AppLovin Corporation

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,364 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• THREE-CLASS STRUCTURE. AppLovin has three authorized classes of common stock. Per the Q2 2026 10-Q cover page (period ended 30 Jun 2026, filed 5 Aug 2026): Class A Common Stock, 304,443,000 shares as of 31 Jul 2026, 1 vote/share, the ONLY class listed (Nasdaq: APP); Class B Common Stock, 30,208,000 shares as of 31 Jul 2026, 20 votes/share, unlisted, held almost entirely by co-founder/CEO Adam Foroughi and director Herald Chen; Class C Common Stock, 0 shares issued and outstanding (150,000,000 authorized), no voting rights. company.shares_outstanding (304,443,000) is the Class A count and is the sole denominator for pct_of_company on every register row here except the Foroughi, Chen and directors/officers-group rows, each of which reports Class A share count and percentage only, with the far larger Class B block (for Foroughi and Chen) described but NEVER counted in shares or pct_of_company.
• VOTING POWER. AppLovin states voting power directly in its own DEF 14A ('Percent of Total Voting Power' column), so no arithmetic modelling was required here (unlike some single-vote-differential dual-class companies). As of 31 Mar 2026 per the proxy: Adam Foroughi 61.6% of total voting power, Herald Chen 1.6%, all directors and officers as a group 64.0%, and 'Shares subject to the Voting Agreement' (Foroughi and Chen jointly, plus affiliated trusts/entities and a small reconciling difference in how Mr. Chen's exercisable stock options are classified) 66.9%. Separately, company.share_classes states a share-count-weighted total voting power split as of the most recent 10-Q (31 Jul 2026 counts): Class A 33.507%, Class B 66.493% of total votes cast (computed here as (304,443,000 x 1) / [(304,443,000 x 1) + (30,208,000 x 20)] etc; this is an arithmetic check using filed share counts and the filed 1-vote/20-vote formula, consistent with, but not identical in method to, the proxy's own per-holder voting power percentages which use beneficial-ownership share counts as of a different date, 31 Mar 2026).
• AppLovin is a 'controlled company' under Nasdaq rules because Foroughi and Chen, via the Voting Agreement, collectively control a majority of total voting power (66.9% per the proxy).
• VANGUARD. Vanguard Group Inc (CIK 0000102909) filed Form 13F-NT (notice only) for Q2 2026. Its AppLovin position is represented as the sum of its two project-verified successor entities' own Q2 2026 13F-HR filings: Vanguard Capital Management LLC (17,744,980 shares) and Vanguard Portfolio Management LLC (6,350,652 shares). The Q1 2026 aggregator register (data/registers/APP.json) lists 9 Vanguard-tagged CIKs in total; the other 7 were not individually re-checked for Q2 2026 within the time budget, so the true Vanguard family total is likely somewhat higher than the 24,095,632 shares used here (see unknowns).
• CAPITAL GROUP. All three Capital Group 13F filers named in the verified manager list were checked individually against their own Q2 2026 13F-HR and each holds AppLovin Class A under CUSIP 03831W108: Capital World Investors (8,150,954 shares), Capital International Investors (2,968,827 shares), Capital Research Global Investors (1,905,302 shares). This is NOT the Vanguard successor case (none files a parent 13F-NT); the three are independent filers summed into one roll-up row, so is_aggregate is not set on it.
• T. ROWE PRICE. T. Rowe Price Associates, Inc. (CIK 0000080255) holds 4,773,100 AppLovin Class A shares per its own Q2 2026 13F-HR; its value field is in whole thousands of dollars (thousands trap), rescaled x1,000 in this file's value_usd to match the approximately $515/share cluster of every other Q2 2026 AppLovin 13F holder. T. Rowe Price Investment Management, Inc. (CIK 0001897612), the separate registrant named in the brief, was checked independently against its own Q2 2026 13F-HR and holds no AppLovin position (searched 'APPLOVIN', 'APPLOV' and CUSIP '03831W108' directly in the filing, zero hits for all three, in a file that otherwise matches hundreds of other issuers, confirming genuine absence rather than a search-term miss). No row is included for T. Rowe Price Investment Management as a result.
• THOUSANDS TRAP. Implied price per share was computed for every Q2 2026 13F register row (value_usd / shares). All institutional rows except T. Rowe Price Associates cluster tightly at approximately $515.1 to $515.3 per share (the 30 Jun 2026 quarter-end mark for AppLovin Class A), except JPMorgan which implies approximately $498.9/share, a modest but plausible deviation left as filed rather than adjusted (no thousands-scale error pattern; JPMorgan's per-share figures on other issuers in this task's sibling files have not shown a similar systematic offset). T. Rowe Price Associates' raw filed value implied approximately $0.52/share, approximately 1,000x below the cluster; value_usd for that row is rescaled x1,000 as documented in its own method_note.
• 5-PERCENT HOLDERS PER THE PROXY (STALE CROSS-CHECK). The 2026 DEF 14A's own 'Greater than 5% stockholders' table, based on older Schedule 13G/13G-A filings rather than the Q2 2026 13F-HRs used elsewhere in this register, states: The Vanguard Group 24,954,427 Class A shares (8.2%) per a 13G/A filed 17 Oct 2025; BlackRock, Inc. 21,386,458 Class A shares (7.0%) per a 13G filed 17 Oct 2025; Angel Pride Holdings Limited 17,244,541 Class A shares (5.6%) per a 13G/A filed 30 Jan 2025. This file uses the fresher, individually-verified Q2 2026 13F-HR figures for Vanguard (24,095,632, summed across two successor entities, lower than the proxy's older combined Vanguard figure, consistent with the proxy figure representing a broader, differently-dated Vanguard entity aggregation) and BlackRock (24,040,619, close to but not identical to the proxy's older 13G snapshot) rather than the proxy's staler 13G numbers, and reuses the proxy-cited Angel Pride 13G/A directly since no fresher 13F/13D/G exists for that holder (it does not file 13F).
• HOLDINGS: ONE FOUND (TRIPLEDOT), PLUS ONE FULLY WRITTEN-OFF POSITION EXCLUDED. The Q2 2026 10-Q (period ended 30 Jun 2026, filed 5 Aug 2026) and the FY2025 10-K (period ended 31 Dec 2025, filed 19 Feb 2026) were searched for 'equity method', 'unconsolidated', 'joint venture', 'strategic investment', 'non-marketable', 'equity securities', 'investment in' and 'noncontrolling'. AppLovin sold its Apps Business to Tripledot on 30 Jun 2025 for cash plus 596.9 million Tripledot ordinary shares (approximately 22% of Tripledot, valued at $285.0 million at closing), accounted for as an equity method investment; the 'Equity method investments' balance sheet line was $0 before the transaction and is composed entirely of this single Tripledot position ($289,959 thousand at 30 Jun 2026), so it is included as this file's one holdings row. Separately, AppLovin invested $50.0 million in the Series C preferred stock of Humans, Inc. (developer of the Flip Shop app) in Feb 2024; Eduardo Vivas, an AppLovin director, was Humans, Inc.'s COO and a board member at the time. AppLovin recorded a $50.0 million impairment charge in 2025, a full write-down of this investment to $0; per the no-invented-numbers rule, a worthless position is not carried as a holdings row. The remaining $19.6 million 'non-marketable equity securities' balance (unchanged 31 Dec 2025 to 30 Jun 2026) is a COMBINED balance covering other, unnamed privately-held investees and, per the rule against sizing a combined balance, is not assigned to any individual investee here; likewise $173.0-201.2 million of 'equity interests in certain private equity funds' (measured at net asset value) are LP fund interests, not direct equity stakes in operating companies, and are excluded as out of scope for this database.
• MARKET CAP. $104.40 billion and the $311.98 share price are stockanalysis.com's figures as of 17 Aug 2026, 4:00pm EDT (aggregator; total shares outstanding used there, approximately 334.65 million, is consistent with Class A (304,443,000) plus Class B (30,208,000) = 334,651,000 combined shares from the Q2 2026 10-Q cover page, since Class B is economically identical to Class A and convertible 1-for-1).
• Additional smaller Q2 2026 13F holders of AppLovin Class A stock were checked but excluded from the top-12 institutional cut for brevity: Charles Schwab Investment Management, 2,104,222 shares; Wellington Management Group LLP, 245,730 shares. Neither displaced a top-12 row.
• SELF-GATE (computed by the chart's own algorithm: member rows, i.e. Foroughi and Chen, count at full value; only the directors/officers-group container they roll up into is reduced by their sum): 16 register rows total. Sum = 12 institutional 13F rows (121,048,669 shares) + Angel Pride Holdings (17,244,541) + Adam Foroughi (2,420,296, full value) + Herald Chen (446,209, full value) + directors/officers-group aggregate net of its Foroughi/Chen members (14,437,484 minus 2,866,505 = 11,570,979). Total: 152,730,694 shares, 50.167% of the 304,443,000 Class A shares outstanding. This is above the 25 to 45 percent expected range but within the 15 to 55 percent outer band; it reflects genuinely heavy institutional (index plus active) concentration in AppLovin's Class A float (BlackRock and the Vanguard family alone are approximately 15.8% combined) plus Angel Pride's large 5.7% strategic block, not an unlisted-class leak: every register row's shares figure was verified to come from a CUSIP 03831W108 (Class A) 13F line or an explicitly Class-A-only proxy figure, and Class B counts for Foroughi and Chen were confirmed excluded from their rows' shares fields.