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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 26,911 | $283.0K | 0.00% | −1,356−4.8% | Reduced |
| Cutler Group LP | 26,990 | $284.0K | 0.03% | +18,805+229.7% | Added |
| JustInvest LLC | 27,125 | $285.6K | 0.01% | +27,125 | New |
| Ensign Peak Advisors, Inc | 27,458 | $289.1K | 0.00% | −14,337−34.3% | Reduced |
| Principal Financial Group Inc | 28,206 | $297.0K | 0.00% | +2,470+9.6% | Added |
| Xponance, Inc. | 28,927 | $304.6K | 0.00% | +2,535+9.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $312.2K | 0.00% | −30,600−51.3% | Reduced |
| Quadrature Capital Ltd | 29,984 | $315.7K | 0.01% | +29,984 | New |
| Aviva PLC | 30,209 | $318.1K | 0.00% | −74,437−71.1% | Reduced |
| Rockefeller Capital Management L.P. | 30,508 | $321.0K | 0.00% | +1,500+5.2% | Added |
| First Republic Investment Management, Inc. | 30,726 | $323.5K | 0.00% | −10,239−25.0% | Reduced |
| Kula Investments, LLC | 30,992 | $326.3K | 0.12% | +30,992 | New |
| Arizona State Retirement System | 32,951 | $347.0K | 0.00% | +71+0.2% | Added |
| Advisor Group Holdings, Inc. | 34,380 | $361.0K | 0.00% | +32,223+1,493.9% | Added |
| Exchange Traded Concepts, LLC | 34,694 | $365.3K | 0.01% | +7,416+27.2% | Added |
| Cresset Asset Management, LLC | 35,077 | $369.4K | 0.00% | +64+0.2% | Added |
| Janus Henderson Group PLC | 35,137 | $369.8K | 0.00% | +35,137 | New |
| Achmea Investment Management B.V. | 37,640 | $371.0K | 0.01% | +37,117+7,096.9% | Added |
| Camden Capital, LLC | 37,469 | $394.5K | 0.06% | +37,469 | New |
| Quinn Opportunity Partners LLC | 38,648 | $407.0K | 0.05% | −39,100−50.3% | Reduced |
| Comprehensive Financial Management LLC | 39,000 | $410.7K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 40,200 | $423.3K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 42,313 | $445.6K | 0.04% | +42,313 | New |
| Shelton Capital Management | 43,399 | $457.0K | 0.05% | +43,399 | New |
| Ameriprise Financial Inc | 43,860 | $462.0K | 0.00% | +43,860 | New |
| Versor Investments LP | 45,185 | $475.8K | 0.04% | +45,185 | New |
| Caas Capital Management LP | 48,000 | $505.4K | 0.10% | +48,000 | New |
| Landscape Capital Management, L.L.C. | 48,057 | $506.0K | 0.07% | +48,057 | New |
| Group One Trading, L.P. | 48,311 | $508.7K | 0.02% | +48,311 | New |
| Raymond James & Associates | 49,136 | $517.4K | 0.00% | −10,310−17.3% | Reduced |
| Philadelphia Trust Co | 50,000 | $527.0K | 0.06% | +50,000 | New |
| Bayesian Capital Management, LP | 50,600 | $532.8K | 0.08% | +39,050+338.1% | Added |
| Amalgamated Bank | 50,809 | $535.0K | 0.00% | +558+1.1% | Added |
| Kerrisdale Advisers, LLC | 51,379 | $541.0K | 0.16% | +51,379 | New |
| Industrial Alliance Investment Management Inc. | 52,860 | $557.0K | 0.02% | −193,350−78.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,782 | $576.9K | 0.00% | −305,969−84.8% | Reduced |
| Victory Capital Management Inc | 58,443 | $615.4K | 0.00% | −3,840−6.2% | Reduced |
| Clearbridge Investments, LLC | 58,875 | $620.0K | 0.00% | +1,877+3.3% | Added |
| HSBC Holdings PLC | 61,269 | $644.6K | 0.00% | +48,632+384.8% | Added |
| JPMorgan Chase & Co | 62,629 | $660.0K | 0.00% | +12,006+23.7% | Added |
| Wade G W & Inc | 65,190 | $686.0K | 0.03% | +391+0.6% | Added |
| Royal London Asset Management Ltd | 66,824 | $703.3K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 69,632 | $733.0K | 0.01% | +69,632 | New |
| Arrowstreet Capital, Limited Partnership | 71,606 | $754.0K | 0.00% | +71,606 | New |
| Alps Advisors Inc | 78,362 | $825.2K | 0.01% | +33,843+76.0% | Added |
| Chimera Capital Management LLC | 78,475 | $826.3K | 0.23% | +59,898+322.4% | Added |
| XTX Topco Ltd | 80,128 | $843.7K | 0.18% | +80,128 | New |
| Renaissance Capital LLC | 80,345 | $846.0K | 0.66% | −2,894−3.5% | Reduced |
| Highland Capital Management, LLC | 80,391 | $847.0K | 0.06% | +80,391 | New |
| RBF Capital, LLC | 84,541 | $890.0K | 0.07% | +84,541 | New |
| Global Endowment Management, LP | 86,890 | $915.0K | 0.10% | +35,217+68.2% | Added |
| Bank of America Corp | 87,243 | $918.7K | 0.00% | −106,941−55.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 87,919 | $925.8K | 0.01% | −18,981−17.8% | Reduced |
| Voya Investment Management LLC | 90,707 | $955.1K | 0.00% | −50.0% | Reduced |
| Bamco Inc | 94,047 | $990.3K | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 94,990 | $1.00M | 0.01% | +1,210+1.3% | Added |
| UBS Group AG | 96,279 | $1.01M | 0.00% | +8,121+9.2% | Added |
| Alliancebernstein L.P. | 96,377 | $1.01M | 0.00% | +5,514+6.1% | Added |
| Burleson & Company, LLC | 101,490 | $1.07M | 0.27% | −33,021−24.5% | Reduced |
| Credit Suisse AG | 102,852 | $1.08M | 0.00% | +22,069+27.3% | Added |
| Dynamic Technology Lab Private Ltd | 107,099 | $1.13M | 0.11% | −31,262−22.6% | Reduced |
| Public Employees Retirement System of Ohio | 112,180 | $1.18M | 0.01% | +2,353+2.1% | Added |
| EPIQ Capital Group, LLC | 114,263 | $1.20M | 0.68% | −206,885−64.4% | Reduced |
| Jane Street Group, LLC | 128,559 | $1.35M | 0.00% | +4,744+3.8% | Added |
| Two Sigma Advisers, LP | 129,314 | $1.36M | 0.00% | +129,314 | New |
| Engineers Gate Manager LP | 130,306 | $1.37M | 0.08% | +130,306 | New |
| Ci Investments Inc. | 134,210 | $1.41M | 0.01% | −147−0.1% | Reduced |
| Invesco Ltd. | 140,383 | $1.48M | 0.00% | −194,988−58.1% | Reduced |
| Balyasny Asset Management LLC | 158,233 | $1.67M | 0.01% | +158,233 | New |
| Quantbot Technologies LP | 161,335 | $1.70M | 0.12% | +161,335 | New |
| Occudo Quantitative Strategies LP | 161,907 | $1.70M | 0.20% | +124,766+335.9% | Added |
| California State Teachers Retirement System | 199,479 | $2.10M | 0.00% | −47,806−19.3% | Reduced |
| Jump Financial, LLC | 211,014 | $2.22M | 0.12% | +211,014 | New |
| State Board of Administration of Florida Retirement System | 213,250 | $2.25M | 0.01% | −5,593−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 213,476 | $2.25M | 0.01% | −12,399−5.5% | Reduced |
| Simplex Trading, LLC | 226,796 | $2.39M | 0.11% | +226,796 | New |
| Gotham Asset Management, LLC | 231,917 | $2.44M | 0.07% | +161,902+231.2% | Added |
| Rhumbline Advisers | 234,995 | $2.47M | 0.00% | +11,290+5.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 243,700 | $2.57M | 0.01% | −29,800−10.9% | Reduced |
| Price T Rowe Associates Inc | 248,167 | $2.61M | 0.00% | +28,281+12.9% | Added |
| HRT Financial LP | 258,900 | $2.73M | 0.04% | +258,900 | New |
| New York State Common Retirement Fund | 278,483 | $2.93M | 0.00% | +54,267+24.2% | Added |
| Swiss National Bank | 282,200 | $2.97M | 0.00% | −232,400−45.2% | Reduced |
| UBS Asset Management Americas Inc | 291,429 | $3.07M | 0.00% | −127,731−30.5% | Reduced |
| Squarepoint Ops LLC | 314,639 | $3.31M | 0.02% | −48,221−13.3% | Reduced |
| Augustine Asset Management Inc | 317,453 | $3.34M | 1.85% | +306,653+2,839.4% | Added |
| Federated Hermes, Inc. | 359,563 | $3.79M | 0.01% | +359,563 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 365,048 | $3.84M | 0.04% | +365,048 | New |
| Citadel Advisors LLC | 368,284 | $3.88M | 0.00% | −130,176−26.1% | Reduced |
| Brighton Jones LLC | 383,562 | $4.04M | 0.24% | +1,560+0.4% | Added |
| California Public Employees Retirement System | 393,084 | $4.14M | 0.00% | −60,432−13.3% | Reduced |
| Cubist Systematic Strategies, LLC | 408,399 | $4.30M | 0.04% | +304,309+292.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 518,340 | $5.46M | 0.03% | +518,340 | New |
| Robertson Stephens Wealth Management, LLC | 543,542 | $5.72M | 0.56% | −120.0% | Reduced |
| Legal & General Group Plc | 569,234 | $5.99M | 0.00% | −241,374−29.8% | Reduced |
| Nuveen Asset Management, LLC | 612,195 | $6.45M | 0.00% | −8,577−1.4% | Reduced |
| Bank of New York Mellon Corp | 676,504 | $7.12M | 0.00% | −98,611−12.7% | Reduced |
| Charles Schwab Investment Management Inc | 733,343 | $7.72M | 0.00% | +30,460+4.3% | Added |
| Lakewood Capital Management, LP | 745,000 | $7.84M | 0.70% | +745,000 | New |
| Greenstone Partners & Co., LLC | 754,141 | $7.94M | 7.43% | +179,989+31.3% | Added |