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 |
|---|---|---|---|---|---|
| Kapitalo Investimentos Ltda | 8,496 | $338.6K | 0.07% | +8,496 | New |
| Sherbrooke Park Advisers LLC | 8,748 | $348.6K | 0.16% | +8,748 | New |
| Robeco Institutional Asset Management B.V. | 8,854 | $352.8K | 0.00% | +7,731+688.4% | Added |
| Deutsche Bank AG | 8,856 | $352.9K | 0.00% | +230+2.7% | Added |
| Plato Investment Management Ltd | 9,123 | $363.6K | 0.45% | +9,123 | New |
| Cipher Capital LP | 9,338 | $372.1K | 0.12% | +9,338 | New |
| Caxton Associates LP | 9,382 | $373.9K | 0.02% | +9,382 | New |
| DeDora Capital, Inc. | 9,430 | $375.8K | 0.13% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,478 | $376.2K | 0.00% | +9,478 | New |
| AM Squared Ltd | 9,500 | $378.6K | 0.78% | +3,000+46.2% | Added |
| Dakota Wealth Management | 9,693 | $386.3K | 0.02% | +9,693 | New |
| Wealthfront Advisers LLC | 9,716 | $387.2K | 0.00% | +245+2.6% | Added |
| Creative Planning | 10,110 | $402.9K | 0.00% | +361+3.7% | Added |
| EP Wealth Advisors, LLC | 10,204 | $406.6K | 0.01% | +1,840+22.0% | Added |
| Blueshift Asset Management, LLC | 10,267 | $409.1K | 0.22% | +10,267 | New |
| Altfest L J & Co Inc | 10,308 | $411.0K | 0.06% | +10,308 | New |
| Canada Pension Plan Investment Board | 10,400 | $414.4K | 0.00% | −4,900−32.0% | Reduced |
| Eight 31 Financial LLC | 10,590 | $422.0K | 0.26% | +10,590 | New |
| Ethic Inc. | 10,868 | $433.1K | 0.01% | +200+1.9% | Added |
| Baird Financial Group, Inc. | 10,934 | $435.7K | 0.00% | +10,934 | New |
| Edgestream Partners, L.P. | 11,194 | $446.1K | 0.03% | −17,695−61.3% | Reduced |
| XTX Topco Ltd | 11,297 | $450.2K | 0.10% | +11,297 | New |
| O'Shaughnessy Asset Management, LLC | 11,408 | $454.6K | 0.01% | +11,408 | New |
| Convergence Investment Partners, LLC | 11,589 | $462.0K | 0.24% | +4,127+55.3% | Added |
| Utah Retirement Systems | 11,600 | $462.3K | 0.01% | +200+1.8% | Added |
| Hillsdale Investment Management Inc. | 12,900 | $514.1K | 0.04% | +12,900 | New |
| Coastal Bridge Advisors, LLC | 13,173 | $524.9K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 13,213 | $526.5K | 0.00% | +13,213 | New |
| State of Alaska, Department of Revenue | 13,310 | $530.0K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 13,300 | $530.0K | 0.02% | −110−0.8% | Reduced |
| Oppenheimer & Co Inc | 13,426 | $535.0K | 0.01% | +13,426 | New |
| Mach-1 Financial Group, Inc. | 13,456 | $536.2K | 0.20% | +1,497+12.5% | Added |
| Xponance, Inc. | 13,664 | $544.5K | 0.01% | +334+2.5% | Added |
| Pathstone Holdings, LLC | 13,775 | $548.9K | 0.00% | +13,775 | New |
| Quantbot Technologies LP | 13,776 | $549.0K | 0.03% | −103,141−88.2% | Reduced |
| Oppenheimer Asset Management Inc. | 14,384 | $573.2K | 0.01% | −1,930−11.8% | Reduced |
| Bank of Montreal | 14,120 | $580.3K | 0.00% | −1,727−10.9% | Reduced |
| AE Wealth Management LLC | 13,455 | $596.1K | 0.00% | +1,461+12.2% | Added |
| Pallas Capital Advisors LLC | 15,004 | $597.9K | 0.03% | +40.0% | Added |
| Bridgefront Capital, LLC | 15,041 | $599.4K | 0.45% | +15,041 | New |
| Alpha DNA Investment Management LLC | 15,223 | $606.6K | 0.36% | +1,714+12.7% | Added |
| Symmetry Partners, LLC | 15,092 | $615.0K | 0.03% | +15,092 | New |
| Principal Financial Group Inc | 15,548 | $619.6K | 0.00% | −75,720−83.0% | Reduced |
| Walleye Trading LLC | 15,762 | $628.1K | 0.01% | +15,762 | New |
| Entropy Technologies, LP | 15,766 | $628.3K | 0.12% | +15,766 | New |
| Capstone Investment Advisors, LLC | 15,902 | $633.7K | 0.01% | −2,373−13.0% | Reduced |
| Verition Fund Management LLC | 15,903 | $633.7K | 0.01% | −2,407−13.1% | Reduced |
| Maryland State Retirement & Pension System | 16,163 | $644.1K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 16,836 | $670.9K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 16,905 | $673.7K | 0.00% | +817+5.1% | Added |
| Public Employees Retirement Association of Colorado | 17,639 | $703.0K | 0.00% | −681−3.7% | Reduced |
| Versor Investments LP | 18,210 | $725.7K | 0.15% | −973−5.1% | Reduced |
| Smith Group Asset Management, LLC | 19,155 | $763.3K | 0.04% | +19,155 | New |
| Virtu Financial LLC | 19,179 | $764.0K | 0.06% | +19,179 | New |
| MGB Wealth Management, LLC | 19,370 | $771.9K | 0.39% | +19,370 | New |
| Wolverine Trading, LLC | 19,490 | $776.7K | 0.01% | +19,490 | New |
| Nierenberg Investment Management Company, Inc. | 19,555 | $779.3K | 0.49% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,895 | $792.8K | 0.00% | +10,163+104.4% | Added |
| Thoroughbred Financial Services, LLC | 20,136 | $802.0K | 0.06% | +13,240+192.0% | Added |
| Fox Run Management, L.L.C. | 20,204 | $805.1K | 0.21% | +20,204 | New |
| STRS Ohio | 20,289 | $808.0K | 0.00% | +1,056+5.5% | Added |
| Polianta Ltd | 20,500 | $816.0K | 0.48% | −5,200−20.2% | Reduced |
| Sequoia Financial Advisors, LLC | 20,667 | $823.6K | 0.01% | +20,667 | New |
| Vident Advisory, LLC | 20,738 | $826.4K | 0.02% | +3,799+22.4% | Added |
| Stifel Financial Corp | 21,163 | $843.3K | 0.00% | −7,355−25.8% | Reduced |
| M&T Bank Corp | 21,660 | $862.9K | 0.00% | +5,883+37.3% | Added |
| JustInvest LLC | 22,002 | $876.8K | 0.02% | −640−2.8% | Reduced |
| Mariner, LLC | 22,037 | $878.2K | 0.00% | +4,602+26.4% | Added |
| Allen Investment Management LLC | 22,210 | $885.1K | 0.01% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 22,488 | $896.1K | 0.17% | −1,000−4.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 22,500 | $896.6K | 0.13% | +22,500 | New |
| Invenomic Capital Management LP | 22,669 | $903.4K | 0.05% | −560,744−96.1% | Reduced |
| Centiva Capital, LP | 23,090 | $920.1K | 0.06% | +14,454+167.4% | Added |
| IMC-Chicago, LLC | 23,266 | $927.1K | 0.03% | +23,266 | New |
| Strategic Global Advisors, LLC | 23,638 | $942.0K | 0.22% | −16,065−40.5% | Reduced |
| Alps Advisors Inc | 24,532 | $977.6K | 0.01% | +804+3.4% | Added |
| Lakewood Capital Management, LP | 25,000 | $996.3K | 0.09% | −55,000−68.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,227 | $1.01M | 0.00% | −5,032−16.6% | Reduced |
| Lecap Asset Management Ltd | 26,014 | $1.04M | 0.38% | +26,014 | New |
| Alpha Family Trust | 26,358 | $1.05M | 0.71% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 26,636 | $1.06M | 0.01% | +25,709+2,773.4% | Added |
| American Century Companies Inc | 26,796 | $1.07M | 0.00% | −24,316−47.6% | Reduced |
| Highland Capital Management, LLC | 27,967 | $1.11M | 0.07% | +2,066+8.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,180 | $1.11M | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 28,380 | $1.13M | 0.01% | −1,017−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 28,862 | $1.15M | 0.00% | −755−2.5% | Reduced |
| GSG Advisors LLC | 30,110 | $1.15M | 0.43% | 00.0% | Unchanged |
| Group One Trading, L.P. | 29,222 | $1.16M | 0.04% | +25,845+765.3% | Added |
| Advisor Group Holdings, Inc. | 30,599 | $1.22M | 0.00% | −32,423−51.4% | Reduced |
| Shelton Capital Management | 30,800 | $1.23M | 0.04% | −7,949−20.5% | Reduced |
| First Trust Investment Solutions L.P. | 32,189 | $1.28M | 0.27% | +32,189 | New |
| Eagle Asset Management Inc | 32,344 | $1.29M | 0.01% | −5,183−13.8% | Reduced |
| Handelsbanken Fonder AB | 32,400 | $1.29M | 0.01% | +8,000+32.8% | Added |
| Simplex Trading, LLC | 33,259 | $1.32M | 0.04% | +33,259 | New |
| Occudo Quantitative Strategies LP | 34,795 | $1.39M | 0.19% | +7,927+29.5% | Added |
| Manufacturers Life Insurance Company, The | 34,835 | $1.39M | 0.00% | +3,989+12.9% | Added |
| PDT Partners, LLC | 35,490 | $1.41M | 0.16% | −80.0% | Reduced |
| Redwood Investment Management, LLC | 35,641 | $1.42M | 0.13% | −4,420−11.0% | Reduced |
| Aigen Investment Management, LP | 36,106 | $1.44M | 0.26% | −2,933−7.5% | Reduced |
| Graham Capital Management, L.P. | 36,149 | $1.44M | 0.05% | +36,149 | New |