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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 1,466,714 | $58.6M | 0.15% | +1,455,214+12,654.0% | Added |
| Two Sigma Investments, LP | 1,507,940 | $60.3M | 0.17% | +1,231,415+445.3% | Added |
| First Trust Advisors LP | 1,612,482 | $64.4M | 0.08% | −745,670−31.6% | Reduced |
| Keenan Capital, LLC | 1,645,937 | $65.8M | 11.61% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,876,025 | $75.0M | 0.02% | +133,418+7.7% | Added |
| Spyglass Capital Management LLC | 1,882,048 | $75.2M | 5.89% | −561,519−23.0% | Reduced |
| Morgan Stanley | 1,896,576 | $75.8M | 0.01% | +48,892+2.6% | Added |
| Kensico Capital Management Corp | 1,970,000 | $78.7M | 3.34% | −29,200−1.5% | Reduced |
| No Street GP LP | 1,995,766 | $79.8M | 9.62% | −708,734−26.2% | Reduced |
| Norges Bank | 2,081,615 | $83.2M | 0.02% | −227,030−9.8% | Reduced |
| Geode Capital Management, LLC | 2,520,386 | $100.7M | 0.01% | +52,634+2.1% | Added |
| State Street Corp | 3,070,089 | $122.7M | 0.01% | −2,006−0.1% | Reduced |
| NetEase, Inc. | 3,513,331 | $140.4M | 92.34% | 00.0% | Unchanged |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $177.8M | 6.24% | −25,195,006−85.0% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $199.8M | 17.76% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,788,620 | $311.2M | 6.84% | −6,012,001−43.6% | Reduced |
| BlackRock Inc. | 8,483,362 | $339.0M | 0.01% | +147,598+1.8% | Added |
| Vanguard Group Inc | 18,099,233 | $723.2M | 0.02% | +1,411,453+8.5% | Added |
| GQG Partners LLC | 26,082,413 | $1.04B | 2.41% | +11,003,635+73.0% | Added |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −607,462−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −362,418−100.0% | Sold out |
| Contrarius Investment Management Ltd | 0 | $0 | 0.00% | −306,313−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −208,494−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −152,649−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −94,047−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −70,923−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −59,429−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −56,600−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −42,194−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −40,618−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40,239−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −37,907−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −37,469−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −28,485−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −26,160−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −25,242−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −15,264−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −12,844−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,733−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,232−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |