AppLovin Corporation
US ˙ NasdaqGS ˙ US03831W1080

SecurityAPP / AppLovin Corporation
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership190,189 shares
Latest Disclosed Value $ 75,695
Natixis Advisors, L.p. reports 20.38% increase in ownership of APP / AppLovin Corporation

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 190,189 shares of AppLovin Corporation (US:APP) valued at $75,695,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 157,995 shares of AppLovin Corporation. This represents a change in shares of 20.38% during the quarter. The current value of the position is $108,565,587 USD.

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)
2026-05-13 2026-03-31 13F APPLOVIN COM 03831W108 190,189 32,194 20.38 76 -29.25 0.1053
2026-02-10 2025-12-31 13F APPLOVIN COM 03831W108 157,995 16,750 11.86 106 4.95 0.1509
2025-11-13 2025-09-30 13F APPLOVIN COM 03831W108 141,245 3,545 2.57 101 110.42 0.1481
2025-08-13 2025-06-30 13F APPLOVIN COM 03831W108 137,700 -22,981 -14.30 48 14.29 0.0765
2025-05-08 2025-03-31 13F APPLOVIN COM 03831W108 160,681 -12,500 -7.22 43 -25.00 0.0787
2025-02-10 2024-12-31 13F APPLOVIN COM 03831W108 173,181 -50,675 -22.64 56 93.10 0.1048
2024-11-06 2024-09-30 13F APPLOVIN COM 03831W108 223,856 38,718 20.91 29 93.33 0.0570
2024-08-01 2024-06-30 13F APPLOVIN COM 03831W108 185,138 114,198 160.98 15 275.00 0.0335
2024-04-25 2024-03-31 13F APPLOVIN COR COM 03831W108 70,940 70,940 5 0.0113
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.