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 |
|---|---|---|---|---|---|
| Mariner, LLC | 210,735 | $27.5M | 0.05% | −227−0.1% | Reduced |
| Natixis Advisors, L.P. | 223,856 | $29.2M | 0.06% | +38,718+20.9% | Added |
| State Board of Administration of Florida Retirement System | 225,007 | $29.4M | 0.06% | +6,000+2.7% | Added |
| Ibex Wealth Advisors | 128,949 | $30.0M | 9.66% | +89,047+223.2% | Added |
| Voloridge Investment Management, LLC | 236,624 | $30.9M | 0.11% | −356,968−60.1% | Reduced |
| Korea Investment CORP | 241,637 | $31.5M | 0.07% | −80,673−25.0% | Reduced |
| Annex Advisory Services, LLC | 242,219 | $31.6M | 1.01% | +42,073+21.0% | Added |
| Discovery Capital Management, LLC | 243,200 | $31.7M | 3.87% | +12,700+5.5% | Added |
| 3G Capital Partners LP | 250,000 | $32.6M | 11.01% | +15,000+6.4% | Added |
| Wells Fargo & Company | 250,824 | $32.7M | 0.01% | +136,673+119.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 252,278 | $32.9M | 0.08% | −699−0.3% | Reduced |
| Neuberger Berman Group LLC | 256,304 | $33.5M | 0.03% | −153,595−37.5% | Reduced |
| Bridgewater Associates, LP | 265,590 | $34.7M | 0.20% | +204,943+337.9% | Added |
| Robeco Institutional Asset Management B.V. | 266,071 | $34.7M | 0.07% | +104,098+64.3% | Added |
| Royal Bank of Canada | 267,940 | $35.0M | 0.01% | +40,752+17.9% | Added |
| Deutsche Bank AG | 277,046 | $36.2M | 0.01% | +34,075+14.0% | Added |
| Braun Stacey Associates Inc | 277,501 | $36.2M | 1.38% | +11,121+4.2% | Added |
| Kinetic Partners Management, LP | 279,254 | $36.5M | 2.53% | +279,254 | New |
| Andra AP-fonden | 305,700 | $39.9M | 0.59% | +305,700 | New |
| Renaissance Group LLC | 308,085 | $40.2M | 1.66% | +308,085 | New |
| Scout Investments, Inc. | 279,672 | $41.1M | 1.08% | −155,534−35.7% | Reduced |
| Barclays PLC | 318,992 | $41.6M | 0.02% | +153,248+92.5% | Added |
| California State Teachers Retirement System | 323,724 | $42.3M | 0.05% | +27,578+9.3% | Added |
| MGB Wealth Management, LLC | 331,924 | $43.3M | 15.82% | −17,210−4.9% | Reduced |
| Russell Investments Group, Ltd. | 333,164 | $43.5M | 0.06% | −49,255−12.9% | Reduced |
| Citigroup Inc | 335,255 | $43.8M | 0.04% | +63,246+23.3% | Added |
| Augustine Asset Management Inc | 345,304 | $45.1M | 15.74% | −27,195−7.3% | Reduced |
| Victory Capital Management Inc | 374,892 | $48.9M | 0.05% | +117,186+45.5% | Added |
| Steadview Capital Management LLC | 387,000 | $50.5M | 15.56% | +60,900+18.7% | Added |
| Smith Group Asset Management, LLC | 388,446 | $50.7M | 4.21% | +5,642+1.5% | Added |
| Amundi | 361,227 | $51.8M | 0.02% | −235,548−39.5% | Reduced |
| Rhumbline Advisers | 416,038 | $54.3M | 0.05% | +88,240+26.9% | Added |
| UBS Group AG | 421,594 | $55.0M | 0.02% | −199,377−32.1% | Reduced |
| Polar Capital Holdings Plc | 424,353 | $55.4M | 0.33% | +424,353 | New |
| AQR Capital Management LLC | 447,137 | $57.8M | 0.08% | +195,295+77.5% | Added |
| O'Shaughnessy Asset Management, LLC | 401,318 | $58.3M | 0.52% | +160,115+66.4% | Added |
| Robertson Stephens Wealth Management, LLC | 473,268 | $61.8M | 2.28% | −64,201−11.9% | Reduced |
| California Public Employees Retirement System | 482,621 | $63.0M | 0.04% | +2,751+0.6% | Added |
| Caisse de Depot Et Placement du Quebec | 487,376 | $63.6M | 0.13% | +14,274+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 498,534 | $65.1M | 0.05% | +134,645+37.0% | Added |
| NetEase, Inc. | 500,000 | $65.3M | 84.44% | −1,443,257−74.3% | Reduced |
| Van Eck Associates Corp | 412,431 | $65.7M | 0.08% | −50,504−10.9% | Reduced |
| National Pension Service | 506,167 | $66.1M | 0.06% | +158,267+45.5% | Added |
| Arrowstreet Capital, Limited Partnership | 519,263 | $67.8M | 0.06% | +195,101+60.2% | Added |
| SEI Investments Co | 536,563 | $70.0M | 0.09% | +20,898+4.1% | Added |
| Voya Investment Management LLC | 539,310 | $70.4M | 0.07% | +409,099+314.2% | Added |
| Keenan Capital, LLC | 562,290 | $73.4M | 16.25% | −196,000−25.8% | Reduced |
| Swiss National Bank | 606,290 | $79.2M | 0.05% | +74,200+13.9% | Added |
| Qube Research & Technologies Ltd | 628,094 | $82.0M | 0.15% | −619,587−49.7% | Reduced |
| D. E. Shaw & Co., Inc. | 639,383 | $83.5M | 0.11% | +592,835+1,273.6% | Added |
| Perpetual Ltd | 661,680 | $86.4M | 0.94% | −89,871−12.0% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 698,796 | $91.2M | 9.83% | +698,796 | New |
| Envestnet Asset Management Inc | 708,276 | $92.5M | 0.03% | +158,823+28.9% | Added |
| Millennium Management LLC | 710,408 | $92.7M | 0.08% | +213,096+42.8% | Added |
| KBC Group NV | 728,016 | $95.0M | 0.29% | +189,313+35.1% | Added |
| No Street GP LP | 735,000 | $96.0M | 7.40% | −115,000−13.5% | Reduced |
| Schroder Investment Management Group | 766,253 | $97.9M | 0.10% | +29,337+4.0% | Added |
| Ameriprise Financial Inc | 762,950 | $99.6M | 0.03% | +271,272+55.2% | Added |
| Nuveen Asset Management, LLC | 784,856 | $102.5M | 0.03% | +18,517+2.4% | Added |
| Susquehanna International Group, LLP | 786,928 | $102.7M | 0.17% | +563,655+252.5% | Added |
| Greenstone Partners & Co., LLC | 796,837 | $104.0M | 36.30% | 00.0% | Unchanged |
| Spyglass Capital Management LLC | 818,109 | $106.8M | 7.01% | −230,130−22.0% | Reduced |
| Clearbridge Investments, LLC | 886,490 | $115.7M | 0.09% | −6,854−0.8% | Reduced |
| Federated Hermes, Inc. | 924,118 | $120.6M | 0.26% | +130,232+16.4% | Added |
| Alliancebernstein L.P. | 928,074 | $121.2M | 0.04% | +812,981+706.4% | Added |
| Charles Schwab Investment Management Inc | 950,940 | $124.1M | 0.02% | −374,972−28.3% | Reduced |
| UBS Asset Management Americas Inc | 982,038 | $128.2M | 0.03% | +237,146+31.8% | Added |
| American Century Companies Inc | 1,000,278 | $130.6M | 0.08% | +767,900+330.5% | Added |
| Bank of New York Mellon Corp | 1,002,161 | $130.8M | 0.02% | +38,093+4.0% | Added |
| Raymond James & Associates | 1,038,139 | $135.5M | 0.08% | −45,727−4.2% | Reduced |
| Legal & General Group Plc | 1,052,787 | $137.4M | 0.04% | +560,185+113.7% | Added |
| Franklin Resources Inc | 996,996 | $144.9M | 0.04% | +269,134+37.0% | Added |
| Eagle Asset Management Inc | 523,149 | $151.7M | 0.77% | +500,407+2,200.4% | Added |
| First Trust Advisors LP | 1,198,259 | $156.4M | 0.15% | −129,022−9.7% | Reduced |
| Panview Asian Equity Master Fund | 1,224,000 | $159.8M | 37.19% | −251,000−17.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,350,399 | $176.3M | 0.56% | −146,286−9.8% | Reduced |
| Two Sigma Advisers, LP | 1,466,014 | $191.4M | 0.45% | −1,887,400−56.3% | Reduced |
| Two Sigma Investments, LP | 1,466,845 | $191.5M | 0.43% | −1,061,833−42.0% | Reduced |
| Sapient Capital LLC | 1,552,580 | $202.7M | 4.07% | −1,387,654−47.2% | Reduced |
| Northern Trust Corp | 1,557,896 | $203.4M | 0.03% | +294,970+23.4% | Added |
| Dimensional Fund Advisors LP | 1,716,724 | $224.1M | 0.05% | +222,208+14.9% | Added |
| Invesco Ltd. | 1,796,916 | $234.6M | 0.05% | +822,411+84.4% | Added |
| 1832 Asset Management L.P. | 1,879,140 | $245.3M | 0.41% | +382,840+25.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,993,596 | $260.3M | 0.97% | −294,807−12.9% | Reduced |
| Norges Bank | 2,282,417 | $298.0M | 0.04% | −87,891−3.7% | Reduced |
| Janus Henderson Group PLC | 2,350,802 | $306.9M | 0.16% | +560,560+31.3% | Added |
| Morgan Stanley | 2,365,474 | $308.8M | 0.02% | −99,163−4.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,369,866 | $309.4M | 2.31% | −3,332,572−58.4% | Reduced |
| Kensico Capital Management Corp | 2,551,000 | $333.0M | 8.85% | +449,200+21.4% | Added |
| JPMorgan Chase & Co | 2,961,324 | $386.6M | 0.03% | +1,704,039+135.5% | Added |
| Whale Rock Capital Management LLC | 2,965,513 | $387.1M | 5.43% | −244,839−7.6% | Reduced |
| Goldman Sachs Group Inc | 3,188,624 | $416.3M | 0.08% | +1,522,447+91.4% | Added |
| Jericho Capital Asset Management L.P. | 3,331,792 | $435.0M | 10.49% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 3,539,467 | $462.1M | 2.24% | +46,854+1.3% | Added |
| Spruce House Investment Management LLC | 3,600,000 | $470.0M | 23.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,946,135 | $514.4M | 0.04% | +449,241+12.8% | Added |
| Bank of America Corp | 4,619,862 | $603.1M | 0.05% | +579,433+14.3% | Added |
| Price T Rowe Associates Inc | 5,222,043 | $681.7M | 0.08% | +3,961,109+314.1% | Added |
| State Street Corp | 5,388,023 | $703.4M | 0.03% | +428,419+8.6% | Added |
| FMR LLC | 7,893,237 | $1.03B | 0.06% | +6,801,138+622.8% | Added |