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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, 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.

Institutional holdersQ3 2023: 319 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 heldQ3 2023: $5.34B
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, Q3 2023

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2023.

Institutions holding APP in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AE Wealth Management LLC11,994$479.3K0.00%+11,994New
Maven Securities LTD12,500$499.5K0.05%+12,500New
Strategic Advocates LLC12,598$503.4K0.24%+12,598New
Two Sigma Securities, LLC13,082$522.8K0.02%+13,082New
Coastal Bridge Advisors, LLC13,173$526.4K0.14%00.0%Unchanged
State of Alaska, Department of Revenue13,310$531.0K0.01%00.0%Unchanged
Xponance, Inc.13,330$532.7K0.01%−75−0.6%Reduced
Castleark Management LLC13,410$535.9K0.03%+13,410New
Alpha DNA Investment Management LLC13,509$539.8K0.35%+13,509New
Pallas Capital Advisors LLC15,000$551.0K0.03%00.0%Unchanged
Citigroup Inc14,881$594.6K0.00%−19,818−57.1%Reduced
Captrust Financial Advisors14,883$594.7K0.00%−2,138−12.6%Reduced
Canada Pension Plan Investment Board15,300$611.4K0.00%+15,300New
M&T Bank Corp15,777$630.0K0.00%−2,787−15.0%Reduced
Pictet Asset Management Holding SA16,088$642.9K0.00%+16,088New
Maryland State Retirement & Pension System16,163$645.9K0.01%−1,151−6.6%Reduced
Oppenheimer Asset Management Inc.16,314$651.9K0.01%−4,182−20.4%Reduced
Jefferies Financial Group Inc.16,328$652.5K0.02%+16,328New
Portman Square Capital LLP16,610$663.7K0.09%00.0%Unchanged
Adviser Investments LLC16,836$672.8K0.01%+74+0.4%Added
Vident Advisory, LLC16,939$676.9K0.02%+16,939New
Bank of Montreal15,847$678.6K0.00%−22−0.1%Reduced
Mariner, LLC17,435$696.7K0.00%+2,536+17.0%Added
Friedenthal Financial17,556$701.5K0.48%+17,556New
Capstone Investment Advisors, LLC18,275$730.3K0.02%+18,275New
Verition Fund Management LLC18,310$731.7K0.01%+10,369+130.6%Added
Public Employees Retirement Association of Colorado18,320$732.0K0.00%00.0%Unchanged
Point72 Middle East FZE18,922$756.1K0.05%+18,922New
Versor Investments LP19,183$766.6K0.16%−20,193−51.3%Reduced
STRS Ohio19,233$768.0K0.00%+19,233New
Omers Administration Corp19,500$779.2K0.01%+19,500New
Nierenberg Investment Management Company, Inc.19,555$781.4K0.56%−10,000−33.8%Reduced
Toroso Investments, LLC20,223$808.1K0.02%+11,367+128.4%Added
Allspring Global Investments Holdings, LLC20,970$838.0K0.00%+20,824+14,263.0%Added
Boulder Hill Capital Management LP21,500$859.1K0.53%+21,500New
Greenland Capital Management LP21,885$874.5K0.10%+21,885New
Allen Investment Management LLC22,210$887.5K0.01%00.0%Unchanged
JustInvest LLC22,642$904.8K0.03%+641+2.9%Added
Cohen Capital Management, Inc.23,488$938.6K0.19%−1,256−5.1%Reduced
Alps Advisors Inc23,728$948.2K0.01%+23,728New
Handelsbanken Fonder AB24,400$975.0K0.01%+4,900+25.1%Added
Black Swift Group, LLC25,000$999.0K0.33%+25,000New
GWM Advisors LLC25,247$1.01M0.01%+25,247New
Polianta Ltd25,700$1.03M0.51%−21,700−45.8%Reduced
Highland Capital Management, LLC25,901$1.04M0.07%+25,901New
First Republic Investment Management, Inc.25,927$1.04M0.00%+25,927New
SG Americas Securities, LLC25,966$1.04M0.01%+25,966New
Alpha Family Trust26,358$1.05M0.80%00.0%Unchanged
Ieq Capital, LLC26,412$1.06M0.02%+1,889+7.7%Added
Occudo Quantitative Strategies LP26,868$1.07M0.14%−24,054−47.2%Reduced
Pacer Advisors, Inc.27,248$1.09M0.00%−1,866,498−98.6%Reduced
Stifel Financial Corp28,518$1.14M0.00%+9,200+47.6%Added
Y-Intercept (Hong Kong) Ltd28,560$1.14M0.11%−11,429−28.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S28,610$1.14M0.03%+28,610New
AXA S.A.28,800$1.15M0.00%+28,800New
Edgestream Partners, L.P.28,889$1.15M0.09%−25,243−46.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,180$1.17M0.00%+80+0.3%Added
Pinebridge Investments, L.P.29,397$1.17M0.01%+29,397New
The PNC Financial Services Group, Inc.29,617$1.18M0.00%−6,398−17.8%Reduced
L2 Asset Management, LLC809$1.20M0.58%+809New
GSG Advisors LLC30,110$1.20M0.59%+30,110New
Zurcher Kantonalbank (Zurich Cantonalbank)30,259$1.21M0.01%+5,807+23.7%Added
Balyasny Asset Management LLC30,409$1.22M0.00%+30,409New
Manufacturers Life Insurance Company, The30,846$1.23M0.00%+21,907+245.1%Added
Gyroscope Capital Management Group, LLC32,155$1.28M0.29%+32,155New
LMR Partners LLP33,210$1.33M0.03%+33,210New
Ensign Peak Advisors, Inc33,750$1.35M0.00%+33,750New
Harvest Investment Services, LLC34,801$1.39M0.89%+34,801New
Amalgamated Bank35,034$1.40M0.01%−2,839−7.5%Reduced
Virginia Retirement Systems Et Al35,100$1.40M0.01%−1,900−5.1%Reduced
Donoghue Forlines LLC35,430$1.42M0.50%+24,480+223.6%Added
PDT Partners, LLC35,498$1.42M0.18%−26,789−43.0%Reduced
Wells Fargo & Company36,752$1.47M0.00%+18,454+100.9%Added
Marshall Wace, LLP37,453$1.50M0.00%−10,039−21.1%Reduced
Eagle Asset Management Inc37,527$1.50M0.01%+37,527New
Engineers Gate Manager LP37,782$1.51M0.06%+37,782New
SEI Investments Co37,785$1.51M0.00%+16,086+74.1%Added
Shelton Capital Management38,749$1.55M0.06%−4,650−10.7%Reduced
Fort Point Capital Partners LLC38,839$1.55M0.25%+38,839New
Comprehensive Financial Management LLC39,000$1.56M0.06%00.0%Unchanged
Aigen Investment Management, LP39,039$1.56M0.29%+26,166+203.3%Added
Arizona State Retirement System39,400$1.57M0.01%−3,468−8.1%Reduced
Dark Forest Capital Management LP39,412$1.57M0.13%+39,412New
Strategic Global Advisors, LLC39,703$1.59M0.26%+39,703New
Pearl River Capital, LLC40,056$1.60M0.25%+40,056New
Redwood Investment Management, LLC40,061$1.60M0.14%+40,061New
Qsemble Capital Management, LP41,400$1.65M0.31%+41,400New
Old Mission Capital LLC42,119$1.68M0.06%+42,119New
Squarepoint Ops LLC44,038$1.76M0.01%+44,038New
Voya Investment Management LLC44,064$1.76M0.00%−4,711−9.7%Reduced
Nomura Holdings Inc44,985$1.80M0.02%+44,985New
Jump Financial, LLC45,357$1.81M0.07%+45,357New
Wealth Enhancement Advisory Services, LLC46,457$1.86M0.01%+46,457New
Bridgeway Capital Management, LLC46,800$1.87M0.05%+46,800New
Globeflex Capital L P48,158$1.92M0.23%+18,189+60.7%Added
Symmetry Investments LP49,601$1.98M0.58%+49,601New
American Century Companies Inc51,112$2.04M0.00%+51,112New
Truist Financial Corp51,139$2.04M0.00%+19,915+63.8%Added
EAM Investors, LLC52,340$2.09M0.40%+2,125+4.2%Added
Teacher Retirement System of Texas53,933$2.15M0.01%+37,564+229.5%Added