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, Q3 2024
Institutional positions in AppLovin Corp as of Sep 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
- 704
- +100 vs. Q2 2024
- Shares held
- 186.4M
- +19.4M (+11.6%) vs. Q2 2024
- Total value
- $24.4B
- +$10.5B (+75.7%) vs. Q2 2024
- New holders
- 167
- 293 more added
- Sold out
- 67
- 205 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,259,800 | $3.04B | 0.05% | +4,156,570+21.8% | Added |
| BlackRock, Inc. | 14,414,203 | $1.88B | 0.04% | +14,414,203 | New |
| WCM Investment Management, LLC | 10,820,409 | $1.38B | 3.13% | +1,029,009+10.5% | Added |
| GQG Partners LLC | 9,604,336 | $1.25B | 1.97% | −3,684,700−27.7% | Reduced |
| FMR LLC | 7,893,237 | $1.03B | 0.06% | +6,801,138+622.8% | Added |
| State Street Corp | 5,388,023 | $703.4M | 0.03% | +428,419+8.6% | Added |
| Price T Rowe Associates Inc | 5,222,043 | $681.7M | 0.08% | +3,961,109+314.1% | Added |
| Bank of America Corp | 4,619,862 | $603.1M | 0.05% | +579,433+14.3% | Added |
| Geode Capital Management, LLC | 3,946,135 | $514.4M | 0.04% | +449,241+12.8% | Added |
| Spruce House Investment Management LLC | 3,600,000 | $470.0M | 23.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 3,539,467 | $462.1M | 2.24% | +46,854+1.3% | Added |
| Jericho Capital Asset Management L.P. | 3,331,792 | $435.0M | 10.49% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,188,624 | $416.3M | 0.08% | +1,522,447+91.4% | Added |
| Whale Rock Capital Management LLC | 2,965,513 | $387.1M | 5.43% | −244,839−7.6% | Reduced |
| JPMorgan Chase & Co | 2,961,324 | $386.6M | 0.03% | +1,704,039+135.5% | Added |
| Kensico Capital Management Corp | 2,551,000 | $333.0M | 8.85% | +449,200+21.4% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,369,866 | $309.4M | 2.31% | −3,332,572−58.4% | Reduced |
| Morgan Stanley | 2,365,474 | $308.8M | 0.02% | −99,163−4.0% | Reduced |
| Janus Henderson Group PLC | 2,350,802 | $306.9M | 0.16% | +560,560+31.3% | Added |
| Norges Bank | 2,282,417 | $298.0M | 0.04% | −87,891−3.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,993,596 | $260.3M | 0.97% | −294,807−12.9% | Reduced |
| 1832 Asset Management L.P. | 1,879,140 | $245.3M | 0.41% | +382,840+25.6% | Added |
| Invesco Ltd. | 1,796,916 | $234.6M | 0.05% | +822,411+84.4% | Added |
| Dimensional Fund Advisors LP | 1,716,724 | $224.1M | 0.05% | +222,208+14.9% | Added |
| Northern Trust Corp | 1,557,896 | $203.4M | 0.03% | +294,970+23.4% | Added |
| Sapient Capital LLC | 1,552,580 | $202.7M | 4.07% | −1,387,654−47.2% | Reduced |
| Two Sigma Investments, LP | 1,466,845 | $191.5M | 0.43% | −1,061,833−42.0% | Reduced |
| Two Sigma Advisers, LP | 1,466,014 | $191.4M | 0.45% | −1,887,400−56.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,350,399 | $176.3M | 0.56% | −146,286−9.8% | Reduced |
| Panview Asian Equity Master Fund | 1,224,000 | $159.8M | 37.19% | −251,000−17.0% | Reduced |
| First Trust Advisors LP | 1,198,259 | $156.4M | 0.15% | −129,022−9.7% | Reduced |
| Eagle Asset Management Inc | 523,149 | $151.7M | 0.77% | +500,407+2,200.4% | Added |
| Franklin Resources Inc | 996,996 | $144.9M | 0.04% | +269,134+37.0% | Added |
| Legal & General Group Plc | 1,052,787 | $137.4M | 0.04% | +560,185+113.7% | Added |
| Raymond James & Associates | 1,038,139 | $135.5M | 0.08% | −45,727−4.2% | Reduced |
| Bank of New York Mellon Corp | 1,002,161 | $130.8M | 0.02% | +38,093+4.0% | Added |
| American Century Companies Inc | 1,000,278 | $130.6M | 0.08% | +767,900+330.5% | Added |
| UBS Asset Management Americas Inc | 982,038 | $128.2M | 0.03% | +237,146+31.8% | Added |
| Charles Schwab Investment Management Inc | 950,940 | $124.1M | 0.02% | −374,972−28.3% | Reduced |
| Alliancebernstein L.P. | 928,074 | $121.2M | 0.04% | +812,981+706.4% | Added |
| Federated Hermes, Inc. | 924,118 | $120.6M | 0.26% | +130,232+16.4% | Added |
| Clearbridge Investments, LLC | 886,490 | $115.7M | 0.09% | −6,854−0.8% | Reduced |
| Spyglass Capital Management LLC | 818,109 | $106.8M | 7.01% | −230,130−22.0% | Reduced |
| Greenstone Partners & Co., LLC | 796,837 | $104.0M | 36.30% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 786,928 | $102.7M | 0.17% | +563,655+252.5% | Added |
| Nuveen Asset Management, LLC | 784,856 | $102.5M | 0.03% | +18,517+2.4% | Added |
| Ameriprise Financial Inc | 762,950 | $99.6M | 0.03% | +271,272+55.2% | Added |
| Schroder Investment Management Group | 766,253 | $97.9M | 0.10% | +29,337+4.0% | Added |
| No Street GP LP | 735,000 | $96.0M | 7.40% | −115,000−13.5% | Reduced |
| KBC Group NV | 728,016 | $95.0M | 0.29% | +189,313+35.1% | Added |
| Millennium Management LLC | 710,408 | $92.7M | 0.08% | +213,096+42.8% | Added |
| Envestnet Asset Management Inc | 708,276 | $92.5M | 0.03% | +158,823+28.9% | Added |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 698,796 | $91.2M | 9.83% | +698,796 | New |
| Perpetual Ltd | 661,680 | $86.4M | 0.94% | −89,871−12.0% | Reduced |
| D. E. Shaw & Co., Inc. | 639,383 | $83.5M | 0.11% | +592,835+1,273.6% | Added |
| Qube Research & Technologies Ltd | 628,094 | $82.0M | 0.15% | −619,587−49.7% | Reduced |
| Swiss National Bank | 606,290 | $79.2M | 0.05% | +74,200+13.9% | Added |
| Keenan Capital, LLC | 562,290 | $73.4M | 16.25% | −196,000−25.8% | Reduced |
| Voya Investment Management LLC | 539,310 | $70.4M | 0.07% | +409,099+314.2% | Added |
| SEI Investments Co | 536,563 | $70.0M | 0.09% | +20,898+4.1% | Added |
| Arrowstreet Capital, Limited Partnership | 519,263 | $67.8M | 0.06% | +195,101+60.2% | Added |
| National Pension Service | 506,167 | $66.1M | 0.06% | +158,267+45.5% | Added |
| Van Eck Associates Corp | 412,431 | $65.7M | 0.08% | −50,504−10.9% | Reduced |
| NetEase, Inc. | 500,000 | $65.3M | 84.44% | −1,443,257−74.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 498,534 | $65.1M | 0.05% | +134,645+37.0% | Added |
| Caisse de Depot Et Placement du Quebec | 487,376 | $63.6M | 0.13% | +14,274+3.0% | Added |
| California Public Employees Retirement System | 482,621 | $63.0M | 0.04% | +2,751+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 473,268 | $61.8M | 2.28% | −64,201−11.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 401,318 | $58.3M | 0.52% | +160,115+66.4% | Added |
| AQR Capital Management LLC | 447,137 | $57.8M | 0.08% | +195,295+77.5% | Added |
| Polar Capital Holdings Plc | 424,353 | $55.4M | 0.33% | +424,353 | New |
| UBS Group AG | 421,594 | $55.0M | 0.02% | −199,377−32.1% | Reduced |
| Rhumbline Advisers | 416,038 | $54.3M | 0.05% | +88,240+26.9% | Added |
| Amundi | 361,227 | $51.8M | 0.02% | −235,548−39.5% | Reduced |
| Smith Group Asset Management, LLC | 388,446 | $50.7M | 4.21% | +5,642+1.5% | Added |
| Steadview Capital Management LLC | 387,000 | $50.5M | 15.56% | +60,900+18.7% | Added |
| Victory Capital Management Inc | 374,892 | $48.9M | 0.05% | +117,186+45.5% | Added |
| Augustine Asset Management Inc | 345,304 | $45.1M | 15.74% | −27,195−7.3% | Reduced |
| Citigroup Inc | 335,255 | $43.8M | 0.04% | +63,246+23.3% | Added |
| Russell Investments Group, Ltd. | 333,164 | $43.5M | 0.06% | −49,255−12.9% | Reduced |
| MGB Wealth Management, LLC | 331,924 | $43.3M | 15.82% | −17,210−4.9% | Reduced |
| California State Teachers Retirement System | 323,724 | $42.3M | 0.05% | +27,578+9.3% | Added |
| Barclays PLC | 318,992 | $41.6M | 0.02% | +153,248+92.5% | Added |
| Scout Investments, Inc. | 279,672 | $41.1M | 1.08% | −155,534−35.7% | Reduced |
| Renaissance Group LLC | 308,085 | $40.2M | 1.66% | +308,085 | New |
| Andra AP-fonden | 305,700 | $39.9M | 0.59% | +305,700 | New |
| Kinetic Partners Management, LP | 279,254 | $36.5M | 2.53% | +279,254 | New |
| Braun Stacey Associates Inc | 277,501 | $36.2M | 1.38% | +11,121+4.2% | Added |
| Deutsche Bank AG | 277,046 | $36.2M | 0.01% | +34,075+14.0% | Added |
| Royal Bank of Canada | 267,940 | $35.0M | 0.01% | +40,752+17.9% | Added |
| Robeco Institutional Asset Management B.V. | 266,071 | $34.7M | 0.07% | +104,098+64.3% | Added |
| Bridgewater Associates, LP | 265,590 | $34.7M | 0.20% | +204,943+337.9% | Added |
| Neuberger Berman Group LLC | 256,304 | $33.5M | 0.03% | −153,595−37.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 252,278 | $32.9M | 0.08% | −699−0.3% | Reduced |
| Wells Fargo & Company | 250,824 | $32.7M | 0.01% | +136,673+119.7% | Added |
| 3G Capital Partners LP | 250,000 | $32.6M | 11.01% | +15,000+6.4% | Added |
| Discovery Capital Management, LLC | 243,200 | $31.7M | 3.87% | +12,700+5.5% | Added |
| Annex Advisory Services, LLC | 242,219 | $31.6M | 1.01% | +42,073+21.0% | Added |
| Korea Investment CORP | 241,637 | $31.5M | 0.07% | −80,673−25.0% | Reduced |
| Voloridge Investment Management, LLC | 236,624 | $30.9M | 0.11% | −356,968−60.1% | Reduced |