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, Q1 2022
Institutional positions in AppLovin Corp as of Mar 31, 2022. 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
- 176
- +5 vs. Q4 2021
- Shares held
- 130.4M
- −31.7M (−19.6%) vs. Q4 2021
- Total value
- $7.18B
- −$8.11B (−53.0%) vs. Q4 2021
- New holders
- 49
- 75 more added
- Sold out
- 44
- 30 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $3.34B | 30.33% | −38,905,489−39.0% | Reduced |
| Vanguard Group Inc | 11,973,808 | $659.4M | 0.02% | −3,556,874−22.9% | Reduced |
| Vulcan Value Partners, LLC | 10,488,722 | $577.6M | 3.54% | +782,133+8.1% | Added |
| BlackRock Inc. | 5,718,851 | $314.9M | 0.01% | +791,261+16.1% | Added |
| Spruce House Investment Management LLC | 5,641,647 | $310.7M | 17.97% | +641,647+12.8% | Added |
| Spyglass Capital Management LLC | 3,028,074 | $166.8M | 5.70% | +844,140+38.7% | Added |
| Goldman Sachs Group Inc | 2,236,229 | $123.1M | 0.03% | +736,174+49.1% | Added |
| Southpoint Capital Advisors LP | 2,080,000 | $114.5M | 2.22% | +1,280,000+160.0% | Added |
| First Trust Advisors LP | 1,627,033 | $89.6M | 0.09% | +1,355,435+499.1% | Added |
| Thrivent Financial for Lutherans | 1,600,294 | $88.1M | 0.17% | +371,161+30.2% | Added |
| Keenan Capital, LLC | 1,373,637 | $75.6M | 10.58% | +80,925+6.3% | Added |
| Goodnow Investment Group, LLC | 1,274,830 | $70.2M | 7.42% | +190,016+17.5% | Added |
| Millennium Management LLC | 1,169,212 | $64.4M | 0.08% | +941,316+413.0% | Added |
| Light Street Capital Management, LLC | 1,013,980 | $55.8M | 4.36% | +580,800+134.1% | Added |
| Norges Bank | 1,009,635 | $55.6M | 0.01% | +1,009,635 | New |
| Victory Capital Management Inc | 998,624 | $53.7M | 0.05% | +151,049+17.8% | Added |
| Blackstone Group Inc. | 920,621 | $50.7M | 0.13% | +920,621 | New |
| HRT Financial LP | 892,111 | $49.1M | 0.35% | +892,111 | New |
| Barclays PLC | 888,083 | $48.9M | 0.04% | +888,083 | New |
| Dorsal Capital Management, LLC | 850,000 | $46.8M | 2.38% | +850,000 | New |
| Marshall Wace, LLP | 729,758 | $40.2M | 0.08% | −102,012−12.3% | Reduced |
| No Street GP LP | 560,000 | $30.8M | 4.18% | +295,000+111.3% | Added |
| Robertson Stephens Wealth Management, LLC | 544,396 | $30.0M | 2.59% | +1,004+0.2% | Added |
| Fort Point Capital Partners LLC | 542,992 | $29.9M | 4.55% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 516,187 | $28.4M | 0.04% | +170,420+49.3% | Added |
| Geode Capital Management, LLC | 473,602 | $26.1M | 0.00% | +78,100+19.7% | Added |
| Jane Street Group, LLC | 470,775 | $25.9M | 0.05% | +447,648+1,935.6% | Added |
| Brighton Jones LLC | 468,200 | $25.8M | 1.20% | +468,200 | New |
| GAM Holding AG | 457,190 | $25.2M | 1.25% | +188,870+70.4% | Added |
| Legal & General Group Plc | 434,252 | $23.9M | 0.01% | +411,155+1,780.1% | Added |
| Citadel Advisors LLC | 428,497 | $23.6M | 0.03% | +113,618+36.1% | Added |
| Northern Trust Corp | 419,687 | $23.1M | 0.00% | +22,405+5.6% | Added |
| Morgan Stanley | 414,915 | $22.9M | 0.00% | +310,536+297.5% | Added |
| EPIQ Capital Group, LLC | 413,103 | $22.8M | 6.22% | −3,135−0.8% | Reduced |
| Greenstone Partners & Co., LLC | 402,315 | $22.2M | 19.02% | +159,449+65.7% | Added |
| Metavasi Capital LP | 293,640 | $16.2M | 10.20% | +92,640+46.1% | Added |
| Franklin Resources Inc | 290,633 | $16.0M | 0.01% | −1,638,122−84.9% | Reduced |
| Alta Park Capital, LP | 286,527 | $15.8M | 1.96% | −174,891−37.9% | Reduced |
| Makena Capital Management LLC | 284,815 | $15.7M | 1.90% | +284,815 | New |
| Amundi | 297,525 | $15.4M | 0.01% | +296,596+31,926.4% | Added |
| ExodusPoint Capital Management, LP | 263,216 | $14.5M | 0.21% | +118,772+82.2% | Added |
| Global Endowment Management, LP | 238,961 | $13.2M | 0.94% | +44,686+23.0% | Added |
| State Street Corp | 234,986 | $12.9M | 0.00% | +86,336+58.1% | Added |
| Price T Rowe Associates Inc | 231,919 | $12.8M | 0.00% | −30,244−11.5% | Reduced |
| Crescent Park Management, L.P. | 231,648 | $12.8M | 2.07% | +49,891+27.4% | Added |
| Cubist Systematic Strategies, LLC | 218,954 | $12.1M | 0.10% | +163,416+294.2% | Added |
| Balyasny Asset Management LLC | 203,247 | $11.2M | 0.05% | +82,086+67.7% | Added |
| Honeycomb Asset Management LP | 200,000 | $11.0M | 1.57% | +200,000 | New |
| Davidson Kempner Capital Management LP | 200,000 | $11.0M | 0.16% | +50,000+33.3% | Added |
| Bamco Inc | 194,467 | $10.7M | 0.03% | −24,503−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 189,940 | $10.5M | 0.00% | +46,030+32.0% | Added |
| California Public Employees Retirement System | 189,328 | $10.4M | 0.01% | +189,328 | New |
| First Republic Investment Management, Inc. | 177,005 | $9.75M | 0.02% | +23,421+15.2% | Added |
| Builders Union LLP | 171,855 | $9.46M | 6.37% | −58,793−25.5% | Reduced |
| Ergoteles LLC | 170,900 | $9.41M | 0.36% | −191,233−52.8% | Reduced |
| Invesco Ltd. | 168,085 | $9.26M | 0.00% | +7,673+4.8% | Added |
| Bank of America Corp | 159,991 | $8.81M | 0.00% | +111,128+227.4% | Added |
| Ci Investments Inc. | 134,225 | $7.39M | 0.03% | +40.0% | Added |
| Baker Avenue Asset Management, LP | 132,860 | $7.32M | 0.40% | −15,687−10.6% | Reduced |
| Qube Research & Technologies Ltd | 130,252 | $7.17M | 0.06% | +130,252 | New |
| Susquehanna International Group, LLP | 112,964 | $6.22M | 0.01% | −40,202−26.2% | Reduced |
| Burleson & Company, LLC | 110,583 | $6.09M | 0.98% | +80,987+273.6% | Added |
| Renaissance Technologies LLC | 94,100 | $5.18M | 0.01% | +94,100 | New |
| Prospect Capital Advisors, LLC | 87,090 | $4.80M | 2.23% | +51,200+142.7% | Added |
| LMR Partners LLP | 82,677 | $4.55M | 0.07% | +82,677 | New |
| Allianz Asset Management GmbH | 72,600 | $4.00M | 0.00% | +72,600 | New |
| Brookfield Asset Management Inc. | 70,798 | $3.90M | 0.01% | +70,798 | New |
| Squarepoint Ops LLC | 69,930 | $3.85M | 0.03% | +53,070+314.8% | Added |
| Cinctive Capital Management LP | 66,175 | $3.64M | 0.16% | +54,825+483.0% | Added |
| Wade G W & Inc | 64,799 | $3.57M | 0.15% | +7,844+13.8% | Added |
| Hiddenite Capital Partners LP | 59,272 | $3.26M | 5.13% | +25,800+77.1% | Added |
| Maytus Capital Management, LLC | 58,000 | $3.19M | 0.79% | +58,000 | New |
| Raymond James & Associates | 57,743 | $3.18M | 0.00% | +30,112+109.0% | Added |
| Royal London Asset Management Ltd | 54,338 | $2.99M | 0.01% | +54,338 | New |
| Renaissance Capital LLC | 52,601 | $2.90M | 1.23% | −10,693−16.9% | Reduced |
| Cohen Capital Management, Inc. | 50,721 | $2.79M | 0.49% | +27,100+114.7% | Added |
| UBS Group AG | 50,486 | $2.78M | 0.00% | +22,773+82.2% | Added |
| O'Shares Investment Advisers, LLC | 50,311 | $2.77M | 0.22% | +50,311 | New |
| Clearbridge Investments, LLC | 40,578 | $2.23M | 0.00% | +26,128+180.8% | Added |
| Bank of New York Mellon Corp | 39,124 | $2.15M | 0.00% | +6,942+21.6% | Added |
| Comprehensive Financial Management LLC | 39,000 | $2.15M | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 37,469 | $2.06M | 0.45% | +200+0.5% | Added |
| Cresset Asset Management, LLC | 35,008 | $1.93M | 0.02% | −1,192−3.3% | Reduced |
| Allen Investment Management LLC | 33,000 | $1.82M | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 31,533 | $1.74M | 0.05% | +23,053+271.9% | Added |
| Caption Management, LLC | 30,341 | $1.67M | 0.11% | −22,959−43.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $1.60M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 29,079 | $1.60M | 0.00% | +18,483+174.4% | Added |
| Oppenheimer Asset Management Inc. | 28,507 | $1.57M | 0.02% | +7,294+34.4% | Added |
| Alpha Family Trust | 26,358 | $1.45M | 0.59% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 25,837 | $1.42M | 0.00% | +7,773+43.0% | Added |
| Aviva PLC | 24,311 | $1.34M | 0.01% | +24,311 | New |
| Citigroup Inc | 22,749 | $1.25M | 0.00% | +20,227+802.0% | Added |
| Tiger Management L.L.C. | 21,700 | $1.20M | 0.32% | +21,700 | New |
| Schonfeld Strategic Advisors LLC | 21,212 | $1.17M | 0.01% | +21,212 | New |
| Utah Retirement Systems | 21,100 | $1.16M | 0.02% | +21,100 | New |
| Stifel Financial Corp | 19,844 | $1.09M | 0.00% | −11,787−37.3% | Reduced |
| UBS Asset Management Americas Inc | 19,171 | $1.06M | 0.00% | +19,171 | New |
| Bank of Montreal | 18,550 | $1.03M | 0.00% | −91,349−83.1% | Reduced |
| Centiva Capital, LP | 18,253 | $1.00M | 0.06% | +18,253 | New |