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 |
|---|---|---|---|---|---|
| GSG Advisors LLC | 30,110 | $2.19M | 0.81% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 32,439 | $2.25M | 0.04% | −8,885−21.5% | Reduced |
| Estate Counselors, LLC | 32,595 | $2.26M | 0.26% | +32,595 | New |
| Watts Gwilliam & Co., LLC | 27,455 | $2.29M | 0.71% | +27,455 | New |
| Pacer Advisors, Inc. | 33,324 | $2.31M | 0.01% | −3,763−10.1% | Reduced |
| Bank of Montreal | 33,827 | $2.35M | 0.00% | +19,707+139.6% | Added |
| NewEdge Wealth, LLC | 32,828 | $2.38M | 0.05% | +32,828 | New |
| Caption Management, LLC | 34,910 | $2.42M | 0.27% | −59,745−63.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 36,119 | $2.50M | 0.01% | +36,119 | New |
| IMC-Chicago, LLC | 36,878 | $2.55M | 0.09% | +13,612+58.5% | Added |
| Handelsbanken Fonder AB | 37,600 | $2.60M | 0.01% | +5,200+16.0% | Added |
| Vinva Investment Management Ltd | 37,756 | $2.61M | 0.15% | +37,756 | New |
| Cunning Capital Partners, LP | 37,835 | $2.62M | 1.45% | 00.0% | Unchanged |
| Comprehensive Financial Management LLC | 39,000 | $2.70M | 0.09% | 00.0% | Unchanged |
| Investment House LLC | 39,144 | $2.71M | 0.16% | +39,144 | New |
| Fort Point Capital Partners LLC | 39,173 | $2.71M | 0.37% | +317+0.8% | Added |
| Voya Investment Management LLC | 39,763 | $2.75M | 0.00% | −3,420−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 39,881 | $2.76M | 0.00% | +5,046+14.5% | Added |
| Omers Administration Corp | 40,100 | $2.78M | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 40,192 | $2.78M | 0.27% | −41,700−50.9% | Reduced |
| Collaborative Holdings Management LP | 40,400 | $2.80M | 4.23% | +40,400 | New |
| AXA S.A. | 41,136 | $2.85M | 0.01% | −114,227−73.5% | Reduced |
| Mediolanum International Funds Ltd | 41,701 | $2.87M | 0.05% | +41,701 | New |
| Baker Avenue Asset Management, LP | 43,000 | $2.98M | 0.12% | −12,000−21.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,700 | $3.02M | 0.03% | +43,700 | New |
| TrimTabs Asset Management, LLC | 45,173 | $3.13M | 0.78% | +45,173 | New |
| Colony Group, LLC | 47,744 | $3.31M | 0.03% | +47,744 | New |
| Nomura Asset Management Co Ltd | 47,910 | $3.32M | 0.01% | +47,910 | New |
| Allianz Asset Management GmbH | 48,089 | $3.33M | 0.01% | +48,089 | New |
| Concentric Capital Strategies, LP | 48,450 | $3.35M | 0.22% | +48,450 | New |
| State Board of Administration of Florida Retirement System | 213,250 | $3.36M | 0.01% | +10,156+5.0% | Added |
| Forsta Ap-Fonden | 48,600 | $3.36M | 0.03% | +48,600 | New |
| Arizona State Retirement System | 49,268 | $3.41M | 0.02% | +9,042+22.5% | Added |
| Thrivent Financial for Lutherans | 49,852 | $3.45M | 0.01% | +49,852 | New |
| Davidson Kempner Capital Management LP | 50,000 | $3.46M | 0.05% | +50,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 50,854 | $3.52M | 0.07% | +50,455+12,645.4% | Added |
| ExodusPoint Capital Management, LP | 51,828 | $3.59M | 0.04% | −102,980−66.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 52,311 | $3.62M | 0.02% | +52,311 | New |
| Hussman Strategic Advisors, Inc. | 52,500 | $3.63M | 0.85% | −10,500−16.7% | Reduced |
| Globeflex Capital L P | 52,591 | $3.64M | 0.35% | +1,828+3.6% | Added |
| D. E. Shaw & Co., Inc. | 52,631 | $3.64M | 0.00% | −624,549−92.2% | Reduced |
| L2 Asset Management, LLC | 53,176 | $3.68M | 1.21% | +1,219+2.3% | Added |
| Exchange Traded Concepts, LLC | 54,127 | $3.75M | 0.10% | −5,623−9.4% | Reduced |
| HAP Trading, LLC | 55,414 | $3.84M | 1.19% | −12,208−18.1% | Reduced |
| Ieq Capital, LLC | 55,904 | $3.87M | 0.06% | +12,038+27.4% | Added |
| MYDA Advisors LLC | 57,000 | $3.95M | 1.37% | +57,000 | New |
| Asset Management One Co.,Ltd. | 58,175 | $4.03M | 0.02% | +58,175 | New |
| Mirae Asset Global Investments Co., Ltd. | 220,348 | $4.05M | 0.01% | −35,037−13.7% | Reduced |
| Dakota Wealth Management | 58,587 | $4.06M | 0.10% | +48,894+504.4% | Added |
| Advisor Group Holdings, Inc. | 59,881 | $4.14M | 0.01% | +29,282+95.7% | Added |
| Ensign Peak Advisors, Inc | 60,239 | $4.17M | 0.01% | +3,689+6.5% | Added |
| Macquarie Group Ltd | 61,876 | $4.28M | 0.00% | −10,584−14.6% | Reduced |
| ClariVest Asset Management LLC | 62,984 | $4.36M | 0.45% | −93,683−59.8% | Reduced |
| Perigon Wealth Management, LLC | 63,265 | $4.38M | 0.13% | +170.0% | Added |
| Mn Services Vermogensbeheer B.V. | 64,200 | $4.44M | 0.03% | +64,200 | New |
| Pictet Asset Management Holding SA | 64,293 | $4.45M | 0.00% | +47,388+280.3% | Added |
| Logan Capital Management Inc | 67,152 | $4.65M | 0.20% | +67,152 | New |
| Commonwealth Equity Services, LLC | 68,490 | $4.74M | 0.01% | +68,490 | New |
| Wealth Enhancement Advisory Services, LLC | 68,563 | $4.75M | 0.01% | +19,381+39.4% | Added |
| Envestnet Asset Management Inc | 69,117 | $4.78M | 0.00% | +49,222+247.4% | Added |
| Korea Investment CORP | 70,761 | $4.90M | 0.01% | +70,761 | New |
| Wells Fargo & Company | 70,841 | $4.90M | 0.00% | +28,537+67.5% | Added |
| Natixis Advisors, L.P. | 70,940 | $4.91M | 0.01% | +70,940 | New |
| Discovery Capital Management, LLC | 72,500 | $5.02M | 0.68% | +72,500 | New |
| Verition Fund Management LLC | 73,389 | $5.08M | 0.05% | +57,486+361.5% | Added |
| Danske Bank A/S | 74,700 | $5.17M | 0.02% | +74,700 | New |
| EPIQ Capital Group, LLC | 74,782 | $5.18M | 2.06% | −3,944−5.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 76,340 | $5.28M | 0.01% | +67,486+762.2% | Added |
| Glenmede Trust Co NA | 78,313 | $5.42M | 0.03% | +13,082+20.1% | Added |
| O'Shaughnessy Asset Management, LLC | 80,333 | $5.56M | 0.06% | +68,925+604.2% | Added |
| Royal Bank of Canada | 82,545 | $5.71M | 0.00% | −8,483−9.3% | Reduced |
| Creative Planning | 88,800 | $6.15M | 0.01% | +78,690+778.3% | Added |
| CIBC World Markets Inc. | 89,224 | $6.18M | 0.02% | +89,224 | New |
| State of New Jersey Common Pension Fund D | 93,784 | $6.49M | 0.02% | +5,881+6.7% | Added |
| Stifel Financial Corp | 94,973 | $6.57M | 0.01% | +73,810+348.8% | Added |
| Treasurer of the State of North Carolina | 96,076 | $6.65M | 0.03% | −64−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 98,717 | $6.83M | 0.03% | −40,962−29.3% | Reduced |
| HighTower Advisors, LLC | 99,285 | $6.87M | 0.01% | +90,938+1,089.5% | Added |
| CI Private Wealth, LLC | 101,232 | $7.01M | 0.01% | −1,986−1.9% | Reduced |
| HRT Financial LP | 112,555 | $7.79M | 0.05% | −284,118−71.6% | Reduced |
| Polar Asset Management Partners Inc. | 115,200 | $7.97M | 0.21% | −188,300−62.0% | Reduced |
| Eos Management, L.P. | 115,987 | $8.03M | 3.31% | −22,002−15.9% | Reduced |
| Barclays PLC | 117,953 | $8.16M | 0.00% | +59,234+100.9% | Added |
| Employees Retirement System of Texas | 119,022 | $8.24M | 0.09% | −8,574−6.7% | Reduced |
| Tudor Investment Corp Et Al | 121,455 | $8.41M | 0.10% | +121,455 | New |
| Hampton Road Capital Management LP | 121,690 | $8.42M | 1.12% | +121,690 | New |
| DekaBank Deutsche Girozentrale | 128,222 | $8.73M | 0.02% | +125,186+4,123.4% | Added |
| American Century Companies Inc | 129,043 | $8.93M | 0.01% | +102,247+381.6% | Added |
| RBF Capital, LLC | 129,955 | $9.00M | 0.51% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 130,800 | $9.05M | 0.20% | +130,800 | New |
| Renaissance Capital LLC | 132,136 | $9.15M | 4.75% | −2,031−1.5% | Reduced |
| State of Wisconsin Investment Board | 133,553 | $9.24M | 0.02% | −30,496−18.6% | Reduced |
| O'Neil Global Advisors, Inc. | 133,900 | $9.27M | 11.43% | +133,900 | New |
| Ameriprise Financial Inc | 134,257 | $9.29M | 0.00% | −844,841−86.3% | Reduced |
| Cresset Asset Management, LLC | 136,016 | $9.42M | 0.05% | −38,500−22.1% | Reduced |
| New York State Common Retirement Fund | 136,820 | $9.47M | 0.01% | −17,575−11.4% | Reduced |
| Lazard Asset Management LLC | 138,515 | $9.59M | 0.01% | +134,402+3,267.7% | Added |
| 1832 Asset Management L.P. | 138,900 | $9.61M | 0.02% | +138,900 | New |
| Wellington Management Group LLP | 140,325 | $9.71M | 0.00% | −41,708−22.9% | Reduced |
| Picton Mahoney Asset Management | 140,884 | $9.75M | 0.41% | +55,909+65.8% | Added |