 75K | $29.9M |
| Qube Research & Technologies LtdHedge fund | 71K | $28.3M |
| Voloridge Investment Management, LLCHedge fund | 55K | $21.9M |
| Zurich Insurance Group Ltd | 39K | $15.7M |
| Freestone Capital Holdings, LLC | 36K | $14.3M |
Who holds the shares
- Institutions reporting
- 1,448
- Ten largest holders
- 51.4% of 13F-reported shares
- Index fund managers
- 32.9% of 13F-reported shares
- Active managers and hedge funds
- 31.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 45 | 55 | 12 | 15 | −331K | −0.5% |
| Index fund managers | 9 | 3 | 0 | 0 | +2.3M | +3.1% |
| Other institutions | 747 | 553 | 180 | 112 | +3.2M | +4.3% |