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 |
|---|---|---|---|---|---|
| Mariner, LLC | 210,962 | $17.6M | 0.03% | +3,183+1.5% | Added |
| Gotham Asset Management, LLC | 212,893 | $17.7M | 0.23% | +37,280+21.2% | Added |
| Boston Partners | 213,191 | $17.7M | 0.02% | −8,672−3.9% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 218,400 | $18.2M | 0.45% | +87,600+67.0% | Added |
| State Board of Administration of Florida Retirement System | 219,007 | $18.2M | 0.04% | +5,757+2.7% | Added |
| Susquehanna International Group, LLP | 223,273 | $18.6M | 0.03% | −153,348−40.7% | Reduced |
| Royal Bank of Canada | 227,188 | $18.9M | 0.00% | +144,643+175.2% | Added |
| Discovery Capital Management, LLC | 230,500 | $19.2M | 2.54% | +158,000+217.9% | Added |
| American Century Companies Inc | 232,378 | $19.3M | 0.01% | +103,335+80.1% | Added |
| 3G Capital Partners LP | 235,000 | $19.6M | 7.52% | −90,000−27.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 241,203 | $20.1M | 0.21% | +160,870+200.3% | Added |
| Deutsche Bank AG | 242,971 | $20.2M | 0.01% | +53,332+28.1% | Added |
| Lazard Asset Management LLC | 244,407 | $20.3M | 0.03% | +105,892+76.4% | Added |
| Blue Grotto Capital, LLC | 251,752 | $21.0M | 4.21% | −174,622−41.0% | Reduced |
| AQR Capital Management LLC | 251,842 | $21.0M | 0.03% | −493,872−66.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 252,977 | $21.1M | 0.05% | +2,336+0.9% | Added |
| Victory Capital Management Inc | 257,706 | $21.4M | 0.02% | −78,970−23.5% | Reduced |
| Braun Stacey Associates Inc | 266,380 | $22.2M | 0.86% | +2,585+1.0% | Added |
| Citigroup Inc | 272,009 | $22.6M | 0.02% | +92,145+51.2% | Added |
| Ci Investments Inc. | 276,131 | $23.0M | 0.09% | −94,551−25.5% | Reduced |
| Munro Partners | 276,419 | $23.0M | 0.85% | −175,316−38.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 283,779 | $23.6M | 0.04% | −57,044−16.7% | Reduced |
| California State Teachers Retirement System | 296,146 | $24.6M | 0.03% | +54,949+22.8% | Added |
| Teacher Retirement System of Texas | 296,557 | $24.7M | 0.14% | +33,644+12.8% | Added |
| Korea Investment CORP | 322,310 | $26.8M | 0.07% | +251,549+355.5% | Added |
| Arrowstreet Capital, Limited Partnership | 324,162 | $27.0M | 0.02% | +324,162 | New |
| Steadview Capital Management LLC | 326,100 | $27.1M | 9.11% | +23,600+7.8% | Added |
| Rhumbline Advisers | 327,798 | $27.3M | 0.03% | +85,886+35.5% | Added |
| National Pension Service | 347,900 | $29.0M | 0.03% | +347,900 | New |
| MGB Wealth Management, LLC | 349,134 | $29.6M | 11.08% | −12,500−3.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 363,889 | $30.3M | 0.02% | −27,324−7.0% | Reduced |
| Renaissance Technologies LLC | 367,300 | $30.6M | 0.05% | −269,300−42.3% | Reduced |
| Augustine Asset Management Inc | 372,499 | $31.0M | 11.97% | −21,534−5.5% | Reduced |
| Worldquant Millennium Advisors LLC | 376,378 | $31.3M | 0.29% | +376,378 | New |
| Russell Investments Group, Ltd. | 382,419 | $31.8M | 0.05% | −283,832−42.6% | Reduced |
| Smith Group Asset Management, LLC | 382,804 | $31.9M | 2.83% | +16,449+4.5% | Added |
| Neuberger Berman Group LLC | 409,899 | $34.1M | 0.03% | +409,899 | New |
| Delta Global Management LP | 429,509 | $35.7M | 2.38% | +132,724+44.7% | Added |
| Scout Investments, Inc. | 435,206 | $36.2M | 0.97% | −126,244−22.5% | Reduced |
| Tudor Investment Corp Et Al | 449,780 | $37.4M | 0.42% | +328,325+270.3% | Added |
| Van Eck Associates Corp | 462,935 | $38.5M | 0.05% | −152,964−24.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 473,102 | $39.4M | 0.10% | +285,620+152.3% | Added |
| California Public Employees Retirement System | 479,870 | $39.9M | 0.03% | +89,571+22.9% | Added |
| Ameriprise Financial Inc | 491,678 | $40.9M | 0.01% | +357,421+266.2% | Added |
| Legal & General Group Plc | 492,602 | $41.0M | 0.01% | +202,319+69.7% | Added |
| Millennium Management LLC | 497,312 | $41.4M | 0.03% | +193,896+63.9% | Added |
| SEI Investments Co | 515,665 | $42.9M | 0.06% | +224,306+77.0% | Added |
| Swiss National Bank | 532,090 | $44.3M | 0.03% | −4,700−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 537,469 | $44.7M | 2.34% | −53,796−9.1% | Reduced |
| KBC Group NV | 538,703 | $44.8M | 0.14% | +529,592+5,812.7% | Added |
| Envestnet Asset Management Inc | 549,453 | $45.7M | 0.02% | +480,336+695.0% | Added |
| Jackson Square Partners, LLC | 560,946 | $46.7M | 2.85% | −229,804−29.1% | Reduced |
| Voloridge Investment Management, LLC | 593,592 | $49.4M | 0.18% | +84,055+16.5% | Added |
| Balyasny Asset Management LLC | 601,132 | $50.0M | 0.13% | +596,135+11,929.9% | Added |
| UBS Group AG | 620,971 | $51.7M | 0.02% | +406,373+189.4% | Added |
| Amundi | 596,775 | $51.9M | 0.02% | −35,229−5.6% | Reduced |
| Jane Street Group, LLC | 672,067 | $55.9M | 0.06% | +13,395+2.0% | Added |
| Franklin Resources Inc | 727,862 | $60.6M | 0.02% | +348,446+91.8% | Added |
| Schroder Investment Management Group | 736,916 | $61.3M | 0.07% | −48,227−6.1% | Reduced |
| UBS Asset Management Americas Inc | 744,892 | $62.0M | 0.02% | +235,290+46.2% | Added |
| Perpetual Ltd | 751,551 | $62.5M | 0.68% | +751,551 | New |
| Keenan Capital, LLC | 758,290 | $63.1M | 15.45% | −164,740−17.8% | Reduced |
| Nuveen Asset Management, LLC | 766,339 | $63.8M | 0.02% | −65,156−7.8% | Reduced |
| Federated Hermes, Inc. | 793,886 | $66.1M | 0.16% | +178,202+28.9% | Added |
| Greenstone Partners & Co., LLC | 796,837 | $66.3M | 27.70% | 00.0% | Unchanged |
| Citadel Advisors LLC | 812,999 | $67.7M | 0.07% | −1,814,476−69.1% | Reduced |
| No Street GP LP | 850,000 | $70.7M | 5.98% | −1,325,000−60.9% | Reduced |
| Clearbridge Investments, LLC | 893,344 | $74.3M | 0.06% | +376,835+73.0% | Added |
| Palestra Capital Management LLC | 918,256 | $76.4M | 3.02% | +918,256 | New |
| Bank of New York Mellon Corp | 964,068 | $80.2M | 0.02% | +111,718+13.1% | Added |
| Invesco Ltd. | 974,505 | $81.1M | 0.02% | −141,119−12.6% | Reduced |
| Spyglass Capital Management LLC | 1,048,239 | $87.2M | 6.39% | −406,385−27.9% | Reduced |
| Raymond James & Associates | 1,083,866 | $90.2M | 0.06% | −461,971−29.9% | Reduced |
| FMR LLC | 1,092,099 | $90.9M | 0.01% | +442,113+68.0% | Added |
| Qube Research & Technologies Ltd | 1,247,681 | $103.8M | 0.19% | −90,898−6.8% | Reduced |
| JPMorgan Chase & Co | 1,257,285 | $104.6M | 0.01% | +843,792+204.1% | Added |
| Price T Rowe Associates Inc | 1,260,934 | $104.9M | 0.01% | +723,997+134.8% | Added |
| Northern Trust Corp | 1,262,926 | $105.1M | 0.02% | +65,333+5.5% | Added |
| Charles Schwab Investment Management Inc | 1,325,912 | $110.3M | 0.02% | +25,042+1.9% | Added |
| First Trust Advisors LP | 1,327,281 | $110.5M | 0.11% | −120,352−8.3% | Reduced |
| Panview Asian Equity Master Fund | 1,475,000 | $122.7M | 30.97% | +85,000+6.1% | Added |
| Dimensional Fund Advisors LP | 1,494,516 | $124.4M | 0.03% | +322,563+27.5% | Added |
| 1832 Asset Management L.P. | 1,496,300 | $124.5M | 0.23% | +1,357,400+977.2% | Added |
| Lord, Abbett & Co. LLC | 1,496,685 | $124.6M | 0.41% | +771,755+106.5% | Added |
| Goldman Sachs Group Inc | 1,666,177 | $138.7M | 0.03% | −140,882−7.8% | Reduced |
| Janus Henderson Group PLC | 1,790,242 | $149.0M | 0.08% | +1,779,595+16,714.5% | Added |
| NetEase, Inc. | 1,943,257 | $161.7M | 93.44% | −1,412,848−42.1% | Reduced |
| Kensico Capital Management Corp | 2,101,800 | $174.9M | 5.45% | −47,900−2.2% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,288,403 | $190.4M | 0.74% | +1,134,983+98.4% | Added |
| Norges Bank | 2,370,308 | $197.3M | 0.03% | +606,327+34.4% | Added |
| Morgan Stanley | 2,464,637 | $205.1M | 0.02% | −250,437−9.2% | Reduced |
| Two Sigma Investments, LP | 2,528,678 | $210.4M | 0.50% | +334,410+15.2% | Added |
| Sapient Capital LLC | 2,940,234 | $244.7M | 5.09% | −1,008,618−25.5% | Reduced |
| Whale Rock Capital Management LLC | 3,210,352 | $267.2M | 3.79% | +391,378+13.9% | Added |
| Jericho Capital Asset Management L.P. | 3,331,792 | $277.3M | 8.34% | −558,775−14.4% | Reduced |
| Two Sigma Advisers, LP | 3,353,414 | $279.1M | 0.62% | +513,800+18.1% | Added |
| Fred Alger Management, LLC | 3,492,613 | $290.7M | 1.41% | +3,492,613 | New |
| Geode Capital Management, LLC | 3,496,894 | $290.7M | 0.03% | +335,537+10.6% | Added |
| Spruce House Investment Management LLC | 3,600,000 | $299.6M | 19.73% | −1,400,000−28.0% | Reduced |
| Bank of America Corp | 4,040,429 | $336.2M | 0.03% | +569,892+16.4% | Added |