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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
Royal Bank of Canada227,188$18.9M0.00%+144,643+175.2%Added
Susquehanna International Group, LLP223,273$18.6M0.03%−153,348−40.7%Reduced
State Board of Administration of Florida Retirement System219,007$18.2M0.04%+5,757+2.7%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)218,400$18.2M0.45%+87,600+67.0%Added
Boston Partners213,191$17.7M0.02%−8,672−3.9%Reduced
Gotham Asset Management, LLC212,893$17.7M0.23%+37,280+21.2%Added
Mariner, LLC210,962$17.6M0.03%+3,183+1.5%Added
CI Private Wealth, LLC202,505$16.9M0.03%+101,273+100.0%Added
Annex Advisory Services, LLC200,146$16.7M0.59%+31,912+19.0%Added
Ardmore Road Asset Management LP200,000$16.6M2.56%−150,000−42.9%Reduced
Seven Grand Managers, LLC200,000$16.6M7.52%+200,000New
Brighton Jones LLC195,631$16.3M0.54%−55,492−22.1%Reduced
Broad Bay Capital Management, LP190,700$15.9M2.17%+190,700New
Massachusetts Financial Services Co186,395$15.5M0.00%+5,483+3.0%Added
Natixis Advisors, L.P.185,138$15.4M0.03%+114,198+161.0%Added
Principal Financial Group Inc179,114$14.9M0.01%+161,107+894.7%Added
Captrust Financial Advisors173,420$14.4M0.05%+22,270+14.7%Added
New York State Common Retirement Fund171,809$14.3M0.02%+34,989+25.6%Added
Comerica Bank167,900$14.0M0.06%−7,983−4.5%Reduced
Barclays PLC165,744$13.8M0.01%+47,791+40.5%Added
DekaBank Deutsche Girozentrale165,821$13.7M0.02%+37,599+29.3%Added
Blair William & Co163,705$13.6M0.04%−14,365−8.1%Reduced
Contrarius Investment Management Ltd162,534$13.5M0.85%−47,958−22.8%Reduced
Robeco Institutional Asset Management B.V.161,973$13.5M0.03%+85,633+112.2%Added
Thrivent Financial for Lutherans159,799$13.3M0.03%+109,947+220.5%Added
Metavasi Capital LP154,221$12.8M7.06%−5,096−3.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.151,981$12.6M0.02%−33,306−18.0%Reduced
State of Wisconsin Investment Board150,237$12.5M0.03%+16,684+12.5%Added
Moore Capital Management, LP149,900$12.5M0.27%−559,512−78.9%Reduced
WT Asset Management Ltd149,400$12.4M1.21%+149,400New
Hiddenite Capital Partners LP145,000$12.1M14.61%−15,000−9.4%Reduced
Cresset Asset Management, LLC138,774$11.5M0.05%+2,758+2.0%Added
Kohlberg Kravis Roberts & Co. L.P.136,794$11.4M0.34%−29,773−17.9%Reduced
Wellington Management Group LLP131,668$11.0M0.00%−8,657−6.2%Reduced
Danske Bank A/S130,274$10.8M0.04%+55,574+74.4%Added
Voya Investment Management LLC130,211$10.8M0.01%+90,448+227.5%Added
Picton Mahoney Asset Management130,079$10.8M0.46%−10,805−7.7%Reduced
RBF Capital, LLC129,955$10.8M0.63%00.0%Unchanged
Treasurer of the State of North Carolina125,778$10.5M0.04%+29,702+30.9%Added
Davidson Kempner Capital Management LP125,000$10.4M0.17%+75,000+150.0%Added
Mirae Asset Global ETFs Holdings Ltd.121,032$10.1M0.02%+121,032New
Quadrature Capital Ltd120,590$10.0M0.17%−85,405−41.5%Reduced
Bridgeway Capital Management, LLC118,700$9.88M0.23%−133,400−52.9%Reduced
Employees Retirement System of Texas118,589$9.87M0.09%−433−0.4%Reduced
Pinebridge Investments, L.P.116,772$9.72M0.08%−42,638−26.7%Reduced
Public Employees Retirement System of Ohio116,536$9.70M0.04%+17,819+18.1%Added
Alliancebernstein L.P.115,093$9.58M0.00%−182,597−61.3%Reduced
Eos Management, L.P.114,686$9.54M3.72%−1,301−1.1%Reduced
Wells Fargo & Company114,151$9.50M0.00%+43,310+61.1%Added
Logan Capital Management Inc113,032$9.41M0.41%+45,880+68.3%Added
MAI Capital Management112,754$9.38M0.09%+112,754New
Stifel Financial Corp111,313$9.26M0.01%+16,340+17.2%Added
Daiwa Securities Group Inc.110,615$9.21M0.05%−56,678−33.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S107,842$8.97M0.15%+75,403+232.4%Added
Illinois Municipal Retirement Fund106,657$8.88M0.13%−48,468−31.2%Reduced
Alta Fox Capital Management, LLC102,500$8.53M5.42%+102,500New
PEAK6 Investments LLC99,422$8.27M0.38%+99,422New
Colony Group, LLC93,976$7.82M0.03%+46,232+96.8%Added
LPL Financial LLC93,512$7.78M0.00%+72,571+346.5%Added
Creative Planning91,255$7.59M0.01%+2,455+2.8%Added
Los Angeles Capital Management LLC89,643$7.46M0.03%−325,858−78.4%Reduced
Pacer Advisors, Inc.88,761$7.39M0.02%+55,437+166.4%Added
Nomura Asset Management Co Ltd77,945$6.49M0.02%+30,035+62.7%Added
Nordea Investment Management AB78,081$6.49M0.01%+69,123+771.6%Added
Swedbank AB77,355$6.44M0.01%+64,793+515.8%Added
Macquarie Group Ltd74,990$6.24M0.01%+13,114+21.2%Added
Polar Asset Management Partners Inc.74,687$6.22M0.16%−40,513−35.2%Reduced
Advisor Group Holdings, Inc.74,564$6.21M0.01%+14,683+24.5%Added
FORA Capital, LLC73,919$6.15M0.75%+52,453+244.4%Added
Twin Tree Management, LP73,108$6.08M0.18%+73,108New
Vinva Investment Management Ltd71,786$5.97M0.31%+34,030+90.1%Added
Ensign Peak Advisors, Inc70,939$5.90M0.01%+10,700+17.8%Added
Aviva PLC69,415$5.78M0.02%−86,002−55.3%Reduced
Achmea Investment Management B.V.69,161$5.75M0.10%+69,161New
Verition Fund Management LLC69,111$5.75M0.04%−4,278−5.8%Reduced
State of New Jersey Common Pension Fund D67,691$5.63M0.02%−26,093−27.8%Reduced
Storebrand Asset Management AS67,501$5.62M0.02%+42,740+172.6%Added
Perigon Wealth Management, LLC67,268$5.60M0.16%+4,003+6.3%Added
Omers Administration Corp67,075$5.58M0.05%+26,975+67.3%Added
Pictet Asset Management Holding SA66,571$5.54M0.01%+2,278+3.5%Added
Harel Insurance Investments & Financial Services Ltd.66,330$5.52M0.10%+15,476+30.4%Added
Mn Services Vermogensbeheer B.V.62,600$5.21M0.04%−1,600−2.5%Reduced
Asset Management One Co.,Ltd.62,579$5.21M0.02%+4,404+7.6%Added
Man Group plc62,420$5.19M0.01%+33,747+117.7%Added
Bridgewater Associates, LP60,647$5.05M0.03%+60,647New
Marsico Capital Management LLC60,577$5.04M0.15%+60,577New
Exchange Traded Concepts, LLC60,187$5.01M0.13%+6,060+11.2%Added
Allianz Asset Management GmbH59,385$4.94M0.01%+11,296+23.5%Added
MML Investors Services, LLC58,657$4.88M0.02%+58,657New
L2 Asset Management, LLC58,370$4.86M1.46%+5,194+9.8%Added
ClariVest Asset Management LLC57,210$4.76M0.49%−5,774−9.2%Reduced
Ieq Capital, LLC57,009$4.74M0.06%+1,105+2.0%Added
Summit Partners Public Asset Management, LLC57,000$4.74M0.22%+57,000New
FIL Ltd56,657$4.71M0.00%+56,657New
Occudo Quantitative Strategies LP55,883$4.65M0.82%+34,461+160.9%Added
AXA S.A.54,807$4.56M0.01%+13,671+33.2%Added
Resona Asset Management Co.,Ltd.54,534$4.54M0.03%+2,223+4.2%Added
Globeflex Capital L P52,591$4.38M0.46%00.0%Unchanged
Janney Montgomery Scott LLC51,130$4.25M0.01%+34,984+216.7%Added
US Bancorp50,215$4.18M0.01%+39,043+349.5%Added