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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 406,888 | $10.5M | 0.01% | −715−0.2% | Reduced |
| Polar Asset Management Partners Inc. | 414,500 | $10.7M | 0.21% | −77,700−15.8% | Reduced |
| Russell Investments Group, Ltd. | 426,809 | $11.0M | 0.02% | +419,732+5,930.9% | Added |
| Lakewood Capital Management, LP | 427,000 | $11.0M | 0.95% | −258,000−37.7% | Reduced |
| Raymond James & Associates | 492,115 | $12.7M | 0.01% | +439,706+839.0% | Added |
| Scout Investments, Inc. | 504,140 | $15.1M | 0.31% | +504,140 | New |
| Philosophy Capital Management LLC | 607,462 | $15.6M | 3.49% | −855,861−58.5% | Reduced |
| Nuveen Asset Management, LLC | 611,528 | $15.7M | 0.01% | +11,441+1.9% | Added |
| Van Eck Associates Corp | 623,747 | $16.0M | 0.04% | +623,747 | New |
| Invesco Ltd. | 645,271 | $16.6M | 0.00% | +311,789+93.5% | Added |
| Bank of New York Mellon Corp | 675,073 | $17.4M | 0.00% | +5,197+0.8% | Added |
| Augustine Asset Management Inc | 700,510 | $18.0M | 8.33% | −96,633−12.1% | Reduced |
| Boston Partners | 695,403 | $18.4M | 0.02% | −1,166,002−62.6% | Reduced |
| Jane Street Group, LLC | 739,301 | $19.0M | 0.03% | +528,555+250.8% | Added |
| Robertson Stephens Wealth Management, LLC | 778,803 | $20.0M | 1.46% | −60,500−7.2% | Reduced |
| Northern Trust Corp | 792,274 | $20.4M | 0.00% | −13,799−1.7% | Reduced |
| Citadel Advisors LLC | 847,514 | $21.8M | 0.02% | +3,982+0.5% | Added |
| Voloridge Investment Management, LLC | 852,360 | $21.9M | 0.10% | +852,360 | New |
| Greenstone Partners & Co., LLC | 872,442 | $22.4M | 15.35% | −81,345−8.5% | Reduced |
| Dimensional Fund Advisors LP | 889,707 | $22.9M | 0.01% | +791,809+808.8% | Added |
| Charles Schwab Investment Management Inc | 896,304 | $23.1M | 0.01% | +66,880+8.1% | Added |
| AQR Capital Management LLC | 1,097,848 | $28.2M | 0.06% | −1,752,364−61.5% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $29.7M | 0.15% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 1,215,197 | $31.3M | 1.75% | −469,691−27.9% | Reduced |
| Point72 Asset Management, L.P. | 1,316,246 | $33.9M | 0.12% | +1,316,246 | New |
| Keenan Capital, LLC | 1,645,937 | $42.3M | 7.59% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,742,607 | $44.8M | 0.01% | −223,863−11.4% | Reduced |
| Morgan Stanley | 1,847,684 | $47.5M | 0.00% | −42,677−2.3% | Reduced |
| Pacer Advisors, Inc. | 1,893,746 | $48.7M | 0.20% | +1,893,746 | New |
| Kensico Capital Management Corp | 1,999,200 | $51.4M | 2.08% | +364,700+22.3% | Added |
| Norges Bank | 2,308,645 | $59.4M | 0.01% | +166,112+7.8% | Added |
| First Trust Advisors LP | 2,358,152 | $60.7M | 0.07% | −1,681,861−41.6% | Reduced |
| Spyglass Capital Management LLC | 2,443,567 | $62.9M | 4.54% | −207,400−7.8% | Reduced |
| Geode Capital Management, LLC | 2,467,752 | $63.5M | 0.01% | +219,675+9.8% | Added |
| No Street GP LP | 2,704,500 | $69.6M | 8.21% | −45,500−1.7% | Reduced |
| State Street Corp | 3,072,095 | $79.0M | 0.00% | +20,591+0.7% | Added |
| NetEase, Inc. | 3,513,331 | $90.4M | 86.61% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 5,000,000 | $128.7M | 14.70% | 00.0% | Unchanged |
| BlackRock Inc. | 8,335,764 | $214.5M | 0.01% | +195,030+2.4% | Added |
| Boston Private Wealth LLC | 13,800,621 | $355.1M | 6.42% | +1210.0% | Added |
| GQG Partners LLC | 15,078,778 | $388.0M | 0.89% | +15,078,778 | New |
| Vanguard Group Inc | 16,687,780 | $429.4M | 0.01% | +1,832,319+12.3% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 29,644,896 | $762.8M | 23.62% | −31,090,104−51.2% | Reduced |
| Incline Global Management LLC | 0 | $0 | 0.00% | −1,345,719−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −627,052−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −467,009−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −409,721−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −316,931−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −151,070−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −124,432−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −82,595−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −58,343−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −53,605−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −37,412−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −29,843−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −20,492−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,511−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,440−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,981−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −11,981−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,638−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,382−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |