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, Q3 2022
Institutional positions in AppLovin Corp as of Sep 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
- 227
- 0 vs. Q2 2022
- Shares held
- 143.9M
- −844.9K (−0.6%) vs. Q2 2022
- Total value
- $2.80B
- −$2.18B (−43.8%) vs. Q2 2022
- New holders
- 50
- 96 more added
- Sold out
- 50
- 53 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $1.18B | 23.77% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,387,994 | $299.9M | 0.01% | +1,115,232+7.8% | Added |
| BlackRock Inc. | 12,039,824 | $234.7M | 0.01% | +390,451+3.4% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 4,972,813 | $96.9M | 0.89% | +4,972,813 | New |
| Spruce House Investment Management LLC | 3,740,801 | $72.9M | 13.14% | 00.0% | Unchanged |
| NetEase, Inc. | 3,513,331 | $68.5M | 87.16% | 00.0% | Unchanged |
| State Street Corp | 3,465,241 | $67.5M | 0.00% | +424,435+14.0% | Added |
| Spyglass Capital Management LLC | 3,124,241 | $60.9M | 4.31% | −150,146−4.6% | Reduced |
| First Trust Advisors LP | 2,779,986 | $54.2M | 0.07% | +1,017,521+57.7% | Added |
| Goldman Sachs Group Inc | 2,177,842 | $42.4M | 0.01% | +297,643+15.8% | Added |
| Geode Capital Management, LLC | 2,043,140 | $39.8M | 0.01% | +733,490+56.0% | Added |
| Keenan Capital, LLC | 2,026,600 | $39.5M | 7.50% | +748,963+58.6% | Added |
| Norges Bank | 1,964,980 | $38.3M | 0.01% | +652,010+49.7% | Added |
| Kensico Capital Management Corp | 1,600,000 | $31.2M | 1.61% | +565,000+54.6% | Added |
| Brahman Capital Corp. | 1,496,509 | $29.2M | 4.13% | +596,975+66.4% | Added |
| Northern Trust Corp | 969,800 | $18.9M | 0.00% | −18,529−1.9% | Reduced |
| Light Street Capital Management, LLC | 950,664 | $18.5M | 4.71% | −37,816−3.8% | Reduced |
| Morgan Stanley | 923,207 | $18.0M | 0.00% | +312,869+51.3% | Added |
| Legal & General Group Plc | 810,608 | $15.8M | 0.01% | −50,489−5.9% | Reduced |
| Bank of New York Mellon Corp | 775,115 | $15.1M | 0.00% | +210,638+37.3% | Added |
| Charles Schwab Investment Management Inc | 702,883 | $13.7M | 0.00% | +477,407+211.7% | Added |
| No Street GP LP | 630,000 | $12.3M | 1.93% | −770,000−55.0% | Reduced |
| Nuveen Asset Management, LLC | 620,772 | $12.1M | 0.00% | +162,995+35.6% | Added |
| AQR Capital Management LLC | 596,316 | $11.6M | 0.03% | +596,316 | New |
| Greenstone Partners & Co., LLC | 574,152 | $11.2M | 11.25% | +120,567+26.6% | Added |
| Robertson Stephens Wealth Management, LLC | 543,554 | $10.6M | 1.19% | −792−0.1% | Reduced |
| Fort Point Capital Partners LLC | 542,992 | $10.6M | 1.97% | 00.0% | Unchanged |
| Swiss National Bank | 514,600 | $10.0M | 0.01% | −1,000−0.2% | Reduced |
| Citadel Advisors LLC | 498,460 | $9.71M | 0.01% | +451,831+969.0% | Added |
| California Public Employees Retirement System | 453,516 | $8.84M | 0.01% | +132,990+41.5% | Added |
| Voloridge Investment Management, LLC | 421,674 | $8.22M | 0.04% | +396,057+1,546.1% | Added |
| UBS Asset Management Americas Inc | 419,160 | $8.17M | 0.00% | −12,358−2.9% | Reduced |
| Brighton Jones LLC | 382,002 | $7.45M | 0.44% | −85,869−18.4% | Reduced |
| Invenomic Capital Management LP | 369,366 | $7.20M | 0.62% | +369,366 | New |
| Squarepoint Ops LLC | 362,860 | $7.07M | 0.06% | +310,574+594.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 360,751 | $7.03M | 0.01% | +8,257+2.3% | Added |
| Invesco Ltd. | 335,371 | $6.54M | 0.00% | +2,452+0.7% | Added |
| EPIQ Capital Group, LLC | 321,148 | $6.26M | 3.31% | −47,066−12.8% | Reduced |
| Susquehanna International Group, LLP | 305,857 | $5.96M | 0.01% | +229,421+300.1% | Added |
| Alyeska Investment Group, L.P. | 300,000 | $5.85M | 0.07% | +300,000 | New |
| Two Sigma Investments, LP | 295,991 | $5.77M | 0.02% | +295,991 | New |
| Indaba Capital Management, L.P. | 284,700 | $5.55M | 0.85% | −74,700−20.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,500 | $5.33M | 0.03% | +273,500 | New |
| Makena Capital Management LLC | 271,890 | $5.30M | 0.88% | −74,077−21.4% | Reduced |
| BNP Paribas Arbitrage, SA | 251,674 | $4.91M | 0.01% | +251,674 | New |
| Formula Growth Ltd | 250,000 | $4.87M | 1.39% | +250,000 | New |
| California State Teachers Retirement System | 247,285 | $4.82M | 0.01% | +2,728+1.1% | Added |
| Industrial Alliance Investment Management Inc. | 246,210 | $4.80M | 0.14% | +116,860+90.3% | Added |
| Barclays PLC | 245,099 | $4.78M | 0.01% | −388,469−61.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 225,875 | $4.40M | 0.01% | +225,875 | New |
| New York State Common Retirement Fund | 224,216 | $4.37M | 0.01% | −20,484−8.4% | Reduced |
| Rhumbline Advisers | 223,705 | $4.36M | 0.01% | +9,354+4.4% | Added |
| Price T Rowe Associates Inc | 219,886 | $4.29M | 0.00% | +14,266+6.9% | Added |
| State Board of Administration of Florida Retirement System | 218,843 | $4.26M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 194,184 | $3.79M | 0.00% | +53,683+38.2% | Added |
| Marshall Wace, LLP | 146,094 | $2.85M | 0.01% | −201,301−57.9% | Reduced |
| Renaissance Technologies LLC | 139,600 | $2.72M | 0.00% | −26,600−16.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 138,361 | $2.70M | 0.27% | +138,361 | New |
| Burleson & Company, LLC | 134,511 | $2.62M | 0.57% | +130,411+3,180.8% | Added |
| Ci Investments Inc. | 134,357 | $2.62M | 0.01% | +133+0.1% | Added |
| Baker Avenue Asset Management, LP | 132,960 | $2.59M | 0.17% | +100+0.1% | Added |
| Jane Street Group, LLC | 123,815 | $2.41M | 0.00% | +76,931+164.1% | Added |
| Deutsche Bank AG | 112,315 | $2.19M | 0.00% | +5,290+4.9% | Added |
| Public Employees Retirement System of Ohio | 109,827 | $2.14M | 0.01% | −2,186−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 106,900 | $2.08M | 0.02% | +76,900+256.3% | Added |
| Aviva PLC | 104,646 | $2.04M | 0.01% | +11,014+11.8% | Added |
| Cubist Systematic Strategies, LLC | 104,090 | $2.03M | 0.02% | +88,189+554.6% | Added |
| Parallax Volatility Advisers, L.P. | 95,499 | $1.86M | 0.04% | +75,037+366.7% | Added |
| Bamco Inc | 94,047 | $1.83M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 93,780 | $1.83M | 0.01% | −1,380−1.5% | Reduced |
| Alliancebernstein L.P. | 90,863 | $1.77M | 0.00% | +1,241+1.4% | Added |
| Voya Investment Management LLC | 90,712 | $1.77M | 0.00% | −4,695−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 90,336 | $1.76M | 0.01% | +14,237+18.7% | Added |
| UBS Group AG | 88,158 | $1.72M | 0.00% | +74,158+529.7% | Added |
| Renaissance Capital LLC | 83,239 | $1.62M | 1.04% | −18,467−18.2% | Reduced |
| Credit Suisse AG | 80,783 | $1.57M | 0.00% | −14,130−14.9% | Reduced |
| Amundi | 73,942 | $1.53M | 0.00% | −682,092−90.2% | Reduced |
| Quinn Opportunity Partners LLC | 77,748 | $1.52M | 0.17% | +43,748+128.7% | Added |
| Andra AP-fonden | 75,100 | $1.46M | 0.05% | +26,200+53.6% | Added |
| Citigroup Inc | 74,261 | $1.45M | 0.00% | +26,667+56.0% | Added |
| Gotham Asset Management, LLC | 70,015 | $1.36M | 0.04% | +19,705+39.2% | Added |
| State of Wisconsin Investment Board | 68,019 | $1.33M | 0.00% | −15,307−18.4% | Reduced |
| Royal London Asset Management Ltd | 66,824 | $1.30M | 0.01% | +550+0.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 65,435 | $1.27M | 0.00% | +2,380+3.8% | Added |
| Wade G W & Inc | 64,799 | $1.26M | 0.06% | −222−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,100 | $1.24M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 62,283 | $1.21M | 0.00% | −693,127−91.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,700 | $1.16M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 59,446 | $1.16M | 0.00% | −2,397−3.9% | Reduced |
| Clearbridge Investments, LLC | 56,998 | $1.11M | 0.00% | +3,902+7.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 56,280 | $1.10M | 0.06% | +56,280 | New |
| Maytus Capital Management, LLC | 55,000 | $1.07M | 0.95% | +55,000 | New |
| Asset Management One Co.,Ltd. | 52,313 | $1.02M | 0.01% | 00.0% | Unchanged |
| Global Endowment Management, LP | 51,673 | $1.01M | 0.10% | −232,670−81.8% | Reduced |
| Cohen Capital Management, Inc. | 51,521 | $1.00M | 0.22% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 51,398 | $1.00M | 0.01% | +32,904+177.9% | Added |
| JPMorgan Chase & Co | 50,623 | $986.0K | 0.00% | +39,427+352.2% | Added |
| TIG Advisors, LLC | 50,406 | $982.0K | 0.04% | +50,406 | New |
| Amalgamated Bank | 50,251 | $979.0K | 0.01% | −317−0.6% | Reduced |
| Hiddenite Capital Partners LP | 48,000 | $936.0K | 1.36% | +48,000 | New |