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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 89,342 | $3.57M | 0.01% | +89,342 | New |
| Public Employees Retirement System of Ohio | 86,234 | $3.45M | 0.02% | −17,377−16.8% | Reduced |
| FORA Capital, LLC | 84,609 | $3.38M | 0.30% | +84,609 | New |
| State of New Jersey Common Pension Fund D | 82,088 | $3.28M | 0.01% | −17,142−17.3% | Reduced |
| Royce & Associates LP | 81,300 | $3.25M | 0.03% | +32,570+66.8% | Added |
| Numerai GP LLC | 81,191 | $3.24M | 1.08% | +81,191 | New |
| Handelsinvest Investeringsforvaltning | 80,000 | $3.20M | 1.11% | +80,000 | New |
| Lakewood Capital Management, LP | 80,000 | $3.20M | 0.29% | −347,000−81.3% | Reduced |
| State of Wisconsin Investment Board | 78,742 | $3.15M | 0.01% | +66,676+552.6% | Added |
| Duality Advisers, LP | 71,541 | $2.86M | 0.35% | −36,138−33.6% | Reduced |
| Glenmede Trust Co NA | 71,446 | $2.85M | 0.02% | +71,446 | New |
| Janus Henderson Group PLC | 68,105 | $2.72M | 0.00% | −4,728−6.5% | Reduced |
| Wade G W & Inc | 64,799 | $2.59M | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 63,244 | $2.53M | 0.10% | −52,253−45.2% | Reduced |
| Advisor Group Holdings, Inc. | 63,022 | $2.52M | 0.00% | +27,452+77.2% | Added |
| Clearbridge Investments, LLC | 61,114 | $2.44M | 0.00% | +1,707+2.9% | Added |
| Ardmore Road Asset Management LP | 60,000 | $2.40M | 0.81% | +60,000 | New |
| Exchange Traded Concepts, LLC | 55,430 | $2.21M | 0.06% | +31,007+127.0% | Added |
| Baker Avenue Asset Management, LP | 55,000 | $2.20M | 0.11% | +55,000 | New |
| Teacher Retirement System of Texas | 53,933 | $2.15M | 0.01% | +37,564+229.5% | Added |
| EAM Investors, LLC | 52,340 | $2.09M | 0.40% | +2,125+4.2% | Added |
| Truist Financial Corp | 51,139 | $2.04M | 0.00% | +19,915+63.8% | Added |
| American Century Companies Inc | 51,112 | $2.04M | 0.00% | +51,112 | New |
| Symmetry Investments LP | 49,601 | $1.98M | 0.58% | +49,601 | New |
| Globeflex Capital L P | 48,158 | $1.92M | 0.23% | +18,189+60.7% | Added |
| Bridgeway Capital Management, LLC | 46,800 | $1.87M | 0.05% | +46,800 | New |
| Wealth Enhancement Advisory Services, LLC | 46,457 | $1.86M | 0.01% | +46,457 | New |
| Jump Financial, LLC | 45,357 | $1.81M | 0.07% | +45,357 | New |
| Nomura Holdings Inc | 44,985 | $1.80M | 0.02% | +44,985 | New |
| Voya Investment Management LLC | 44,064 | $1.76M | 0.00% | −4,711−9.7% | Reduced |
| Squarepoint Ops LLC | 44,038 | $1.76M | 0.01% | +44,038 | New |
| Old Mission Capital LLC | 42,119 | $1.68M | 0.06% | +42,119 | New |
| Qsemble Capital Management, LP | 41,400 | $1.65M | 0.31% | +41,400 | New |
| Redwood Investment Management, LLC | 40,061 | $1.60M | 0.14% | +40,061 | New |
| Pearl River Capital, LLC | 40,056 | $1.60M | 0.25% | +40,056 | New |
| Strategic Global Advisors, LLC | 39,703 | $1.59M | 0.26% | +39,703 | New |
| Dark Forest Capital Management LP | 39,412 | $1.57M | 0.13% | +39,412 | New |
| Arizona State Retirement System | 39,400 | $1.57M | 0.01% | −3,468−8.1% | Reduced |
| Aigen Investment Management, LP | 39,039 | $1.56M | 0.29% | +26,166+203.3% | Added |
| Comprehensive Financial Management LLC | 39,000 | $1.56M | 0.06% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 38,839 | $1.55M | 0.25% | +38,839 | New |
| Shelton Capital Management | 38,749 | $1.55M | 0.06% | −4,650−10.7% | Reduced |
| SEI Investments Co | 37,785 | $1.51M | 0.00% | +16,086+74.1% | Added |
| Engineers Gate Manager LP | 37,782 | $1.51M | 0.06% | +37,782 | New |
| Eagle Asset Management Inc | 37,527 | $1.50M | 0.01% | +37,527 | New |
| Marshall Wace, LLP | 37,453 | $1.50M | 0.00% | −10,039−21.1% | Reduced |
| Wells Fargo & Company | 36,752 | $1.47M | 0.00% | +18,454+100.9% | Added |
| PDT Partners, LLC | 35,498 | $1.42M | 0.18% | −26,789−43.0% | Reduced |
| Donoghue Forlines LLC | 35,430 | $1.42M | 0.50% | +24,480+223.6% | Added |
| Virginia Retirement Systems Et Al | 35,100 | $1.40M | 0.01% | −1,900−5.1% | Reduced |
| Amalgamated Bank | 35,034 | $1.40M | 0.01% | −2,839−7.5% | Reduced |
| Harvest Investment Services, LLC | 34,801 | $1.39M | 0.89% | +34,801 | New |
| Ensign Peak Advisors, Inc | 33,750 | $1.35M | 0.00% | +33,750 | New |
| LMR Partners LLP | 33,210 | $1.33M | 0.03% | +33,210 | New |
| Gyroscope Capital Management Group, LLC | 32,155 | $1.28M | 0.29% | +32,155 | New |
| Manufacturers Life Insurance Company, The | 30,846 | $1.23M | 0.00% | +21,907+245.1% | Added |
| Balyasny Asset Management LLC | 30,409 | $1.22M | 0.00% | +30,409 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,259 | $1.21M | 0.01% | +5,807+23.7% | Added |
| GSG Advisors LLC | 30,110 | $1.20M | 0.59% | +30,110 | New |
| L2 Asset Management, LLC | 809 | $1.20M | 0.58% | +809 | New |
| The PNC Financial Services Group, Inc. | 29,617 | $1.18M | 0.00% | −6,398−17.8% | Reduced |
| Pinebridge Investments, L.P. | 29,397 | $1.17M | 0.01% | +29,397 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,180 | $1.17M | 0.00% | +80+0.3% | Added |
| Edgestream Partners, L.P. | 28,889 | $1.15M | 0.09% | −25,243−46.6% | Reduced |
| AXA S.A. | 28,800 | $1.15M | 0.00% | +28,800 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 28,610 | $1.14M | 0.03% | +28,610 | New |
| Y-Intercept (Hong Kong) Ltd | 28,560 | $1.14M | 0.11% | −11,429−28.6% | Reduced |
| Stifel Financial Corp | 28,518 | $1.14M | 0.00% | +9,200+47.6% | Added |
| Pacer Advisors, Inc. | 27,248 | $1.09M | 0.00% | −1,866,498−98.6% | Reduced |
| Occudo Quantitative Strategies LP | 26,868 | $1.07M | 0.14% | −24,054−47.2% | Reduced |
| Ieq Capital, LLC | 26,412 | $1.06M | 0.02% | +1,889+7.7% | Added |
| Alpha Family Trust | 26,358 | $1.05M | 0.80% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,966 | $1.04M | 0.01% | +25,966 | New |
| First Republic Investment Management, Inc. | 25,927 | $1.04M | 0.00% | +25,927 | New |
| Highland Capital Management, LLC | 25,901 | $1.04M | 0.07% | +25,901 | New |
| Polianta Ltd | 25,700 | $1.03M | 0.51% | −21,700−45.8% | Reduced |
| GWM Advisors LLC | 25,247 | $1.01M | 0.01% | +25,247 | New |
| Black Swift Group, LLC | 25,000 | $999.0K | 0.33% | +25,000 | New |
| Handelsbanken Fonder AB | 24,400 | $975.0K | 0.01% | +4,900+25.1% | Added |
| Alps Advisors Inc | 23,728 | $948.2K | 0.01% | +23,728 | New |
| Cohen Capital Management, Inc. | 23,488 | $938.6K | 0.19% | −1,256−5.1% | Reduced |
| JustInvest LLC | 22,642 | $904.8K | 0.03% | +641+2.9% | Added |
| Allen Investment Management LLC | 22,210 | $887.5K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 21,885 | $874.5K | 0.10% | +21,885 | New |
| Boulder Hill Capital Management LP | 21,500 | $859.1K | 0.53% | +21,500 | New |
| Allspring Global Investments Holdings, LLC | 20,970 | $838.0K | 0.00% | +20,824+14,263.0% | Added |
| Toroso Investments, LLC | 20,223 | $808.1K | 0.02% | +11,367+128.4% | Added |
| Nierenberg Investment Management Company, Inc. | 19,555 | $781.4K | 0.56% | −10,000−33.8% | Reduced |
| Omers Administration Corp | 19,500 | $779.2K | 0.01% | +19,500 | New |
| STRS Ohio | 19,233 | $768.0K | 0.00% | +19,233 | New |
| Versor Investments LP | 19,183 | $766.6K | 0.16% | −20,193−51.3% | Reduced |
| Point72 Middle East FZE | 18,922 | $756.1K | 0.05% | +18,922 | New |
| Public Employees Retirement Association of Colorado | 18,320 | $732.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,310 | $731.7K | 0.01% | +10,369+130.6% | Added |
| Capstone Investment Advisors, LLC | 18,275 | $730.3K | 0.02% | +18,275 | New |
| Friedenthal Financial | 17,556 | $701.5K | 0.48% | +17,556 | New |
| Mariner, LLC | 17,435 | $696.7K | 0.00% | +2,536+17.0% | Added |
| Bank of Montreal | 15,847 | $678.6K | 0.00% | −22−0.1% | Reduced |
| Vident Advisory, LLC | 16,939 | $676.9K | 0.02% | +16,939 | New |
| Adviser Investments LLC | 16,836 | $672.8K | 0.01% | +74+0.4% | Added |