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, Q2 2022
Institutional positions in AppLovin Corp as of Jun 30, 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
- 228
- +55 vs. Q1 2022
- Shares held
- 144.8M
- +14.4M (+11.0%) vs. Q1 2022
- Total value
- $4.98B
- −$2.20B (−30.6%) vs. Q1 2022
- New holders
- 95
- 72 more added
- Sold out
- 40
- 44 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $2.09B | 27.81% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,272,762 | $491.6M | 0.01% | +2,298,954+19.2% | Added |
| BlackRock Inc. | 11,649,373 | $401.2M | 0.01% | +5,930,522+103.7% | Added |
| Vulcan Value Partners, LLC | 7,588,801 | $261.4M | 2.56% | −2,899,921−27.6% | Reduced |
| Spruce House Investment Management LLC | 3,740,801 | $128.8M | 18.60% | −1,900,846−33.7% | Reduced |
| NetEase, Inc. | 3,513,331 | $121.0M | 92.62% | +3,513,331 | New |
| Spyglass Capital Management LLC | 3,274,387 | $112.8M | 6.27% | +246,313+8.1% | Added |
| State Street Corp | 3,040,806 | $104.7M | 0.01% | +2,805,820+1,194.0% | Added |
| Goldman Sachs Group Inc | 1,880,199 | $64.8M | 0.02% | −356,030−15.9% | Reduced |
| First Trust Advisors LP | 1,762,465 | $60.7M | 0.07% | +135,432+8.3% | Added |
| Dorsal Capital Management, LLC | 1,650,000 | $56.8M | 3.78% | +800,000+94.1% | Added |
| No Street GP LP | 1,400,000 | $48.2M | 7.64% | +840,000+150.0% | Added |
| Goodnow Investment Group, LLC | 1,345,710 | $46.3M | 7.14% | +70,880+5.6% | Added |
| Norges Bank | 1,312,970 | $45.2M | 0.01% | +303,335+30.0% | Added |
| Scout Investments, Inc. | 1,312,667 | $45.2M | 0.89% | +1,312,667 | New |
| Geode Capital Management, LLC | 1,309,650 | $45.0M | 0.01% | +836,048+176.5% | Added |
| Keenan Capital, LLC | 1,277,637 | $44.0M | 8.37% | −96,000−7.0% | Reduced |
| Kensico Capital Management Corp | 1,035,000 | $35.6M | 1.60% | +1,035,000 | New |
| Light Street Capital Management, LLC | 988,480 | $34.0M | 4.96% | −25,500−2.5% | Reduced |
| Northern Trust Corp | 988,329 | $34.0M | 0.01% | +568,642+135.5% | Added |
| Brahman Capital Corp. | 899,534 | $31.0M | 3.70% | +899,534 | New |
| Legal & General Group Plc | 861,097 | $29.7M | 0.01% | +426,845+98.3% | Added |
| Victory Capital Management Inc | 755,410 | $26.0M | 0.03% | −243,214−24.4% | Reduced |
| Blackstone Group Inc. | 701,521 | $24.2M | 0.08% | −219,100−23.8% | Reduced |
| Amundi | 756,034 | $23.3M | 0.02% | +458,509+154.1% | Added |
| Barclays PLC | 633,568 | $21.8M | 0.02% | −254,515−28.7% | Reduced |
| Morgan Stanley | 610,338 | $21.0M | 0.00% | +195,423+47.1% | Added |
| Bank of New York Mellon Corp | 564,477 | $19.4M | 0.00% | +525,353+1,342.8% | Added |
| Robertson Stephens Wealth Management, LLC | 544,346 | $18.7M | 1.86% | −500.0% | Reduced |
| Fort Point Capital Partners LLC | 542,992 | $18.7M | 3.33% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 530,000 | $18.3M | 0.52% | −1,550,000−74.5% | Reduced |
| Swiss National Bank | 515,600 | $17.8M | 0.01% | +515,600 | New |
| Brighton Jones LLC | 467,871 | $16.1M | 0.93% | −329−0.1% | Reduced |
| Nuveen Asset Management, LLC | 457,777 | $15.8M | 0.01% | +457,777 | New |
| Greenstone Partners & Co., LLC | 453,585 | $15.6M | 16.65% | +51,270+12.7% | Added |
| Hampton Road Capital Management LP | 440,000 | $15.2M | 4.38% | +433,592+6,766.4% | Added |
| UBS Asset Management Americas Inc | 431,518 | $14.9M | 0.01% | +412,347+2,150.9% | Added |
| Holocene Advisors, LP | 422,853 | $14.6M | 0.09% | +422,853 | New |
| EPIQ Capital Group, LLC | 368,214 | $12.7M | 5.28% | −44,889−10.9% | Reduced |
| Indaba Capital Management, L.P. | 359,400 | $12.4M | 1.63% | +359,400 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 352,494 | $12.1M | 0.01% | +352,494 | New |
| Davidson Kempner Capital Management LP | 350,000 | $12.1M | 0.23% | +150,000+75.0% | Added |
| Marshall Wace, LLP | 347,395 | $12.0M | 0.03% | −382,363−52.4% | Reduced |
| Makena Capital Management LLC | 345,967 | $11.9M | 1.94% | +61,152+21.5% | Added |
| Invesco Ltd. | 332,919 | $11.5M | 0.00% | +164,834+98.1% | Added |
| California Public Employees Retirement System | 320,526 | $11.0M | 0.01% | +131,198+69.3% | Added |
| Twinbeech Capital LP | 307,007 | $10.6M | 0.47% | +307,007 | New |
| Global Endowment Management, LP | 284,343 | $9.79M | 0.86% | +45,382+19.0% | Added |
| New York State Common Retirement Fund | 244,700 | $8.43M | 0.01% | +244,700 | New |
| California State Teachers Retirement System | 244,557 | $8.42M | 0.01% | +244,557 | New |
| Royal Bank of Canada | 242,025 | $8.34M | 0.00% | +234,817+3,257.7% | Added |
| Charles Schwab Investment Management Inc | 225,476 | $7.77M | 0.00% | +35,536+18.7% | Added |
| State Board of Administration of Florida Retirement System | 218,843 | $7.54M | 0.02% | +218,843 | New |
| Rhumbline Advisers | 214,351 | $7.38M | 0.01% | +214,351 | New |
| Price T Rowe Associates Inc | 205,620 | $7.08M | 0.00% | −26,299−11.3% | Reduced |
| Norwood Investment Partners, LP | 188,141 | $6.48M | 5.68% | +188,141 | New |
| Renaissance Technologies LLC | 166,200 | $5.72M | 0.01% | +72,100+76.6% | Added |
| D. E. Shaw & Co., Inc. | 158,271 | $5.45M | 0.01% | −357,916−69.3% | Reduced |
| First Republic Investment Management, Inc. | 150,221 | $5.17M | 0.01% | −26,784−15.1% | Reduced |
| Bank of America Corp | 140,501 | $4.84M | 0.00% | −19,490−12.2% | Reduced |
| Ci Investments Inc. | 134,224 | $4.62M | 0.02% | −10.0% | Reduced |
| Baker Avenue Asset Management, LP | 132,860 | $4.58M | 0.31% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 129,350 | $4.46M | 0.13% | +129,350 | New |
| Engineers Gate Manager LP | 119,123 | $4.10M | 0.15% | +119,123 | New |
| Public Employees Retirement System of Ohio | 112,013 | $3.86M | 0.02% | +112,013 | New |
| Deutsche Bank AG | 107,025 | $3.69M | 0.00% | +106,124+11,778.5% | Added |
| Renaissance Capital LLC | 101,706 | $3.50M | 1.87% | +49,105+93.4% | Added |
| Voya Investment Management LLC | 95,407 | $3.29M | 0.01% | +95,407 | New |
| Treasurer of the State of North Carolina | 95,160 | $3.28M | 0.02% | +95,160 | New |
| Credit Suisse AG | 94,913 | $3.27M | 0.00% | +65,834+226.4% | Added |
| Bamco Inc | 94,047 | $3.24M | 0.01% | −100,420−51.6% | Reduced |
| Aviva PLC | 93,632 | $3.23M | 0.02% | +69,321+285.1% | Added |
| Alliancebernstein L.P. | 89,622 | $3.09M | 0.00% | +79,665+800.1% | Added |
| State of Wisconsin Investment Board | 83,326 | $2.87M | 0.01% | +83,326 | New |
| Susquehanna International Group, LLP | 76,436 | $2.63M | 0.01% | −36,528−32.3% | Reduced |
| State of New Jersey Common Pension Fund D | 76,099 | $2.62M | 0.01% | +76,099 | New |
| Royal London Asset Management Ltd | 66,274 | $2.28M | 0.01% | +11,936+22.0% | Added |
| Wade G W & Inc | 65,021 | $2.24M | 0.10% | +222+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 63,055 | $2.17M | 0.01% | +63,055 | New |
| Raymond James & Associates | 61,843 | $2.13M | 0.00% | +4,100+7.1% | Added |
| Millennium Management LLC | 61,433 | $2.12M | 0.00% | −1,107,779−94.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,700 | $2.06M | 0.01% | +30,600+105.2% | Added |
| Clearbridge Investments, LLC | 53,096 | $1.83M | 0.00% | +12,518+30.8% | Added |
| Squarepoint Ops LLC | 52,286 | $1.80M | 0.02% | −17,644−25.2% | Reduced |
| Asset Management One Co.,Ltd. | 52,313 | $1.80M | 0.01% | +52,313 | New |
| Cohen Capital Management, Inc. | 51,521 | $1.77M | 0.36% | +800+1.6% | Added |
| Amalgamated Bank | 50,568 | $1.74M | 0.02% | +50,568 | New |
| Gotham Asset Management, LLC | 50,310 | $1.73M | 0.06% | +50,310 | New |
| Andra AP-fonden | 48,900 | $1.68M | 0.05% | +48,900 | New |
| CWM Advisors, LLC | 47,795 | $1.65M | 0.22% | +47,795 | New |
| Citigroup Inc | 47,594 | $1.64M | 0.00% | +24,845+109.2% | Added |
| Jane Street Group, LLC | 46,884 | $1.61M | 0.00% | −423,891−90.0% | Reduced |
| Citadel Advisors LLC | 46,629 | $1.61M | 0.00% | −381,868−89.1% | Reduced |
| Alps Advisors Inc | 43,969 | $1.51M | 0.01% | +43,969 | New |
| Utah Retirement Systems | 40,000 | $1.38M | 0.02% | +18,900+89.6% | Added |
| Comprehensive Financial Management LLC | 39,000 | $1.34M | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 38,567 | $1.33M | 0.00% | +38,567 | New |
| Camden Capital, LLC | 37,469 | $1.29M | 0.34% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,100 | $1.24M | 0.02% | +36,100 | New |
| Cresset Asset Management, LLC | 35,018 | $1.21M | 0.01% | +100.0% | Added |