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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 800,000 | $8.42M | 0.09% | +500,000+166.7% | Added |
| D. E. Shaw & Co., Inc. | 850,916 | $8.96M | 0.02% | +850,916 | New |
| Northern Trust Corp | 879,944 | $9.27M | 0.00% | −89,856−9.3% | Reduced |
| Twinbeech Capital LP | 921,564 | $9.70M | 0.18% | +921,564 | New |
| Barclays PLC | 954,733 | $10.1M | 0.01% | +709,634+289.5% | Added |
| Susquehanna International Group, LLP | 1,006,842 | $10.6M | 0.02% | +700,985+229.2% | Added |
| Keenan Capital, LLC | 1,095,937 | $11.5M | 2.31% | −930,663−45.9% | Reduced |
| Philosophy Capital Management LLC | 1,300,833 | $13.7M | 3.26% | +1,300,833 | New |
| Qube Research & Technologies Ltd | 1,346,717 | $14.2M | 0.09% | +1,346,717 | New |
| Millennium Management LLC | 1,469,064 | $15.5M | 0.02% | +1,469,064 | New |
| Kensico Capital Management Corp | 1,490,000 | $15.7M | 0.75% | −110,000−6.9% | Reduced |
| Two Sigma Investments, LP | 1,676,548 | $17.7M | 0.06% | +1,380,557+466.4% | Added |
| Morgan Stanley | 2,013,142 | $21.2M | 0.00% | +1,089,935+118.1% | Added |
| Norges Bank | 2,127,450 | $22.4M | 0.01% | +162,470+8.3% | Added |
| Geode Capital Management, LLC | 2,161,426 | $22.8M | 0.00% | +118,286+5.8% | Added |
| Renaissance Technologies LLC | 2,173,539 | $22.9M | 0.03% | +2,033,939+1,457.0% | Added |
| Goldman Sachs Group Inc | 2,735,761 | $28.8M | 0.01% | +557,919+25.6% | Added |
| No Street GP LP | 2,750,000 | $29.0M | 3.81% | +2,120,000+336.5% | Added |
| Spyglass Capital Management LLC | 2,775,182 | $29.2M | 2.35% | −349,059−11.2% | Reduced |
| State Street Corp | 2,932,388 | $30.9M | 0.00% | −532,853−15.4% | Reduced |
| AQR Capital Management LLC | 3,134,934 | $32.9M | 0.07% | +2,538,618+425.7% | Added |
| NetEase, Inc. | 3,513,331 | $37.0M | 70.35% | 00.0% | Unchanged |
| First Trust Advisors LP | 3,895,978 | $41.0M | 0.05% | +1,115,992+40.1% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 4,264,272 | $44.9M | 0.55% | −708,541−14.2% | Reduced |
| Invenomic Capital Management LP | 4,376,277 | $46.1M | 3.34% | +4,006,911+1,084.8% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $52.6M | 13.96% | +1,259,199+33.7% | Added |
| BlackRock Inc. | 8,810,356 | $92.8M | 0.00% | −3,229,468−26.8% | Reduced |
| Vanguard Group Inc | 15,832,711 | $166.7M | 0.00% | +444,717+2.9% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $639.5M | 21.58% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,207 | – | – | +673+26.6% | Added |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −1,496,509−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −950,664−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −542,992−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −421,674−100.0% | Sold out |
| Indaba Capital Management, L.P. | 0 | $0 | 0.00% | −284,700−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −271,890−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −251,674−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −132,960−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −90,336−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −75,100−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −65,435−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −36,100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −56,280−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −52,313−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −50,406−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −37,979−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25,811−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,737−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −25,134−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −24,655−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −23,029−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −21,450−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −20,165−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −20,534−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,092−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −15,947−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −14,355−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −14,278−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −13,385−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −11,925−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −11,651−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,834−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Seeyond | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,262−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Wahed Invest LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |