AppLovin公司
GB ˙ LSE ˙ US03831W1080
SecurityGB:0ADE / AppLovin Corporation
InstitutionVanguard Group Inc
Latest Disclosed Ownership24,954,427 shares
Ownership 8.11%
Vanguard Group Inc ownership in 0ADE / AppLovin Corporation

2025-10-30 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 24,954,427 shares of AppLovin Corporation (GB:0ADE). This represents 8.11 percent ownership of the company. In their previous filing dated 2025-01-30 , Vanguard Group Inc had reported owning 16,617,139 shares, indicating an increase of 50.17 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-10-30 2025-10-30 13G/A 16,617,139 24,954,427 50.17 8.11 45.86
2025-01-30 2025-01-30 13G/A 23,259,800 16,617,139 -28.56 5.56 -28.99
2024-11-12 2024-11-12 13G/A 23,259,800 23,259,800 0.00 7.83 0.00
2024-11-04 2024-11-04 13G/A 15,438,728 23,259,800 50.66 7.83 34.31
2024-02-13 2024-02-13 13G/A 15,832,711 15,438,728 -2.49 5.83 7.96
2023-02-09 2023-02-09 13G/A 15,530,682 15,832,711 1.94 5.40 2.47
2022-02-09 2022-02-09 13G 15,530,682 5.27

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F APPLOVIN COM CL A 03831W108 25,120,575 166,117 0.67 16,926,746 -5.60 0.2454
2025-11-07 2025-09-30 13F APPLOVIN COM CL A 03831W108 24,954,458 7,051,663 39.39 17,930,776 186.10 0.2684
2025-08-11 2025-06-30 13F APPLOVIN COM CL A 03831W108 17,902,795 72,120 0.40 6,267,410 32.66 0.1014
2025-05-09 2025-03-31 13F APPLOVIN COM CL A 03831W108 17,830,675 1,213,536 7.30 4,724,594 -12.20 0.0854
2025-02-11 2024-12-31 13F APPLOVIN COM CL A 03831W108 16,617,139 -6,642,661 -28.56 5,381,128 77.21 0.0937
2024-11-13 2024-09-30 13F APPLOVIN COM CL A 03831W108 23,259,800 4,156,570 21.76 3,036,567 91.01 0.0544
2024-08-13 2024-06-30 13F APPLOVIN COM CL A 03831W108 19,103,230 4,393,823 29.87 1,589,771 56.14 0.0305
2024-05-10 2024-03-31 13F APPLOVIN COM CL A 03831W108 14,709,407 -729,321 -4.72 1,018,185 65.50 0.0202
2024-03-11 2023-12-31 13F/A-1 APPLOVIN COM CL A 03831W108 15,438,728 -2,660,505 -14.70 615,233 -14.93 0.0134
2024-02-14 2023-12-31 13F APPLOVIN COM CL A 03831W108 15,438,728 -2,660,505 615,233 0.0117
2023-12-18 2023-09-30 13F/A-1 APPLOVIN COM CL A 03831W108 18,099,233 1,411,453 8.46 723,245 68.44 0.0178
2023-11-14 2023-09-30 13F APPLOVIN COM CL A 03831W108 18,099,233 1,411,453 723,245 0.0178
2023-08-14 2023-06-30 13F APPLOVIN COM CL A 03831W108 16,687,780 1,832,319 12.33 429,377 83.52 0.0102
2023-07-14 2023-03-31 13F/A-1 APPLOVIN COM CL A 03831W108 14,855,461 -977,250 -6.17 233,974 40.34 0.0060
2023-05-15 2023-03-31 13F APPLOVIN COM CL A 03831W108 14,855,461 -977,250 233,974 0.0060
2023-02-10 2022-12-31 13F APPLOVIN COM CL A 03831W108 15,832,711 444,717 2.89 166,718 -44.41 0.0045
2022-11-14 2022-09-30 13F APPLOVIN COM CL A 03831W108 15,387,994 1,115,232 7.81 299,911 -38.99 0.0088
2022-08-12 2022-06-30 13F APPLOVIN COM CL A 03831W108 14,272,762 2,298,954 19.20 491,554 -25.45 0.0138
2022-05-13 2022-03-31 13F APPLOVIN COM CL A 03831W108 11,973,808 -3,556,874 -22.90 659,398 -54.96 0.0156
2022-02-14 2021-12-31 13F APPLOVIN COM CL A 03831W108 15,530,682 12,829,680 475.00 1,463,921 648.92 0.0332
2021-11-12 2021-09-30 13F APPLOVIN COM CL A 03831W108 2,701,002 106,818 4.12 195,472 0.24 0.0049
2021-08-13 2021-06-30 13F APPLOVIN COM CL A 03831W108 2,594,184 2,594,184 195,005 0.0049
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.