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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 543,554 | $10.6M | 1.19% | −792−0.1% | Reduced |
| Greenstone Partners & Co., LLC | 574,152 | $11.2M | 11.25% | +120,567+26.6% | Added |
| AQR Capital Management LLC | 596,316 | $11.6M | 0.03% | +596,316 | New |
| Nuveen Asset Management, LLC | 620,772 | $12.1M | 0.00% | +162,995+35.6% | Added |
| No Street GP LP | 630,000 | $12.3M | 1.93% | −770,000−55.0% | Reduced |
| Charles Schwab Investment Management Inc | 702,883 | $13.7M | 0.00% | +477,407+211.7% | Added |
| Bank of New York Mellon Corp | 775,115 | $15.1M | 0.00% | +210,638+37.3% | Added |
| Legal & General Group Plc | 810,608 | $15.8M | 0.01% | −50,489−5.9% | Reduced |
| Morgan Stanley | 923,207 | $18.0M | 0.00% | +312,869+51.3% | Added |
| Light Street Capital Management, LLC | 950,664 | $18.5M | 4.71% | −37,816−3.8% | Reduced |
| Northern Trust Corp | 969,800 | $18.9M | 0.00% | −18,529−1.9% | Reduced |
| Brahman Capital Corp. | 1,496,509 | $29.2M | 4.13% | +596,975+66.4% | Added |
| Kensico Capital Management Corp | 1,600,000 | $31.2M | 1.61% | +565,000+54.6% | Added |
| Norges Bank | 1,964,980 | $38.3M | 0.01% | +652,010+49.7% | Added |
| Keenan Capital, LLC | 2,026,600 | $39.5M | 7.50% | +748,963+58.6% | Added |
| Geode Capital Management, LLC | 2,043,140 | $39.8M | 0.01% | +733,490+56.0% | Added |
| Goldman Sachs Group Inc | 2,177,842 | $42.4M | 0.01% | +297,643+15.8% | Added |
| First Trust Advisors LP | 2,779,986 | $54.2M | 0.07% | +1,017,521+57.7% | Added |
| Spyglass Capital Management LLC | 3,124,241 | $60.9M | 4.31% | −150,146−4.6% | Reduced |
| State Street Corp | 3,465,241 | $67.5M | 0.00% | +424,435+14.0% | Added |
| NetEase, Inc. | 3,513,331 | $68.5M | 87.16% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 3,740,801 | $72.9M | 13.14% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 4,972,813 | $96.9M | 0.89% | +4,972,813 | New |
| BlackRock Inc. | 12,039,824 | $234.7M | 0.01% | +390,451+3.4% | Added |
| Vanguard Group Inc | 15,387,994 | $299.9M | 0.01% | +1,115,232+7.8% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $1.18B | 23.77% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,534 | – | – | +79+3.2% | Added |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −7,588,801−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −1,650,000−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −1,345,710−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −1,312,667−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −701,521−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −530,000−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −422,853−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −307,007−100.0% | Sold out |
| Norwood Investment Partners, LP | 0 | $0 | 0.00% | −188,141−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −158,271−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −119,123−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −61,433−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −47,795−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −37,469−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −31,712−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,678−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −27,408−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −22,939−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −18,728−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,824−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,224−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −13,391−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,345−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,761−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −9,235−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −8,118−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,593−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Corbenic Partners LLC | – | – | – | – | Not filed |