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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 50,721 | $2.79M | 0.49% | +27,100+114.7% | Added |
| Renaissance Capital LLC | 52,601 | $2.90M | 1.23% | −10,693−16.9% | Reduced |
| Royal London Asset Management Ltd | 54,338 | $2.99M | 0.01% | +54,338 | New |
| Raymond James & Associates | 57,743 | $3.18M | 0.00% | +30,112+109.0% | Added |
| Maytus Capital Management, LLC | 58,000 | $3.19M | 0.79% | +58,000 | New |
| Hiddenite Capital Partners LP | 59,272 | $3.26M | 5.13% | +25,800+77.1% | Added |
| Wade G W & Inc | 64,799 | $3.57M | 0.15% | +7,844+13.8% | Added |
| Cinctive Capital Management LP | 66,175 | $3.64M | 0.16% | +54,825+483.0% | Added |
| Squarepoint Ops LLC | 69,930 | $3.85M | 0.03% | +53,070+314.8% | Added |
| Brookfield Asset Management Inc. | 70,798 | $3.90M | 0.01% | +70,798 | New |
| Allianz Asset Management GmbH | 72,600 | $4.00M | 0.00% | +72,600 | New |
| LMR Partners LLP | 82,677 | $4.55M | 0.07% | +82,677 | New |
| Prospect Capital Advisors, LLC | 87,090 | $4.80M | 2.23% | +51,200+142.7% | Added |
| Renaissance Technologies LLC | 94,100 | $5.18M | 0.01% | +94,100 | New |
| Burleson & Company, LLC | 110,583 | $6.09M | 0.98% | +80,987+273.6% | Added |
| Susquehanna International Group, LLP | 112,964 | $6.22M | 0.01% | −40,202−26.2% | Reduced |
| Qube Research & Technologies Ltd | 130,252 | $7.17M | 0.06% | +130,252 | New |
| Baker Avenue Asset Management, LP | 132,860 | $7.32M | 0.40% | −15,687−10.6% | Reduced |
| Ci Investments Inc. | 134,225 | $7.39M | 0.03% | +40.0% | Added |
| Bank of America Corp | 159,991 | $8.81M | 0.00% | +111,128+227.4% | Added |
| Invesco Ltd. | 168,085 | $9.26M | 0.00% | +7,673+4.8% | Added |
| Ergoteles LLC | 170,900 | $9.41M | 0.36% | −191,233−52.8% | Reduced |
| Builders Union LLP | 171,855 | $9.46M | 6.37% | −58,793−25.5% | Reduced |
| First Republic Investment Management, Inc. | 177,005 | $9.75M | 0.02% | +23,421+15.2% | Added |
| California Public Employees Retirement System | 189,328 | $10.4M | 0.01% | +189,328 | New |
| Charles Schwab Investment Management Inc | 189,940 | $10.5M | 0.00% | +46,030+32.0% | Added |
| Bamco Inc | 194,467 | $10.7M | 0.03% | −24,503−11.2% | Reduced |
| Davidson Kempner Capital Management LP | 200,000 | $11.0M | 0.16% | +50,000+33.3% | Added |
| Honeycomb Asset Management LP | 200,000 | $11.0M | 1.57% | +200,000 | New |
| Balyasny Asset Management LLC | 203,247 | $11.2M | 0.05% | +82,086+67.7% | Added |
| Cubist Systematic Strategies, LLC | 218,954 | $12.1M | 0.10% | +163,416+294.2% | Added |
| Crescent Park Management, L.P. | 231,648 | $12.8M | 2.07% | +49,891+27.4% | Added |
| Price T Rowe Associates Inc | 231,919 | $12.8M | 0.00% | −30,244−11.5% | Reduced |
| State Street Corp | 234,986 | $12.9M | 0.00% | +86,336+58.1% | Added |
| Global Endowment Management, LP | 238,961 | $13.2M | 0.94% | +44,686+23.0% | Added |
| ExodusPoint Capital Management, LP | 263,216 | $14.5M | 0.21% | +118,772+82.2% | Added |
| Amundi | 297,525 | $15.4M | 0.01% | +296,596+31,926.4% | Added |
| Makena Capital Management LLC | 284,815 | $15.7M | 1.90% | +284,815 | New |
| Alta Park Capital, LP | 286,527 | $15.8M | 1.96% | −174,891−37.9% | Reduced |
| Franklin Resources Inc | 290,633 | $16.0M | 0.01% | −1,638,122−84.9% | Reduced |
| Metavasi Capital LP | 293,640 | $16.2M | 10.20% | +92,640+46.1% | Added |
| Greenstone Partners & Co., LLC | 402,315 | $22.2M | 19.02% | +159,449+65.7% | Added |
| EPIQ Capital Group, LLC | 413,103 | $22.8M | 6.22% | −3,135−0.8% | Reduced |
| Morgan Stanley | 414,915 | $22.9M | 0.00% | +310,536+297.5% | Added |
| Northern Trust Corp | 419,687 | $23.1M | 0.00% | +22,405+5.6% | Added |
| Citadel Advisors LLC | 428,497 | $23.6M | 0.03% | +113,618+36.1% | Added |
| Legal & General Group Plc | 434,252 | $23.9M | 0.01% | +411,155+1,780.1% | Added |
| GAM Holding AG | 457,190 | $25.2M | 1.25% | +188,870+70.4% | Added |
| Brighton Jones LLC | 468,200 | $25.8M | 1.20% | +468,200 | New |
| Jane Street Group, LLC | 470,775 | $25.9M | 0.05% | +447,648+1,935.6% | Added |
| Geode Capital Management, LLC | 473,602 | $26.1M | 0.00% | +78,100+19.7% | Added |
| D. E. Shaw & Co., Inc. | 516,187 | $28.4M | 0.04% | +170,420+49.3% | Added |
| Fort Point Capital Partners LLC | 542,992 | $29.9M | 4.55% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 544,396 | $30.0M | 2.59% | +1,004+0.2% | Added |
| No Street GP LP | 560,000 | $30.8M | 4.18% | +295,000+111.3% | Added |
| Marshall Wace, LLP | 729,758 | $40.2M | 0.08% | −102,012−12.3% | Reduced |
| Dorsal Capital Management, LLC | 850,000 | $46.8M | 2.38% | +850,000 | New |
| Barclays PLC | 888,083 | $48.9M | 0.04% | +888,083 | New |
| HRT Financial LP | 892,111 | $49.1M | 0.35% | +892,111 | New |
| Blackstone Group Inc. | 920,621 | $50.7M | 0.13% | +920,621 | New |
| Victory Capital Management Inc | 998,624 | $53.7M | 0.05% | +151,049+17.8% | Added |
| Norges Bank | 1,009,635 | $55.6M | 0.01% | +1,009,635 | New |
| Light Street Capital Management, LLC | 1,013,980 | $55.8M | 4.36% | +580,800+134.1% | Added |
| Millennium Management LLC | 1,169,212 | $64.4M | 0.08% | +941,316+413.0% | Added |
| Goodnow Investment Group, LLC | 1,274,830 | $70.2M | 7.42% | +190,016+17.5% | Added |
| Keenan Capital, LLC | 1,373,637 | $75.6M | 10.58% | +80,925+6.3% | Added |
| Thrivent Financial for Lutherans | 1,600,294 | $88.1M | 0.17% | +371,161+30.2% | Added |
| First Trust Advisors LP | 1,627,033 | $89.6M | 0.09% | +1,355,435+499.1% | Added |
| Southpoint Capital Advisors LP | 2,080,000 | $114.5M | 2.22% | +1,280,000+160.0% | Added |
| Goldman Sachs Group Inc | 2,236,229 | $123.1M | 0.03% | +736,174+49.1% | Added |
| Spyglass Capital Management LLC | 3,028,074 | $166.8M | 5.70% | +844,140+38.7% | Added |
| Spruce House Investment Management LLC | 5,641,647 | $310.7M | 17.97% | +641,647+12.8% | Added |
| BlackRock Inc. | 5,718,851 | $314.9M | 0.01% | +791,261+16.1% | Added |
| Vulcan Value Partners, LLC | 10,488,722 | $577.6M | 3.54% | +782,133+8.1% | Added |
| Vanguard Group Inc | 11,973,808 | $659.4M | 0.02% | −3,556,874−22.9% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $3.34B | 30.33% | −38,905,489−39.0% | Reduced |
| GQG Partners LLC | 0 | $0 | 0.00% | −969,211−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −867,104−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −441,819−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −278,371−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −211,503−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −161,500−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −127,582−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −121,817−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −109,421−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −64,815−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −46,609−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −44,324−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −29,361−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −24,770−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −18,251−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −12,249−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,288−100.0% | Sold out |