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, Q4 2021
Institutional positions in AppLovin Corp as of Dec 31, 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
- 173
- +44 vs. Q3 2021
- Shares held
- 162.2M
- +16.4M (+11.2%) vs. Q3 2021
- Total value
- $15.3B
- +$4.73B (+44.9%) vs. Q3 2021
- New holders
- 66
- 49 more added
- Sold out
- 22
- 33 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 99,640,489 | $9.39B | 51.53% | −8,410,000−7.8% | Reduced |
| Vanguard Group Inc | 15,530,682 | $1.46B | 0.03% | +12,829,680+475.0% | Added |
| Vulcan Value Partners, LLC | 9,706,589 | $914.9M | 4.68% | +9,706,589 | New |
| Spruce House Investment Management LLC | 5,000,000 | $471.3M | 14.78% | 00.0% | Unchanged |
| BlackRock Inc. | 4,927,590 | $464.5M | 0.01% | +903,470+22.5% | Added |
| Spyglass Capital Management LLC | 2,183,934 | $205.9M | 5.46% | +263,091+13.7% | Added |
| Franklin Resources Inc | 1,928,755 | $181.8M | 0.07% | +115,222+6.4% | Added |
| Goldman Sachs Group Inc | 1,500,055 | $141.4M | 0.03% | +309,385+26.0% | Added |
| Keenan Capital, LLC | 1,292,712 | $121.9M | 15.39% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,229,133 | $115.9M | 0.22% | −14,271−1.1% | Reduced |
| FMR LLC | 1,177,218 | $111.0M | 0.01% | −34,535−2.9% | Reduced |
| Goodnow Investment Group, LLC | 1,084,814 | $102.3M | 8.65% | +564,130+108.3% | Added |
| GQG Partners LLC | 969,211 | $91.3M | 0.23% | +969,211 | New |
| XN LP | 867,104 | $81.7M | 7.52% | +867,104 | New |
| Victory Capital Management Inc | 847,575 | $79.9M | 0.07% | +707,237+504.0% | Added |
| Marshall Wace, LLP | 831,770 | $78.4M | 0.16% | +464,660+126.6% | Added |
| Southpoint Capital Advisors LP | 800,000 | $75.4M | 1.45% | −2,317,800−74.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 600,000 | $56.6M | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 543,392 | $51.2M | 4.37% | −195,400−26.4% | Reduced |
| Fort Point Capital Partners LLC | 542,992 | $51.2M | 7.16% | −195,400−26.5% | Reduced |
| Alta Park Capital, LP | 461,418 | $43.5M | 3.36% | +461,418 | New |
| Hitchwood Capital Management LP | 441,819 | $41.6M | 1.95% | −128,181−22.5% | Reduced |
| Light Street Capital Management, LLC | 433,180 | $40.8M | 2.44% | −236,574−35.3% | Reduced |
| EPIQ Capital Group, LLC | 416,238 | $39.2M | 6.97% | −67,927−14.0% | Reduced |
| Banco Santander, S.A. | 400,000 | $37.7M | 0.20% | +400,000 | New |
| Northern Trust Corp | 397,282 | $37.4M | 0.01% | +347,716+701.5% | Added |
| Geode Capital Management, LLC | 395,502 | $37.3M | 0.00% | +16,843+4.4% | Added |
| Ergoteles LLC | 362,133 | $34.1M | 1.33% | +327,052+932.3% | Added |
| D. E. Shaw & Co., Inc. | 345,767 | $32.6M | 0.04% | +338,486+4,648.9% | Added |
| Citadel Advisors LLC | 314,879 | $29.7M | 0.03% | +164,924+110.0% | Added |
| Islet Management, LP | 278,371 | $26.2M | 1.45% | +188,371+209.3% | Added |
| First Trust Advisors LP | 271,598 | $25.6M | 0.02% | +71,134+35.5% | Added |
| GAM Holding AG | 268,320 | $25.3M | 1.13% | +268,320 | New |
| No Street GP LP | 265,000 | $25.0M | 4.03% | +90,000+51.4% | Added |
| Price T Rowe Associates Inc | 262,163 | $24.7M | 0.00% | +256,063+4,197.8% | Added |
| Greenstone Partners & Co., LLC | 242,866 | $22.9M | 16.59% | +16,000+7.1% | Added |
| Builders Union LLP | 230,648 | $21.7M | 9.79% | −19,360−7.7% | Reduced |
| Millennium Management LLC | 227,896 | $21.5M | 0.02% | +221,434+3,426.7% | Added |
| Bamco Inc | 218,970 | $20.6M | 0.04% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 211,503 | $19.9M | 0.11% | +211,503 | New |
| Metavasi Capital LP | 201,000 | $18.9M | 10.47% | +201,000 | New |
| Global Endowment Management, LP | 194,275 | $18.3M | 1.33% | +33,680+21.0% | Added |
| Crescent Park Management, L.P. | 181,757 | $17.1M | 2.87% | −132,944−42.2% | Reduced |
| 1832 Asset Management L.P. | 161,500 | $15.3M | 0.03% | +161,500 | New |
| Invesco Ltd. | 160,412 | $15.1M | 0.00% | +160,412 | New |
| First Republic Investment Management, Inc. | 153,584 | $14.5M | 0.03% | +124,847+434.4% | Added |
| Susquehanna International Group, LLP | 153,166 | $14.4M | 0.02% | −29,527−16.2% | Reduced |
| Davidson Kempner Capital Management LP | 150,000 | $14.1M | 0.21% | +150,000 | New |
| State Street Corp | 148,650 | $14.0M | 0.00% | +18,204+14.0% | Added |
| Baker Avenue Asset Management, LP | 148,547 | $14.0M | 0.72% | +148,547 | New |
| ExodusPoint Capital Management, LP | 144,444 | $13.6M | 0.17% | +62,324+75.9% | Added |
| Charles Schwab Investment Management Inc | 143,910 | $13.6M | 0.00% | +6,109+4.4% | Added |
| Ci Investments Inc. | 134,221 | $12.7M | 0.04% | +70.0% | Added |
| Massachusetts Financial Services Co | 127,582 | $12.0M | 0.00% | −20,535−13.9% | Reduced |
| Scout Investments, Inc. | 121,817 | $11.5M | 0.17% | +121,817 | New |
| Balyasny Asset Management LLC | 121,161 | $11.4M | 0.05% | +121,161 | New |
| Hampton Road Capital Management LP | 113,053 | $10.7M | 3.73% | +113,053 | New |
| Ratan Capital Management LP | 110,000 | $10.4M | 1.58% | +110,000 | New |
| Bank of Montreal | 109,899 | $10.3M | 0.01% | −34,877−24.1% | Reduced |
| HAP Trading, LLC | 109,421 | $10.3M | 0.72% | +109,421 | New |
| Morgan Stanley | 104,379 | $9.84M | 0.00% | +42,552+68.8% | Added |
| Ardmore Road Asset Management LP | 75,000 | $7.07M | 3.73% | +75,000 | New |
| Lord, Abbett & Co. LLC | 64,815 | $6.11M | 0.01% | −43,396−40.1% | Reduced |
| Renaissance Capital LLC | 63,294 | $5.97M | 1.53% | +51,285+427.1% | Added |
| Wade G W & Inc | 56,955 | $5.37M | 0.23% | −55,560−49.4% | Reduced |
| Cubist Systematic Strategies, LLC | 55,538 | $5.24M | 0.05% | +38,500+226.0% | Added |
| Caption Management, LLC | 53,300 | $5.02M | 0.31% | +47,300+788.3% | Added |
| Bank of America Corp | 48,863 | $4.61M | 0.00% | +28,121+135.6% | Added |
| Russell Investments Group, Ltd. | 46,609 | $4.39M | 0.01% | +46,609 | New |
| CWM Advisors, LLC | 44,324 | $4.18M | 0.48% | +44,324 | New |
| Comprehensive Financial Management LLC | 39,000 | $3.68M | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 37,269 | $3.51M | 0.75% | +37,269 | New |
| Cresset Asset Management, LLC | 36,200 | $3.41M | 0.03% | −214−0.6% | Reduced |
| Prospect Capital Advisors, LLC | 35,890 | $3.38M | 1.33% | +35,890 | New |
| Hiddenite Capital Partners LP | 33,472 | $3.15M | 3.80% | +33,472 | New |
| Allen Investment Management LLC | 33,000 | $3.11M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 32,182 | $3.03M | 0.00% | +2,768+9.4% | Added |
| Stifel Financial Corp | 31,631 | $2.98M | 0.00% | +6,619+26.5% | Added |
| Burleson & Company, LLC | 29,596 | $2.79M | 0.41% | +11,771+66.0% | Added |
| Caas Capital Management LP | 29,361 | $2.77M | 0.25% | +29,361 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $2.75M | 0.01% | +29,100 | New |
| UBS Group AG | 27,713 | $2.61M | 0.00% | −51,939−65.2% | Reduced |
| Raymond James & Associates | 27,631 | $2.60M | 0.00% | +7,310+36.0% | Added |
| Daiwa Securities Group Inc. | 26,504 | $2.50M | 0.01% | +26,504 | New |
| Alpha Family Trust | 26,358 | $2.48M | 0.82% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 24,770 | $2.33M | 0.07% | +18,654+305.0% | Added |
| Cohen Capital Management, Inc. | 23,621 | $2.23M | 0.36% | −1,395−5.6% | Reduced |
| Jane Street Group, LLC | 23,127 | $2.18M | 0.00% | −38,012−62.2% | Reduced |
| Legal & General Group Plc | 23,097 | $2.18M | 0.00% | +19,314+510.5% | Added |
| Oppenheimer Asset Management Inc. | 21,213 | $2.00M | 0.03% | +2,977+16.3% | Added |
| Group One Trading, L.P. | 18,251 | $1.72M | 0.03% | +18,251 | New |
| Parametric Portfolio Associates LLC | 18,064 | $1.70M | 0.00% | −1,241−6.4% | Reduced |
| Squarepoint Ops LLC | 16,860 | $1.59M | 0.01% | +16,860 | New |
| CIBC Asset Management Inc | 15,477 | $1.46M | 0.01% | +908+6.2% | Added |
| Clearbridge Investments, LLC | 14,450 | $1.36M | 0.00% | +1,288+9.8% | Added |
| Aigen Investment Management, LP | 15,003 | $1.32M | 0.08% | +15,003 | New |
| Coastal Bridge Advisors, LLC | 13,173 | $1.24M | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,898 | $1.22M | 0.04% | +5,411+72.3% | Added |
| Rockefeller Capital Management L.P. | 12,686 | $1.20M | 0.01% | −65,314−83.7% | Reduced |
| CWM, LLC | 12,249 | $1.16M | 0.01% | +12,249 | New |