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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $458.3K | 0.00% | 00.0% | Unchanged |
| Nierenberg Investment Management Company, Inc. | 29,555 | $465.5K | 0.35% | +29,555 | New |
| Xponance, Inc. | 29,670 | $467.3K | 0.01% | +743+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 29,843 | $470.0K | 0.02% | +21,400+253.5% | Added |
| Exchange Traded Concepts, LLC | 30,844 | $485.8K | 0.01% | −3,850−11.1% | Reduced |
| Rockefeller Capital Management L.P. | 32,100 | $505.0K | 0.00% | +1,592+5.2% | Added |
| Occudo Quantitative Strategies LP | 33,308 | $524.6K | 0.05% | −128,599−79.4% | Reduced |
| Arizona State Retirement System | 33,962 | $534.9K | 0.00% | +1,011+3.1% | Added |
| The PNC Financial Services Group, Inc. | 33,975 | $535.1K | 0.00% | +7,798+29.8% | Added |
| Cresset Asset Management, LLC | 35,000 | $551.3K | 0.01% | −77−0.2% | Reduced |
| Pathstone Family Office, LLC | 35,473 | $558.7K | 0.01% | +9,046+34.2% | Added |
| PDT Partners, LLC | 35,729 | $562.7K | 0.08% | +35,729 | New |
| Royal Bank of Canada | 36,313 | $572.0K | 0.00% | +23,293+178.9% | Added |
| Advisor Group Holdings, Inc. | 36,595 | $576.4K | 0.00% | +2,215+6.4% | Added |
| Landscape Capital Management, L.L.C. | 37,060 | $583.7K | 0.08% | −10,997−22.9% | Reduced |
| First Republic Investment Management, Inc. | 37,412 | $589.2K | 0.00% | +6,686+21.8% | Added |
| Camden Capital, LLC | 37,469 | $590.1K | 0.09% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 38,648 | $608.7K | 0.06% | 00.0% | Unchanged |
| Comprehensive Financial Management LLC | 39,000 | $614.3K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 40,300 | $634.7K | 0.14% | +40,300 | New |
| ETF Managers Group, LLC | 42,559 | $670.3K | 0.02% | +17,426+69.3% | Added |
| Shelton Capital Management | 43,399 | $683.5K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 45,744 | $720.0K | 0.01% | −5,065−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,656 | $734.8K | 0.09% | +46,656 | New |
| Raymond James & Associates | 52,409 | $825.4K | 0.00% | +3,273+6.7% | Added |
| Bokf, NA | 53,605 | $844.3K | 0.02% | +53,605 | New |
| Portman Square Capital LLP | 55,389 | $872.4K | 0.22% | +55,389 | New |
| Janus Henderson Group PLC | 56,099 | $883.8K | 0.00% | +20,962+59.7% | Added |
| Magnetar Financial LLC | 58,343 | $918.9K | 0.02% | −11,289−16.2% | Reduced |
| Twin Tree Management, LP | 58,452 | $920.6K | 0.03% | +58,452 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 58,496 | $921.3K | 0.00% | −459,844−88.7% | Reduced |
| Clearbridge Investments, LLC | 59,350 | $934.8K | 0.00% | +475+0.8% | Added |
| Perigon Wealth Management, LLC | 63,210 | $995.6K | 0.06% | +63,210 | New |
| Wade G W & Inc | 64,799 | $1.02M | 0.04% | −391−0.6% | Reduced |
| Janney Montgomery Scott LLC | 65,270 | $1.03M | 0.00% | +65,270 | New |
| Bayesian Capital Management, LP | 65,900 | $1.04M | 0.13% | +15,300+30.2% | Added |
| USS Investment Management Ltd | 70,923 | $1.12M | 0.02% | +70,923 | New |
| Renaissance Capital LLC | 72,744 | $1.15M | 0.85% | −7,601−9.5% | Reduced |
| Alliancebernstein L.P. | 73,431 | $1.16M | 0.00% | −22,946−23.8% | Reduced |
| HRT Financial LP | 82,595 | $1.30M | 0.02% | −176,305−68.1% | Reduced |
| RBF Capital, LLC | 84,555 | $1.33M | 0.10% | +140.0% | Added |
| Voya Investment Management LLC | 88,486 | $1.39M | 0.00% | −2,221−2.4% | Reduced |
| Bamco Inc | 94,047 | $1.48M | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 95,670 | $1.51M | 0.01% | +680+0.7% | Added |
| Dimensional Fund Advisors LP | 97,898 | $1.54M | 0.00% | +70,987+263.8% | Added |
| EPIQ Capital Group, LLC | 106,145 | $1.67M | 0.88% | −8,118−7.1% | Reduced |
| Public Employees Retirement System of Ohio | 109,141 | $1.72M | 0.01% | −3,039−2.7% | Reduced |
| Credit Suisse AG | 117,505 | $1.85M | 0.00% | +14,653+14.2% | Added |
| ExodusPoint Capital Management, LP | 124,432 | $1.96M | 0.02% | +124,432 | New |
| Ci Investments Inc. | 134,217 | $2.11M | 0.01% | +70.0% | Added |
| Two Sigma Advisers, LP | 142,514 | $2.24M | 0.01% | +13,200+10.2% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $2.30M | 0.05% | +119,562+447.9% | Added |
| Baker Avenue Asset Management, LP | 151,070 | $2.38M | 0.13% | +151,070 | New |
| State of New Jersey Common Pension Fund D | 153,032 | $2.41M | 0.01% | +153,032 | New |
| Holocene Advisors, LP | 167,974 | $2.65M | 0.01% | +167,974 | New |
| Marshall Wace, LLP | 180,781 | $2.85M | 0.01% | +155,691+620.5% | Added |
| California State Teachers Retirement System | 194,939 | $3.07M | 0.00% | −4,540−2.3% | Reduced |
| Formula Growth Ltd | 200,000 | $3.15M | 1.01% | +200,000 | New |
| Eos Management, L.P. | 206,615 | $3.25M | 1.71% | +206,615 | New |
| Jane Street Group, LLC | 210,746 | $3.32M | 0.01% | +82,187+63.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 211,690 | $3.33M | 0.01% | −1,786−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 213,250 | $3.36M | 0.01% | 00.0% | Unchanged |
| Metavasi Capital LP | 216,500 | $3.41M | 2.54% | +216,500 | New |
| UBS Asset Management Americas Inc | 221,323 | $3.49M | 0.00% | −70,106−24.1% | Reduced |
| Lonestar Capital Management LLC | 229,000 | $3.61M | 1.93% | +229,000 | New |
| New York State Common Retirement Fund | 229,610 | $3.62M | 0.00% | −48,873−17.5% | Reduced |
| Northern Right Capital Management, L.P. | 250,000 | $3.94M | 1.99% | +250,000 | New |
| Swiss National Bank | 253,000 | $3.98M | 0.00% | −29,200−10.3% | Reduced |
| Rhumbline Advisers | 255,499 | $4.02M | 0.00% | +20,504+8.7% | Added |
| Price T Rowe Associates Inc | 281,711 | $4.44M | 0.00% | +33,544+13.5% | Added |
| Jump Financial, LLC | 316,931 | $4.99M | 0.20% | +105,917+50.2% | Added |
| Gotham Asset Management, LLC | 322,791 | $5.08M | 0.12% | +90,874+39.2% | Added |
| Invesco Ltd. | 333,482 | $5.25M | 0.00% | +193,099+137.6% | Added |
| Legal & General Group Plc | 357,907 | $5.64M | 0.00% | −211,327−37.1% | Reduced |
| Brighton Jones LLC | 384,036 | $6.05M | 0.34% | +474+0.1% | Added |
| California Public Employees Retirement System | 407,603 | $6.42M | 0.01% | +14,519+3.7% | Added |
| Cubist Systematic Strategies, LLC | 409,721 | $6.45M | 0.06% | +1,322+0.3% | Added |
| Federated Hermes, Inc. | 434,980 | $6.85M | 0.02% | +75,417+21.0% | Added |
| Qube Research & Technologies Ltd | 467,009 | $7.36M | 0.04% | −879,708−65.3% | Reduced |
| Polar Asset Management Partners Inc. | 492,200 | $7.75M | 0.14% | +492,200 | New |
| Nuveen Asset Management, LLC | 600,087 | $9.45M | 0.00% | −12,108−2.0% | Reduced |
| Susquehanna International Group, LLP | 623,022 | $9.81M | 0.02% | −383,820−38.1% | Reduced |
| Think Investments LP | 627,052 | $9.88M | 2.34% | +627,052 | New |
| Contrarius Investment Management Ltd | 637,151 | $10.0M | 0.53% | +637,151 | New |
| Bank of New York Mellon Corp | 669,876 | $10.6M | 0.00% | −6,628−1.0% | Reduced |
| Lakewood Capital Management, LP | 685,000 | $10.8M | 0.88% | −60,000−8.1% | Reduced |
| Augustine Asset Management Inc | 797,143 | $12.6M | 6.22% | +479,690+151.1% | Added |
| Northern Trust Corp | 806,073 | $12.7M | 0.00% | −73,871−8.4% | Reduced |
| Bank of America Corp | 822,324 | $13.0M | 0.00% | +735,081+842.6% | Added |
| Charles Schwab Investment Management Inc | 829,424 | $13.1M | 0.00% | +96,081+13.1% | Added |
| Robertson Stephens Wealth Management, LLC | 839,303 | $13.2M | 1.05% | +295,761+54.4% | Added |
| Citadel Advisors LLC | 843,532 | $13.3M | 0.01% | +475,248+129.0% | Added |
| Greenstone Partners & Co., LLC | 953,787 | $15.0M | 11.36% | +199,646+26.5% | Added |
| Renaissance Technologies LLC | 1,114,000 | $17.5M | 0.02% | −1,059,539−48.7% | Reduced |
| Millennium Management LLC | 1,133,403 | $17.9M | 0.02% | −335,661−22.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $18.2M | 0.12% | +788,372+216.0% | Added |
| Incline Global Management LLC | 1,345,719 | $21.2M | 6.09% | +1,345,719 | New |
| Philosophy Capital Management LLC | 1,463,323 | $23.0M | 4.81% | +162,490+12.5% | Added |
| Kensico Capital Management Corp | 1,634,500 | $25.7M | 1.15% | +144,500+9.7% | Added |
| Keenan Capital, LLC | 1,645,937 | $25.9M | 4.71% | +550,000+50.2% | Added |