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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 21,660 | $862.9K | 0.00% | +5,883+37.3% | Added |
| Stifel Financial Corp | 21,163 | $843.3K | 0.00% | −7,355−25.8% | Reduced |
| Vident Advisory, LLC | 20,738 | $826.4K | 0.02% | +3,799+22.4% | Added |
| Sequoia Financial Advisors, LLC | 20,667 | $823.6K | 0.01% | +20,667 | New |
| Polianta Ltd | 20,500 | $816.0K | 0.48% | −5,200−20.2% | Reduced |
| STRS Ohio | 20,289 | $808.0K | 0.00% | +1,056+5.5% | Added |
| Fox Run Management, L.L.C. | 20,204 | $805.1K | 0.21% | +20,204 | New |
| Thoroughbred Financial Services, LLC | 20,136 | $802.0K | 0.06% | +13,240+192.0% | Added |
| Envestnet Asset Management Inc | 19,895 | $792.8K | 0.00% | +10,163+104.4% | Added |
| Nierenberg Investment Management Company, Inc. | 19,555 | $779.3K | 0.49% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 19,490 | $776.7K | 0.01% | +19,490 | New |
| MGB Wealth Management, LLC | 19,370 | $771.9K | 0.39% | +19,370 | New |
| Virtu Financial LLC | 19,179 | $764.0K | 0.06% | +19,179 | New |
| Smith Group Asset Management, LLC | 19,155 | $763.3K | 0.04% | +19,155 | New |
| Versor Investments LP | 18,210 | $725.7K | 0.15% | −973−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 17,639 | $703.0K | 0.00% | −681−3.7% | Reduced |
| Pictet Asset Management Holding SA | 16,905 | $673.7K | 0.00% | +817+5.1% | Added |
| Adviser Investments LLC | 16,836 | $670.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,163 | $644.1K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,903 | $633.7K | 0.01% | −2,407−13.1% | Reduced |
| Capstone Investment Advisors, LLC | 15,902 | $633.7K | 0.01% | −2,373−13.0% | Reduced |
| Entropy Technologies, LP | 15,766 | $628.3K | 0.12% | +15,766 | New |
| Walleye Trading LLC | 15,762 | $628.1K | 0.01% | +15,762 | New |
| Principal Financial Group Inc | 15,548 | $619.6K | 0.00% | −75,720−83.0% | Reduced |
| Symmetry Partners, LLC | 15,092 | $615.0K | 0.03% | +15,092 | New |
| Alpha DNA Investment Management LLC | 15,223 | $606.6K | 0.36% | +1,714+12.7% | Added |
| Bridgefront Capital, LLC | 15,041 | $599.4K | 0.45% | +15,041 | New |
| Pallas Capital Advisors LLC | 15,004 | $597.9K | 0.03% | +40.0% | Added |
| AE Wealth Management LLC | 13,455 | $596.1K | 0.00% | +1,461+12.2% | Added |
| Bank of Montreal | 14,120 | $580.3K | 0.00% | −1,727−10.9% | Reduced |
| Oppenheimer Asset Management Inc. | 14,384 | $573.2K | 0.01% | −1,930−11.8% | Reduced |
| Quantbot Technologies LP | 13,776 | $549.0K | 0.03% | −103,141−88.2% | Reduced |
| Pathstone Holdings, LLC | 13,775 | $548.9K | 0.00% | +13,775 | New |
| Xponance, Inc. | 13,664 | $544.5K | 0.01% | +334+2.5% | Added |
| Mach-1 Financial Group, Inc. | 13,456 | $536.2K | 0.20% | +1,497+12.5% | Added |
| Oppenheimer & Co Inc | 13,426 | $535.0K | 0.01% | +13,426 | New |
| Castleark Management LLC | 13,300 | $530.0K | 0.02% | −110−0.8% | Reduced |
| State of Alaska, Department of Revenue | 13,310 | $530.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,213 | $526.5K | 0.00% | +13,213 | New |
| Coastal Bridge Advisors, LLC | 13,173 | $524.9K | 0.13% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 12,900 | $514.1K | 0.04% | +12,900 | New |
| Utah Retirement Systems | 11,600 | $462.3K | 0.01% | +200+1.8% | Added |
| Convergence Investment Partners, LLC | 11,589 | $462.0K | 0.24% | +4,127+55.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,408 | $454.6K | 0.01% | +11,408 | New |
| XTX Topco Ltd | 11,297 | $450.2K | 0.10% | +11,297 | New |
| Edgestream Partners, L.P. | 11,194 | $446.1K | 0.03% | −17,695−61.3% | Reduced |
| Baird Financial Group, Inc. | 10,934 | $435.7K | 0.00% | +10,934 | New |
| Ethic Inc. | 10,868 | $433.1K | 0.01% | +200+1.9% | Added |
| Eight 31 Financial LLC | 10,590 | $422.0K | 0.26% | +10,590 | New |
| Canada Pension Plan Investment Board | 10,400 | $414.4K | 0.00% | −4,900−32.0% | Reduced |
| Altfest L J & Co Inc | 10,308 | $411.0K | 0.06% | +10,308 | New |
| Blueshift Asset Management, LLC | 10,267 | $409.1K | 0.22% | +10,267 | New |
| EP Wealth Advisors, LLC | 10,204 | $406.6K | 0.01% | +1,840+22.0% | Added |
| Creative Planning | 10,110 | $402.9K | 0.00% | +361+3.7% | Added |
| Wealthfront Advisers LLC | 9,716 | $387.2K | 0.00% | +245+2.6% | Added |
| Dakota Wealth Management | 9,693 | $386.3K | 0.02% | +9,693 | New |
| AM Squared Ltd | 9,500 | $378.6K | 0.78% | +3,000+46.2% | Added |
| HSBC Holdings PLC | 9,478 | $376.2K | 0.00% | +9,478 | New |
| DeDora Capital, Inc. | 9,430 | $375.8K | 0.13% | 00.0% | Unchanged |
| Caxton Associates LP | 9,382 | $373.9K | 0.02% | +9,382 | New |
| Cipher Capital LP | 9,338 | $372.1K | 0.12% | +9,338 | New |
| Plato Investment Management Ltd | 9,123 | $363.6K | 0.45% | +9,123 | New |
| Deutsche Bank AG | 8,856 | $352.9K | 0.00% | +230+2.7% | Added |
| Robeco Institutional Asset Management B.V. | 8,854 | $352.8K | 0.00% | +7,731+688.4% | Added |
| Sherbrooke Park Advisers LLC | 8,748 | $348.6K | 0.16% | +8,748 | New |
| Kapitalo Investimentos Ltda | 8,496 | $338.6K | 0.07% | +8,496 | New |
| HighTower Advisors, LLC | 8,347 | $332.0K | 0.00% | +468+5.9% | Added |
| Guggenheim Capital LLC | 8,125 | $323.8K | 0.00% | +8,125 | New |
| Precision Wealth Strategies, LLC | 8,120 | $323.6K | 0.31% | +8,120 | New |
| FNY Investment Advisers, LLC | 8,100 | $322.0K | 0.36% | +1,500+22.7% | Added |
| US Bancorp | 7,700 | $306.8K | 0.00% | +1,348+21.2% | Added |
| QRG Capital Management, Inc. | 7,283 | $290.2K | 0.00% | +7,283 | New |
| Cambridge Investment Research Advisors, Inc. | 7,093 | $283.0K | 0.00% | +1,163+19.6% | Added |
| Commerce Bank | 6,952 | $277.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,914 | $275.5K | 0.01% | −19−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 6,492 | $258.7K | 0.01% | +6,492 | New |
| Amundi | 6,475 | $253.4K | 0.00% | +6,475 | New |
| MetLife Investment Management | 6,310 | $251.5K | 0.00% | −103−1.6% | Reduced |
| Janney Montgomery Scott LLC | 6,047 | $241.0K | 0.00% | +6,047 | New |
| Raymond James Financial Services Advisors, Inc. | 5,955 | $237.3K | 0.00% | +5,955 | New |
| CastleKnight Management LP | 5,800 | $231.1K | 0.04% | −5,900−50.4% | Reduced |
| Claret Asset Management Corp | 5,777 | $230.0K | 0.04% | +64+1.1% | Added |
| Mercer Global Advisors Inc | 5,784 | $230.0K | 0.00% | +5,784 | New |
| Gsa Capital Partners LLP | 5,484 | $219.0K | 0.02% | +5,484 | New |
| American Trust | 5,400 | $215.2K | 0.02% | +5,400 | New |
| Tucker Asset Management LLC | 4,547 | $181.2K | 0.05% | +4,547 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,447 | $177.2K | 0.04% | +4,447 | New |
| EntryPoint Capital, LLC | 4,143 | $165.1K | 0.16% | +4,143 | New |
| Lazard Asset Management LLC | 4,113 | $162.0K | 0.00% | −26−0.6% | Reduced |
| Munro Partners | 4,060 | $161.8K | 0.01% | +4,060 | New |
| Nisa Investment Advisors, LLC | 4,000 | $159.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,732 | $149.0K | 0.01% | −1,120−23.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,742 | $146.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,159 | $125.9K | 0.01% | +2,277+258.2% | Added |
| KBC Group NV | 3,120 | $124.0K | 0.00% | −187−5.7% | Reduced |
| SG Americas Securities, LLC | 3,072 | $122.0K | 0.00% | −22,894−88.2% | Reduced |
| DekaBank Deutsche Girozentrale | 3,036 | $121.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,864 | $114.0K | 0.00% | +401+16.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,619 | $104.4K | 0.00% | −4,995−65.6% | Reduced |
| Manchester Capital Management LLC | 2,497 | $99.5K | 0.01% | 00.0% | Unchanged |