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, Q1 2023
Institutional positions in AppLovin Corp as of Mar 31, 2023. 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
- 220
- −6 vs. Q4 2022
- Shares held
- 167.9M
- +7.72M (+4.8%) vs. Q4 2022
- Total value
- $2.64B
- +$959.4M (+57.0%) vs. Q4 2022
- New holders
- 49
- 74 more added
- Sold out
- 55
- 64 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $956.6M | 28.79% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,855,461 | $234.0M | 0.01% | −977,250−6.2% | Reduced |
| Boston Private Wealth LLC | 13,800,500 | $217.4M | 3.04% | +13,800,500 | New |
| BlackRock Inc. | 8,140,734 | $128.2M | 0.00% | −669,622−7.6% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $78.8M | 15.41% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,040,013 | $63.6M | 0.07% | +144,035+3.7% | Added |
| NetEase, Inc. | 3,513,331 | $55.3M | 69.19% | 00.0% | Unchanged |
| State Street Corp | 3,051,504 | $48.1M | 0.00% | +119,116+4.1% | Added |
| No Street GP LP | 2,750,000 | $43.3M | 5.53% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,850,212 | $43.3M | 0.10% | −284,722−9.1% | Reduced |
| Spyglass Capital Management LLC | 2,650,967 | $41.8M | 3.15% | −124,215−4.5% | Reduced |
| Geode Capital Management, LLC | 2,248,077 | $35.4M | 0.00% | +86,651+4.0% | Added |
| Norges Bank | 2,142,533 | $33.7M | 0.01% | +15,083+0.7% | Added |
| Goldman Sachs Group Inc | 1,966,470 | $31.0M | 0.01% | −769,291−28.1% | Reduced |
| Morgan Stanley | 1,890,361 | $29.8M | 0.00% | −122,781−6.1% | Reduced |
| Boston Partners | 1,861,405 | $29.6M | 0.04% | +1,861,405 | New |
| JPMorgan Chase & Co | 1,851,900 | $29.2M | 0.00% | +1,789,271+2,856.9% | Added |
| Two Sigma Investments, LP | 1,719,762 | $27.1M | 0.08% | +43,214+2.6% | Added |
| Invenomic Capital Management LP | 1,684,888 | $26.5M | 1.51% | −2,691,389−61.5% | Reduced |
| Keenan Capital, LLC | 1,645,937 | $25.9M | 4.71% | +550,000+50.2% | Added |
| Kensico Capital Management Corp | 1,634,500 | $25.7M | 1.15% | +144,500+9.7% | Added |
| Philosophy Capital Management LLC | 1,463,323 | $23.0M | 4.81% | +162,490+12.5% | Added |
| Incline Global Management LLC | 1,345,719 | $21.2M | 6.09% | +1,345,719 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $18.2M | 0.12% | +788,372+216.0% | Added |
| Millennium Management LLC | 1,133,403 | $17.9M | 0.02% | −335,661−22.8% | Reduced |
| Renaissance Technologies LLC | 1,114,000 | $17.5M | 0.02% | −1,059,539−48.7% | Reduced |
| Greenstone Partners & Co., LLC | 953,787 | $15.0M | 11.36% | +199,646+26.5% | Added |
| Citadel Advisors LLC | 843,532 | $13.3M | 0.01% | +475,248+129.0% | Added |
| Robertson Stephens Wealth Management, LLC | 839,303 | $13.2M | 1.05% | +295,761+54.4% | Added |
| Charles Schwab Investment Management Inc | 829,424 | $13.1M | 0.00% | +96,081+13.1% | Added |
| Bank of America Corp | 822,324 | $13.0M | 0.00% | +735,081+842.6% | Added |
| Northern Trust Corp | 806,073 | $12.7M | 0.00% | −73,871−8.4% | Reduced |
| Augustine Asset Management Inc | 797,143 | $12.6M | 6.22% | +479,690+151.1% | Added |
| Lakewood Capital Management, LP | 685,000 | $10.8M | 0.88% | −60,000−8.1% | Reduced |
| Bank of New York Mellon Corp | 669,876 | $10.6M | 0.00% | −6,628−1.0% | Reduced |
| Contrarius Investment Management Ltd | 637,151 | $10.0M | 0.53% | +637,151 | New |
| Think Investments LP | 627,052 | $9.88M | 2.34% | +627,052 | New |
| Susquehanna International Group, LLP | 623,022 | $9.81M | 0.02% | −383,820−38.1% | Reduced |
| Nuveen Asset Management, LLC | 600,087 | $9.45M | 0.00% | −12,108−2.0% | Reduced |
| Polar Asset Management Partners Inc. | 492,200 | $7.75M | 0.14% | +492,200 | New |
| Qube Research & Technologies Ltd | 467,009 | $7.36M | 0.04% | −879,708−65.3% | Reduced |
| Federated Hermes, Inc. | 434,980 | $6.85M | 0.02% | +75,417+21.0% | Added |
| Cubist Systematic Strategies, LLC | 409,721 | $6.45M | 0.06% | +1,322+0.3% | Added |
| California Public Employees Retirement System | 407,603 | $6.42M | 0.01% | +14,519+3.7% | Added |
| Brighton Jones LLC | 384,036 | $6.05M | 0.34% | +474+0.1% | Added |
| Legal & General Group Plc | 357,907 | $5.64M | 0.00% | −211,327−37.1% | Reduced |
| Invesco Ltd. | 333,482 | $5.25M | 0.00% | +193,099+137.6% | Added |
| Gotham Asset Management, LLC | 322,791 | $5.08M | 0.12% | +90,874+39.2% | Added |
| Jump Financial, LLC | 316,931 | $4.99M | 0.20% | +105,917+50.2% | Added |
| Price T Rowe Associates Inc | 281,711 | $4.44M | 0.00% | +33,544+13.5% | Added |
| Rhumbline Advisers | 255,499 | $4.02M | 0.00% | +20,504+8.7% | Added |
| Swiss National Bank | 253,000 | $3.98M | 0.00% | −29,200−10.3% | Reduced |
| Northern Right Capital Management, L.P. | 250,000 | $3.94M | 1.99% | +250,000 | New |
| New York State Common Retirement Fund | 229,610 | $3.62M | 0.00% | −48,873−17.5% | Reduced |
| Lonestar Capital Management LLC | 229,000 | $3.61M | 1.93% | +229,000 | New |
| UBS Asset Management Americas Inc | 221,323 | $3.49M | 0.00% | −70,106−24.1% | Reduced |
| Metavasi Capital LP | 216,500 | $3.41M | 2.54% | +216,500 | New |
| State Board of Administration of Florida Retirement System | 213,250 | $3.36M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 211,690 | $3.33M | 0.01% | −1,786−0.8% | Reduced |
| Jane Street Group, LLC | 210,746 | $3.32M | 0.01% | +82,187+63.9% | Added |
| Eos Management, L.P. | 206,615 | $3.25M | 1.71% | +206,615 | New |
| Formula Growth Ltd | 200,000 | $3.15M | 1.01% | +200,000 | New |
| California State Teachers Retirement System | 194,939 | $3.07M | 0.00% | −4,540−2.3% | Reduced |
| Marshall Wace, LLP | 180,781 | $2.85M | 0.01% | +155,691+620.5% | Added |
| Holocene Advisors, LP | 167,974 | $2.65M | 0.01% | +167,974 | New |
| State of New Jersey Common Pension Fund D | 153,032 | $2.41M | 0.01% | +153,032 | New |
| Baker Avenue Asset Management, LP | 151,070 | $2.38M | 0.13% | +151,070 | New |
| Illinois Municipal Retirement Fund | 146,258 | $2.30M | 0.05% | +119,562+447.9% | Added |
| Two Sigma Advisers, LP | 142,514 | $2.24M | 0.01% | +13,200+10.2% | Added |
| Ci Investments Inc. | 134,217 | $2.11M | 0.01% | +70.0% | Added |
| ExodusPoint Capital Management, LP | 124,432 | $1.96M | 0.02% | +124,432 | New |
| Credit Suisse AG | 117,505 | $1.85M | 0.00% | +14,653+14.2% | Added |
| Public Employees Retirement System of Ohio | 109,141 | $1.72M | 0.01% | −3,039−2.7% | Reduced |
| EPIQ Capital Group, LLC | 106,145 | $1.67M | 0.88% | −8,118−7.1% | Reduced |
| Dimensional Fund Advisors LP | 97,898 | $1.54M | 0.00% | +70,987+263.8% | Added |
| Treasurer of the State of North Carolina | 95,670 | $1.51M | 0.01% | +680+0.7% | Added |
| Bamco Inc | 94,047 | $1.48M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 88,486 | $1.39M | 0.00% | −2,221−2.4% | Reduced |
| RBF Capital, LLC | 84,555 | $1.33M | 0.10% | +140.0% | Added |
| HRT Financial LP | 82,595 | $1.30M | 0.02% | −176,305−68.1% | Reduced |
| Alliancebernstein L.P. | 73,431 | $1.16M | 0.00% | −22,946−23.8% | Reduced |
| Renaissance Capital LLC | 72,744 | $1.15M | 0.85% | −7,601−9.5% | Reduced |
| USS Investment Management Ltd | 70,923 | $1.12M | 0.02% | +70,923 | New |
| Bayesian Capital Management, LP | 65,900 | $1.04M | 0.13% | +15,300+30.2% | Added |
| Janney Montgomery Scott LLC | 65,270 | $1.03M | 0.00% | +65,270 | New |
| Wade G W & Inc | 64,799 | $1.02M | 0.04% | −391−0.6% | Reduced |
| Perigon Wealth Management, LLC | 63,210 | $995.6K | 0.06% | +63,210 | New |
| Clearbridge Investments, LLC | 59,350 | $934.8K | 0.00% | +475+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 58,496 | $921.3K | 0.00% | −459,844−88.7% | Reduced |
| Twin Tree Management, LP | 58,452 | $920.6K | 0.03% | +58,452 | New |
| Magnetar Financial LLC | 58,343 | $918.9K | 0.02% | −11,289−16.2% | Reduced |
| Janus Henderson Group PLC | 56,099 | $883.8K | 0.00% | +20,962+59.7% | Added |
| Portman Square Capital LLP | 55,389 | $872.4K | 0.22% | +55,389 | New |
| Bokf, NA | 53,605 | $844.3K | 0.02% | +53,605 | New |
| Raymond James & Associates | 52,409 | $825.4K | 0.00% | +3,273+6.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,656 | $734.8K | 0.09% | +46,656 | New |
| Amalgamated Bank | 45,744 | $720.0K | 0.01% | −5,065−10.0% | Reduced |
| Shelton Capital Management | 43,399 | $683.5K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 42,559 | $670.3K | 0.02% | +17,426+69.3% | Added |
| Caption Management, LLC | 40,300 | $634.7K | 0.14% | +40,300 | New |