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, Q3 2023
Institutional positions in AppLovin Corp as of Sep 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
- 319
- +77 vs. Q2 2023
- Shares held
- 133.5M
- −14.3M (−9.7%) vs. Q2 2023
- Total value
- $5.34B
- +$1.53B (+40.2%) vs. Q2 2023
- New holders
- 108
- 85 more added
- Sold out
- 31
- 95 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 26,082,413 | $1.04B | 2.41% | +11,003,635+73.0% | Added |
| Vanguard Group Inc | 18,099,233 | $723.2M | 0.02% | +1,411,453+8.5% | Added |
| BlackRock Inc. | 8,483,362 | $339.0M | 0.01% | +147,598+1.8% | Added |
| Boston Private Wealth LLC | 7,788,620 | $311.2M | 6.84% | −6,012,001−43.6% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $199.8M | 17.76% | 00.0% | Unchanged |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $177.8M | 6.24% | −25,195,006−85.0% | Reduced |
| NetEase, Inc. | 3,513,331 | $140.4M | 92.34% | 00.0% | Unchanged |
| State Street Corp | 3,070,089 | $122.7M | 0.01% | −2,006−0.1% | Reduced |
| Geode Capital Management, LLC | 2,520,386 | $100.7M | 0.01% | +52,634+2.1% | Added |
| Norges Bank | 2,081,615 | $83.2M | 0.02% | −227,030−9.8% | Reduced |
| No Street GP LP | 1,995,766 | $79.8M | 9.62% | −708,734−26.2% | Reduced |
| Kensico Capital Management Corp | 1,970,000 | $78.7M | 3.34% | −29,200−1.5% | Reduced |
| Morgan Stanley | 1,896,576 | $75.8M | 0.01% | +48,892+2.6% | Added |
| Spyglass Capital Management LLC | 1,882,048 | $75.2M | 5.89% | −561,519−23.0% | Reduced |
| Goldman Sachs Group Inc | 1,876,025 | $75.0M | 0.02% | +133,418+7.7% | Added |
| Keenan Capital, LLC | 1,645,937 | $65.8M | 11.61% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,612,482 | $64.4M | 0.08% | −745,670−31.6% | Reduced |
| Two Sigma Investments, LP | 1,507,940 | $60.3M | 0.17% | +1,231,415+445.3% | Added |
| Two Sigma Advisers, LP | 1,466,714 | $58.6M | 0.15% | +1,455,214+12,654.0% | Added |
| Ameriprise Financial Inc | 1,402,657 | $56.1M | 0.02% | +1,374,066+4,805.9% | Added |
| Citadel Advisors LLC | 1,400,086 | $55.9M | 0.06% | +552,572+65.2% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $46.1M | 0.23% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,141,876 | $45.6M | 0.01% | +252,169+28.3% | Added |
| Point72 Asset Management, L.P. | 1,074,539 | $42.9M | 0.15% | −241,707−18.4% | Reduced |
| Charles Schwab Investment Management Inc | 989,922 | $39.6M | 0.01% | +93,618+10.4% | Added |
| Scout Investments, Inc. | 923,361 | $37.7M | 0.86% | +419,221+83.2% | Added |
| Raymond James & Associates | 927,907 | $37.1M | 0.03% | +435,792+88.6% | Added |
| Northern Trust Corp | 836,613 | $33.4M | 0.01% | +44,339+5.6% | Added |
| Invesco Ltd. | 816,761 | $32.6M | 0.01% | +171,490+26.6% | Added |
| Greenstone Partners & Co., LLC | 767,252 | $30.7M | 20.29% | −105,190−12.1% | Reduced |
| Van Eck Associates Corp | 758,653 | $30.3M | 0.07% | +134,906+21.6% | Added |
| FMR LLC | 755,798 | $30.2M | 0.00% | +522,949+224.6% | Added |
| AQR Capital Management LLC | 730,478 | $29.2M | 0.06% | −367,370−33.5% | Reduced |
| Millennium Management LLC | 727,307 | $29.1M | 0.03% | +571,939+368.1% | Added |
| Bank of New York Mellon Corp | 709,140 | $28.3M | 0.01% | +34,067+5.0% | Added |
| Augustine Asset Management Inc | 700,886 | $28.0M | 12.93% | +376+0.1% | Added |
| Jane Street Group, LLC | 664,847 | $26.6M | 0.04% | −74,454−10.1% | Reduced |
| Nuveen Asset Management, LLC | 652,141 | $26.1M | 0.01% | +40,613+6.6% | Added |
| Robertson Stephens Wealth Management, LLC | 649,463 | $26.0M | 1.75% | −129,340−16.6% | Reduced |
| Russell Investments Group, Ltd. | 640,494 | $25.6M | 0.05% | +213,685+50.1% | Added |
| Prudential Financial Inc | 593,435 | $23.7M | 0.04% | +568,620+2,291.4% | Added |
| Invenomic Capital Management LP | 583,413 | $23.3M | 0.98% | −631,784−52.0% | Reduced |
| Voloridge Investment Management, LLC | 551,577 | $22.0M | 0.11% | −300,783−35.3% | Reduced |
| Honeycomb Asset Management LP | 474,014 | $18.9M | 4.63% | +474,014 | New |
| Contour Asset Management LLC | 463,655 | $18.5M | 0.88% | +463,655 | New |
| Tudor Investment Corp Et Al | 446,511 | $17.8M | 0.26% | +207,901+87.1% | Added |
| Federated Hermes, Inc. | 441,842 | $17.7M | 0.05% | +79,308+21.9% | Added |
| ExodusPoint Capital Management, LP | 433,766 | $17.3M | 0.22% | +433,766 | New |
| Susquehanna International Group, LLP | 404,018 | $16.1M | 0.03% | +373,064+1,205.2% | Added |
| California Public Employees Retirement System | 388,696 | $15.5M | 0.01% | −18,192−4.5% | Reduced |
| Metavasi Capital LP | 351,800 | $14.1M | 9.41% | −49,000−12.2% | Reduced |
| Brighton Jones LLC | 330,709 | $13.2M | 0.67% | −53,327−13.9% | Reduced |
| Bank of America Corp | 321,202 | $12.8M | 0.00% | +218,623+213.1% | Added |
| Swiss National Bank | 304,200 | $12.2M | 0.01% | −28,100−8.5% | Reduced |
| Gotham Asset Management, LLC | 279,305 | $11.2M | 0.23% | −58,570−17.3% | Reduced |
| Boston Partners | 257,320 | $10.3M | 0.01% | −438,083−63.0% | Reduced |
| Rhumbline Advisers | 254,760 | $10.2M | 0.01% | −9,951−3.8% | Reduced |
| Royal Bank of Canada | 250,954 | $10.0M | 0.00% | +219,507+698.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 249,435 | $9.97M | 0.02% | +39,850+19.0% | Added |
| Victory Capital Management Inc | 248,221 | $9.92M | 0.01% | +184,487+289.5% | Added |
| Schonfeld Strategic Advisors LLC | 248,039 | $9.91M | 0.09% | +217,533+713.1% | Added |
| UBS Asset Management Americas Inc | 244,352 | $9.76M | 0.00% | +23,029+10.4% | Added |
| Legal & General Group Plc | 236,776 | $9.46M | 0.00% | +16,512+7.5% | Added |
| Price T Rowe Associates Inc | 236,502 | $9.45M | 0.00% | −44,339−15.8% | Reduced |
| HRT Financial LP | 217,040 | $8.67M | 0.09% | +217,040 | New |
| Cubist Systematic Strategies, LLC | 203,491 | $8.13M | 0.10% | +203,491 | New |
| State Board of Administration of Florida Retirement System | 202,829 | $8.11M | 0.02% | +240+0.1% | Added |
| UBS Group AG | 197,799 | $7.90M | 0.00% | +172,097+669.6% | Added |
| Cresset Asset Management, LLC | 193,438 | $7.73M | 0.05% | −3,050−1.6% | Reduced |
| Twinbeech Capital LP | 190,067 | $7.60M | 0.15% | +190,067 | New |
| New York State Common Retirement Fund | 189,529 | $7.57M | 0.01% | −54,863−22.4% | Reduced |
| Polar Asset Management Partners Inc. | 175,000 | $6.99M | 0.17% | −239,500−57.8% | Reduced |
| Eos Management, L.P. | 172,322 | $6.89M | 3.23% | −14,501−7.8% | Reduced |
| California State Teachers Retirement System | 169,199 | $6.76M | 0.01% | −41,551−19.7% | Reduced |
| Credit Suisse AG | 161,690 | $6.46M | 0.01% | −8,856−5.2% | Reduced |
| Berkshire Capital Holdings Inc | 152,420 | $6.09M | 2.98% | +152,410+1,524,100.0% | Added |
| Los Angeles Capital Management LLC | 151,260 | $6.04M | 0.03% | +123,955+454.0% | Added |
| JPMorgan Chase & Co | 148,771 | $5.94M | 0.00% | −15,100−9.2% | Reduced |
| Daiwa Securities Group Inc. | 147,184 | $5.88M | 0.04% | +51,771+54.3% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $5.84M | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 138,139 | $5.52M | 0.03% | +3,721+2.8% | Added |
| Employees Retirement System of Texas | 130,908 | $5.23M | 0.08% | +42,722+48.4% | Added |
| RBF Capital, LLC | 129,955 | $5.19M | 0.34% | 00.0% | Unchanged |
| Blair William & Co | 126,413 | $5.05M | 0.02% | +126,413 | New |
| Twin Tree Management, LP | 122,827 | $4.91M | 0.16% | −28,990−19.1% | Reduced |
| Quantbot Technologies LP | 116,917 | $4.67M | 0.31% | +68,822+143.1% | Added |
| Alliancebernstein L.P. | 112,183 | $4.48M | 0.00% | +14,192+14.5% | Added |
| ClariVest Asset Management LLC | 110,963 | $4.43M | 0.24% | +110,963 | New |
| Hodges Capital Management Inc. | 110,917 | $4.43M | 0.53% | −133,193−54.6% | Reduced |
| Barclays PLC | 109,474 | $4.37M | 0.00% | −70,557−39.2% | Reduced |
| Renaissance Capital LLC | 106,248 | $4.25M | 2.25% | +16,464+18.3% | Added |
| CI Private Wealth, LLC | 103,619 | $4.14M | 0.01% | −1,338−1.3% | Reduced |
| EPIQ Capital Group, LLC | 100,212 | $4.00M | 2.18% | +1,124+1.1% | Added |
| First Dallas Securities Inc. | 100,000 | $4.00M | 0.92% | +100,000 | New |
| Hiddenite Capital Partners LP | 100,000 | $4.00M | 5.56% | +100,000 | New |
| Bayesian Capital Management, LP | 95,900 | $3.83M | 0.44% | +2,000+2.1% | Added |
| Treasurer of the State of North Carolina | 95,333 | $3.81M | 0.02% | −7,267−7.1% | Reduced |
| Franklin Resources Inc | 92,249 | $3.69M | 0.00% | +37,770+69.3% | Added |
| Principal Financial Group Inc | 91,268 | $3.65M | 0.00% | −186,005−67.1% | Reduced |
| Macquarie Group Ltd | 90,218 | $3.60M | 0.00% | −79,876−47.0% | Reduced |