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 |
|---|---|---|---|---|---|
| Eos Management, L.P. | 137,989 | $5.50M | 2.43% | −34,333−19.9% | Reduced |
| Engineers Gate Manager LP | 134,522 | $5.36M | 0.15% | +96,740+256.0% | Added |
| Renaissance Capital LLC | 134,167 | $5.35M | 2.63% | +27,919+26.3% | Added |
| Citigroup Inc | 130,196 | $5.19M | 0.01% | +115,315+774.9% | Added |
| RBF Capital, LLC | 129,955 | $5.18M | 0.32% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 127,596 | $5.08M | 0.06% | −3,312−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 124,819 | $4.97M | 0.01% | +124,819 | New |
| Allspring Global Investments Holdings, LLC | 122,936 | $4.90M | 0.01% | +101,966+486.2% | Added |
| Squarepoint Ops LLC | 110,760 | $4.41M | 0.02% | +66,722+151.5% | Added |
| CI Private Wealth, LLC | 103,218 | $4.11M | 0.01% | −401−0.4% | Reduced |
| Massachusetts Financial Services Co | 99,046 | $3.95M | 0.00% | +99,046 | New |
| Treasurer of the State of North Carolina | 96,140 | $3.83M | 0.02% | +807+0.8% | Added |
| Caption Management, LLC | 94,655 | $3.77M | 0.41% | +92,555+4,407.4% | Added |
| Jump Financial, LLC | 92,420 | $3.68M | 0.12% | +47,063+103.8% | Added |
| Royal Bank of Canada | 91,028 | $3.63M | 0.00% | −159,926−63.7% | Reduced |
| State of New Jersey Common Pension Fund D | 87,903 | $3.50M | 0.01% | +5,815+7.1% | Added |
| Picton Mahoney Asset Management | 84,975 | $3.39M | 0.16% | +84,975 | New |
| Duality Advisers, LP | 84,536 | $3.37M | 0.36% | +12,995+18.2% | Added |
| Bayesian Capital Management, LP | 81,892 | $3.26M | 0.35% | −14,008−14.6% | Reduced |
| EPIQ Capital Group, LLC | 78,726 | $3.14M | 1.49% | −21,486−21.4% | Reduced |
| FORA Capital, LLC | 77,514 | $3.09M | 0.27% | −7,095−8.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 75,837 | $3.02M | 0.28% | +47,277+165.5% | Added |
| Macquarie Group Ltd | 72,460 | $2.89M | 0.00% | −17,758−19.7% | Reduced |
| Janus Henderson Group PLC | 68,163 | $2.72M | 0.00% | +58+0.1% | Added |
| HAP Trading, LLC | 67,622 | $2.69M | 0.79% | +67,622 | New |
| Glenmede Trust Co NA | 65,231 | $2.60M | 0.01% | −6,215−8.7% | Reduced |
| Wade G W & Inc | 64,799 | $2.58M | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 64,383 | $2.57M | 0.02% | +19,398+43.1% | Added |
| Numerai GP LLC | 63,831 | $2.54M | 0.90% | −17,360−21.4% | Reduced |
| Perigon Wealth Management, LLC | 63,248 | $2.52M | 0.08% | +40.0% | Added |
| Clearbridge Investments, LLC | 63,032 | $2.51M | 0.00% | +1,918+3.1% | Added |
| Hussman Strategic Advisors, Inc. | 63,000 | $2.51M | 0.57% | +63,000 | New |
| Teacher Retirement System of Texas | 62,527 | $2.49M | 0.02% | +8,594+15.9% | Added |
| Two Sigma Securities, LLC | 61,129 | $2.44M | 0.11% | +48,047+367.3% | Added |
| Exchange Traded Concepts, LLC | 59,750 | $2.38M | 0.06% | +4,320+7.8% | Added |
| Mackenzie Financial Corp | 59,399 | $2.37M | 0.00% | +59,399 | New |
| Barclays PLC | 58,719 | $2.34M | 0.00% | −50,755−46.4% | Reduced |
| Aquatic Capital Management LLC | 58,200 | $2.32M | 0.06% | +58,200 | New |
| Point72 Europe (London) LLP | 57,374 | $2.29M | 0.29% | +57,374 | New |
| Dynamic Technology Lab Private Ltd | 57,326 | $2.28M | 0.24% | +57,326 | New |
| Ensign Peak Advisors, Inc | 56,550 | $2.25M | 0.00% | +22,800+67.6% | 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 |
| LMR Partners LLP | 52,582 | $2.10M | 0.05% | +19,372+58.3% | Added |
| SEI Investments Co | 52,228 | $2.08M | 0.00% | +14,443+38.2% | Added |
| L2 Asset Management, LLC | 51,957 | $2.07M | 0.85% | +51,148+6,322.4% | Added |
| Globeflex Capital L P | 50,763 | $2.02M | 0.21% | +2,605+5.4% | Added |
| Harvest Investment Services, LLC | 50,625 | $2.02M | 0.93% | +15,824+45.5% | Added |
| Formula Growth Ltd | 50,000 | $1.99M | 0.64% | +50,000 | New |
| Amalgamated Bank | 49,388 | $1.97M | 0.02% | +14,354+41.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,182 | $1.96M | 0.01% | +2,725+5.9% | Added |
| Jupiter Asset Management Ltd | 44,543 | $1.78M | 0.02% | +44,543 | New |
| Ieq Capital, LLC | 43,866 | $1.75M | 0.03% | +17,454+66.1% | Added |
| Voya Investment Management LLC | 43,183 | $1.72M | 0.00% | −881−2.0% | Reduced |
| Wells Fargo & Company | 42,304 | $1.69M | 0.00% | +5,552+15.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 41,324 | $1.65M | 0.03% | +12,714+44.4% | Added |
| Walleye Capital LLC | 40,358 | $1.61M | 0.02% | +40,358 | New |
| Donoghue Forlines LLC | 40,313 | $1.61M | 0.50% | +4,883+13.8% | Added |
| Arizona State Retirement System | 40,226 | $1.60M | 0.01% | +826+2.1% | Added |
| Omers Administration Corp | 40,100 | $1.60M | 0.02% | +20,600+105.6% | Added |
| Brevan Howard Capital Management LP | 39,597 | $1.58M | 0.16% | +39,597 | New |
| Comprehensive Financial Management LLC | 39,000 | $1.55M | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 38,856 | $1.55M | 0.24% | +170.0% | Added |
| Point72 Middle East FZE | 38,647 | $1.54M | 0.11% | +19,725+104.2% | Added |
| Cunning Capital Partners, LP | 37,835 | $1.51M | 0.94% | +37,835 | New |
| Pacer Advisors, Inc. | 37,087 | $1.48M | 0.00% | +9,839+36.1% | Added |
| Graham Capital Management, L.P. | 36,149 | $1.44M | 0.05% | +36,149 | New |
| Aigen Investment Management, LP | 36,106 | $1.44M | 0.26% | −2,933−7.5% | Reduced |
| Redwood Investment Management, LLC | 35,641 | $1.42M | 0.13% | −4,420−11.0% | Reduced |
| PDT Partners, LLC | 35,490 | $1.41M | 0.16% | −80.0% | Reduced |
| Manufacturers Life Insurance Company, The | 34,835 | $1.39M | 0.00% | +3,989+12.9% | Added |
| Occudo Quantitative Strategies LP | 34,795 | $1.39M | 0.19% | +7,927+29.5% | Added |
| Simplex Trading, LLC | 33,259 | $1.32M | 0.04% | +33,259 | New |
| Handelsbanken Fonder AB | 32,400 | $1.29M | 0.01% | +8,000+32.8% | Added |
| Eagle Asset Management Inc | 32,344 | $1.29M | 0.01% | −5,183−13.8% | Reduced |
| First Trust Investment Solutions L.P. | 32,189 | $1.28M | 0.27% | +32,189 | New |
| Shelton Capital Management | 30,800 | $1.23M | 0.04% | −7,949−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 30,599 | $1.22M | 0.00% | −32,423−51.4% | Reduced |
| Group One Trading, L.P. | 29,222 | $1.16M | 0.04% | +25,845+765.3% | Added |
| GSG Advisors LLC | 30,110 | $1.15M | 0.43% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,862 | $1.15M | 0.00% | −755−2.5% | Reduced |
| Pinebridge Investments, L.P. | 28,380 | $1.13M | 0.01% | −1,017−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,180 | $1.11M | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 27,967 | $1.11M | 0.07% | +2,066+8.0% | Added |
| American Century Companies Inc | 26,796 | $1.07M | 0.00% | −24,316−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 26,636 | $1.06M | 0.01% | +25,709+2,773.4% | Added |
| Alpha Family Trust | 26,358 | $1.05M | 0.71% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 26,014 | $1.04M | 0.38% | +26,014 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,227 | $1.01M | 0.00% | −5,032−16.6% | Reduced |
| Lakewood Capital Management, LP | 25,000 | $996.3K | 0.09% | −55,000−68.8% | Reduced |
| Alps Advisors Inc | 24,532 | $977.6K | 0.01% | +804+3.4% | Added |
| Strategic Global Advisors, LLC | 23,638 | $942.0K | 0.22% | −16,065−40.5% | Reduced |
| IMC-Chicago, LLC | 23,266 | $927.1K | 0.03% | +23,266 | New |
| Centiva Capital, LP | 23,090 | $920.1K | 0.06% | +14,454+167.4% | Added |
| Invenomic Capital Management LP | 22,669 | $903.4K | 0.05% | −560,744−96.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 22,500 | $896.6K | 0.13% | +22,500 | New |
| Cohen Capital Management, Inc. | 22,488 | $896.1K | 0.17% | −1,000−4.3% | Reduced |
| Allen Investment Management LLC | 22,210 | $885.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 22,037 | $878.2K | 0.00% | +4,602+26.4% | Added |
| JustInvest LLC | 22,002 | $876.8K | 0.02% | −640−2.8% | Reduced |