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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 55,000 | $2.20M | 0.11% | +55,000 | New |
| Exchange Traded Concepts, LLC | 55,430 | $2.21M | 0.06% | +31,007+127.0% | Added |
| Ardmore Road Asset Management LP | 60,000 | $2.40M | 0.81% | +60,000 | New |
| Clearbridge Investments, LLC | 61,114 | $2.44M | 0.00% | +1,707+2.9% | Added |
| Advisor Group Holdings, Inc. | 63,022 | $2.52M | 0.00% | +27,452+77.2% | Added |
| Perigon Wealth Management, LLC | 63,244 | $2.53M | 0.10% | −52,253−45.2% | Reduced |
| Wade G W & Inc | 64,799 | $2.59M | 0.10% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 68,105 | $2.72M | 0.00% | −4,728−6.5% | Reduced |
| Glenmede Trust Co NA | 71,446 | $2.85M | 0.02% | +71,446 | New |
| Duality Advisers, LP | 71,541 | $2.86M | 0.35% | −36,138−33.6% | Reduced |
| State of Wisconsin Investment Board | 78,742 | $3.15M | 0.01% | +66,676+552.6% | Added |
| Lakewood Capital Management, LP | 80,000 | $3.20M | 0.29% | −347,000−81.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 80,000 | $3.20M | 1.11% | +80,000 | New |
| Numerai GP LLC | 81,191 | $3.24M | 1.08% | +81,191 | New |
| Royce & Associates LP | 81,300 | $3.25M | 0.03% | +32,570+66.8% | Added |
| State of New Jersey Common Pension Fund D | 82,088 | $3.28M | 0.01% | −17,142−17.3% | Reduced |
| FORA Capital, LLC | 84,609 | $3.38M | 0.30% | +84,609 | New |
| Public Employees Retirement System of Ohio | 86,234 | $3.45M | 0.02% | −17,377−16.8% | Reduced |
| Lord, Abbett & Co. LLC | 89,342 | $3.57M | 0.01% | +89,342 | New |
| Macquarie Group Ltd | 90,218 | $3.60M | 0.00% | −79,876−47.0% | Reduced |
| Principal Financial Group Inc | 91,268 | $3.65M | 0.00% | −186,005−67.1% | Reduced |
| Franklin Resources Inc | 92,249 | $3.69M | 0.00% | +37,770+69.3% | Added |
| Treasurer of the State of North Carolina | 95,333 | $3.81M | 0.02% | −7,267−7.1% | Reduced |
| Bayesian Capital Management, LP | 95,900 | $3.83M | 0.44% | +2,000+2.1% | 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 |
| EPIQ Capital Group, LLC | 100,212 | $4.00M | 2.18% | +1,124+1.1% | Added |
| CI Private Wealth, LLC | 103,619 | $4.14M | 0.01% | −1,338−1.3% | Reduced |
| Renaissance Capital LLC | 106,248 | $4.25M | 2.25% | +16,464+18.3% | Added |
| Barclays PLC | 109,474 | $4.37M | 0.00% | −70,557−39.2% | Reduced |
| Hodges Capital Management Inc. | 110,917 | $4.43M | 0.53% | −133,193−54.6% | Reduced |
| ClariVest Asset Management LLC | 110,963 | $4.43M | 0.24% | +110,963 | New |
| Alliancebernstein L.P. | 112,183 | $4.48M | 0.00% | +14,192+14.5% | Added |
| Quantbot Technologies LP | 116,917 | $4.67M | 0.31% | +68,822+143.1% | Added |
| Twin Tree Management, LP | 122,827 | $4.91M | 0.16% | −28,990−19.1% | Reduced |
| Blair William & Co | 126,413 | $5.05M | 0.02% | +126,413 | New |
| RBF Capital, LLC | 129,955 | $5.19M | 0.34% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 130,908 | $5.23M | 0.08% | +42,722+48.4% | Added |
| Ci Investments Inc. | 138,139 | $5.52M | 0.03% | +3,721+2.8% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $5.84M | 0.11% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 147,184 | $5.88M | 0.04% | +51,771+54.3% | Added |
| JPMorgan Chase & Co | 148,771 | $5.94M | 0.00% | −15,100−9.2% | Reduced |
| Los Angeles Capital Management LLC | 151,260 | $6.04M | 0.03% | +123,955+454.0% | Added |
| Berkshire Capital Holdings Inc | 152,420 | $6.09M | 2.98% | +152,410+1,524,100.0% | Added |
| Credit Suisse AG | 161,690 | $6.46M | 0.01% | −8,856−5.2% | Reduced |
| California State Teachers Retirement System | 169,199 | $6.76M | 0.01% | −41,551−19.7% | Reduced |
| Eos Management, L.P. | 172,322 | $6.89M | 3.23% | −14,501−7.8% | Reduced |
| Polar Asset Management Partners Inc. | 175,000 | $6.99M | 0.17% | −239,500−57.8% | Reduced |
| New York State Common Retirement Fund | 189,529 | $7.57M | 0.01% | −54,863−22.4% | Reduced |
| Twinbeech Capital LP | 190,067 | $7.60M | 0.15% | +190,067 | New |
| Cresset Asset Management, LLC | 193,438 | $7.73M | 0.05% | −3,050−1.6% | Reduced |
| UBS Group AG | 197,799 | $7.90M | 0.00% | +172,097+669.6% | Added |
| State Board of Administration of Florida Retirement System | 202,829 | $8.11M | 0.02% | +240+0.1% | Added |
| Cubist Systematic Strategies, LLC | 203,491 | $8.13M | 0.10% | +203,491 | New |
| HRT Financial LP | 217,040 | $8.67M | 0.09% | +217,040 | New |
| Price T Rowe Associates Inc | 236,502 | $9.45M | 0.00% | −44,339−15.8% | Reduced |
| Legal & General Group Plc | 236,776 | $9.46M | 0.00% | +16,512+7.5% | Added |
| UBS Asset Management Americas Inc | 244,352 | $9.76M | 0.00% | +23,029+10.4% | Added |
| Schonfeld Strategic Advisors LLC | 248,039 | $9.91M | 0.09% | +217,533+713.1% | Added |
| Victory Capital Management Inc | 248,221 | $9.92M | 0.01% | +184,487+289.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 249,435 | $9.97M | 0.02% | +39,850+19.0% | Added |
| Royal Bank of Canada | 250,954 | $10.0M | 0.00% | +219,507+698.0% | Added |
| Rhumbline Advisers | 254,760 | $10.2M | 0.01% | −9,951−3.8% | Reduced |
| Boston Partners | 257,320 | $10.3M | 0.01% | −438,083−63.0% | Reduced |
| Gotham Asset Management, LLC | 279,305 | $11.2M | 0.23% | −58,570−17.3% | Reduced |
| Swiss National Bank | 304,200 | $12.2M | 0.01% | −28,100−8.5% | Reduced |
| Bank of America Corp | 321,202 | $12.8M | 0.00% | +218,623+213.1% | Added |
| Brighton Jones LLC | 330,709 | $13.2M | 0.67% | −53,327−13.9% | Reduced |
| Metavasi Capital LP | 351,800 | $14.1M | 9.41% | −49,000−12.2% | Reduced |
| California Public Employees Retirement System | 388,696 | $15.5M | 0.01% | −18,192−4.5% | Reduced |
| Susquehanna International Group, LLP | 404,018 | $16.1M | 0.03% | +373,064+1,205.2% | Added |
| ExodusPoint Capital Management, LP | 433,766 | $17.3M | 0.22% | +433,766 | New |
| Federated Hermes, Inc. | 441,842 | $17.7M | 0.05% | +79,308+21.9% | Added |
| Tudor Investment Corp Et Al | 446,511 | $17.8M | 0.26% | +207,901+87.1% | Added |
| Contour Asset Management LLC | 463,655 | $18.5M | 0.88% | +463,655 | New |
| Honeycomb Asset Management LP | 474,014 | $18.9M | 4.63% | +474,014 | New |
| Voloridge Investment Management, LLC | 551,577 | $22.0M | 0.11% | −300,783−35.3% | Reduced |
| Invenomic Capital Management LP | 583,413 | $23.3M | 0.98% | −631,784−52.0% | Reduced |
| Prudential Financial Inc | 593,435 | $23.7M | 0.04% | +568,620+2,291.4% | Added |
| Russell Investments Group, Ltd. | 640,494 | $25.6M | 0.05% | +213,685+50.1% | Added |
| Robertson Stephens Wealth Management, LLC | 649,463 | $26.0M | 1.75% | −129,340−16.6% | Reduced |
| Nuveen Asset Management, LLC | 652,141 | $26.1M | 0.01% | +40,613+6.6% | Added |
| Jane Street Group, LLC | 664,847 | $26.6M | 0.04% | −74,454−10.1% | Reduced |
| Augustine Asset Management Inc | 700,886 | $28.0M | 12.93% | +376+0.1% | Added |
| Bank of New York Mellon Corp | 709,140 | $28.3M | 0.01% | +34,067+5.0% | Added |
| Millennium Management LLC | 727,307 | $29.1M | 0.03% | +571,939+368.1% | Added |
| AQR Capital Management LLC | 730,478 | $29.2M | 0.06% | −367,370−33.5% | Reduced |
| FMR LLC | 755,798 | $30.2M | 0.00% | +522,949+224.6% | Added |
| Van Eck Associates Corp | 758,653 | $30.3M | 0.07% | +134,906+21.6% | Added |
| Greenstone Partners & Co., LLC | 767,252 | $30.7M | 20.29% | −105,190−12.1% | Reduced |
| Invesco Ltd. | 816,761 | $32.6M | 0.01% | +171,490+26.6% | Added |
| Northern Trust Corp | 836,613 | $33.4M | 0.01% | +44,339+5.6% | Added |
| Raymond James & Associates | 927,907 | $37.1M | 0.03% | +435,792+88.6% | Added |
| Scout Investments, Inc. | 923,361 | $37.7M | 0.86% | +419,221+83.2% | Added |
| Charles Schwab Investment Management Inc | 989,922 | $39.6M | 0.01% | +93,618+10.4% | Added |
| Point72 Asset Management, L.P. | 1,074,539 | $42.9M | 0.15% | −241,707−18.4% | Reduced |
| Dimensional Fund Advisors LP | 1,141,876 | $45.6M | 0.01% | +252,169+28.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $46.1M | 0.23% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,400,086 | $55.9M | 0.06% | +552,572+65.2% | Added |
| Ameriprise Financial Inc | 1,402,657 | $56.1M | 0.02% | +1,374,066+4,805.9% | Added |