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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; 1,466 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.

Q1 2024 vs. Q4 2023

How the institutions holding AppLovin Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of APP: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3674512+149
Shares141.2M294.0K167.7M+26.8M (+19.0%)
Value$5.63B$10.0M$11.6B+$5.97B (+106.3%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (201)

Institutions that held AppLovin Corp at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 201 by value.

Institutions new to APP in Q1 2024
InstitutionSharesValue% of portfolio
WCM Investment Management, LLC7,187,062$497.5M1.18%
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,319,671$368.2M2.91%
Whale Rock Capital Management LLC2,818,974$195.1M2.90%
Panview Asian Equity Master Fund1,390,000$96.2M30.19%
Jackson Square Partners, LLC790,750$54.7M2.28%
Schroder Investment Management Group785,143$54.3M0.06%
Moore Capital Management, LP709,412$49.1M1.01%
Blackstone Group Inc.450,000$31.1M0.13%
Blue Grotto Capital, LLC426,374$29.5M5.99%
Sumitomo Mitsui Trust Holdings, Inc.391,213$27.1M0.02%
3G Capital Partners LP325,000$22.5M9.45%
Steadview Capital Management LLC302,500$20.9M6.19%
Delta Global Management LP296,785$20.5M1.56%
Braun Stacey Associates Inc263,795$18.3M0.72%
Quadrature Capital Ltd205,995$14.3M0.24%
Caisse de Depot Et Placement du Quebec187,482$13.0M0.03%
Annex Advisory Services, LLC168,234$11.6M0.41%
Capital Fund Management S.A.162,574$11.3M0.14%
Aviva PLC155,417$10.8M0.04%
1832 Asset Management L.P.138,900$9.61M0.02%
O'Neil Global Advisors, Inc.133,900$9.27M11.43%
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)130,800$9.05M0.20%
Hampton Road Capital Management LP121,690$8.42M1.12%
Tudor Investment Corp Et Al121,455$8.41M0.10%
CIBC World Markets Inc.89,224$6.18M0.02%
Danske Bank A/S74,700$5.17M0.02%
Discovery Capital Management, LLC72,500$5.02M0.68%
Natixis Advisors, L.P.70,940$4.91M0.01%
Korea Investment CORP70,761$4.90M0.01%
Commonwealth Equity Services, LLC68,490$4.74M0.01%
Logan Capital Management Inc67,152$4.65M0.20%
Mn Services Vermogensbeheer B.V.64,200$4.44M0.03%
Asset Management One Co.,Ltd.58,175$4.03M0.02%
MYDA Advisors LLC57,000$3.95M1.37%
Resona Asset Management Co.,Ltd.52,311$3.62M0.02%
Davidson Kempner Capital Management LP50,000$3.46M0.05%
Thrivent Financial for Lutherans49,852$3.45M0.01%
Forsta Ap-Fonden48,600$3.36M0.03%
Concentric Capital Strategies, LP48,450$3.35M0.22%
Allianz Asset Management GmbH48,089$3.33M0.01%
Nomura Asset Management Co Ltd47,910$3.32M0.01%
Colony Group, LLC47,744$3.31M0.03%
TrimTabs Asset Management, LLC45,173$3.13M0.78%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund43,700$3.02M0.03%
Mediolanum International Funds Ltd41,701$2.87M0.05%
Collaborative Holdings Management LP40,400$2.80M4.23%
Investment House LLC39,144$2.71M0.16%
Vinva Investment Management Ltd37,756$2.61M0.15%
Skandinaviska Enskilda Banken AB (publ)36,119$2.50M0.01%
NewEdge Wealth, LLC32,828$2.38M0.05%
Watts Gwilliam & Co., LLC27,455$2.29M0.71%
Estate Counselors, LLC32,595$2.26M0.26%
IFM Investors Pty Ltd31,641$2.19M0.02%
Van Leeuwen & Company, LLC30,904$2.14M1.08%
Savant Capital, LLC30,363$2.10M0.02%
Citizens Financial Group Inc30,015$2.08M0.07%
Altshuler Shaham Ltd29,203$2.02M0.08%
Tredje AP-fonden27,599$1.91M0.02%
DnB Asset Management AS26,604$1.84M0.01%
Centaurus Financial, Inc.26,396$1.83M0.13%
Storebrand Asset Management AS24,761$1.71M0.01%
British Columbia Investment Management Corp21,490$1.49M0.01%
Cornercap Investment Counsel Inc20,137$1.39M0.21%
LMG Wealth Partners, LLC18,438$1.28M0.32%
Empowered Funds, LLC17,835$1.23M0.02%
Calamos Advisors LLC17,731$1.23M0.01%
Legacy Advisors, LLC19,191$1.22M0.15%
Nissay Asset Management Corp17,565$1.22M0.01%
Toronto Dominion Bank17,235$1.19M0.00%
Condor Capital Management17,136$1.19M0.12%
Gulf International Bank (UK) Ltd16,350$1.13M0.03%
Cumberland Partners Ltd16,000$1.11M0.08%
J. Goldman & Co LP15,788$1.09M0.05%
Zacks Investment Management15,719$1.09M0.01%
Kestra Private Wealth Services, LLC15,588$1.08M0.02%
Sumitomo Mitsui DS Asset Management Company, Ltd15,454$1.07M0.01%
Elo Mutual Pension Insurance Co14,511$1.00M0.02%
Cetera Investment Advisers14,222$984.4K0.00%
Landscape Capital Management, L.L.C.14,178$981.4K0.09%
MBB Public Markets I LLC14,148$979.3K0.06%
Cerity Partners LLC13,432$929.8K0.00%
TD Asset Management Inc12,942$895.8K0.00%
Swedbank AB12,562$869.5K0.00%
Paloma Partners Management Co12,408$858.9K0.12%
Friedenthal Financial12,331$853.6K0.53%
Intech Investment Management LLC11,677$808.3K0.01%
Lingohr & Partner Asset Management GmbH11,537$799.0K2.00%
Vontobel Holding Ltd.11,538$798.7K0.01%
GLOBALT Investments LLC10,821$749.0K0.03%
CFO4Life Group, LLC10,058$696.2K0.13%
Washington Harbour Partners LP9,800$678.4K1.10%
Parallax Volatility Advisers, L.P.9,341$646.6K0.02%
Nordea Investment Management AB8,958$622.6K0.00%
Prelude Capital Management, LLC8,754$606.0K0.04%
Axq Capital, LP8,400$581.4K0.14%
Brinker Capital Investments, LLC8,205$568.0K0.01%
Orion Portfolio Solutions, LLC8,205$568.0K0.01%
Keybank National Association8,070$558.6K0.00%
Samalin Investment Counsel, LLC7,759$537.1K0.26%
Strategic Advocates LLC7,459$516.3K0.20%

Sold out (52)

Institutions that held AppLovin Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of APP in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Contour Asset Management LLC949,752$37.8M
Cubist Systematic Strategies, LLC573,795$22.9M
Dark Forest Capital Management LP435,465$17.4M
Honeycomb Asset Management LP200,000$7.97M
Schonfeld Strategic Advisors LLC163,624$6.52M
Arrowstreet Capital, Limited Partnership124,819$4.97M
Squarepoint Ops LLC110,760$4.41M
Y-Intercept (Hong Kong) Ltd75,837$3.02M
Nomura Holdings Inc64,383$2.57M
Aquatic Capital Management LLC58,200$2.32M
Point72 Europe (London) LLP57,374$2.29M
Dynamic Technology Lab Private Ltd57,326$2.28M
Boulder Hill Capital Management LP55,000$2.19M
LMR Partners LLP52,582$2.10M
Formula Growth Ltd50,000$1.99M
Jupiter Asset Management Ltd44,543$1.78M
Point72 Middle East FZE38,647$1.54M
Graham Capital Management, L.P.36,149$1.44M
Redwood Investment Management, LLC35,641$1.42M
PDT Partners, LLC35,490$1.41M
Simplex Trading, LLC33,259$1.32M
Lecap Asset Management Ltd26,014$1.04M
Lakewood Capital Management, LP25,000$996.3K
Centiva Capital, LP23,090$920.1K
Invenomic Capital Management LP22,669$903.4K
Sequoia Financial Advisors, LLC20,667$823.6K
Polianta Ltd20,500$816.0K
Fox Run Management, L.L.C.20,204$805.1K
Wolverine Trading, LLC19,490$776.7K
Versor Investments LP18,210$725.7K
Entropy Technologies, LP15,766$628.3K
Walleye Trading LLC15,762$628.1K
Bridgefront Capital, LLC15,041$599.4K
AE Wealth Management LLC13,455$596.1K
Mach-1 Financial Group, Inc.13,456$536.2K
Baird Financial Group, Inc.10,934$435.7K
Eight 31 Financial LLC10,590$422.0K
AM Squared Ltd9,500$378.6K
Cipher Capital LP9,338$372.1K
Sherbrooke Park Advisers LLC8,748$348.6K
Kapitalo Investimentos Ltda8,496$338.6K
Gsa Capital Partners LLP5,484$219.0K
Point72 Asia (Singapore) Pte. Ltd.4,447$177.2K
State of Wyoming2,389$95.2K
Glassman Wealth Services1,526$60.8K
Ramirez Asset Management, Inc.200$7.97K
Loomis Sayles & Co L P127$5.00K
Turtle Creek Wealth Advisors, LLC116$4.62K
Advisory Services Network, LLC100$3.98K
Investors Research Corp15$598
Tfo-TDC, LLC13$518
JJJ Advisors Inc.12$479

Not filed for Q1 2024 yet (4)

Institutions that held AppLovin Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APP in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
M&G Investment Management Ltd185,134$7.41M
Wade G W & Inc64,799$2.58M
Coppell Advisory Solutions LLC1,098$43.8K
Aware Super Pty Ltd as trustee of Aware Super42,925–