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, Q4 2023
Institutional positions in AppLovin Corp as of Dec 31, 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
- 367
- +54 vs. Q3 2023
- Shares held
- 141.2M
- +7.78M (+5.8%) vs. Q3 2023
- Total value
- $5.63B
- +$291.4M (+5.5%) vs. Q3 2023
- New holders
- 92
- 138 more added
- Sold out
- 38
- 96 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 25,689,782 | $1.02B | 2.17% | −392,631−1.5% | Reduced |
| Vanguard Group Inc | 15,438,728 | $615.2M | 0.01% | −2,660,505−14.7% | Reduced |
| BlackRock Inc. | 8,718,242 | $347.4M | 0.01% | +234,880+2.8% | Added |
| Boston Private Wealth LLC | 7,018,096 | $279.7M | 6.80% | −770,524−9.9% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $199.3M | 15.66% | 00.0% | Unchanged |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $177.3M | 5.24% | 00.0% | Unchanged |
| Sapient Capital LLC | 4,141,962 | $165.1M | 4.26% | +4,141,962 | New |
| NetEase, Inc. | 3,513,331 | $140.0M | 92.46% | 00.0% | Unchanged |
| State Street Corp | 3,124,932 | $124.5M | 0.01% | +54,843+1.8% | Added |
| Two Sigma Investments, LP | 2,564,562 | $102.2M | 0.25% | +1,056,622+70.1% | Added |
| Geode Capital Management, LLC | 2,542,706 | $101.3M | 0.01% | +22,320+0.9% | Added |
| Two Sigma Advisers, LP | 2,431,514 | $96.9M | 0.23% | +964,800+65.8% | Added |
| Morgan Stanley | 2,300,588 | $91.7M | 0.01% | +404,012+21.3% | Added |
| First Trust Advisors LP | 2,298,740 | $91.6M | 0.10% | +686,258+42.6% | Added |
| Kensico Capital Management Corp | 2,178,700 | $86.8M | 3.29% | +208,700+10.6% | Added |
| No Street GP LP | 1,990,000 | $79.3M | 7.92% | −5,766−0.3% | Reduced |
| Goldman Sachs Group Inc | 1,783,633 | $71.1M | 0.02% | −92,392−4.9% | Reduced |
| Spyglass Capital Management LLC | 1,513,873 | $60.3M | 4.34% | −368,175−19.6% | Reduced |
| Jericho Capital Asset Management L.P. | 1,365,327 | $54.4M | 1.67% | +1,365,327 | New |
| Keenan Capital, LLC | 1,263,937 | $50.4M | 11.87% | −382,000−23.2% | Reduced |
| AQR Capital Management LLC | 1,236,890 | $49.3M | 0.09% | +506,412+69.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $46.0M | 0.19% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,141,503 | $45.5M | 0.01% | −3730.0% | Reduced |
| Millennium Management LLC | 1,109,253 | $44.2M | 0.04% | +381,946+52.5% | Added |
| Norges Bank | 1,103,473 | $44.0M | 0.01% | −978,142−47.0% | Reduced |
| Raymond James & Associates | 1,041,839 | $41.5M | 0.03% | +113,932+12.3% | Added |
| Susquehanna International Group, LLP | 1,034,332 | $41.2M | 0.07% | +630,314+156.0% | Added |
| Charles Schwab Investment Management Inc | 1,021,695 | $40.7M | 0.01% | +31,773+3.2% | Added |
| Ameriprise Financial Inc | 979,098 | $39.0M | 0.01% | −423,559−30.2% | Reduced |
| Contour Asset Management LLC | 949,752 | $37.8M | 1.56% | +486,097+104.8% | Added |
| Northern Trust Corp | 861,421 | $34.3M | 0.01% | +24,808+3.0% | Added |
| Nuveen Asset Management, LLC | 831,888 | $33.2M | 0.01% | +179,747+27.6% | Added |
| Qube Research & Technologies Ltd | 827,575 | $33.0M | 0.07% | +827,575 | New |
| Van Eck Associates Corp | 815,786 | $32.5M | 0.06% | +57,133+7.5% | Added |
| Citadel Advisors LLC | 815,660 | $32.5M | 0.03% | −584,426−41.7% | Reduced |
| Invesco Ltd. | 797,898 | $31.8M | 0.01% | −18,863−2.3% | Reduced |
| Greenstone Partners & Co., LLC | 796,837 | $31.8M | 17.74% | +29,585+3.9% | Added |
| Bank of New York Mellon Corp | 783,741 | $31.2M | 0.01% | +74,601+10.5% | Added |
| D. E. Shaw & Co., Inc. | 677,180 | $27.0M | 0.04% | +668,680+7,866.8% | Added |
| Robertson Stephens Wealth Management, LLC | 654,417 | $26.1M | 1.63% | +4,954+0.8% | Added |
| Russell Investments Group, Ltd. | 651,088 | $25.9M | 0.05% | +10,594+1.7% | Added |
| Jane Street Group, LLC | 644,525 | $25.7M | 0.03% | −20,322−3.1% | Reduced |
| Augustine Asset Management Inc | 597,886 | $23.8M | 10.55% | −103,000−14.7% | Reduced |
| Balyasny Asset Management LLC | 587,711 | $23.4M | 0.06% | +557,302+1,832.7% | Added |
| Cubist Systematic Strategies, LLC | 573,795 | $22.9M | 0.28% | +370,304+182.0% | Added |
| FMR LLC | 527,380 | $21.0M | 0.00% | −228,418−30.2% | Reduced |
| Bank of America Corp | 509,308 | $20.3M | 0.00% | +188,106+58.6% | Added |
| Voloridge Investment Management, LLC | 489,430 | $19.5M | 0.08% | −62,147−11.3% | Reduced |
| Federated Hermes, Inc. | 440,928 | $17.6M | 0.04% | −914−0.2% | Reduced |
| Dark Forest Capital Management LP | 435,465 | $17.4M | 2.60% | +396,053+1,004.9% | Added |
| Prudential Financial Inc | 408,621 | $16.3M | 0.02% | −184,814−31.1% | Reduced |
| California Public Employees Retirement System | 406,300 | $16.2M | 0.01% | +17,604+4.5% | Added |
| HRT Financial LP | 396,673 | $15.8M | 0.12% | +179,633+82.8% | Added |
| Twinbeech Capital LP | 346,952 | $13.8M | 0.22% | +156,885+82.5% | Added |
| Scout Investments, Inc. | 343,169 | $13.7M | 0.34% | −580,192−62.8% | Reduced |
| Brighton Jones LLC | 330,843 | $13.2M | 0.56% | +1340.0% | Added |
| Polar Asset Management Partners Inc. | 303,500 | $12.1M | 0.33% | +128,500+73.4% | Added |
| Renaissance Technologies LLC | 302,500 | $12.1M | 0.02% | +302,500 | New |
| Swiss National Bank | 283,590 | $11.3M | 0.01% | −20,610−6.8% | Reduced |
| Gotham Asset Management, LLC | 263,318 | $10.5M | 0.19% | −15,987−5.7% | Reduced |
| Victory Capital Management Inc | 261,024 | $10.4M | 0.01% | +12,803+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 255,385 | $10.2M | 0.02% | +5,950+2.4% | Added |
| Rhumbline Advisers | 250,618 | $9.99M | 0.01% | −4,142−1.6% | Reduced |
| Ardmore Road Asset Management LP | 250,000 | $9.96M | 2.26% | +190,000+316.7% | Added |
| Point72 Asset Management, L.P. | 244,486 | $9.74M | 0.03% | −830,053−77.2% | Reduced |
| UBS Asset Management Americas Inc | 243,822 | $9.72M | 0.00% | −530−0.2% | Reduced |
| Boston Partners | 243,213 | $9.70M | 0.01% | −14,107−5.5% | Reduced |
| Price T Rowe Associates Inc | 241,686 | $9.63M | 0.00% | +5,184+2.2% | Added |
| Metavasi Capital LP | 236,833 | $9.44M | 7.01% | −114,967−32.7% | Reduced |
| Franklin Resources Inc | 235,187 | $9.37M | 0.00% | +142,938+154.9% | Added |
| Los Angeles Capital Management LLC | 235,042 | $9.37M | 0.03% | +83,782+55.4% | Added |
| Bridgeway Capital Management, LLC | 232,200 | $9.25M | 0.20% | +185,400+396.2% | Added |
| Legal & General Group Plc | 220,596 | $8.79M | 0.00% | −16,180−6.8% | Reduced |
| Man Group plc | 218,608 | $8.71M | 0.03% | – | – |
| State Board of Administration of Florida Retirement System | 203,094 | $8.09M | 0.02% | +265+0.1% | Added |
| Honeycomb Asset Management LP | 200,000 | $7.97M | 1.93% | −274,014−57.8% | Reduced |
| JPMorgan Chase & Co | 193,571 | $7.71M | 0.00% | +44,800+30.1% | Added |
| M&G Investment Management Ltd | 185,134 | $7.41M | 0.04% | +185,134 | New |
| Contrarius Investment Management Ltd | 184,045 | $7.33M | 0.40% | +184,045 | New |
| Wellington Management Group LLP | 182,033 | $7.25M | 0.00% | +171,586+1,642.4% | Added |
| Hiddenite Capital Partners LP | 175,000 | $6.97M | 10.24% | +75,000+75.0% | Added |
| Cresset Asset Management, LLC | 174,516 | $6.95M | 0.04% | −18,922−9.8% | Reduced |
| Comerica Bank | 171,193 | $6.82M | 0.03% | +163,237+2,051.7% | Added |
| Credit Suisse AG | 167,729 | $6.68M | 0.01% | +6,039+3.7% | Added |
| State of Wisconsin Investment Board | 164,049 | $6.54M | 0.02% | +85,307+108.3% | Added |
| Schonfeld Strategic Advisors LLC | 163,624 | $6.52M | 0.05% | −84,415−34.0% | Reduced |
| California State Teachers Retirement System | 163,283 | $6.51M | 0.01% | −5,916−3.5% | Reduced |
| ClariVest Asset Management LLC | 156,667 | $6.24M | 0.35% | +45,704+41.2% | Added |
| UBS Group AG | 155,964 | $6.22M | 0.00% | −41,835−21.2% | Reduced |
| Daiwa Securities Group Inc. | 155,776 | $6.21M | 0.04% | +8,592+5.8% | Added |
| AXA S.A. | 155,363 | $6.19M | 0.02% | +126,563+439.5% | Added |
| ExodusPoint Capital Management, LP | 154,808 | $6.17M | 0.08% | −278,958−64.3% | Reduced |
| New York State Common Retirement Fund | 154,395 | $6.15M | 0.01% | −35,134−18.5% | Reduced |
| Alliancebernstein L.P. | 149,625 | $5.96M | 0.00% | +37,442+33.4% | Added |
| Blair William & Co | 148,176 | $5.90M | 0.02% | +21,763+17.2% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $5.83M | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 142,546 | $5.68M | 0.02% | +127,663+857.8% | Added |
| Public Employees Retirement System of Ohio | 139,679 | $5.57M | 0.02% | +53,445+62.0% | Added |
| Lord, Abbett & Co. LLC | 139,593 | $5.56M | 0.02% | +50,251+56.2% | Added |
| Ci Investments Inc. | 138,765 | $5.53M | 0.03% | +626+0.5% | Added |