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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 37,087 | $1.48M | 0.00% | +9,839+36.1% | Added |
| Cunning Capital Partners, LP | 37,835 | $1.51M | 0.94% | +37,835 | New |
| Point72 Middle East FZE | 38,647 | $1.54M | 0.11% | +19,725+104.2% | Added |
| Fort Point Capital Partners LLC | 38,856 | $1.55M | 0.24% | +170.0% | Added |
| Comprehensive Financial Management LLC | 39,000 | $1.55M | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 39,597 | $1.58M | 0.16% | +39,597 | New |
| Omers Administration Corp | 40,100 | $1.60M | 0.02% | +20,600+105.6% | Added |
| Arizona State Retirement System | 40,226 | $1.60M | 0.01% | +826+2.1% | Added |
| Donoghue Forlines LLC | 40,313 | $1.61M | 0.50% | +4,883+13.8% | Added |
| Walleye Capital LLC | 40,358 | $1.61M | 0.02% | +40,358 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 41,324 | $1.65M | 0.03% | +12,714+44.4% | Added |
| Wells Fargo & Company | 42,304 | $1.69M | 0.00% | +5,552+15.1% | Added |
| Voya Investment Management LLC | 43,183 | $1.72M | 0.00% | −881−2.0% | Reduced |
| Ieq Capital, LLC | 43,866 | $1.75M | 0.03% | +17,454+66.1% | Added |
| Jupiter Asset Management Ltd | 44,543 | $1.78M | 0.02% | +44,543 | New |
| Wealth Enhancement Advisory Services, LLC | 49,182 | $1.96M | 0.01% | +2,725+5.9% | Added |
| Amalgamated Bank | 49,388 | $1.97M | 0.02% | +14,354+41.0% | Added |
| Formula Growth Ltd | 50,000 | $1.99M | 0.64% | +50,000 | New |
| Harvest Investment Services, LLC | 50,625 | $2.02M | 0.93% | +15,824+45.5% | Added |
| Globeflex Capital L P | 50,763 | $2.02M | 0.21% | +2,605+5.4% | Added |
| L2 Asset Management, LLC | 51,957 | $2.07M | 0.85% | +51,148+6,322.4% | Added |
| SEI Investments Co | 52,228 | $2.08M | 0.00% | +14,443+38.2% | Added |
| LMR Partners LLP | 52,582 | $2.10M | 0.05% | +19,372+58.3% | Added |
| Baker Avenue Asset Management, LP | 55,000 | $2.19M | 0.10% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 55,000 | $2.19M | 1.17% | +33,500+155.8% | Added |
| Ensign Peak Advisors, Inc | 56,550 | $2.25M | 0.00% | +22,800+67.6% | Added |
| Dynamic Technology Lab Private Ltd | 57,326 | $2.28M | 0.24% | +57,326 | New |
| Point72 Europe (London) LLP | 57,374 | $2.29M | 0.29% | +57,374 | New |
| Aquatic Capital Management LLC | 58,200 | $2.32M | 0.06% | +58,200 | New |
| Barclays PLC | 58,719 | $2.34M | 0.00% | −50,755−46.4% | Reduced |
| Mackenzie Financial Corp | 59,399 | $2.37M | 0.00% | +59,399 | New |
| Exchange Traded Concepts, LLC | 59,750 | $2.38M | 0.06% | +4,320+7.8% | Added |
| Two Sigma Securities, LLC | 61,129 | $2.44M | 0.11% | +48,047+367.3% | Added |
| Teacher Retirement System of Texas | 62,527 | $2.49M | 0.02% | +8,594+15.9% | Added |
| Hussman Strategic Advisors, Inc. | 63,000 | $2.51M | 0.57% | +63,000 | New |
| Clearbridge Investments, LLC | 63,032 | $2.51M | 0.00% | +1,918+3.1% | Added |
| Perigon Wealth Management, LLC | 63,248 | $2.52M | 0.08% | +40.0% | Added |
| Numerai GP LLC | 63,831 | $2.54M | 0.90% | −17,360−21.4% | Reduced |
| Nomura Holdings Inc | 64,383 | $2.57M | 0.02% | +19,398+43.1% | Added |
| Wade G W & Inc | 64,799 | $2.58M | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 65,231 | $2.60M | 0.01% | −6,215−8.7% | Reduced |
| HAP Trading, LLC | 67,622 | $2.69M | 0.79% | +67,622 | New |
| Janus Henderson Group PLC | 68,163 | $2.72M | 0.00% | +58+0.1% | Added |
| Macquarie Group Ltd | 72,460 | $2.89M | 0.00% | −17,758−19.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,837 | $3.02M | 0.28% | +47,277+165.5% | Added |
| FORA Capital, LLC | 77,514 | $3.09M | 0.27% | −7,095−8.4% | Reduced |
| EPIQ Capital Group, LLC | 78,726 | $3.14M | 1.49% | −21,486−21.4% | Reduced |
| Bayesian Capital Management, LP | 81,892 | $3.26M | 0.35% | −14,008−14.6% | Reduced |
| Duality Advisers, LP | 84,536 | $3.37M | 0.36% | +12,995+18.2% | Added |
| Picton Mahoney Asset Management | 84,975 | $3.39M | 0.16% | +84,975 | New |
| State of New Jersey Common Pension Fund D | 87,903 | $3.50M | 0.01% | +5,815+7.1% | Added |
| Royal Bank of Canada | 91,028 | $3.63M | 0.00% | −159,926−63.7% | Reduced |
| Jump Financial, LLC | 92,420 | $3.68M | 0.12% | +47,063+103.8% | Added |
| Caption Management, LLC | 94,655 | $3.77M | 0.41% | +92,555+4,407.4% | Added |
| Treasurer of the State of North Carolina | 96,140 | $3.83M | 0.02% | +807+0.8% | Added |
| Massachusetts Financial Services Co | 99,046 | $3.95M | 0.00% | +99,046 | New |
| CI Private Wealth, LLC | 103,218 | $4.11M | 0.01% | −401−0.4% | Reduced |
| Squarepoint Ops LLC | 110,760 | $4.41M | 0.02% | +66,722+151.5% | Added |
| Allspring Global Investments Holdings, LLC | 122,936 | $4.90M | 0.01% | +101,966+486.2% | Added |
| Arrowstreet Capital, Limited Partnership | 124,819 | $4.97M | 0.01% | +124,819 | New |
| Employees Retirement System of Texas | 127,596 | $5.08M | 0.06% | −3,312−2.5% | Reduced |
| RBF Capital, LLC | 129,955 | $5.18M | 0.32% | 00.0% | Unchanged |
| Citigroup Inc | 130,196 | $5.19M | 0.01% | +115,315+774.9% | Added |
| Renaissance Capital LLC | 134,167 | $5.35M | 2.63% | +27,919+26.3% | Added |
| Engineers Gate Manager LP | 134,522 | $5.36M | 0.15% | +96,740+256.0% | Added |
| Eos Management, L.P. | 137,989 | $5.50M | 2.43% | −34,333−19.9% | Reduced |
| Ci Investments Inc. | 138,765 | $5.53M | 0.03% | +626+0.5% | Added |
| Lord, Abbett & Co. LLC | 139,593 | $5.56M | 0.02% | +50,251+56.2% | Added |
| Public Employees Retirement System of Ohio | 139,679 | $5.57M | 0.02% | +53,445+62.0% | Added |
| Captrust Financial Advisors | 142,546 | $5.68M | 0.02% | +127,663+857.8% | Added |
| Illinois Municipal Retirement Fund | 146,258 | $5.83M | 0.10% | 00.0% | Unchanged |
| Blair William & Co | 148,176 | $5.90M | 0.02% | +21,763+17.2% | Added |
| Alliancebernstein L.P. | 149,625 | $5.96M | 0.00% | +37,442+33.4% | Added |
| New York State Common Retirement Fund | 154,395 | $6.15M | 0.01% | −35,134−18.5% | Reduced |
| ExodusPoint Capital Management, LP | 154,808 | $6.17M | 0.08% | −278,958−64.3% | Reduced |
| AXA S.A. | 155,363 | $6.19M | 0.02% | +126,563+439.5% | Added |
| Daiwa Securities Group Inc. | 155,776 | $6.21M | 0.04% | +8,592+5.8% | Added |
| UBS Group AG | 155,964 | $6.22M | 0.00% | −41,835−21.2% | Reduced |
| ClariVest Asset Management LLC | 156,667 | $6.24M | 0.35% | +45,704+41.2% | Added |
| California State Teachers Retirement System | 163,283 | $6.51M | 0.01% | −5,916−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 163,624 | $6.52M | 0.05% | −84,415−34.0% | Reduced |
| State of Wisconsin Investment Board | 164,049 | $6.54M | 0.02% | +85,307+108.3% | Added |
| Credit Suisse AG | 167,729 | $6.68M | 0.01% | +6,039+3.7% | Added |
| Comerica Bank | 171,193 | $6.82M | 0.03% | +163,237+2,051.7% | Added |
| Cresset Asset Management, LLC | 174,516 | $6.95M | 0.04% | −18,922−9.8% | Reduced |
| Hiddenite Capital Partners LP | 175,000 | $6.97M | 10.24% | +75,000+75.0% | Added |
| Wellington Management Group LLP | 182,033 | $7.25M | 0.00% | +171,586+1,642.4% | Added |
| Contrarius Investment Management Ltd | 184,045 | $7.33M | 0.40% | +184,045 | New |
| M&G Investment Management Ltd | 185,134 | $7.41M | 0.04% | +185,134 | New |
| JPMorgan Chase & Co | 193,571 | $7.71M | 0.00% | +44,800+30.1% | Added |
| Honeycomb Asset Management LP | 200,000 | $7.97M | 1.93% | −274,014−57.8% | Reduced |
| State Board of Administration of Florida Retirement System | 203,094 | $8.09M | 0.02% | +265+0.1% | Added |
| Man Group plc | 218,608 | $8.71M | 0.03% | – | – |
| Legal & General Group Plc | 220,596 | $8.79M | 0.00% | −16,180−6.8% | Reduced |
| Bridgeway Capital Management, LLC | 232,200 | $9.25M | 0.20% | +185,400+396.2% | Added |
| Los Angeles Capital Management LLC | 235,042 | $9.37M | 0.03% | +83,782+55.4% | Added |
| Franklin Resources Inc | 235,187 | $9.37M | 0.00% | +142,938+154.9% | Added |
| Metavasi Capital LP | 236,833 | $9.44M | 7.01% | −114,967−32.7% | Reduced |
| Price T Rowe Associates Inc | 241,686 | $9.63M | 0.00% | +5,184+2.2% | Added |
| Boston Partners | 243,213 | $9.70M | 0.01% | −14,107−5.5% | Reduced |