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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 37,269 | $3.51M | 0.75% | +37,269 | New |
| Comprehensive Financial Management LLC | 39,000 | $3.68M | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 44,324 | $4.18M | 0.48% | +44,324 | New |
| Russell Investments Group, Ltd. | 46,609 | $4.39M | 0.01% | +46,609 | New |
| Bank of America Corp | 48,863 | $4.61M | 0.00% | +28,121+135.6% | Added |
| Caption Management, LLC | 53,300 | $5.02M | 0.31% | +47,300+788.3% | Added |
| Cubist Systematic Strategies, LLC | 55,538 | $5.24M | 0.05% | +38,500+226.0% | Added |
| Wade G W & Inc | 56,955 | $5.37M | 0.23% | −55,560−49.4% | Reduced |
| Renaissance Capital LLC | 63,294 | $5.97M | 1.53% | +51,285+427.1% | Added |
| Lord, Abbett & Co. LLC | 64,815 | $6.11M | 0.01% | −43,396−40.1% | Reduced |
| Ardmore Road Asset Management LP | 75,000 | $7.07M | 3.73% | +75,000 | New |
| Morgan Stanley | 104,379 | $9.84M | 0.00% | +42,552+68.8% | Added |
| HAP Trading, LLC | 109,421 | $10.3M | 0.72% | +109,421 | New |
| Bank of Montreal | 109,899 | $10.3M | 0.01% | −34,877−24.1% | Reduced |
| Ratan Capital Management LP | 110,000 | $10.4M | 1.58% | +110,000 | New |
| Hampton Road Capital Management LP | 113,053 | $10.7M | 3.73% | +113,053 | New |
| Balyasny Asset Management LLC | 121,161 | $11.4M | 0.05% | +121,161 | New |
| Scout Investments, Inc. | 121,817 | $11.5M | 0.17% | +121,817 | New |
| Massachusetts Financial Services Co | 127,582 | $12.0M | 0.00% | −20,535−13.9% | Reduced |
| Ci Investments Inc. | 134,221 | $12.7M | 0.04% | +70.0% | Added |
| Charles Schwab Investment Management Inc | 143,910 | $13.6M | 0.00% | +6,109+4.4% | Added |
| ExodusPoint Capital Management, LP | 144,444 | $13.6M | 0.17% | +62,324+75.9% | Added |
| Baker Avenue Asset Management, LP | 148,547 | $14.0M | 0.72% | +148,547 | New |
| State Street Corp | 148,650 | $14.0M | 0.00% | +18,204+14.0% | Added |
| Davidson Kempner Capital Management LP | 150,000 | $14.1M | 0.21% | +150,000 | New |
| Susquehanna International Group, LLP | 153,166 | $14.4M | 0.02% | −29,527−16.2% | Reduced |
| First Republic Investment Management, Inc. | 153,584 | $14.5M | 0.03% | +124,847+434.4% | Added |
| Invesco Ltd. | 160,412 | $15.1M | 0.00% | +160,412 | New |
| 1832 Asset Management L.P. | 161,500 | $15.3M | 0.03% | +161,500 | New |
| Crescent Park Management, L.P. | 181,757 | $17.1M | 2.87% | −132,944−42.2% | Reduced |
| Global Endowment Management, LP | 194,275 | $18.3M | 1.33% | +33,680+21.0% | Added |
| Metavasi Capital LP | 201,000 | $18.9M | 10.47% | +201,000 | New |
| Voloridge Investment Management, LLC | 211,503 | $19.9M | 0.11% | +211,503 | New |
| Bamco Inc | 218,970 | $20.6M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 227,896 | $21.5M | 0.02% | +221,434+3,426.7% | Added |
| Builders Union LLP | 230,648 | $21.7M | 9.79% | −19,360−7.7% | Reduced |
| Greenstone Partners & Co., LLC | 242,866 | $22.9M | 16.59% | +16,000+7.1% | Added |
| Price T Rowe Associates Inc | 262,163 | $24.7M | 0.00% | +256,063+4,197.8% | Added |
| No Street GP LP | 265,000 | $25.0M | 4.03% | +90,000+51.4% | Added |
| GAM Holding AG | 268,320 | $25.3M | 1.13% | +268,320 | New |
| First Trust Advisors LP | 271,598 | $25.6M | 0.02% | +71,134+35.5% | Added |
| Islet Management, LP | 278,371 | $26.2M | 1.45% | +188,371+209.3% | Added |
| Citadel Advisors LLC | 314,879 | $29.7M | 0.03% | +164,924+110.0% | Added |
| D. E. Shaw & Co., Inc. | 345,767 | $32.6M | 0.04% | +338,486+4,648.9% | Added |
| Ergoteles LLC | 362,133 | $34.1M | 1.33% | +327,052+932.3% | Added |
| Geode Capital Management, LLC | 395,502 | $37.3M | 0.00% | +16,843+4.4% | Added |
| Northern Trust Corp | 397,282 | $37.4M | 0.01% | +347,716+701.5% | Added |
| Banco Santander, S.A. | 400,000 | $37.7M | 0.20% | +400,000 | New |
| EPIQ Capital Group, LLC | 416,238 | $39.2M | 6.97% | −67,927−14.0% | Reduced |
| Light Street Capital Management, LLC | 433,180 | $40.8M | 2.44% | −236,574−35.3% | Reduced |
| Hitchwood Capital Management LP | 441,819 | $41.6M | 1.95% | −128,181−22.5% | Reduced |
| Alta Park Capital, LP | 461,418 | $43.5M | 3.36% | +461,418 | New |
| Fort Point Capital Partners LLC | 542,992 | $51.2M | 7.16% | −195,400−26.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 543,392 | $51.2M | 4.37% | −195,400−26.4% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 600,000 | $56.6M | 0.12% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 800,000 | $75.4M | 1.45% | −2,317,800−74.3% | Reduced |
| Marshall Wace, LLP | 831,770 | $78.4M | 0.16% | +464,660+126.6% | Added |
| Victory Capital Management Inc | 847,575 | $79.9M | 0.07% | +707,237+504.0% | Added |
| XN LP | 867,104 | $81.7M | 7.52% | +867,104 | New |
| GQG Partners LLC | 969,211 | $91.3M | 0.23% | +969,211 | New |
| Goodnow Investment Group, LLC | 1,084,814 | $102.3M | 8.65% | +564,130+108.3% | Added |
| FMR LLC | 1,177,218 | $111.0M | 0.01% | −34,535−2.9% | Reduced |
| Thrivent Financial for Lutherans | 1,229,133 | $115.9M | 0.22% | −14,271−1.1% | Reduced |
| Keenan Capital, LLC | 1,292,712 | $121.9M | 15.39% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,500,055 | $141.4M | 0.03% | +309,385+26.0% | Added |
| Franklin Resources Inc | 1,928,755 | $181.8M | 0.07% | +115,222+6.4% | Added |
| Spyglass Capital Management LLC | 2,183,934 | $205.9M | 5.46% | +263,091+13.7% | Added |
| BlackRock Inc. | 4,927,590 | $464.5M | 0.01% | +903,470+22.5% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $471.3M | 14.78% | 00.0% | Unchanged |
| Vulcan Value Partners, LLC | 9,706,589 | $914.9M | 4.68% | +9,706,589 | New |
| Vanguard Group Inc | 15,530,682 | $1.46B | 0.03% | +12,829,680+475.0% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 99,640,489 | $9.39B | 51.53% | −8,410,000−7.8% | Reduced |
| Mission Financial Group, LLC | 377 | – | – | +377 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Marcho Partners LLP | 0 | $0 | 0.00% | −3,326,422−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −304,905−100.0% | Sold out |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −253,227−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −142,435−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,625−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Silicon Valley Community Foundation | 0 | $0 | 0.00% | −16,986−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −8,469−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,151−100.0% | Sold out |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |