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, Q2 2024
Institutional positions in AppLovin Corp as of Jun 30, 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
- 607
- +101 vs. Q1 2024
- Shares held
- 180.1M
- +12.6M (+7.6%) vs. Q1 2024
- Total value
- $15.0B
- +$3.42B (+29.6%) vs. Q1 2024
- New holders
- 149
- 262 more added
- Sold out
- 48
- 160 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,103,230 | $1.59B | 0.03% | +4,393,823+29.9% | Added |
| GQG Partners LLC | 13,289,036 | $1.11B | 1.68% | −9,357,153−41.3% | Reduced |
| BlackRock Inc. | 13,050,803 | $1.09B | 0.02% | +2,156,153+19.8% | Added |
| WCM Investment Management, LLC | 9,791,400 | $813.9M | 1.92% | +2,604,338+36.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 5,702,438 | $474.6M | 3.85% | +382,767+7.2% | Added |
| Boston Private Wealth LLC | 5,511,632 | $458.7M | 11.35% | −241,190−4.2% | Reduced |
| State Street Corp | 4,959,604 | $412.7M | 0.02% | +1,150,653+30.2% | Added |
| Bank of America Corp | 4,040,429 | $336.2M | 0.03% | +569,892+16.4% | Added |
| Spruce House Investment Management LLC | 3,600,000 | $299.6M | 19.73% | −1,400,000−28.0% | Reduced |
| Geode Capital Management, LLC | 3,496,894 | $290.7M | 0.03% | +335,537+10.6% | Added |
| Fred Alger Management, LLC | 3,492,613 | $290.7M | 1.41% | +3,492,613 | New |
| Two Sigma Advisers, LP | 3,353,414 | $279.1M | 0.62% | +513,800+18.1% | Added |
| Jericho Capital Asset Management L.P. | 3,331,792 | $277.3M | 8.34% | −558,775−14.4% | Reduced |
| Whale Rock Capital Management LLC | 3,210,352 | $267.2M | 3.79% | +391,378+13.9% | Added |
| Sapient Capital LLC | 2,940,234 | $244.7M | 5.09% | −1,008,618−25.5% | Reduced |
| Two Sigma Investments, LP | 2,528,678 | $210.4M | 0.50% | +334,410+15.2% | Added |
| Morgan Stanley | 2,464,637 | $205.1M | 0.02% | −250,437−9.2% | Reduced |
| Norges Bank | 2,370,308 | $197.3M | 0.03% | +606,327+34.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,288,403 | $190.4M | 0.74% | +1,134,983+98.4% | Added |
| Kensico Capital Management Corp | 2,101,800 | $174.9M | 5.45% | −47,900−2.2% | Reduced |
| NetEase, Inc. | 1,943,257 | $161.7M | 93.44% | −1,412,848−42.1% | Reduced |
| Janus Henderson Group PLC | 1,790,242 | $149.0M | 0.08% | +1,779,595+16,714.5% | Added |
| Goldman Sachs Group Inc | 1,666,177 | $138.7M | 0.03% | −140,882−7.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,496,685 | $124.6M | 0.41% | +771,755+106.5% | Added |
| 1832 Asset Management L.P. | 1,496,300 | $124.5M | 0.23% | +1,357,400+977.2% | Added |
| Dimensional Fund Advisors LP | 1,494,516 | $124.4M | 0.03% | +322,563+27.5% | Added |
| Panview Asian Equity Master Fund | 1,475,000 | $122.7M | 30.97% | +85,000+6.1% | Added |
| First Trust Advisors LP | 1,327,281 | $110.5M | 0.11% | −120,352−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,325,912 | $110.3M | 0.02% | +25,042+1.9% | Added |
| Northern Trust Corp | 1,262,926 | $105.1M | 0.02% | +65,333+5.5% | Added |
| Price T Rowe Associates Inc | 1,260,934 | $104.9M | 0.01% | +723,997+134.8% | Added |
| JPMorgan Chase & Co | 1,257,285 | $104.6M | 0.01% | +843,792+204.1% | Added |
| Qube Research & Technologies Ltd | 1,247,681 | $103.8M | 0.19% | −90,898−6.8% | Reduced |
| FMR LLC | 1,092,099 | $90.9M | 0.01% | +442,113+68.0% | Added |
| Raymond James & Associates | 1,083,866 | $90.2M | 0.06% | −461,971−29.9% | Reduced |
| Spyglass Capital Management LLC | 1,048,239 | $87.2M | 6.39% | −406,385−27.9% | Reduced |
| Invesco Ltd. | 974,505 | $81.1M | 0.02% | −141,119−12.6% | Reduced |
| Bank of New York Mellon Corp | 964,068 | $80.2M | 0.02% | +111,718+13.1% | Added |
| Palestra Capital Management LLC | 918,256 | $76.4M | 3.02% | +918,256 | New |
| Clearbridge Investments, LLC | 893,344 | $74.3M | 0.06% | +376,835+73.0% | Added |
| No Street GP LP | 850,000 | $70.7M | 5.98% | −1,325,000−60.9% | Reduced |
| Citadel Advisors LLC | 812,999 | $67.7M | 0.07% | −1,814,476−69.1% | Reduced |
| Greenstone Partners & Co., LLC | 796,837 | $66.3M | 27.70% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 793,886 | $66.1M | 0.16% | +178,202+28.9% | Added |
| Nuveen Asset Management, LLC | 766,339 | $63.8M | 0.02% | −65,156−7.8% | Reduced |
| Keenan Capital, LLC | 758,290 | $63.1M | 15.45% | −164,740−17.8% | Reduced |
| Perpetual Ltd | 751,551 | $62.5M | 0.68% | +751,551 | New |
| UBS Asset Management Americas Inc | 744,892 | $62.0M | 0.02% | +235,290+46.2% | Added |
| Schroder Investment Management Group | 736,916 | $61.3M | 0.07% | −48,227−6.1% | Reduced |
| Franklin Resources Inc | 727,862 | $60.6M | 0.02% | +348,446+91.8% | Added |
| Jane Street Group, LLC | 672,067 | $55.9M | 0.06% | +13,395+2.0% | Added |
| Amundi | 596,775 | $51.9M | 0.02% | −35,229−5.6% | Reduced |
| UBS Group AG | 620,971 | $51.7M | 0.02% | +406,373+189.4% | Added |
| Balyasny Asset Management LLC | 601,132 | $50.0M | 0.13% | +596,135+11,929.9% | Added |
| Voloridge Investment Management, LLC | 593,592 | $49.4M | 0.18% | +84,055+16.5% | Added |
| Jackson Square Partners, LLC | 560,946 | $46.7M | 2.85% | −229,804−29.1% | Reduced |
| Envestnet Asset Management Inc | 549,453 | $45.7M | 0.02% | +480,336+695.0% | Added |
| KBC Group NV | 538,703 | $44.8M | 0.14% | +529,592+5,812.7% | Added |
| Robertson Stephens Wealth Management, LLC | 537,469 | $44.7M | 2.34% | −53,796−9.1% | Reduced |
| Swiss National Bank | 532,090 | $44.3M | 0.03% | −4,700−0.9% | Reduced |
| SEI Investments Co | 515,665 | $42.9M | 0.06% | +224,306+77.0% | Added |
| Millennium Management LLC | 497,312 | $41.4M | 0.03% | +193,896+63.9% | Added |
| Legal & General Group Plc | 492,602 | $41.0M | 0.01% | +202,319+69.7% | Added |
| Ameriprise Financial Inc | 491,678 | $40.9M | 0.01% | +357,421+266.2% | Added |
| California Public Employees Retirement System | 479,870 | $39.9M | 0.03% | +89,571+22.9% | Added |
| Caisse de Depot Et Placement du Quebec | 473,102 | $39.4M | 0.10% | +285,620+152.3% | Added |
| Van Eck Associates Corp | 462,935 | $38.5M | 0.05% | −152,964−24.8% | Reduced |
| Tudor Investment Corp Et Al | 449,780 | $37.4M | 0.42% | +328,325+270.3% | Added |
| Scout Investments, Inc. | 435,206 | $36.2M | 0.97% | −126,244−22.5% | Reduced |
| Delta Global Management LP | 429,509 | $35.7M | 2.38% | +132,724+44.7% | Added |
| Neuberger Berman Group LLC | 409,899 | $34.1M | 0.03% | +409,899 | New |
| Smith Group Asset Management, LLC | 382,804 | $31.9M | 2.83% | +16,449+4.5% | Added |
| Russell Investments Group, Ltd. | 382,419 | $31.8M | 0.05% | −283,832−42.6% | Reduced |
| Worldquant Millennium Advisors LLC | 376,378 | $31.3M | 0.29% | +376,378 | New |
| Augustine Asset Management Inc | 372,499 | $31.0M | 11.97% | −21,534−5.5% | Reduced |
| Renaissance Technologies LLC | 367,300 | $30.6M | 0.05% | −269,300−42.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 363,889 | $30.3M | 0.02% | −27,324−7.0% | Reduced |
| MGB Wealth Management, LLC | 349,134 | $29.6M | 11.08% | −12,500−3.5% | Reduced |
| National Pension Service | 347,900 | $29.0M | 0.03% | +347,900 | New |
| Rhumbline Advisers | 327,798 | $27.3M | 0.03% | +85,886+35.5% | Added |
| Steadview Capital Management LLC | 326,100 | $27.1M | 9.11% | +23,600+7.8% | Added |
| Arrowstreet Capital, Limited Partnership | 324,162 | $27.0M | 0.02% | +324,162 | New |
| Korea Investment CORP | 322,310 | $26.8M | 0.07% | +251,549+355.5% | Added |
| Teacher Retirement System of Texas | 296,557 | $24.7M | 0.14% | +33,644+12.8% | Added |
| California State Teachers Retirement System | 296,146 | $24.6M | 0.03% | +54,949+22.8% | Added |
| Allspring Global Investments Holdings, LLC | 283,779 | $23.6M | 0.04% | −57,044−16.7% | Reduced |
| Munro Partners | 276,419 | $23.0M | 0.85% | −175,316−38.8% | Reduced |
| Ci Investments Inc. | 276,131 | $23.0M | 0.09% | −94,551−25.5% | Reduced |
| Citigroup Inc | 272,009 | $22.6M | 0.02% | +92,145+51.2% | Added |
| Braun Stacey Associates Inc | 266,380 | $22.2M | 0.86% | +2,585+1.0% | Added |
| Victory Capital Management Inc | 257,706 | $21.4M | 0.02% | −78,970−23.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 252,977 | $21.1M | 0.05% | +2,336+0.9% | Added |
| AQR Capital Management LLC | 251,842 | $21.0M | 0.03% | −493,872−66.2% | Reduced |
| Blue Grotto Capital, LLC | 251,752 | $21.0M | 4.21% | −174,622−41.0% | Reduced |
| Lazard Asset Management LLC | 244,407 | $20.3M | 0.03% | +105,892+76.4% | Added |
| Deutsche Bank AG | 242,971 | $20.2M | 0.01% | +53,332+28.1% | Added |
| O'Shaughnessy Asset Management, LLC | 241,203 | $20.1M | 0.21% | +160,870+200.3% | Added |
| 3G Capital Partners LP | 235,000 | $19.6M | 7.52% | −90,000−27.7% | Reduced |
| American Century Companies Inc | 232,378 | $19.3M | 0.01% | +103,335+80.1% | Added |
| Discovery Capital Management, LLC | 230,500 | $19.2M | 2.54% | +158,000+217.9% | Added |