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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.

Institutional holdersQ2 2024: 607 institutions
Q1 2021: 1 institutionQ2 2021: 93 institutionsQ3 2021: 130 institutionsQ4 2021: 173 institutionsQ1 2022: 176 institutionsQ2 2022: 228 institutionsQ3 2022: 227 institutionsQ4 2022: 230 institutionsQ1 2023: 220 institutionsQ2 2023: 243 institutionsQ3 2023: 319 institutionsQ4 2023: 367 institutionsQ1 2024: 512 institutionsQ2 2024: 607 institutionsQ3 2024: 704 institutionsQ4 2024: 993 institutionsQ1 2025: 1,018 institutionsQ2 2025: 1,201 institutionsQ3 2025: 1,452 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,395 institutionsQ2 2026: 1,467 institutions
Value heldQ2 2024: $15.0B
Q1 2021: $91.0KQ2 2021: $10.1BQ3 2021: $10.6BQ4 2021: $15.3BQ1 2022: $7.18BQ2 2022: $4.98BQ3 2022: $2.80BQ4 2022: $1.68BQ1 2023: $2.64BQ2 2023: $3.81BQ3 2023: $5.34BQ4 2023: $5.63BQ1 2024: $11.6BQ2 2024: $15.0BQ3 2024: $24.4BQ4 2024: $66.1BQ1 2025: $54.7BQ2 2025: $70.0BQ3 2025: $172.5BQ4 2025: $163.8BQ1 2026: $87.6BQ2 2026: $116.3B
Institutions holding APP and their total value by quarter
QuarterHoldersValue
Q2 20261,467$116.3B
Q1 20261,395$87.6B
Q4 20251,594$163.8B
Q3 20251,452$172.5B
Q2 20251,201$70.0B
Q1 20251,018$54.7B
Q4 2024993$66.1B
Q3 2024704$24.4B
Q2 2024607$15.0B
Q1 2024512$11.6B
Q4 2023367$5.63B
Q3 2023319$5.34B
Q2 2023243$3.81B
Q1 2023220$2.64B
Q4 2022230$1.68B
Q3 2022227$2.80B
Q2 2022228$4.98B
Q1 2022176$7.18B
Q4 2021173$15.3B
Q3 2021130$10.6B
Q2 202193$10.1B
Q1 20211$91.0K

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2024.

Institutions holding APP in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp4,959,604$412.7M0.02%+1,150,653+30.2%Added
Boston Private Wealth LLC5,511,632$458.7M11.35%−241,190−4.2%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital5,702,438$474.6M3.85%+382,767+7.2%Added
WCM Investment Management, LLC9,791,400$813.9M1.92%+2,604,338+36.2%Added
BlackRock Inc.13,050,803$1.09B0.02%+2,156,153+19.8%Added
GQG Partners LLC13,289,036$1.11B1.68%−9,357,153−41.3%Reduced
Vanguard Group Inc19,103,230$1.59B0.03%+4,393,823+29.9%Added
Blackstone Group Inc.0$00.00%−450,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−208,020−100.0%Sold out
Capital Fund Management S.A.0$00.00%−162,574−100.0%Sold out
Renaissance Capital LLC0$00.00%−132,136−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−121,690−100.0%Sold out
HRT Financial LP0$00.00%−112,555−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−51,828−100.0%Sold out
Collaborative Holdings Management LP0$00.00%−40,400−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−40,192−100.0%Sold out
IMC-Chicago, LLC0$00.00%−36,878−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−32,828−100.0%Sold out
Virtu Financial LLC0$00.00%−31,062−100.0%Sold out
Citizens Financial Group Inc0$00.00%−30,015−100.0%Sold out
Aigen Investment Management, LP0$00.00%−23,232−100.0%Sold out
Twinbeech Capital LP0$00.00%−16,775−100.0%Sold out
Jump Financial, LLC0$00.00%−16,501−100.0%Sold out
J. Goldman & Co LP0$00.00%−15,788−100.0%Sold out
XTX Topco Ltd0$00.00%−14,884−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−14,178−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,936−100.0%Sold out
Duality Advisers, LP0$00.00%−12,878−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−11,031−100.0%Sold out
Washington Harbour Partners LP0$00.00%−9,800−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,754−100.0%Sold out
Axq Capital, LP0$00.00%−8,400−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−5,590−100.0%Sold out
Evoke Wealth, LLC0$00.00%−5,086−100.0%Sold out
VGI Partners Ltd0$00.00%−5,000−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,551−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,255−100.0%Sold out
Oak Thistle LLC0$00.00%−4,106−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−3,929−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−3,800−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−3,300−100.0%Sold out
Cinctive Capital Management LP0$00.00%−3,246−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−3,229−100.0%Sold out
Wesbanco Bank Inc0$00.00%−3,000−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−2,284−100.0%Sold out
American International Group, Inc.0$00.00%−2,090−100.0%Sold out
West Tower Group, LLC0$00.00%−1,000−100.0%Sold out
Walleye Capital LLC0$00.00%−431−100.0%Sold out
Mark Sheptoff Financial Planning, LLC0$00.00%−300−100.0%Sold out
Atlantic Edge Private Wealth Management, LLC0$00.00%−80−100.0%Sold out
Naples Money Management LLC0$00.00%−50−100.0%Sold out
Fifth Third Bancorp0$00.00%−21−100.0%Sold out
First Manhattan Co0$00.00%−20−100.0%Sold out
Sofos Investments, Inc.0$00.00%−8−100.0%Sold out
Abound Wealth Management0$00.00%−2−100.0%Sold out
Credit Suisse AG––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Watts Gwilliam & Co., LLC––––Not filed
Van Leeuwen & Company, LLC––––Not filed
Shell Asset Management Co––––Not filed
Degroof Petercam Asset Management––––Not filed