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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, 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.

Institutional holdersQ3 2024: 704 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 heldQ3 2024: $24.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q2 2024.

Institutions holding APP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ibex Wealth Advisors128,949$30.0M9.66%+89,047+223.2%Added
State Board of Administration of Florida Retirement System225,007$29.4M0.06%+6,000+2.7%Added
Natixis Advisors, L.P.223,856$29.2M0.06%+38,718+20.9%Added
Mariner, LLC210,735$27.5M0.05%−227−0.1%Reduced
Allspring Global Investments Holdings, LLC203,305$26.5M0.04%−80,474−28.4%Reduced
Renaissance Technologies LLC194,200$25.4M0.04%−173,100−47.1%Reduced
LPL Financial LLC192,776$25.2M0.01%+99,264+106.2%Added
Captrust Financial Advisors183,211$23.9M0.07%+9,791+5.6%Added
Polar Asset Management Partners Inc.174,400$22.8M0.54%+99,713+133.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.173,535$22.7M0.02%+21,554+14.2%Added
Danske Bank A/S170,674$22.3M0.07%+40,400+31.0%Added
Jane Street Group, LLC167,502$21.9M0.04%−504,565−75.1%Reduced
Blair William & Co166,210$21.7M0.06%+2,505+1.5%Added
Principal Financial Group Inc163,719$21.4M0.01%−15,395−8.6%Reduced
Gotham Asset Management, LLC163,015$21.3M0.22%−49,878−23.4%Reduced
Massachusetts Financial Services Co163,003$21.3M0.01%−23,392−12.5%Reduced
TD Asset Management Inc165,705$21.2M0.02%+151,970+1,106.4%Added
Comerica Bank158,819$20.7M0.08%−9,081−5.4%Reduced
State of Wisconsin Investment Board154,740$20.2M0.05%+4,503+3.0%Added
Blue Grotto Capital, LLC150,000$19.6M3.64%−101,752−40.4%Reduced
New York State Common Retirement Fund147,835$19.3M0.03%−23,974−14.0%Reduced
Picton Mahoney Asset Management138,624$18.1M0.70%+8,545+6.6%Added
Kohlberg Kravis Roberts & Co. L.P.136,794$17.9M0.24%00.0%Unchanged
Ci Investments Inc.135,253$17.7M0.07%−140,878−51.0%Reduced
Cresset Asset Management, LLC134,992$17.6M0.07%−3,782−2.7%Reduced
Treasurer of the State of North Carolina133,898$17.5M0.07%+8,120+6.5%Added
Broad Bay Capital Management, LP133,650$17.4M2.40%−57,050−29.9%Reduced
Bank of Montreal133,279$17.0M0.01%+115,400+645.4%Added
Walleye Capital LLC130,001$17.0M0.18%+130,001New
RBF Capital, LLC129,955$17.0M0.87%00.0%Unchanged
Metavasi Capital LP129,721$16.9M8.89%−24,500−15.9%Reduced
Man Group plc129,531$16.9M0.05%+67,111+107.5%Added
DekaBank Deutsche Girozentrale130,549$16.8M0.03%−35,272−21.3%Reduced
Seven Grand Managers, LLC125,000$16.3M3.64%−75,000−37.5%Reduced
Stifel Financial Corp117,501$15.3M0.02%+6,188+5.6%Added
Pinebridge Investments, L.P.117,190$15.3M0.12%+418+0.4%Added
FORA Capital, LLC115,380$15.1M1.77%+41,461+56.1%Added
MAI Capital Management115,173$15.0M0.14%+2,419+2.1%Added
Hiddenite Capital Partners LP115,000$15.0M15.46%−30,000−20.7%Reduced
Logan Capital Management Inc112,967$14.7M0.61%−65−0.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S111,169$14.5M0.25%+3,327+3.1%Added
Zacks Investment Management106,121$13.9M0.12%+81,331+328.1%Added
Achmea Investment Management B.V.106,113$13.9M0.23%+36,952+53.4%Added
Wealth Enhancement Advisory Services, LLC103,132$13.5M0.03%+55,300+115.6%Added
Davidson Kempner Capital Management LP100,000$13.1M0.28%−25,000−20.0%Reduced
Royal London Asset Management Ltd99,976$13.1M0.03%+99,976New
Storebrand Asset Management AS97,634$12.7M0.04%+30,133+44.6%Added
Illinois Municipal Retirement Fund96,526$12.6M0.18%−10,131−9.5%Reduced
Swedbank AB96,455$12.6M0.02%+19,100+24.7%Added
Creative Planning144,883$12.5M0.01%+53,628+58.8%Added
Public Employees Retirement System of Ohio95,706$12.5M0.05%−20,830−17.9%Reduced
Hampton Road Capital Management LP95,000$12.4M2.12%+95,000New
Eos Management, L.P.93,232$12.2M4.26%−21,454−18.7%Reduced
Forsta Ap-Fonden92,000$12.0M0.09%+46,000+100.0%Added
Empowered Funds, LLC89,635$11.7M0.18%+71,514+394.6%Added
Nomura Asset Management Co Ltd87,475$11.4M0.04%+9,530+12.2%Added
Nordea Investment Management AB87,691$11.4M0.01%+9,610+12.3%Added
Moore Capital Management, LP85,658$11.2M0.32%−64,242−42.9%Reduced
Employees Retirement System of Texas85,612$11.2M0.10%−32,977−27.8%Reduced
Vinva Investment Management Ltd85,251$10.9M0.47%+13,465+18.8%Added
Ensign Peak Advisors, Inc82,389$10.8M0.02%+11,450+16.1%Added
Contrarius Investment Management Ltd81,756$10.7M0.61%−80,778−49.7%Reduced
Daiwa Securities Group Inc.81,306$10.6M0.05%−29,309−26.5%Reduced
Aviva PLC81,121$10.6M0.03%+11,706+16.9%Added
Advisor Group Holdings, Inc.81,003$10.6M0.02%+6,439+8.6%Added
HSBC Holdings PLC80,080$10.5M0.01%+37,855+89.7%Added
Pictet Asset Management Holding SA76,437$9.98M0.01%+9,866+14.8%Added
STRS Ohio76,326$9.96M0.04%+67,459+760.8%Added
Brighton Jones LLC75,578$9.87M0.37%−120,053−61.4%Reduced
State of New Jersey Common Pension Fund D75,194$9.82M0.04%+7,503+11.1%Added
Baillie Gifford & Co73,976$9.66M0.01%+73,976New
Jacobson & Schmitt Advisors, LLC73,838$9.64M1.98%+73,838New
Alta Park Capital, LP72,942$9.52M1.33%+72,942New
L2 Asset Management, LLC72,097$9.41M2.56%+13,727+23.5%Added
Lazard Asset Management LLC71,487$9.33M0.01%−172,920−70.8%Reduced
Asset Management One Co.,Ltd.70,698$9.23M0.03%+8,119+13.0%Added
Tiaa Trust, National Association70,380$9.19M0.03%+70,380New
Citadel Advisors LLC69,087$9.02M0.01%−743,912−91.5%Reduced
Skandinaviska Enskilda Banken AB (publ)68,793$8.98M0.04%+31,974+86.8%Added
Marsico Capital Management LLC68,656$8.96M0.25%+8,079+13.3%Added
MML Investors Services, LLC67,606$8.83M0.03%+8,949+15.3%Added
Castellan Group, LLC67,396$8.80M3.71%+67,396New
Pacer Advisors, Inc.62,933$8.22M0.02%−25,828−29.1%Reduced
CIBC World Markets Inc.62,117$8.11M0.02%+20,807+50.4%Added
Mn Services Vermogensbeheer B.V.61,100$7.98M0.06%−1,500−2.4%Reduced
Resona Asset Management Co.,Ltd.59,673$7.77M0.05%+5,139+9.4%Added
FIL Ltd58,570$7.65M0.01%+1,913+3.4%Added
Arizona State Retirement System58,523$7.64M0.05%+9,155+18.5%Added
Bridgeway Capital Management, LLC58,300$7.61M0.16%−60,400−50.9%Reduced
Allianz Asset Management GmbH58,022$7.57M0.01%−1,363−2.3%Reduced
Mediolanum International Funds Ltd56,156$7.16M0.10%+18,686+49.9%Added
Smithbridge Asset Management Inc54,276$7.09M1.22%+54,276New
US Bancorp53,986$7.05M0.01%+3,771+7.5%Added
Janney Montgomery Scott LLC52,214$6.82M0.02%+1,084+2.1%Added
Verition Fund Management LLC52,067$6.80M0.05%−17,044−24.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund50,900$6.64M0.07%+50,900New
Harel Insurance Investments & Financial Services Ltd.50,654$6.61M0.11%−15,676−23.6%Reduced
Ardmore Road Asset Management LP50,000$6.53M0.84%−150,000−75.0%Reduced
Standard Life Aberdeen plc49,691$6.49M0.01%+44,071+784.2%Added
Omers Administration Corp48,275$6.30M0.06%−18,800−28.0%Reduced