APP — AppLovin

Application Software · Information Technology

Key Facts

StatusActive
SectorInformation Technology
IndustryApplication Software
Joined2025-09-22
Tenure0 yrs
AppLovin is a vertically integrated advertising technology company that serves as both an on-demand platform for advertisers and a supply-side platform for publishers, while also functioning as a transaction platform facilitating exchanges between the two. Approximately 80% of AppLovin's revenue comes from its on-demand platform (DSP), AppDiscovery, with the remaining revenue derived from its supply-side platform (SSP), Max. The company's primary growth tool going forward is AXON 2, an ad optimization engine running within the DSP platform that enables advertisers to serve ads based on specified return-on-investment thresholds.

Industry Peers

Sector Peers

S&P 500 Timeline

2025-09-22Joined S&P 500

Institutional Holdings (13F)

1,396 institutions hold APP, totaling 255.5M shares ($102.5B) · As of 2026Q1

RankInstitutionSharesValue
1VANGUARD CAPITAL MANAGEMENT LLC33.5M$13.3B
2MORGAN STANLEY16.2M$9.6B
3BlackRock, Inc.23.6M$9.4B
4FMR LLC15.7M$6.2B
5STATE STREET CORP11.8M$4.7B
6GEODE CAPITAL MANAGEMENT, LLC7.3M$2.9B
7GOLDMAN SACHS GROUP INC5.2M$2.7B
8BAILLIE GIFFORD & CO6.7M$2.7B
9VANGUARD PORTFOLIO MANAGEMENT LLC5.9M$2.4B
10COATUE MANAGEMENT LLC3.5M$2.0B

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Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10