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, Q4 2022
Institutional positions in AppLovin Corp as of Dec 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
- 230
- +6 vs. Q3 2022
- Shares held
- 160.3M
- +16.4M (+11.4%) vs. Q3 2022
- Total value
- $1.68B
- −$1.12B (−39.9%) vs. Q3 2022
- New holders
- 65
- 74 more added
- Sold out
- 59
- 71 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $639.5M | 21.58% | 00.0% | Unchanged |
| Vanguard Group Inc | 15,832,711 | $166.7M | 0.00% | +444,717+2.9% | Added |
| BlackRock Inc. | 8,810,356 | $92.8M | 0.00% | −3,229,468−26.8% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $52.6M | 13.96% | +1,259,199+33.7% | Added |
| Invenomic Capital Management LP | 4,376,277 | $46.1M | 3.34% | +4,006,911+1,084.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 4,264,272 | $44.9M | 0.55% | −708,541−14.2% | Reduced |
| First Trust Advisors LP | 3,895,978 | $41.0M | 0.05% | +1,115,992+40.1% | Added |
| NetEase, Inc. | 3,513,331 | $37.0M | 70.35% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,134,934 | $32.9M | 0.07% | +2,538,618+425.7% | Added |
| State Street Corp | 2,932,388 | $30.9M | 0.00% | −532,853−15.4% | Reduced |
| Spyglass Capital Management LLC | 2,775,182 | $29.2M | 2.35% | −349,059−11.2% | Reduced |
| No Street GP LP | 2,750,000 | $29.0M | 3.81% | +2,120,000+336.5% | Added |
| Goldman Sachs Group Inc | 2,735,761 | $28.8M | 0.01% | +557,919+25.6% | Added |
| Renaissance Technologies LLC | 2,173,539 | $22.9M | 0.03% | +2,033,939+1,457.0% | Added |
| Geode Capital Management, LLC | 2,161,426 | $22.8M | 0.00% | +118,286+5.8% | Added |
| Norges Bank | 2,127,450 | $22.4M | 0.01% | +162,470+8.3% | Added |
| Morgan Stanley | 2,013,142 | $21.2M | 0.00% | +1,089,935+118.1% | Added |
| Two Sigma Investments, LP | 1,676,548 | $17.7M | 0.06% | +1,380,557+466.4% | Added |
| Kensico Capital Management Corp | 1,490,000 | $15.7M | 0.75% | −110,000−6.9% | Reduced |
| Millennium Management LLC | 1,469,064 | $15.5M | 0.02% | +1,469,064 | New |
| Qube Research & Technologies Ltd | 1,346,717 | $14.2M | 0.09% | +1,346,717 | New |
| Philosophy Capital Management LLC | 1,300,833 | $13.7M | 3.26% | +1,300,833 | New |
| Keenan Capital, LLC | 1,095,937 | $11.5M | 2.31% | −930,663−45.9% | Reduced |
| Susquehanna International Group, LLP | 1,006,842 | $10.6M | 0.02% | +700,985+229.2% | Added |
| Barclays PLC | 954,733 | $10.1M | 0.01% | +709,634+289.5% | Added |
| Twinbeech Capital LP | 921,564 | $9.70M | 0.18% | +921,564 | New |
| Northern Trust Corp | 879,944 | $9.27M | 0.00% | −89,856−9.3% | Reduced |
| D. E. Shaw & Co., Inc. | 850,916 | $8.96M | 0.02% | +850,916 | New |
| Alyeska Investment Group, L.P. | 800,000 | $8.42M | 0.09% | +500,000+166.7% | Added |
| Greenstone Partners & Co., LLC | 754,141 | $7.94M | 7.43% | +179,989+31.3% | Added |
| Lakewood Capital Management, LP | 745,000 | $7.84M | 0.70% | +745,000 | New |
| Charles Schwab Investment Management Inc | 733,343 | $7.72M | 0.00% | +30,460+4.3% | Added |
| Bank of New York Mellon Corp | 676,504 | $7.12M | 0.00% | −98,611−12.7% | Reduced |
| Nuveen Asset Management, LLC | 612,195 | $6.45M | 0.00% | −8,577−1.4% | Reduced |
| Legal & General Group Plc | 569,234 | $5.99M | 0.00% | −241,374−29.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 543,542 | $5.72M | 0.56% | −120.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 518,340 | $5.46M | 0.03% | +518,340 | New |
| Cubist Systematic Strategies, LLC | 408,399 | $4.30M | 0.04% | +304,309+292.4% | Added |
| California Public Employees Retirement System | 393,084 | $4.14M | 0.00% | −60,432−13.3% | Reduced |
| Brighton Jones LLC | 383,562 | $4.04M | 0.24% | +1,560+0.4% | Added |
| Citadel Advisors LLC | 368,284 | $3.88M | 0.00% | −130,176−26.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 365,048 | $3.84M | 0.04% | +365,048 | New |
| Federated Hermes, Inc. | 359,563 | $3.79M | 0.01% | +359,563 | New |
| Augustine Asset Management Inc | 317,453 | $3.34M | 1.85% | +306,653+2,839.4% | Added |
| Squarepoint Ops LLC | 314,639 | $3.31M | 0.02% | −48,221−13.3% | Reduced |
| UBS Asset Management Americas Inc | 291,429 | $3.07M | 0.00% | −127,731−30.5% | Reduced |
| Swiss National Bank | 282,200 | $2.97M | 0.00% | −232,400−45.2% | Reduced |
| New York State Common Retirement Fund | 278,483 | $2.93M | 0.00% | +54,267+24.2% | Added |
| HRT Financial LP | 258,900 | $2.73M | 0.04% | +258,900 | New |
| Price T Rowe Associates Inc | 248,167 | $2.61M | 0.00% | +28,281+12.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 243,700 | $2.57M | 0.01% | −29,800−10.9% | Reduced |
| Rhumbline Advisers | 234,995 | $2.47M | 0.00% | +11,290+5.0% | Added |
| Gotham Asset Management, LLC | 231,917 | $2.44M | 0.07% | +161,902+231.2% | Added |
| Simplex Trading, LLC | 226,796 | $2.39M | 0.11% | +226,796 | New |
| Mirae Asset Global Investments Co., Ltd. | 213,476 | $2.25M | 0.01% | −12,399−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 213,250 | $2.25M | 0.01% | −5,593−2.6% | Reduced |
| Jump Financial, LLC | 211,014 | $2.22M | 0.12% | +211,014 | New |
| California State Teachers Retirement System | 199,479 | $2.10M | 0.00% | −47,806−19.3% | Reduced |
| Occudo Quantitative Strategies LP | 161,907 | $1.70M | 0.20% | +124,766+335.9% | Added |
| Quantbot Technologies LP | 161,335 | $1.70M | 0.12% | +161,335 | New |
| Balyasny Asset Management LLC | 158,233 | $1.67M | 0.01% | +158,233 | New |
| Invesco Ltd. | 140,383 | $1.48M | 0.00% | −194,988−58.1% | Reduced |
| Ci Investments Inc. | 134,210 | $1.41M | 0.01% | −147−0.1% | Reduced |
| Engineers Gate Manager LP | 130,306 | $1.37M | 0.08% | +130,306 | New |
| Two Sigma Advisers, LP | 129,314 | $1.36M | 0.00% | +129,314 | New |
| Jane Street Group, LLC | 128,559 | $1.35M | 0.00% | +4,744+3.8% | Added |
| EPIQ Capital Group, LLC | 114,263 | $1.20M | 0.68% | −206,885−64.4% | Reduced |
| Public Employees Retirement System of Ohio | 112,180 | $1.18M | 0.01% | +2,353+2.1% | Added |
| Dynamic Technology Lab Private Ltd | 107,099 | $1.13M | 0.11% | −31,262−22.6% | Reduced |
| Credit Suisse AG | 102,852 | $1.08M | 0.00% | +22,069+27.3% | Added |
| Burleson & Company, LLC | 101,490 | $1.07M | 0.27% | −33,021−24.5% | Reduced |
| Alliancebernstein L.P. | 96,377 | $1.01M | 0.00% | +5,514+6.1% | Added |
| UBS Group AG | 96,279 | $1.01M | 0.00% | +8,121+9.2% | Added |
| Treasurer of the State of North Carolina | 94,990 | $1.00M | 0.01% | +1,210+1.3% | Added |
| Bamco Inc | 94,047 | $990.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 90,707 | $955.1K | 0.00% | −50.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 87,919 | $925.8K | 0.01% | −18,981−17.8% | Reduced |
| Bank of America Corp | 87,243 | $918.7K | 0.00% | −106,941−55.1% | Reduced |
| Global Endowment Management, LP | 86,890 | $915.0K | 0.10% | +35,217+68.2% | Added |
| RBF Capital, LLC | 84,541 | $890.0K | 0.07% | +84,541 | New |
| Highland Capital Management, LLC | 80,391 | $847.0K | 0.06% | +80,391 | New |
| Renaissance Capital LLC | 80,345 | $846.0K | 0.66% | −2,894−3.5% | Reduced |
| XTX Topco Ltd | 80,128 | $843.7K | 0.18% | +80,128 | New |
| Chimera Capital Management LLC | 78,475 | $826.3K | 0.23% | +59,898+322.4% | Added |
| Alps Advisors Inc | 78,362 | $825.2K | 0.01% | +33,843+76.0% | Added |
| Arrowstreet Capital, Limited Partnership | 71,606 | $754.0K | 0.00% | +71,606 | New |
| Magnetar Financial LLC | 69,632 | $733.0K | 0.01% | +69,632 | New |
| Royal London Asset Management Ltd | 66,824 | $703.3K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 65,190 | $686.0K | 0.03% | +391+0.6% | Added |
| JPMorgan Chase & Co | 62,629 | $660.0K | 0.00% | +12,006+23.7% | Added |
| HSBC Holdings PLC | 61,269 | $644.6K | 0.00% | +48,632+384.8% | Added |
| Clearbridge Investments, LLC | 58,875 | $620.0K | 0.00% | +1,877+3.3% | Added |
| Victory Capital Management Inc | 58,443 | $615.4K | 0.00% | −3,840−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,782 | $576.9K | 0.00% | −305,969−84.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 52,860 | $557.0K | 0.02% | −193,350−78.5% | Reduced |
| Kerrisdale Advisers, LLC | 51,379 | $541.0K | 0.16% | +51,379 | New |
| Amalgamated Bank | 50,809 | $535.0K | 0.00% | +558+1.1% | Added |
| Bayesian Capital Management, LP | 50,600 | $532.8K | 0.08% | +39,050+338.1% | Added |
| Philadelphia Trust Co | 50,000 | $527.0K | 0.06% | +50,000 | New |
| Raymond James & Associates | 49,136 | $517.4K | 0.00% | −10,310−17.3% | Reduced |