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 |
|---|---|---|---|---|---|
| NetEase, Inc. | 3,356,105 | $232.3M | 95.22% | −157,226−4.5% | Reduced |
| Bank of America Corp | 3,470,537 | $240.2M | 0.02% | +2,961,229+581.4% | Added |
| State Street Corp | 3,808,951 | $263.7M | 0.01% | +684,019+21.9% | Added |
| Jericho Capital Asset Management L.P. | 3,890,567 | $269.3M | 7.19% | +2,525,240+185.0% | Added |
| Sapient Capital LLC | 3,948,852 | $273.3M | 6.05% | −193,110−4.7% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $346.1M | 24.89% | 00.0% | Unchanged |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,319,671 | $368.2M | 2.91% | +5,319,671 | New |
| Boston Private Wealth LLC | 5,752,822 | $398.2M | 8.88% | −1,265,274−18.0% | Reduced |
| WCM Investment Management, LLC | 7,187,062 | $497.5M | 1.18% | +7,187,062 | New |
| BlackRock Inc. | 10,894,650 | $754.1M | 0.02% | +2,176,408+25.0% | Added |
| Vanguard Group Inc | 14,709,407 | $1.02B | 0.02% | −729,321−4.7% | Reduced |
| GQG Partners LLC | 22,646,189 | $1.57B | 2.52% | −3,043,593−11.8% | Reduced |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −949,752−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −573,795−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −435,465−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −163,624−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −124,819−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −110,760−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −75,837−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −64,383−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,374−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,326−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −52,582−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −44,543−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −38,647−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −36,149−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −35,641−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,490−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,259−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −26,014−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,090−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −22,669−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −20,667−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,204−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,490−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,210−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,766−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,762−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,041−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,455−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −13,456−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| Eight 31 Financial LLC | 0 | $0 | 0.00% | −10,590−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,338−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,748−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,496−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |