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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 243,822 | $9.72M | 0.00% | −530−0.2% | Reduced |
| Point72 Asset Management, L.P. | 244,486 | $9.74M | 0.03% | −830,053−77.2% | Reduced |
| Ardmore Road Asset Management LP | 250,000 | $9.96M | 2.26% | +190,000+316.7% | Added |
| Rhumbline Advisers | 250,618 | $9.99M | 0.01% | −4,142−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 255,385 | $10.2M | 0.02% | +5,950+2.4% | Added |
| Victory Capital Management Inc | 261,024 | $10.4M | 0.01% | +12,803+5.2% | Added |
| Gotham Asset Management, LLC | 263,318 | $10.5M | 0.19% | −15,987−5.7% | Reduced |
| Swiss National Bank | 283,590 | $11.3M | 0.01% | −20,610−6.8% | Reduced |
| Renaissance Technologies LLC | 302,500 | $12.1M | 0.02% | +302,500 | New |
| Polar Asset Management Partners Inc. | 303,500 | $12.1M | 0.33% | +128,500+73.4% | Added |
| Brighton Jones LLC | 330,843 | $13.2M | 0.56% | +1340.0% | Added |
| Scout Investments, Inc. | 343,169 | $13.7M | 0.34% | −580,192−62.8% | Reduced |
| Twinbeech Capital LP | 346,952 | $13.8M | 0.22% | +156,885+82.5% | Added |
| HRT Financial LP | 396,673 | $15.8M | 0.12% | +179,633+82.8% | Added |
| California Public Employees Retirement System | 406,300 | $16.2M | 0.01% | +17,604+4.5% | Added |
| Prudential Financial Inc | 408,621 | $16.3M | 0.02% | −184,814−31.1% | Reduced |
| Dark Forest Capital Management LP | 435,465 | $17.4M | 2.60% | +396,053+1,004.9% | Added |
| Federated Hermes, Inc. | 440,928 | $17.6M | 0.04% | −914−0.2% | Reduced |
| Voloridge Investment Management, LLC | 489,430 | $19.5M | 0.08% | −62,147−11.3% | Reduced |
| Bank of America Corp | 509,308 | $20.3M | 0.00% | +188,106+58.6% | Added |
| FMR LLC | 527,380 | $21.0M | 0.00% | −228,418−30.2% | Reduced |
| Cubist Systematic Strategies, LLC | 573,795 | $22.9M | 0.28% | +370,304+182.0% | Added |
| Balyasny Asset Management LLC | 587,711 | $23.4M | 0.06% | +557,302+1,832.7% | Added |
| Augustine Asset Management Inc | 597,886 | $23.8M | 10.55% | −103,000−14.7% | Reduced |
| Jane Street Group, LLC | 644,525 | $25.7M | 0.03% | −20,322−3.1% | Reduced |
| Russell Investments Group, Ltd. | 651,088 | $25.9M | 0.05% | +10,594+1.7% | Added |
| Robertson Stephens Wealth Management, LLC | 654,417 | $26.1M | 1.63% | +4,954+0.8% | Added |
| D. E. Shaw & Co., Inc. | 677,180 | $27.0M | 0.04% | +668,680+7,866.8% | Added |
| Bank of New York Mellon Corp | 783,741 | $31.2M | 0.01% | +74,601+10.5% | Added |
| Greenstone Partners & Co., LLC | 796,837 | $31.8M | 17.74% | +29,585+3.9% | Added |
| Invesco Ltd. | 797,898 | $31.8M | 0.01% | −18,863−2.3% | Reduced |
| Citadel Advisors LLC | 815,660 | $32.5M | 0.03% | −584,426−41.7% | Reduced |
| Van Eck Associates Corp | 815,786 | $32.5M | 0.06% | +57,133+7.5% | Added |
| Qube Research & Technologies Ltd | 827,575 | $33.0M | 0.07% | +827,575 | New |
| Nuveen Asset Management, LLC | 831,888 | $33.2M | 0.01% | +179,747+27.6% | Added |
| Northern Trust Corp | 861,421 | $34.3M | 0.01% | +24,808+3.0% | Added |
| Contour Asset Management LLC | 949,752 | $37.8M | 1.56% | +486,097+104.8% | Added |
| Ameriprise Financial Inc | 979,098 | $39.0M | 0.01% | −423,559−30.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,021,695 | $40.7M | 0.01% | +31,773+3.2% | Added |
| Susquehanna International Group, LLP | 1,034,332 | $41.2M | 0.07% | +630,314+156.0% | Added |
| Raymond James & Associates | 1,041,839 | $41.5M | 0.03% | +113,932+12.3% | Added |
| Norges Bank | 1,103,473 | $44.0M | 0.01% | −978,142−47.0% | Reduced |
| Millennium Management LLC | 1,109,253 | $44.2M | 0.04% | +381,946+52.5% | Added |
| Dimensional Fund Advisors LP | 1,141,503 | $45.5M | 0.01% | −3730.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $46.0M | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,236,890 | $49.3M | 0.09% | +506,412+69.3% | Added |
| Keenan Capital, LLC | 1,263,937 | $50.4M | 11.87% | −382,000−23.2% | Reduced |
| Jericho Capital Asset Management L.P. | 1,365,327 | $54.4M | 1.67% | +1,365,327 | New |
| Spyglass Capital Management LLC | 1,513,873 | $60.3M | 4.34% | −368,175−19.6% | Reduced |
| Goldman Sachs Group Inc | 1,783,633 | $71.1M | 0.02% | −92,392−4.9% | Reduced |
| No Street GP LP | 1,990,000 | $79.3M | 7.92% | −5,766−0.3% | Reduced |
| Kensico Capital Management Corp | 2,178,700 | $86.8M | 3.29% | +208,700+10.6% | Added |
| First Trust Advisors LP | 2,298,740 | $91.6M | 0.10% | +686,258+42.6% | Added |
| Morgan Stanley | 2,300,588 | $91.7M | 0.01% | +404,012+21.3% | Added |
| Two Sigma Advisers, LP | 2,431,514 | $96.9M | 0.23% | +964,800+65.8% | Added |
| Geode Capital Management, LLC | 2,542,706 | $101.3M | 0.01% | +22,320+0.9% | Added |
| Two Sigma Investments, LP | 2,564,562 | $102.2M | 0.25% | +1,056,622+70.1% | Added |
| State Street Corp | 3,124,932 | $124.5M | 0.01% | +54,843+1.8% | Added |
| NetEase, Inc. | 3,513,331 | $140.0M | 92.46% | 00.0% | Unchanged |
| Sapient Capital LLC | 4,141,962 | $165.1M | 4.26% | +4,141,962 | New |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $177.3M | 5.24% | 00.0% | Unchanged |
| Spruce House Investment Management LLC | 5,000,000 | $199.3M | 15.66% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,018,096 | $279.7M | 6.80% | −770,524−9.9% | Reduced |
| BlackRock Inc. | 8,718,242 | $347.4M | 0.01% | +234,880+2.8% | Added |
| Vanguard Group Inc | 15,438,728 | $615.2M | 0.01% | −2,660,505−14.7% | Reduced |
| GQG Partners LLC | 25,689,782 | $1.02B | 2.17% | −392,631−1.5% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 42,925 | – | – | +42,925 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −446,511−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −122,827−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −110,917−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −81,300−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −52,340−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −51,139−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −49,601−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −42,119−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −41,400−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −40,056−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,453−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −21,885−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −20,223−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −17,556−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −16,610−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,328−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −12,598−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −9,948−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,437−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −9,427−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −7,925−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,567−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,465−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,010−100.0% | Sold out |