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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 151,150 | $10.5M | 0.04% | +8,604+6.0% | Added |
| Illinois Municipal Retirement Fund | 155,125 | $10.7M | 0.16% | +8,867+6.1% | Added |
| Aviva PLC | 155,417 | $10.8M | 0.04% | +155,417 | New |
| Metavasi Capital LP | 159,317 | $11.0M | 6.82% | −77,516−32.7% | Reduced |
| Credit Suisse AG | 159,345 | $11.0M | 0.01% | −8,384−5.0% | Reduced |
| Pinebridge Investments, L.P. | 159,410 | $11.0M | 0.09% | +131,030+461.7% | Added |
| Hiddenite Capital Partners LP | 160,000 | $11.1M | 12.72% | −15,000−8.6% | Reduced |
| Capital Fund Management S.A. | 162,574 | $11.3M | 0.14% | +162,574 | New |
| Kohlberg Kravis Roberts & Co. L.P. | 166,567 | $11.5M | 0.30% | −4,283,323−96.3% | Reduced |
| Berkshire Capital Holdings Inc | 167,030 | $11.6M | 4.62% | +167,020+1,670,200.0% | Added |
| Daiwa Securities Group Inc. | 167,293 | $11.6M | 0.07% | +11,517+7.4% | Added |
| Annex Advisory Services, LLC | 168,234 | $11.6M | 0.41% | +168,234 | New |
| HSBC Holdings PLC | 169,997 | $11.8M | 0.01% | +160,519+1,693.6% | Added |
| Gotham Asset Management, LLC | 175,613 | $12.2M | 0.18% | −87,705−33.3% | Reduced |
| Comerica Bank | 175,883 | $12.2M | 0.05% | +4,690+2.7% | Added |
| Blair William & Co | 178,070 | $12.3M | 0.04% | +29,894+20.2% | Added |
| Citigroup Inc | 179,864 | $12.5M | 0.01% | +49,668+38.1% | Added |
| Massachusetts Financial Services Co | 180,912 | $12.5M | 0.00% | +81,866+82.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185,287 | $12.8M | 0.02% | +156,107+535.0% | Added |
| Caisse de Depot Et Placement du Quebec | 187,482 | $13.0M | 0.03% | +187,482 | New |
| Deutsche Bank AG | 189,639 | $13.1M | 0.01% | +180,783+2,041.4% | Added |
| Quadrature Capital Ltd | 205,995 | $14.3M | 0.24% | +205,995 | New |
| Mariner, LLC | 207,779 | $14.4M | 0.03% | +185,742+842.9% | Added |
| Point72 Asset Management, L.P. | 208,020 | $14.4M | 0.04% | −36,466−14.9% | Reduced |
| Contrarius Investment Management Ltd | 210,492 | $14.6M | 0.84% | +26,447+14.4% | Added |
| UBS Group AG | 214,598 | $14.9M | 0.00% | +58,634+37.6% | Added |
| Boston Partners | 221,863 | $15.4M | 0.02% | −21,350−8.8% | Reduced |
| California State Teachers Retirement System | 241,197 | $16.7M | 0.02% | +77,914+47.7% | Added |
| Rhumbline Advisers | 241,912 | $16.7M | 0.02% | −8,706−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 250,641 | $17.3M | 0.04% | +248,022+9,470.1% | Added |
| Brighton Jones LLC | 251,123 | $17.4M | 0.63% | −79,720−24.1% | Reduced |
| Bridgeway Capital Management, LLC | 252,100 | $17.5M | 0.36% | +19,900+8.6% | Added |
| Teacher Retirement System of Texas | 262,913 | $18.2M | 0.12% | +200,386+320.5% | Added |
| Braun Stacey Associates Inc | 263,795 | $18.3M | 0.72% | +263,795 | New |
| Legal & General Group Plc | 290,283 | $20.1M | 0.01% | +69,687+31.6% | Added |
| SEI Investments Co | 291,359 | $20.2M | 0.03% | +239,131+457.9% | Added |
| Delta Global Management LP | 296,785 | $20.5M | 1.56% | +296,785 | New |
| Alliancebernstein L.P. | 297,690 | $20.6M | 0.01% | +148,065+99.0% | Added |
| Steadview Capital Management LLC | 302,500 | $20.9M | 6.19% | +302,500 | New |
| Millennium Management LLC | 303,416 | $21.0M | 0.02% | −805,837−72.6% | Reduced |
| 3G Capital Partners LP | 325,000 | $22.5M | 9.45% | +325,000 | New |
| Victory Capital Management Inc | 336,676 | $23.3M | 0.02% | +75,652+29.0% | Added |
| Allspring Global Investments Holdings, LLC | 340,823 | $23.6M | 0.04% | +217,887+177.2% | Added |
| Ardmore Road Asset Management LP | 350,000 | $24.2M | 4.27% | +100,000+40.0% | Added |
| MGB Wealth Management, LLC | 361,634 | $25.0M | 10.17% | +342,264+1,767.0% | Added |
| Smith Group Asset Management, LLC | 366,355 | $25.4M | 1.45% | +347,200+1,812.6% | Added |
| Ci Investments Inc. | 370,682 | $25.7M | 0.10% | +231,917+167.1% | Added |
| Susquehanna International Group, LLP | 376,621 | $26.1M | 0.04% | −657,711−63.6% | Reduced |
| Franklin Resources Inc | 379,416 | $26.3M | 0.01% | +144,229+61.3% | Added |
| California Public Employees Retirement System | 390,299 | $27.0M | 0.02% | −16,001−3.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 391,213 | $27.1M | 0.02% | +391,213 | New |
| Augustine Asset Management Inc | 394,033 | $27.3M | 11.37% | −203,853−34.1% | Reduced |
| JPMorgan Chase & Co | 413,493 | $28.6M | 0.00% | +219,922+113.6% | Added |
| Los Angeles Capital Management LLC | 415,501 | $28.8M | 0.10% | +180,459+76.8% | Added |
| Blue Grotto Capital, LLC | 426,374 | $29.5M | 5.99% | +426,374 | New |
| Blackstone Group Inc. | 450,000 | $31.1M | 0.13% | +450,000 | New |
| Munro Partners | 451,735 | $31.3M | 1.12% | +447,675+11,026.5% | Added |
| Voloridge Investment Management, LLC | 509,537 | $35.3M | 0.13% | +20,107+4.1% | Added |
| UBS Asset Management Americas Inc | 509,602 | $35.3M | 0.01% | +265,780+109.0% | Added |
| Clearbridge Investments, LLC | 516,509 | $35.8M | 0.03% | +453,477+719.4% | Added |
| Swiss National Bank | 536,790 | $37.2M | 0.03% | +253,200+89.3% | Added |
| Price T Rowe Associates Inc | 536,937 | $37.2M | 0.00% | +295,251+122.2% | Added |
| Scout Investments, Inc. | 561,450 | $38.8M | 0.95% | +218,281+63.6% | Added |
| Robertson Stephens Wealth Management, LLC | 591,265 | $40.9M | 2.24% | −63,152−9.7% | Reduced |
| Federated Hermes, Inc. | 615,684 | $42.6M | 0.10% | +174,756+39.6% | Added |
| Van Eck Associates Corp | 615,899 | $42.6M | 0.06% | −199,887−24.5% | Reduced |
| Amundi | 632,004 | $43.5M | 0.02% | +625,529+9,660.7% | Added |
| Renaissance Technologies LLC | 636,600 | $44.1M | 0.07% | +334,100+110.4% | Added |
| FMR LLC | 649,986 | $45.0M | 0.00% | +122,606+23.2% | Added |
| Jane Street Group, LLC | 658,672 | $45.6M | 0.06% | +14,147+2.2% | Added |
| Russell Investments Group, Ltd. | 666,251 | $46.1M | 0.07% | +15,163+2.3% | Added |
| Moore Capital Management, LP | 709,412 | $49.1M | 1.01% | +709,412 | New |
| Lord, Abbett & Co. LLC | 724,930 | $50.2M | 0.16% | +585,337+419.3% | Added |
| AQR Capital Management LLC | 745,714 | $51.6M | 0.09% | −491,176−39.7% | Reduced |
| Schroder Investment Management Group | 785,143 | $54.3M | 0.06% | +785,143 | New |
| Jackson Square Partners, LLC | 790,750 | $54.7M | 2.28% | +790,750 | New |
| Greenstone Partners & Co., LLC | 796,837 | $55.2M | 24.75% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 831,495 | $57.6M | 0.02% | −3930.0% | Reduced |
| Bank of New York Mellon Corp | 852,350 | $59.0M | 0.01% | +68,609+8.8% | Added |
| Keenan Capital, LLC | 923,030 | $63.9M | 16.36% | −340,907−27.0% | Reduced |
| Invesco Ltd. | 1,115,624 | $77.2M | 0.02% | +317,726+39.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,153,420 | $79.8M | 0.31% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,171,953 | $81.1M | 0.02% | +30,450+2.7% | Added |
| Northern Trust Corp | 1,197,593 | $82.9M | 0.01% | +336,172+39.0% | Added |
| Charles Schwab Investment Management Inc | 1,300,870 | $90.0M | 0.02% | +279,175+27.3% | Added |
| Qube Research & Technologies Ltd | 1,338,579 | $92.7M | 0.17% | +511,004+61.7% | Added |
| Panview Asian Equity Master Fund | 1,390,000 | $96.2M | 30.19% | +1,390,000 | New |
| First Trust Advisors LP | 1,447,633 | $100.2M | 0.10% | −851,107−37.0% | Reduced |
| Spyglass Capital Management LLC | 1,454,624 | $100.7M | 6.71% | −59,249−3.9% | Reduced |
| Raymond James & Associates | 1,545,837 | $107.0M | 0.07% | +503,998+48.4% | Added |
| Norges Bank | 1,763,981 | $122.1M | 0.02% | +660,508+59.9% | Added |
| Goldman Sachs Group Inc | 1,807,059 | $125.1M | 0.03% | +23,426+1.3% | Added |
| Kensico Capital Management Corp | 2,149,700 | $148.8M | 4.90% | −29,000−1.3% | Reduced |
| No Street GP LP | 2,175,000 | $150.6M | 13.22% | +185,000+9.3% | Added |
| Two Sigma Investments, LP | 2,194,268 | $151.9M | 0.37% | −370,294−14.4% | Reduced |
| Citadel Advisors LLC | 2,627,475 | $181.9M | 0.18% | +1,811,815+222.1% | Added |
| Morgan Stanley | 2,715,074 | $187.9M | 0.02% | +414,486+18.0% | Added |
| Whale Rock Capital Management LLC | 2,818,974 | $195.1M | 2.90% | +2,818,974 | New |
| Two Sigma Advisers, LP | 2,839,614 | $196.6M | 0.46% | +408,100+16.8% | Added |
| Geode Capital Management, LLC | 3,161,357 | $218.8M | 0.02% | +618,651+24.3% | Added |