AppLovin Corp

APP

Exchange: Nasdaq
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001751008

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding AppLovin Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of APP: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	130	1	173	+44
Shares	146.1M	350.4K	162.2M	+16.4M (+11.2%)
Value	$10.6B	$25.4M	$15.3B	+$4.73B (+44.9%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (66)

Institutions that held AppLovin Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to APP in Q4 2021
Institution	Shares	Value	% of portfolio
Vulcan Value Partners, LLC	9,706,589	$914.9M	4.68%
GQG Partners LLC	969,211	$91.3M	0.23%
XN LP	867,104	$81.7M	7.52%
Alta Park Capital, LP	461,418	$43.5M	3.36%
Banco Santander, S.A.	400,000	$37.7M	0.20%
GAM Holding AG	268,320	$25.3M	1.13%
Voloridge Investment Management, LLC	211,503	$19.9M	0.11%
Metavasi Capital LP	201,000	$18.9M	10.47%
1832 Asset Management L.P.	161,500	$15.3M	0.03%
Invesco Ltd.	160,412	$15.1M	0.00%
Davidson Kempner Capital Management LP	150,000	$14.1M	0.21%
Baker Avenue Asset Management, LP	148,547	$14.0M	0.72%
Scout Investments, Inc.	121,817	$11.5M	0.17%
Balyasny Asset Management LLC	121,161	$11.4M	0.05%
Hampton Road Capital Management LP	113,053	$10.7M	3.73%
Ratan Capital Management LP	110,000	$10.4M	1.58%
HAP Trading, LLC	109,421	$10.3M	0.72%
Ardmore Road Asset Management LP	75,000	$7.07M	3.73%
Russell Investments Group, Ltd.	46,609	$4.39M	0.01%
CWM Advisors, LLC	44,324	$4.18M	0.48%
Camden Capital, LLC	37,269	$3.51M	0.75%
Prospect Capital Advisors, LLC	35,890	$3.38M	1.33%
Hiddenite Capital Partners LP	33,472	$3.15M	3.80%
Caas Capital Management LP	29,361	$2.77M	0.25%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	29,100	$2.75M	0.01%
Daiwa Securities Group Inc.	26,504	$2.50M	0.01%
Group One Trading, L.P.	18,251	$1.72M	0.03%
Squarepoint Ops LLC	16,860	$1.59M	0.01%
Aigen Investment Management, LP	15,003	$1.32M	0.08%
CWM, LLC	12,249	$1.16M	0.01%
Credit Suisse AG	10,596	$999.0K	0.00%
Prelude Capital Management, LLC	10,401	$980.0K	0.05%
Optimus Prime Fund Management Co., Ltd.	10,000	$943.0K	0.06%
Divisadero Street Capital Management, LP	9,000	$848.0K	0.71%
Walleye Capital LLC	8,480	$799.0K	0.03%
Blueshift Asset Management, LLC	8,288	$781.0K	0.07%
EP Wealth Advisors, LLC	8,259	$778.0K	0.02%
Y-Intercept (Hong Kong) Ltd	8,205	$773.0K	0.18%
TD Asset Management Inc	7,063	$666.0K	0.00%
Lyon Street Capital, LLC	6,000	$566.0K	0.56%
TD Waterhouse Canada Inc.	6,300	$557.7K	0.01%
HighTower Advisors, LLC	5,334	$504.0K	0.00%
LPL Financial LLC	5,300	$500.0K	0.00%
Pinz Capital Management, LP	4,500	$424.0K	0.16%
Gotham Asset Management, LLC	4,455	$420.0K	0.01%
JustInvest LLC	4,286	$404.0K	0.02%
Harel Insurance Investments & Financial Services Ltd.	4,242	$399.0K	0.01%
Umb Bank N A	3,979	$375.0K	0.00%
Ameriprise Financial Inc	3,880	$366.0K	0.00%
Cutler Group LP	3,807	$358.0K	0.02%
Truist Financial Corp	3,430	$324.0K	0.00%
Gsa Capital Partners LLP	2,861	$270.0K	0.03%
Altium Wealth Management LLC	2,700	$255.0K	0.02%
Keybank National Association	2,573	$243.0K	0.00%
Janus Henderson Group PLC	2,486	$234.0K	0.00%
DekaBank Deutsche Girozentrale	2,382	$215.0K	0.00%
O'Neil Global Advisors, Inc.	2,195	$207.0K	0.34%
Amundi	929	$74.0K	0.00%
Parallel Advisors, LLC	220	$21.0K	0.00%
Gradient Investments LLC	100	$9.00K	0.00%
Steward Financial Group LLC	50	$4.00K	0.00%
National Bank of Canada	15	$1.00K	0.00%
Bell Investment Advisors, Inc	11	$1.00K	0.00%
Bivin & Associates, Inc.	10	$1.00K	0.00%
Psagot Value Holdings Ltd. / (Israel)	12	$1.00K	0.00%
Mission Financial Group, LLC	377	–	–

Sold out (22)

Institutions that held AppLovin Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of APP in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Marcho Partners LLP	3,326,422	$240.7M
Norges Bank	304,905	$22.1M
North Peak Capital Management, LLC	253,227	$18.3M
HRT Financial LP	142,435	$10.3M
HBK Investments L P	100,000	$7.24M
Teacher Retirement System of Texas	40,000	$2.90M
Qube Research & Technologies Ltd	32,625	$2.36M
ICONIQ Capital, LLC	28,200	$2.04M
Silicon Valley Community Foundation	16,986	$1.23M
Ardsley Advisory Partners LP	12,500	$905.0K
Cavalry Management Group, LLC	8,469	$613.0K
XTX Topco Ltd	6,151	$445.0K
Cheyne Capital Management (UK) LLP	5,836	$422.0K
Man Group plc	5,120	$371.0K
Seven Eight Capital, LP	3,479	$252.0K
Dark Forest Capital Management LP	2,224	$161.0K
Lazard Asset Management LLC	2,000	$144.0K
AdvisorNet Financial, Inc	275	$20.0K
Proequities, Inc.	100	$7.00K
Harbour Investments, Inc.	50	$4.00K
Brewin Dolphin Ltd	50	$3.62K
Investors Research Corp	12	$1.00K

Not filed for Q4 2021 yet (1)

Institutions that held AppLovin Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APP in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Marshall Wace North America L.P.	350,363	$25.4M