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, Q2 2023
Institutional positions in AppLovin Corp as of Jun 30, 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
- 243
- +24 vs. Q1 2023
- Shares held
- 147.8M
- −20.0M (−11.9%) vs. Q1 2023
- Total value
- $3.81B
- +$1.17B (+44.1%) vs. Q1 2023
- New holders
- 54
- 79 more added
- Sold out
- 30
- 70 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 29,644,896 | $762.8M | 23.62% | −31,090,104−51.2% | Reduced |
| Vanguard Group Inc | 16,687,780 | $429.4M | 0.01% | +1,832,319+12.3% | Added |
| GQG Partners LLC | 15,078,778 | $388.0M | 0.89% | +15,078,778 | New |
| Boston Private Wealth LLC | 13,800,621 | $355.1M | 6.42% | +1210.0% | Added |
| BlackRock Inc. | 8,335,764 | $214.5M | 0.01% | +195,030+2.4% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $128.7M | 14.70% | 00.0% | Unchanged |
| NetEase, Inc. | 3,513,331 | $90.4M | 86.61% | 00.0% | Unchanged |
| State Street Corp | 3,072,095 | $79.0M | 0.00% | +20,591+0.7% | Added |
| No Street GP LP | 2,704,500 | $69.6M | 8.21% | −45,500−1.7% | Reduced |
| Geode Capital Management, LLC | 2,467,752 | $63.5M | 0.01% | +219,675+9.8% | Added |
| Spyglass Capital Management LLC | 2,443,567 | $62.9M | 4.54% | −207,400−7.8% | Reduced |
| First Trust Advisors LP | 2,358,152 | $60.7M | 0.07% | −1,681,861−41.6% | Reduced |
| Norges Bank | 2,308,645 | $59.4M | 0.01% | +166,112+7.8% | Added |
| Kensico Capital Management Corp | 1,999,200 | $51.4M | 2.08% | +364,700+22.3% | Added |
| Pacer Advisors, Inc. | 1,893,746 | $48.7M | 0.20% | +1,893,746 | New |
| Morgan Stanley | 1,847,684 | $47.5M | 0.00% | −42,677−2.3% | Reduced |
| Goldman Sachs Group Inc | 1,742,607 | $44.8M | 0.01% | −223,863−11.4% | Reduced |
| Keenan Capital, LLC | 1,645,937 | $42.3M | 7.59% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,316,246 | $33.9M | 0.12% | +1,316,246 | New |
| Invenomic Capital Management LP | 1,215,197 | $31.3M | 1.75% | −469,691−27.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $29.7M | 0.15% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,097,848 | $28.2M | 0.06% | −1,752,364−61.5% | Reduced |
| Charles Schwab Investment Management Inc | 896,304 | $23.1M | 0.01% | +66,880+8.1% | Added |
| Dimensional Fund Advisors LP | 889,707 | $22.9M | 0.01% | +791,809+808.8% | Added |
| Greenstone Partners & Co., LLC | 872,442 | $22.4M | 15.35% | −81,345−8.5% | Reduced |
| Voloridge Investment Management, LLC | 852,360 | $21.9M | 0.10% | +852,360 | New |
| Citadel Advisors LLC | 847,514 | $21.8M | 0.02% | +3,982+0.5% | Added |
| Northern Trust Corp | 792,274 | $20.4M | 0.00% | −13,799−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 778,803 | $20.0M | 1.46% | −60,500−7.2% | Reduced |
| Jane Street Group, LLC | 739,301 | $19.0M | 0.03% | +528,555+250.8% | Added |
| Boston Partners | 695,403 | $18.4M | 0.02% | −1,166,002−62.6% | Reduced |
| Augustine Asset Management Inc | 700,510 | $18.0M | 8.33% | −96,633−12.1% | Reduced |
| Bank of New York Mellon Corp | 675,073 | $17.4M | 0.00% | +5,197+0.8% | Added |
| Invesco Ltd. | 645,271 | $16.6M | 0.00% | +311,789+93.5% | Added |
| Van Eck Associates Corp | 623,747 | $16.0M | 0.04% | +623,747 | New |
| Nuveen Asset Management, LLC | 611,528 | $15.7M | 0.01% | +11,441+1.9% | Added |
| Philosophy Capital Management LLC | 607,462 | $15.6M | 3.49% | −855,861−58.5% | Reduced |
| Scout Investments, Inc. | 504,140 | $15.1M | 0.31% | +504,140 | New |
| Raymond James & Associates | 492,115 | $12.7M | 0.01% | +439,706+839.0% | Added |
| Lakewood Capital Management, LP | 427,000 | $11.0M | 0.95% | −258,000−37.7% | Reduced |
| Russell Investments Group, Ltd. | 426,809 | $11.0M | 0.02% | +419,732+5,930.9% | Added |
| Polar Asset Management Partners Inc. | 414,500 | $10.7M | 0.21% | −77,700−15.8% | Reduced |
| California Public Employees Retirement System | 406,888 | $10.5M | 0.01% | −715−0.2% | Reduced |
| Metavasi Capital LP | 400,800 | $10.3M | 7.28% | +184,300+85.1% | Added |
| Brighton Jones LLC | 384,036 | $9.88M | 0.50% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 362,534 | $9.33M | 0.02% | −72,446−16.7% | Reduced |
| Candlestick Capital Management LP | 362,418 | $9.33M | 0.31% | +362,418 | New |
| Hodges Capital Management Inc. | 244,110 | $9.24M | 0.54% | +244,110 | New |
| Gotham Asset Management, LLC | 337,875 | $8.69M | 0.19% | +15,084+4.7% | Added |
| Swiss National Bank | 332,300 | $8.55M | 0.01% | +79,300+31.3% | Added |
| Contrarius Investment Management Ltd | 306,313 | $7.88M | 0.42% | −330,838−51.9% | Reduced |
| Price T Rowe Associates Inc | 280,841 | $7.23M | 0.00% | −870−0.3% | Reduced |
| Principal Financial Group Inc | 277,273 | $7.13M | 0.00% | +253,656+1,074.0% | Added |
| Two Sigma Investments, LP | 276,525 | $7.11M | 0.02% | −1,443,237−83.9% | Reduced |
| Rhumbline Advisers | 264,711 | $6.81M | 0.01% | +9,212+3.6% | Added |
| Lonestar Capital Management LLC | 250,000 | $6.43M | 3.38% | +21,000+9.2% | Added |
| New York State Common Retirement Fund | 244,392 | $6.29M | 0.01% | +14,782+6.4% | Added |
| Tudor Investment Corp Et Al | 238,610 | $6.14M | 0.10% | +238,610 | New |
| FMR LLC | 232,849 | $5.99M | 0.00% | +219,527+1,647.9% | Added |
| Legal & General Group Plc | 220,264 | $5.67M | 0.00% | −137,643−38.5% | Reduced |
| California State Teachers Retirement System | 210,750 | $5.42M | 0.01% | +15,811+8.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 209,585 | $5.39M | 0.01% | −2,105−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 208,494 | $5.36M | 0.03% | +149,998+256.4% | Added |
| State Board of Administration of Florida Retirement System | 202,589 | $5.21M | 0.01% | −10,661−5.0% | Reduced |
| Cresset Asset Management, LLC | 196,488 | $5.06M | 0.04% | +161,488+461.4% | Added |
| Eos Management, L.P. | 186,823 | $4.81M | 2.24% | −19,792−9.6% | Reduced |
| Barclays PLC | 180,031 | $4.63M | 0.00% | +168,402+1,448.1% | Added |
| Credit Suisse AG | 170,546 | $4.39M | 0.00% | +53,041+45.1% | Added |
| Macquarie Group Ltd | 170,094 | $4.38M | 0.01% | +170,094 | New |
| JPMorgan Chase & Co | 163,871 | $4.22M | 0.00% | −1,688,029−91.2% | Reduced |
| Millennium Management LLC | 155,368 | $4.00M | 0.00% | −978,035−86.3% | Reduced |
| Holocene Advisors, LP | 152,649 | $3.93M | 0.02% | −15,325−9.1% | Reduced |
| Twin Tree Management, LP | 151,817 | $3.91M | 0.08% | +93,365+159.7% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $3.76M | 0.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 221,323 | $3.49M | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 134,418 | $3.46M | 0.02% | +201+0.1% | Added |
| RBF Capital, LLC | 129,955 | $3.34M | 0.21% | +45,400+53.7% | Added |
| Caption Management, LLC | 129,093 | $3.32M | 0.59% | +88,793+220.3% | Added |
| Perigon Wealth Management, LLC | 115,497 | $2.97M | 0.12% | +52,287+82.7% | Added |
| Duality Advisers, LP | 107,679 | $2.77M | 0.35% | +107,679 | New |
| CI Private Wealth, LLC | 104,957 | $2.70M | 0.01% | +83,946+399.5% | Added |
| Public Employees Retirement System of Ohio | 103,611 | $2.67M | 0.01% | −5,530−5.1% | Reduced |
| Treasurer of the State of North Carolina | 102,600 | $2.64M | 0.01% | +6,930+7.2% | Added |
| Bank of America Corp | 102,579 | $2.64M | 0.00% | −719,745−87.5% | Reduced |
| State of New Jersey Common Pension Fund D | 99,230 | $2.55M | 0.01% | −53,802−35.2% | Reduced |
| EPIQ Capital Group, LLC | 99,088 | $2.55M | 1.35% | −7,057−6.6% | Reduced |
| Alliancebernstein L.P. | 97,991 | $2.52M | 0.00% | +24,560+33.4% | Added |
| Daiwa Securities Group Inc. | 95,413 | $2.46M | 0.02% | +95,413 | New |
| Bamco Inc | 94,047 | $2.42M | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 93,900 | $2.42M | 0.26% | +28,000+42.5% | Added |
| Renaissance Capital LLC | 89,784 | $2.31M | 1.31% | +17,040+23.4% | Added |
| Employees Retirement System of Texas | 88,186 | $2.27M | 0.03% | +88,186 | New |
| Formula Growth Ltd | 75,000 | $1.93M | 0.61% | −125,000−62.5% | Reduced |
| KCL Capital, L.P. | 75,000 | $1.93M | 0.41% | +75,000 | New |
| Janus Henderson Group PLC | 72,833 | $1.87M | 0.00% | +16,734+29.8% | Added |
| USS Investment Management Ltd | 70,923 | $1.82M | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 64,799 | $1.67M | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 63,734 | $1.64M | 0.00% | +50,929+397.7% | Added |
| PDT Partners, LLC | 62,287 | $1.60M | 0.22% | +26,558+74.3% | Added |
| Landscape Capital Management, L.L.C. | 59,429 | $1.53M | 0.20% | +22,369+60.4% | Added |