AppLovin Corp
APP- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
In the last 90 days, AppLovin Corp insiders filed 0 open-market purchases and 1 sale; 1,467 institutions reported holding it in 13F filings for Q2 2026, worth $116.3B in total; 5 superinvestors hold it, including Coatue Management and Lone Pine Capital.
13F holders, Q3 2021
Institutional positions in AppLovin Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 130
- +38 vs. Q2 2021
- Shares held
- 146.1M
- +12.1M (+9.0%) vs. Q2 2021
- Total value
- $10.6B
- +$499.1M (+5.0%) vs. Q2 2021
- New holders
- 55
- 41 more added
- Sold out
- 17
- 18 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,467 | $116.3B |
| Q1 2026 | 1,395 | $87.6B |
| Q4 2025 | 1,594 | $163.8B |
| Q3 2025 | 1,452 | $172.5B |
| Q2 2025 | 1,201 | $70.0B |
| Q1 2025 | 1,018 | $54.7B |
| Q4 2024 | 993 | $66.1B |
| Q3 2024 | 704 | $24.4B |
| Q2 2024 | 607 | $15.0B |
| Q1 2024 | 512 | $11.6B |
| Q4 2023 | 367 | $5.63B |
| Q3 2023 | 319 | $5.34B |
| Q2 2023 | 243 | $3.81B |
| Q1 2023 | 220 | $2.64B |
| Q4 2022 | 230 | $1.68B |
| Q3 2022 | 227 | $2.80B |
| Q2 2022 | 228 | $4.98B |
| Q1 2022 | 176 | $7.18B |
| Q4 2021 | 173 | $15.3B |
| Q3 2021 | 130 | $10.6B |
| Q2 2021 | 93 | $10.1B |
| Q1 2021 | 1 | $91.0K |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 108,050,489 | $7.82B | 39.29% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 5,000,000 | $361.9M | 9.37% | +2,200,000+78.6% | Added |
| BlackRock Inc. | 4,024,120 | $291.2M | 0.01% | +1,137,300+39.4% | Added |
| Marcho Partners LLP | 3,326,422 | $240.7M | 15.11% | +947,215+39.8% | Added |
| Southpoint Capital Advisors LP | 3,117,800 | $225.6M | 4.82% | −382,200−10.9% | Reduced |
| Vanguard Group Inc | 2,701,002 | $195.5M | 0.00% | +106,818+4.1% | Added |
| Spyglass Capital Management LLC | 1,920,843 | $139.0M | 3.19% | +1,920,843 | New |
| Franklin Resources Inc | 1,813,533 | $131.2M | 0.05% | −244,422−11.9% | Reduced |
| Keenan Capital, LLC | 1,292,712 | $93.6M | 12.98% | +546,000+73.1% | Added |
| Thrivent Financial for Lutherans | 1,243,404 | $90.0M | 0.18% | +335,677+37.0% | Added |
| FMR LLC | 1,211,753 | $87.7M | 0.01% | +1,211,537+560,896.8% | Added |
| Goldman Sachs Group Inc | 1,190,670 | $86.2M | 0.02% | +1,187,060+32,882.5% | Added |
| JPMorgan Chase & Co | 786,264 | $56.9M | 0.01% | +775,157+6,979.0% | Added |
| Robertson Stephens Wealth Management, LLC | 738,792 | $53.5M | 6.22% | +681,834+1,197.1% | Added |
| Fort Point Capital Partners LLC | 738,392 | $53.4M | 8.28% | +681,834+1,205.5% | Added |
| Light Street Capital Management, LLC | 669,754 | $48.5M | 2.43% | −214,452−24.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 600,000 | $43.4M | 0.08% | −328,000−35.3% | Reduced |
| Hitchwood Capital Management LP | 570,000 | $41.3M | 1.44% | +370,000+185.0% | Added |
| Goodnow Investment Group, LLC | 520,684 | $37.7M | 3.14% | +520,684 | New |
| EPIQ Capital Group, LLC | 484,165 | $35.0M | 3.62% | −14,043−2.8% | Reduced |
| Geode Capital Management, LLC | 378,659 | $27.4M | 0.00% | +5,290+1.4% | Added |
| Marshall Wace, LLP | 367,110 | $26.6M | 0.13% | +367,110 | New |
| Marshall Wace North America L.P. | 350,363 | $25.4M | 0.11% | −39,010−10.0% | Reduced |
| Crescent Park Management, L.P. | 314,701 | $22.8M | 3.35% | −38,667−10.9% | Reduced |
| Norges Bank | 304,905 | $22.1M | 0.00% | −50,508−14.2% | Reduced |
| North Peak Capital Management, LLC | 253,227 | $18.3M | 2.36% | +253,227 | New |
| Builders Union LLP | 250,008 | $18.1M | 8.57% | +128,499+105.8% | Added |
| Greenstone Partners & Co., LLC | 226,866 | $16.4M | 12.34% | +50,900+28.9% | Added |
| Bamco Inc | 218,970 | $15.8M | 0.04% | +94,047+75.3% | Added |
| First Trust Advisors LP | 200,464 | $14.5M | 0.02% | +12,505+6.7% | Added |
| Susquehanna International Group, LLP | 182,693 | $13.2M | 0.02% | +102,836+128.8% | Added |
| No Street GP LP | 175,000 | $12.7M | 2.14% | +175,000 | New |
| Global Endowment Management, LP | 160,595 | $11.6M | 0.77% | +160,595 | New |
| Citadel Advisors LLC | 149,955 | $10.9M | 0.01% | +58,803+64.5% | Added |
| Bank of Montreal | 144,776 | $10.8M | 0.01% | +144,776 | New |
| Massachusetts Financial Services Co | 148,117 | $10.7M | 0.00% | −57,856−28.1% | Reduced |
| HRT Financial LP | 142,435 | $10.3M | 0.06% | +142,435 | New |
| Victory Capital Management Inc | 140,338 | $10.2M | 0.01% | +136,315+3,388.4% | Added |
| Charles Schwab Investment Management Inc | 137,801 | $9.97M | 0.00% | +27,588+25.0% | Added |
| Ci Investments Inc. | 134,214 | $9.71M | 0.04% | +134,214 | New |
| State Street Corp | 130,446 | $9.44M | 0.00% | +42,946+49.1% | Added |
| Wade G W & Inc | 112,515 | $8.14M | 0.39% | +112,515 | New |
| Lord, Abbett & Co. LLC | 108,211 | $7.83M | 0.02% | +108,211 | New |
| HBK Investments L P | 100,000 | $7.24M | 0.11% | −50,000−33.3% | Reduced |
| Islet Management, LP | 90,000 | $6.51M | 0.31% | +90,000 | New |
| ExodusPoint Capital Management, LP | 82,120 | $5.94M | 0.09% | +82,120 | New |
| UBS Group AG | 79,652 | $5.76M | 0.00% | +35,035+78.5% | Added |
| Rockefeller Capital Management L.P. | 78,000 | $5.64M | 0.03% | +73,000+1,460.0% | Added |
| Morgan Stanley | 61,827 | $4.47M | 0.00% | +50,832+462.3% | Added |
| Jane Street Group, LLC | 61,139 | $4.42M | 0.01% | +37,920+163.3% | Added |
| Northern Trust Corp | 49,566 | $3.59M | 0.00% | +151+0.3% | Added |
| Teacher Retirement System of Texas | 40,000 | $2.90M | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Management LLC | 39,000 | $2.82M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,414 | $2.63M | 0.04% | +36,414 | New |
| Ergoteles LLC | 35,081 | $2.54M | 0.09% | +35,081 | New |
| Allen Investment Management LLC | 33,000 | $2.39M | 0.03% | +33,000 | New |
| Qube Research & Technologies Ltd | 32,625 | $2.36M | 0.03% | +32,625 | New |
| Bank of New York Mellon Corp | 29,414 | $2.13M | 0.00% | +4,378+17.5% | Added |
| First Republic Investment Management, Inc. | 28,737 | $2.08M | 0.01% | +28,737 | New |
| ICONIQ Capital, LLC | 28,200 | $2.04M | 0.01% | +28,200 | New |
| Alpha Family Trust | 26,358 | $1.91M | 0.62% | +26,358 | New |
| Stifel Financial Corp | 25,012 | $1.81M | 0.00% | +14,873+146.7% | Added |
| Cohen Capital Management, Inc. | 25,016 | $1.81M | 0.31% | +25,016 | New |
| Tudor Investment Corp Et Al | 21,410 | $1.55M | 0.03% | +21,410 | New |
| Bank of America Corp | 20,742 | $1.50M | 0.00% | −9,058−30.4% | Reduced |
| Pallas Capital Advisors LLC | 15,000 | $1.48M | 0.16% | +15,000 | New |
| Raymond James & Associates | 20,321 | $1.47M | 0.00% | −757−3.6% | Reduced |
| Parametric Portfolio Associates LLC | 19,305 | $1.40M | 0.00% | +19,305 | New |
| Oppenheimer Asset Management Inc. | 18,236 | $1.32M | 0.02% | +18,236 | New |
| Burleson & Company, LLC | 17,825 | $1.29M | 0.19% | +17,825 | New |
| Cubist Systematic Strategies, LLC | 17,038 | $1.23M | 0.02% | +17,038 | New |
| Silicon Valley Community Foundation | 16,986 | $1.23M | 0.08% | +16,986 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 14,792 | $1.07M | 0.00% | +992+7.2% | Added |
| CIBC Asset Management Inc | 14,569 | $1.05M | 0.00% | +14,569 | New |
| Clearbridge Investments, LLC | 13,162 | $953.0K | 0.00% | +1,801+15.9% | Added |
| Coastal Bridge Advisors, LLC | 13,173 | $953.0K | 0.22% | +13,173 | New |
| Royal Bank of Canada | 12,512 | $905.0K | 0.00% | +11,696+1,433.3% | Added |
| Ardsley Advisory Partners LP | 12,500 | $905.0K | 0.19% | +12,500 | New |
| Renaissance Capital LLC | 12,009 | $869.0K | 0.18% | −16,321−57.6% | Reduced |
| Cinctive Capital Management LP | 10,550 | $764.0K | 0.04% | +4,550+75.8% | Added |
| Alliancebernstein L.P. | 8,937 | $647.0K | 0.00% | +8,937 | New |
| Cavalry Management Group, LLC | 8,469 | $613.0K | 0.06% | +8,469 | New |
| Blair William & Co | 8,357 | $605.0K | 0.00% | +8,357 | New |
| The PNC Financial Services Group, Inc. | 7,808 | $565.0K | 0.00% | +7,792+48,700.0% | Added |
| Simplex Trading, LLC | 7,487 | $531.0K | 0.02% | +3,716+98.5% | Added |
| D. E. Shaw & Co., Inc. | 7,281 | $527.0K | 0.00% | +7,281 | New |
| Manufacturers Life Insurance Company, The | 6,673 | $483.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 6,462 | $468.0K | 0.00% | +6,462 | New |
| BBR Partners, LLC | 6,440 | $466.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,151 | $445.0K | 0.15% | +6,151 | New |
| PEAK6 Investments LLC | 6,116 | $443.0K | 0.01% | +6,116 | New |
| Price T Rowe Associates Inc | 6,100 | $441.0K | 0.00% | +6,100 | New |
| Jefferies Group LLC | 6,000 | $434.2K | 0.01% | +6,000 | New |
| L & S Advisors Inc | 6,000 | $434.0K | 0.05% | +6,000 | New |
| Caption Management, LLC | 6,000 | $434.0K | 0.03% | +6,000 | New |
| ETF Managers Group, LLC | 5,721 | $424.0K | 0.01% | +2,540+79.8% | Added |
| Cheyne Capital Management (UK) LLP | 5,836 | $422.0K | 0.25% | +5,836 | New |
| Tower Research Capital LLC (TRC) | 5,358 | $387.0K | 0.01% | +4,514+534.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,259 | $381.0K | 0.00% | +5,259 | New |
| Pendal Group Limited | 5,166 | $374.0K | 0.00% | −1,842−26.3% | Reduced |