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, Q1 2024
Institutional positions in AppLovin Corp as of Mar 31, 2024. 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
- 512
- +149 vs. Q4 2023
- Shares held
- 167.7M
- +26.8M (+19.0%) vs. Q4 2023
- Total value
- $11.6B
- +$5.97B (+106.3%) vs. Q4 2023
- New holders
- 201
- 166 more added
- Sold out
- 52
- 116 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GQG Partners LLC | 22,646,189 | $1.57B | 2.52% | −3,043,593−11.8% | Reduced |
| Vanguard Group Inc | 14,709,407 | $1.02B | 0.02% | −729,321−4.7% | Reduced |
| BlackRock Inc. | 10,894,650 | $754.1M | 0.02% | +2,176,408+25.0% | Added |
| WCM Investment Management, LLC | 7,187,062 | $497.5M | 1.18% | +7,187,062 | New |
| Boston Private Wealth LLC | 5,752,822 | $398.2M | 8.88% | −1,265,274−18.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,319,671 | $368.2M | 2.91% | +5,319,671 | New |
| Spruce House Investment Management LLC | 5,000,000 | $346.1M | 24.89% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,948,852 | $273.3M | 6.05% | −193,110−4.7% | Reduced |
| Jericho Capital Asset Management L.P. | 3,890,567 | $269.3M | 7.19% | +2,525,240+185.0% | Added |
| State Street Corp | 3,808,951 | $263.7M | 0.01% | +684,019+21.9% | Added |
| Bank of America Corp | 3,470,537 | $240.2M | 0.02% | +2,961,229+581.4% | Added |
| NetEase, Inc. | 3,356,105 | $232.3M | 95.22% | −157,226−4.5% | Reduced |
| Geode Capital Management, LLC | 3,161,357 | $218.8M | 0.02% | +618,651+24.3% | Added |
| Two Sigma Advisers, LP | 2,839,614 | $196.6M | 0.46% | +408,100+16.8% | Added |
| Whale Rock Capital Management LLC | 2,818,974 | $195.1M | 2.90% | +2,818,974 | New |
| Morgan Stanley | 2,715,074 | $187.9M | 0.02% | +414,486+18.0% | Added |
| Citadel Advisors LLC | 2,627,475 | $181.9M | 0.18% | +1,811,815+222.1% | Added |
| Two Sigma Investments, LP | 2,194,268 | $151.9M | 0.37% | −370,294−14.4% | Reduced |
| No Street GP LP | 2,175,000 | $150.6M | 13.22% | +185,000+9.3% | Added |
| Kensico Capital Management Corp | 2,149,700 | $148.8M | 4.90% | −29,000−1.3% | Reduced |
| Goldman Sachs Group Inc | 1,807,059 | $125.1M | 0.03% | +23,426+1.3% | Added |
| Norges Bank | 1,763,981 | $122.1M | 0.02% | +660,508+59.9% | Added |
| Raymond James & Associates | 1,545,837 | $107.0M | 0.07% | +503,998+48.4% | Added |
| Spyglass Capital Management LLC | 1,454,624 | $100.7M | 6.71% | −59,249−3.9% | Reduced |
| First Trust Advisors LP | 1,447,633 | $100.2M | 0.10% | −851,107−37.0% | Reduced |
| Panview Asian Equity Master Fund | 1,390,000 | $96.2M | 30.19% | +1,390,000 | New |
| Qube Research & Technologies Ltd | 1,338,579 | $92.7M | 0.17% | +511,004+61.7% | Added |
| Charles Schwab Investment Management Inc | 1,300,870 | $90.0M | 0.02% | +279,175+27.3% | Added |
| Northern Trust Corp | 1,197,593 | $82.9M | 0.01% | +336,172+39.0% | Added |
| Dimensional Fund Advisors LP | 1,171,953 | $81.1M | 0.02% | +30,450+2.7% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $79.8M | 0.31% | 00.0% | Unchanged |
| Invesco Ltd. | 1,115,624 | $77.2M | 0.02% | +317,726+39.8% | Added |
| Keenan Capital, LLC | 923,030 | $63.9M | 16.36% | −340,907−27.0% | Reduced |
| Bank of New York Mellon Corp | 852,350 | $59.0M | 0.01% | +68,609+8.8% | Added |
| Nuveen Asset Management, LLC | 831,495 | $57.6M | 0.02% | −3930.0% | Reduced |
| Greenstone Partners & Co., LLC | 796,837 | $55.2M | 24.75% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 790,750 | $54.7M | 2.28% | +790,750 | New |
| Schroder Investment Management Group | 785,143 | $54.3M | 0.06% | +785,143 | New |
| AQR Capital Management LLC | 745,714 | $51.6M | 0.09% | −491,176−39.7% | Reduced |
| Lord, Abbett & Co. LLC | 724,930 | $50.2M | 0.16% | +585,337+419.3% | Added |
| Moore Capital Management, LP | 709,412 | $49.1M | 1.01% | +709,412 | New |
| Russell Investments Group, Ltd. | 666,251 | $46.1M | 0.07% | +15,163+2.3% | Added |
| Jane Street Group, LLC | 658,672 | $45.6M | 0.06% | +14,147+2.2% | Added |
| FMR LLC | 649,986 | $45.0M | 0.00% | +122,606+23.2% | Added |
| Renaissance Technologies LLC | 636,600 | $44.1M | 0.07% | +334,100+110.4% | Added |
| Amundi | 632,004 | $43.5M | 0.02% | +625,529+9,660.7% | Added |
| Van Eck Associates Corp | 615,899 | $42.6M | 0.06% | −199,887−24.5% | Reduced |
| Federated Hermes, Inc. | 615,684 | $42.6M | 0.10% | +174,756+39.6% | Added |
| Robertson Stephens Wealth Management, LLC | 591,265 | $40.9M | 2.24% | −63,152−9.7% | Reduced |
| Scout Investments, Inc. | 561,450 | $38.8M | 0.95% | +218,281+63.6% | Added |
| Price T Rowe Associates Inc | 536,937 | $37.2M | 0.00% | +295,251+122.2% | Added |
| Swiss National Bank | 536,790 | $37.2M | 0.03% | +253,200+89.3% | Added |
| Clearbridge Investments, LLC | 516,509 | $35.8M | 0.03% | +453,477+719.4% | Added |
| UBS Asset Management Americas Inc | 509,602 | $35.3M | 0.01% | +265,780+109.0% | Added |
| Voloridge Investment Management, LLC | 509,537 | $35.3M | 0.13% | +20,107+4.1% | Added |
| Munro Partners | 451,735 | $31.3M | 1.12% | +447,675+11,026.5% | Added |
| Blackstone Group Inc. | 450,000 | $31.1M | 0.13% | +450,000 | New |
| Blue Grotto Capital, LLC | 426,374 | $29.5M | 5.99% | +426,374 | New |
| Los Angeles Capital Management LLC | 415,501 | $28.8M | 0.10% | +180,459+76.8% | Added |
| JPMorgan Chase & Co | 413,493 | $28.6M | 0.00% | +219,922+113.6% | Added |
| Augustine Asset Management Inc | 394,033 | $27.3M | 11.37% | −203,853−34.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 391,213 | $27.1M | 0.02% | +391,213 | New |
| California Public Employees Retirement System | 390,299 | $27.0M | 0.02% | −16,001−3.9% | Reduced |
| Franklin Resources Inc | 379,416 | $26.3M | 0.01% | +144,229+61.3% | Added |
| Susquehanna International Group, LLP | 376,621 | $26.1M | 0.04% | −657,711−63.6% | Reduced |
| Ci Investments Inc. | 370,682 | $25.7M | 0.10% | +231,917+167.1% | Added |
| Smith Group Asset Management, LLC | 366,355 | $25.4M | 1.45% | +347,200+1,812.6% | Added |
| MGB Wealth Management, LLC | 361,634 | $25.0M | 10.17% | +342,264+1,767.0% | Added |
| Ardmore Road Asset Management LP | 350,000 | $24.2M | 4.27% | +100,000+40.0% | Added |
| Allspring Global Investments Holdings, LLC | 340,823 | $23.6M | 0.04% | +217,887+177.2% | Added |
| Victory Capital Management Inc | 336,676 | $23.3M | 0.02% | +75,652+29.0% | Added |
| 3G Capital Partners LP | 325,000 | $22.5M | 9.45% | +325,000 | New |
| Millennium Management LLC | 303,416 | $21.0M | 0.02% | −805,837−72.6% | Reduced |
| Steadview Capital Management LLC | 302,500 | $20.9M | 6.19% | +302,500 | New |
| Alliancebernstein L.P. | 297,690 | $20.6M | 0.01% | +148,065+99.0% | Added |
| Delta Global Management LP | 296,785 | $20.5M | 1.56% | +296,785 | New |
| SEI Investments Co | 291,359 | $20.2M | 0.03% | +239,131+457.9% | Added |
| Legal & General Group Plc | 290,283 | $20.1M | 0.01% | +69,687+31.6% | Added |
| Braun Stacey Associates Inc | 263,795 | $18.3M | 0.72% | +263,795 | New |
| Teacher Retirement System of Texas | 262,913 | $18.2M | 0.12% | +200,386+320.5% | Added |
| Bridgeway Capital Management, LLC | 252,100 | $17.5M | 0.36% | +19,900+8.6% | Added |
| Brighton Jones LLC | 251,123 | $17.4M | 0.63% | −79,720−24.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 250,641 | $17.3M | 0.04% | +248,022+9,470.1% | Added |
| Rhumbline Advisers | 241,912 | $16.7M | 0.02% | −8,706−3.5% | Reduced |
| California State Teachers Retirement System | 241,197 | $16.7M | 0.02% | +77,914+47.7% | Added |
| Boston Partners | 221,863 | $15.4M | 0.02% | −21,350−8.8% | Reduced |
| UBS Group AG | 214,598 | $14.9M | 0.00% | +58,634+37.6% | Added |
| Contrarius Investment Management Ltd | 210,492 | $14.6M | 0.84% | +26,447+14.4% | Added |
| Point72 Asset Management, L.P. | 208,020 | $14.4M | 0.04% | −36,466−14.9% | Reduced |
| Mariner, LLC | 207,779 | $14.4M | 0.03% | +185,742+842.9% | Added |
| Quadrature Capital Ltd | 205,995 | $14.3M | 0.24% | +205,995 | New |
| Deutsche Bank AG | 189,639 | $13.1M | 0.01% | +180,783+2,041.4% | Added |
| Caisse de Depot Et Placement du Quebec | 187,482 | $13.0M | 0.03% | +187,482 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185,287 | $12.8M | 0.02% | +156,107+535.0% | Added |
| Massachusetts Financial Services Co | 180,912 | $12.5M | 0.00% | +81,866+82.7% | Added |
| Citigroup Inc | 179,864 | $12.5M | 0.01% | +49,668+38.1% | Added |
| Blair William & Co | 178,070 | $12.3M | 0.04% | +29,894+20.2% | Added |
| Comerica Bank | 175,883 | $12.2M | 0.05% | +4,690+2.7% | Added |
| Gotham Asset Management, LLC | 175,613 | $12.2M | 0.18% | −87,705−33.3% | Reduced |
| HSBC Holdings PLC | 169,997 | $11.8M | 0.01% | +160,519+1,693.6% | Added |