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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 564,477 | $19.4M | 0.00% | +525,353+1,342.8% | Added |
| Morgan Stanley | 610,338 | $21.0M | 0.00% | +195,423+47.1% | Added |
| Barclays PLC | 633,568 | $21.8M | 0.02% | −254,515−28.7% | Reduced |
| Amundi | 756,034 | $23.3M | 0.02% | +458,509+154.1% | Added |
| Blackstone Group Inc. | 701,521 | $24.2M | 0.08% | −219,100−23.8% | Reduced |
| Victory Capital Management Inc | 755,410 | $26.0M | 0.03% | −243,214−24.4% | Reduced |
| Legal & General Group Plc | 861,097 | $29.7M | 0.01% | +426,845+98.3% | Added |
| Brahman Capital Corp. | 899,534 | $31.0M | 3.70% | +899,534 | New |
| Northern Trust Corp | 988,329 | $34.0M | 0.01% | +568,642+135.5% | Added |
| Light Street Capital Management, LLC | 988,480 | $34.0M | 4.96% | −25,500−2.5% | Reduced |
| Kensico Capital Management Corp | 1,035,000 | $35.6M | 1.60% | +1,035,000 | New |
| Keenan Capital, LLC | 1,277,637 | $44.0M | 8.37% | −96,000−7.0% | Reduced |
| Geode Capital Management, LLC | 1,309,650 | $45.0M | 0.01% | +836,048+176.5% | Added |
| Scout Investments, Inc. | 1,312,667 | $45.2M | 0.89% | +1,312,667 | New |
| Norges Bank | 1,312,970 | $45.2M | 0.01% | +303,335+30.0% | Added |
| Goodnow Investment Group, LLC | 1,345,710 | $46.3M | 7.14% | +70,880+5.6% | Added |
| No Street GP LP | 1,400,000 | $48.2M | 7.64% | +840,000+150.0% | Added |
| Dorsal Capital Management, LLC | 1,650,000 | $56.8M | 3.78% | +800,000+94.1% | Added |
| First Trust Advisors LP | 1,762,465 | $60.7M | 0.07% | +135,432+8.3% | Added |
| Goldman Sachs Group Inc | 1,880,199 | $64.8M | 0.02% | −356,030−15.9% | Reduced |
| State Street Corp | 3,040,806 | $104.7M | 0.01% | +2,805,820+1,194.0% | Added |
| Spyglass Capital Management LLC | 3,274,387 | $112.8M | 6.27% | +246,313+8.1% | Added |
| NetEase, Inc. | 3,513,331 | $121.0M | 92.62% | +3,513,331 | New |
| Spruce House Investment Management LLC | 3,740,801 | $128.8M | 18.60% | −1,900,846−33.7% | Reduced |
| Vulcan Value Partners, LLC | 7,588,801 | $261.4M | 2.56% | −2,899,921−27.6% | Reduced |
| BlackRock Inc. | 11,649,373 | $401.2M | 0.01% | +5,930,522+103.7% | Added |
| Vanguard Group Inc | 14,272,762 | $491.6M | 0.01% | +2,298,954+19.2% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $2.09B | 27.81% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,600,294−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −892,111−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −457,190−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −293,640−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −290,633−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −286,527−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −263,216−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −203,247−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Builders Union LLP | 0 | $0 | 0.00% | −171,855−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −170,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −130,252−100.0% | Sold out |
| Prospect Capital Advisors, LLC | 0 | $0 | 0.00% | −87,090−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −82,677−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −70,798−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −59,272−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −50,311−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −30,341−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −19,844−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,253−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,388−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,951−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Boit C F David | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |