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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.

Institutional holdersQ2 2023: 243 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ2 2023: $3.81B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2023.

Institutions holding APP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clearbridge Investments, LLC59,407$1.53M0.00%+57+0.1%Added
Renaissance Technologies LLC56,600$1.46M0.00%−1,057,400−94.9%Reduced
Franklin Resources Inc54,479$1.40M0.00%+54,479New
Edgestream Partners, L.P.54,132$1.39M0.13%+54,132New
Occudo Quantitative Strategies LP50,922$1.31M0.14%+17,614+52.9%Added
EAM Investors, LLC50,215$1.29M0.24%+50,215New
Voya Investment Management LLC48,775$1.25M0.00%−39,711−44.9%Reduced
Royce & Associates LP48,730$1.25M0.01%+48,730New
Quantbot Technologies LP48,095$1.24M0.08%+48,095New
Marshall Wace, LLP47,492$1.22M0.00%−133,289−73.7%Reduced
Polianta Ltd47,400$1.22M0.57%+47,400New
Man Group plc44,901$1.16M0.00%+44,901New
Shelton Capital Management43,399$1.12M0.04%00.0%Unchanged
Arizona State Retirement System42,868$1.10M0.01%+8,906+26.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital42,194$1.09M0.02%+14,045+49.9%Added
Janney Montgomery Scott LLC40,618$1.04M0.00%−24,652−37.8%Reduced
Simplex Trading, LLC40,239$1.03M0.04%+40,239New
Y-Intercept (Hong Kong) Ltd39,989$1.03M0.11%−6,667−14.3%Reduced
Versor Investments LP39,376$1.01M0.18%+39,376New
Comprehensive Financial Management LLC39,000$1.00M0.03%00.0%Unchanged
Quantinno Capital Management LP37,907$975.0K0.06%+37,907New
Amalgamated Bank37,873$974.0K0.01%−7,871−17.2%Reduced
Camden Capital, LLC37,469$964.1K0.11%00.0%Unchanged
Virginia Retirement Systems Et Al37,000$952.0K0.01%+13,200+55.5%Added
The PNC Financial Services Group, Inc.36,015$926.7K0.00%+2,040+6.0%Added
Advisor Group Holdings, Inc.35,570$915.5K0.00%−1,025−2.8%Reduced
Maytus Capital Management, LLC35,000$900.5K0.44%+35,000New
Citigroup Inc34,699$892.8K0.00%+13,500+63.7%Added
Royal Bank of Canada31,447$810.0K0.00%−4,866−13.4%Reduced
Truist Financial Corp31,224$803.4K0.00%+31,224New
Susquehanna International Group, LLP30,954$796.4K0.00%−592,068−95.0%Reduced
Schonfeld Strategic Advisors LLC30,506$784.9K0.01%+30,506New
Globeflex Capital L P29,969$771.1K0.09%+24,000+402.1%Added
Nierenberg Investment Management Company, Inc.29,555$760.5K0.52%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,100$748.7K0.00%00.0%Unchanged
Ameriprise Financial Inc28,591$735.6K0.00%+28,591New
Teza Capital Management LLC28,485$732.9K0.12%+16,947+146.9%Added
Los Angeles Capital Management LLC27,305$702.6K0.00%+27,305New
Alpha Family Trust26,358$678.2K0.47%00.0%Unchanged
GTS Securities LLC26,160$673.1K0.02%+26,160New
Group One Trading, L.P.25,757$662.7K0.03%+7,089+38.0%Added
UBS Group AG25,702$661.3K0.00%+12,358+92.6%Added
Algert Global LLC25,242$649.5K0.03%+25,242New
Prudential Financial Inc24,815$638.5K0.00%+3,815+18.2%Added
Cohen Capital Management, Inc.24,744$636.7K0.12%−97−0.4%Reduced
Ieq Capital, LLC24,523$631.0K0.01%−755−3.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,452$629.1K0.00%+6,294+34.7%Added
Exchange Traded Concepts, LLC24,423$628.4K0.02%−6,421−20.8%Reduced
Pathstone Family Office, LLC24,667$617.4K0.01%−10,806−30.5%Reduced
Aquatic Capital Management LLC22,600$581.0K0.03%+22,600New
Allen Investment Management LLC22,210$571.5K0.01%00.0%Unchanged
JustInvest LLC22,001$566.1K0.02%+4,012+22.3%Added
SEI Investments Co21,699$558.3K0.00%+21,699New
Oppenheimer Asset Management Inc.20,496$527.4K0.01%−1,806−8.1%Reduced
Handelsbanken Fonder AB19,500$502.0K0.00%+19,500New
Stifel Financial Corp19,318$497.1K0.00%+4,698+32.1%Added
M&T Bank Corp18,564$477.9K0.00%+741+4.2%Added
Public Employees Retirement Association of Colorado18,320$471.0K0.00%00.0%Unchanged
Wells Fargo & Company18,298$470.8K0.00%−681−3.6%Reduced
Maryland State Retirement & Pension System17,314$445.5K0.01%00.0%Unchanged
Pictet Asset Management SA17,314$445.5K0.00%+5,618+48.0%Added
Captrust Financial Advisors17,021$437.9K0.00%+17,021New
Adviser Investments LLC16,762$431.3K0.01%00.0%Unchanged
EP Wealth Advisors, LLC13,305$431.1K0.01%00.0%Unchanged
Portman Square Capital LLP16,610$427.4K0.08%−38,779−70.0%Reduced
Pallas Capital Advisors LLC15,000$426.9K0.02%00.0%Unchanged
Teacher Retirement System of Texas16,369$421.0K0.00%+3,333+25.6%Added
Bank of Montreal15,869$412.8K0.00%−803−4.8%Reduced
Kapitalo Investimentos Ltda15,264$392.7K0.07%+15,264New
Mariner, LLC14,899$383.3K0.00%+2,488+20.0%Added
Cantor Fitzgerald, L. P.14,000$360.2K0.01%+14,000New
Xponance, Inc.13,405$344.9K0.00%−16,265−54.8%Reduced
State of Alaska, Department of Revenue13,310$342.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC13,250$340.0K0.43%+2,900+28.0%Added
Coastal Bridge Advisors, LLC13,173$338.9K0.08%00.0%Unchanged
Aigen Investment Management, LP12,873$331.2K0.05%−9,840−43.3%Reduced
DuPont Capital Management Corp12,844$330.5K0.02%+4,661+57.0%Added
Blueshift Asset Management, LLC12,733$327.6K0.13%+12,733New
Deutsche Bank AG12,355$317.9K0.00%+2,611+26.8%Added
State of Wisconsin Investment Board12,066$310.5K0.00%−2,697−18.3%Reduced
Utah Retirement Systems11,900$306.2K0.00%00.0%Unchanged
Ethic Inc.11,541$296.9K0.01%−4,459−27.9%Reduced
Two Sigma Advisers, LP11,500$295.9K0.00%−131,014−91.9%Reduced
Donoghue Forlines LLC10,950$281.7K0.09%+10,950New
Quinn Opportunity Partners LLC10,000$257.3K0.04%−28,648−74.1%Reduced
Creative Planning9,653$248.4K0.00%+9,606+20,438.3%Added
Centiva Capital, LP9,424$242.5K0.01%+9,424New
Wealthfront Advisers LLC9,264$238.4K0.00%+9,264New
Manufacturers Life Insurance Company, The8,939$230.0K0.00%+8,939New
Counterpoint Mutual Funds LLC8,867$228.1K0.21%+8,867New
Toroso Investments, LLC8,856$228.0K0.01%−5,455−38.1%Reduced
Wellington Management Group LLP8,620$221.8K0.00%−9,679−52.9%Reduced
Verition Fund Management LLC7,941$204.3K0.00%+7,941New
HighTower Advisors, LLC7,830$201.0K0.00%+7,830New
Lazard Asset Management LLC7,696$197.0K0.00%+7,696New
Rockefeller Capital Management L.P.7,232$186.1K0.00%−24,868−77.5%Reduced
US Bancorp7,180$184.7K0.00%+2,452+51.9%Added
MetLife Investment Management6,948$178.8K0.00%−6,312−47.6%Reduced
Cutler Group LP6,012$154.0K0.04%+4,379+268.2%Added
IFP Advisors, Inc2,174$141.7K0.01%−355−14.0%Reduced