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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 168,234 | $11.6M | 0.41% | +168,234 | New |
| Daiwa Securities Group Inc. | 167,293 | $11.6M | 0.07% | +11,517+7.4% | Added |
| Berkshire Capital Holdings Inc | 167,030 | $11.6M | 4.62% | +167,020+1,670,200.0% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 166,567 | $11.5M | 0.30% | −4,283,323−96.3% | Reduced |
| Capital Fund Management S.A. | 162,574 | $11.3M | 0.14% | +162,574 | New |
| Hiddenite Capital Partners LP | 160,000 | $11.1M | 12.72% | −15,000−8.6% | Reduced |
| Pinebridge Investments, L.P. | 159,410 | $11.0M | 0.09% | +131,030+461.7% | Added |
| Credit Suisse AG | 159,345 | $11.0M | 0.01% | −8,384−5.0% | Reduced |
| Metavasi Capital LP | 159,317 | $11.0M | 6.82% | −77,516−32.7% | Reduced |
| Aviva PLC | 155,417 | $10.8M | 0.04% | +155,417 | New |
| Illinois Municipal Retirement Fund | 155,125 | $10.7M | 0.16% | +8,867+6.1% | Added |
| Captrust Financial Advisors | 151,150 | $10.5M | 0.04% | +8,604+6.0% | Added |
| Picton Mahoney Asset Management | 140,884 | $9.75M | 0.41% | +55,909+65.8% | Added |
| Wellington Management Group LLP | 140,325 | $9.71M | 0.00% | −41,708−22.9% | Reduced |
| 1832 Asset Management L.P. | 138,900 | $9.61M | 0.02% | +138,900 | New |
| Lazard Asset Management LLC | 138,515 | $9.59M | 0.01% | +134,402+3,267.7% | Added |
| New York State Common Retirement Fund | 136,820 | $9.47M | 0.01% | −17,575−11.4% | Reduced |
| Cresset Asset Management, LLC | 136,016 | $9.42M | 0.05% | −38,500−22.1% | Reduced |
| Ameriprise Financial Inc | 134,257 | $9.29M | 0.00% | −844,841−86.3% | Reduced |
| O'Neil Global Advisors, Inc. | 133,900 | $9.27M | 11.43% | +133,900 | New |
| State of Wisconsin Investment Board | 133,553 | $9.24M | 0.02% | −30,496−18.6% | Reduced |
| Renaissance Capital LLC | 132,136 | $9.15M | 4.75% | −2,031−1.5% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 130,800 | $9.05M | 0.20% | +130,800 | New |
| RBF Capital, LLC | 129,955 | $9.00M | 0.51% | 00.0% | Unchanged |
| American Century Companies Inc | 129,043 | $8.93M | 0.01% | +102,247+381.6% | Added |
| DekaBank Deutsche Girozentrale | 128,222 | $8.73M | 0.02% | +125,186+4,123.4% | Added |
| Hampton Road Capital Management LP | 121,690 | $8.42M | 1.12% | +121,690 | New |
| Tudor Investment Corp Et Al | 121,455 | $8.41M | 0.10% | +121,455 | New |
| Employees Retirement System of Texas | 119,022 | $8.24M | 0.09% | −8,574−6.7% | Reduced |
| Barclays PLC | 117,953 | $8.16M | 0.00% | +59,234+100.9% | Added |
| Eos Management, L.P. | 115,987 | $8.03M | 3.31% | −22,002−15.9% | Reduced |
| Polar Asset Management Partners Inc. | 115,200 | $7.97M | 0.21% | −188,300−62.0% | Reduced |
| HRT Financial LP | 112,555 | $7.79M | 0.05% | −284,118−71.6% | Reduced |
| CI Private Wealth, LLC | 101,232 | $7.01M | 0.01% | −1,986−1.9% | Reduced |
| HighTower Advisors, LLC | 99,285 | $6.87M | 0.01% | +90,938+1,089.5% | Added |
| Public Employees Retirement System of Ohio | 98,717 | $6.83M | 0.03% | −40,962−29.3% | Reduced |
| Treasurer of the State of North Carolina | 96,076 | $6.65M | 0.03% | −64−0.1% | Reduced |
| Stifel Financial Corp | 94,973 | $6.57M | 0.01% | +73,810+348.8% | Added |
| State of New Jersey Common Pension Fund D | 93,784 | $6.49M | 0.02% | +5,881+6.7% | Added |
| CIBC World Markets Inc. | 89,224 | $6.18M | 0.02% | +89,224 | New |
| Creative Planning | 88,800 | $6.15M | 0.01% | +78,690+778.3% | Added |
| Royal Bank of Canada | 82,545 | $5.71M | 0.00% | −8,483−9.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,333 | $5.56M | 0.06% | +68,925+604.2% | Added |
| Glenmede Trust Co NA | 78,313 | $5.42M | 0.03% | +13,082+20.1% | Added |
| Robeco Institutional Asset Management B.V. | 76,340 | $5.28M | 0.01% | +67,486+762.2% | Added |
| EPIQ Capital Group, LLC | 74,782 | $5.18M | 2.06% | −3,944−5.0% | Reduced |
| Danske Bank A/S | 74,700 | $5.17M | 0.02% | +74,700 | New |
| Verition Fund Management LLC | 73,389 | $5.08M | 0.05% | +57,486+361.5% | Added |
| Discovery Capital Management, LLC | 72,500 | $5.02M | 0.68% | +72,500 | New |
| Natixis Advisors, L.P. | 70,940 | $4.91M | 0.01% | +70,940 | New |
| Wells Fargo & Company | 70,841 | $4.90M | 0.00% | +28,537+67.5% | Added |
| Korea Investment CORP | 70,761 | $4.90M | 0.01% | +70,761 | New |
| Envestnet Asset Management Inc | 69,117 | $4.78M | 0.00% | +49,222+247.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 68,563 | $4.75M | 0.01% | +19,381+39.4% | Added |
| Commonwealth Equity Services, LLC | 68,490 | $4.74M | 0.01% | +68,490 | New |
| Logan Capital Management Inc | 67,152 | $4.65M | 0.20% | +67,152 | New |
| Pictet Asset Management Holding SA | 64,293 | $4.45M | 0.00% | +47,388+280.3% | Added |
| Mn Services Vermogensbeheer B.V. | 64,200 | $4.44M | 0.03% | +64,200 | New |
| Perigon Wealth Management, LLC | 63,265 | $4.38M | 0.13% | +170.0% | Added |
| ClariVest Asset Management LLC | 62,984 | $4.36M | 0.45% | −93,683−59.8% | Reduced |
| Macquarie Group Ltd | 61,876 | $4.28M | 0.00% | −10,584−14.6% | Reduced |
| Ensign Peak Advisors, Inc | 60,239 | $4.17M | 0.01% | +3,689+6.5% | Added |
| Advisor Group Holdings, Inc. | 59,881 | $4.14M | 0.01% | +29,282+95.7% | Added |
| Dakota Wealth Management | 58,587 | $4.06M | 0.10% | +48,894+504.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 220,348 | $4.05M | 0.01% | −35,037−13.7% | Reduced |
| Asset Management One Co.,Ltd. | 58,175 | $4.03M | 0.02% | +58,175 | New |
| MYDA Advisors LLC | 57,000 | $3.95M | 1.37% | +57,000 | New |
| Ieq Capital, LLC | 55,904 | $3.87M | 0.06% | +12,038+27.4% | Added |
| HAP Trading, LLC | 55,414 | $3.84M | 1.19% | −12,208−18.1% | Reduced |
| Exchange Traded Concepts, LLC | 54,127 | $3.75M | 0.10% | −5,623−9.4% | Reduced |
| L2 Asset Management, LLC | 53,176 | $3.68M | 1.21% | +1,219+2.3% | Added |
| D. E. Shaw & Co., Inc. | 52,631 | $3.64M | 0.00% | −624,549−92.2% | Reduced |
| Globeflex Capital L P | 52,591 | $3.64M | 0.35% | +1,828+3.6% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $3.63M | 0.85% | −10,500−16.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 52,311 | $3.62M | 0.02% | +52,311 | New |
| ExodusPoint Capital Management, LP | 51,828 | $3.59M | 0.04% | −102,980−66.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 50,854 | $3.52M | 0.07% | +50,455+12,645.4% | Added |
| Davidson Kempner Capital Management LP | 50,000 | $3.46M | 0.05% | +50,000 | New |
| Thrivent Financial for Lutherans | 49,852 | $3.45M | 0.01% | +49,852 | New |
| Arizona State Retirement System | 49,268 | $3.41M | 0.02% | +9,042+22.5% | Added |
| Forsta Ap-Fonden | 48,600 | $3.36M | 0.03% | +48,600 | New |
| State Board of Administration of Florida Retirement System | 213,250 | $3.36M | 0.01% | +10,156+5.0% | Added |
| Concentric Capital Strategies, LP | 48,450 | $3.35M | 0.22% | +48,450 | New |
| Allianz Asset Management GmbH | 48,089 | $3.33M | 0.01% | +48,089 | New |
| Nomura Asset Management Co Ltd | 47,910 | $3.32M | 0.01% | +47,910 | New |
| Colony Group, LLC | 47,744 | $3.31M | 0.03% | +47,744 | New |
| TrimTabs Asset Management, LLC | 45,173 | $3.13M | 0.78% | +45,173 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,700 | $3.02M | 0.03% | +43,700 | New |
| Baker Avenue Asset Management, LP | 43,000 | $2.98M | 0.12% | −12,000−21.8% | Reduced |
| Mediolanum International Funds Ltd | 41,701 | $2.87M | 0.05% | +41,701 | New |
| AXA S.A. | 41,136 | $2.85M | 0.01% | −114,227−73.5% | Reduced |
| Collaborative Holdings Management LP | 40,400 | $2.80M | 4.23% | +40,400 | New |
| Bayesian Capital Management, LP | 40,192 | $2.78M | 0.27% | −41,700−50.9% | Reduced |
| Omers Administration Corp | 40,100 | $2.78M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 39,881 | $2.76M | 0.00% | +5,046+14.5% | Added |
| Voya Investment Management LLC | 39,763 | $2.75M | 0.00% | −3,420−7.9% | Reduced |
| Fort Point Capital Partners LLC | 39,173 | $2.71M | 0.37% | +317+0.8% | Added |
| Investment House LLC | 39,144 | $2.71M | 0.16% | +39,144 | New |
| Comprehensive Financial Management LLC | 39,000 | $2.70M | 0.09% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 37,835 | $2.62M | 1.45% | 00.0% | Unchanged |