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, Q4 2024
Institutional positions in AppLovin Corp as of Dec 31, 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
- 993
- +305 vs. Q3 2024
- Shares held
- 204.0M
- +20.9M (+11.4%) vs. Q3 2024
- Total value
- $66.1B
- +$42.2B (+176.7%) vs. Q3 2024
- New holders
- 354
- 254 more added
- Sold out
- 49
- 362 more reduced
16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,283,183 | $6.57B | 0.13% | +5,868,980+40.7% | Added |
| Vanguard Group Inc | 16,617,139 | $5.38B | 0.09% | −6,642,661−28.6% | Reduced |
| FMR LLC | 13,851,122 | $4.49B | 0.27% | +5,957,885+75.5% | Added |
| GQG Partners LLC | 8,438,557 | $2.73B | 4.06% | −1,165,779−12.1% | Reduced |
| WCM Investment Management, LLC | 6,927,558 | $2.32B | 5.46% | −3,892,851−36.0% | Reduced |
| JPMorgan Chase & Co | 6,584,244 | $2.13B | 0.17% | +3,622,920+122.3% | Added |
| Boston Private Wealth LLC | 5,502,645 | $1.78B | 33.29% | +5,502,645 | New |
| State Street Corp | 5,393,922 | $1.75B | 0.07% | +5,899+0.1% | Added |
| Price T Rowe Associates Inc | 4,819,083 | $1.56B | 0.18% | −402,960−7.7% | Reduced |
| Geode Capital Management, LLC | 4,519,445 | $1.46B | 0.11% | +573,310+14.5% | Added |
| Baillie Gifford & Co | 4,084,496 | $1.32B | 1.02% | +4,010,520+5,421.4% | Added |
| Morgan Stanley | 3,387,089 | $1.10B | 0.08% | +1,021,615+43.2% | Added |
| Spruce House Investment Management LLC | 3,107,024 | $1.01B | 36.98% | −492,976−13.7% | Reduced |
| Invesco Ltd. | 3,018,990 | $977.6M | 0.18% | +1,222,074+68.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,893,148 | $936.9M | 0.75% | +2,373,885+457.2% | Added |
| Jericho Capital Asset Management L.P. | 2,793,759 | $904.7M | 12.92% | −538,033−16.1% | Reduced |
| Alliancebernstein L.P. | 2,725,101 | $882.5M | 0.30% | +1,797,027+193.6% | Added |
| Norges Bank | 2,557,323 | $828.1M | 0.11% | +274,906+12.0% | Added |
| Kensico Capital Management Corp | 2,551,000 | $826.1M | 18.87% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 2,530,729 | $819.5M | 3.91% | −1,008,738−28.5% | Reduced |
| Bank of America Corp | 2,460,915 | $796.9M | 0.07% | −2,158,947−46.7% | Reduced |
| Goldman Sachs Group Inc | 2,364,982 | $765.9M | 0.15% | −823,642−25.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,297,938 | $744.1M | 2.51% | +304,342+15.3% | Added |
| Janus Henderson Group PLC | 2,241,664 | $725.9M | 0.37% | −109,138−4.6% | Reduced |
| Whale Rock Capital Management LLC | 1,796,826 | $581.9M | 6.89% | −1,168,687−39.4% | Reduced |
| Dimensional Fund Advisors LP | 1,777,946 | $575.9M | 0.14% | +61,222+3.6% | Added |
| UBS Group AG | 1,662,242 | $538.3M | 0.12% | +1,240,648+294.3% | Added |
| Raymond James Financial Inc | 1,652,318 | $535.1M | 0.20% | +1,652,318 | New |
| Northern Trust Corp | 1,612,978 | $522.3M | 0.07% | +55,082+3.5% | Added |
| Millennium Management LLC | 1,519,381 | $492.0M | 0.43% | +808,973+113.9% | Added |
| D. E. Shaw & Co., Inc. | 1,441,117 | $466.7M | 0.51% | +801,734+125.4% | Added |
| Wellington Management Group LLP | 1,313,387 | $425.3M | 0.08% | +1,297,035+7,932.0% | Added |
| Legal & General Group Plc | 1,312,703 | $425.1M | 0.11% | +259,916+24.7% | Added |
| Capital World Investors | 1,301,517 | $421.5M | 0.06% | +1,301,517 | New |
| Jennison Associates LLC | 1,279,876 | $414.5M | 0.25% | +1,279,876 | New |
| Sapient Capital LLC | 1,188,446 | $384.9M | 7.35% | −364,134−23.5% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,085,113 | $351.4M | 2.61% | −1,284,753−54.2% | Reduced |
| Franklin Resources Inc | 1,084,957 | $351.3M | 0.10% | +87,961+8.8% | Added |
| First Trust Advisors LP | 1,045,288 | $338.5M | 0.30% | −152,971−12.8% | Reduced |
| Bank of New York Mellon Corp | 1,032,315 | $334.3M | 0.06% | +30,154+3.0% | Added |
| UBS Asset Management Americas Inc | 1,020,479 | $330.5M | 0.08% | +38,441+3.9% | Added |
| American Century Companies Inc | 996,779 | $322.8M | 0.19% | −3,499−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 965,178 | $312.6M | 0.06% | +14,238+1.5% | Added |
| Clearbridge Investments, LLC | 947,642 | $306.9M | 0.25% | +61,152+6.9% | Added |
| Royal Bank of Canada | 890,396 | $288.3M | 0.06% | +622,456+232.3% | Added |
| HRT Financial LP | 881,690 | $285.5M | 1.47% | +881,690 | New |
| Citadel Advisors LLC | 852,126 | $275.9M | 0.26% | +783,039+1,133.4% | Added |
| Sands Capital Management, LLC | 826,394 | $267.6M | 0.79% | +826,394 | New |
| 1832 Asset Management L.P. | 794,136 | $257.2M | 0.46% | −1,085,004−57.7% | Reduced |
| Nuveen Asset Management, LLC | 702,255 | $227.4M | 0.06% | −82,601−10.5% | Reduced |
| Voya Investment Management LLC | 694,264 | $224.8M | 0.23% | +154,954+28.7% | Added |
| Greenstone Partners & Co., LLC | 692,439 | $224.2M | 52.61% | −104,398−13.1% | Reduced |
| Panview Capital Ltd | 661,100 | $214.1M | 45.67% | +661,100 | New |
| Castle Hook Partners LP | 633,641 | $205.2M | 4.36% | +633,641 | New |
| Amundi | 603,766 | $198.8M | 0.07% | +242,539+67.1% | Added |
| Lord, Abbett & Co. LLC | 587,710 | $190.3M | 0.60% | −762,689−56.5% | Reduced |
| Swiss National Bank | 587,390 | $190.2M | 0.13% | −18,900−3.1% | Reduced |
| Envestnet Asset Management Inc | 579,497 | $187.7M | 0.06% | −128,779−18.2% | Reduced |
| Two Sigma Investments, LP | 576,524 | $186.7M | 0.43% | −890,321−60.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 544,301 | $176.3M | 0.12% | +45,767+9.2% | Added |
| Renaissance Technologies LLC | 522,400 | $169.2M | 0.25% | +328,200+169.0% | Added |
| Two Sigma Advisers, LP | 507,814 | $164.4M | 0.38% | −958,200−65.4% | Reduced |
| Susquehanna International Group, LLP | 505,664 | $163.7M | 0.24% | −281,264−35.7% | Reduced |
| Bridgewater Associates, LP | 492,860 | $159.6M | 0.73% | +227,270+85.6% | Added |
| Schroder Investment Management Group | 475,534 | $159.5M | 0.15% | −290,719−37.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 481,000 | $155.8M | 2.59% | +481,000 | New |
| Federated Hermes, Inc. | 472,407 | $153.0M | 0.34% | −451,711−48.9% | Reduced |
| Deutsche Bank AG | 455,496 | $147.5M | 0.06% | +178,450+64.4% | Added |
| Jane Street Group, LLC | 449,266 | $145.5M | 0.23% | +281,764+168.2% | Added |
| National Pension Service | 443,667 | $143.7M | 0.14% | −62,500−12.3% | Reduced |
| Rhumbline Advisers | 440,489 | $142.6M | 0.13% | +24,451+5.9% | Added |
| California Public Employees Retirement System | 438,586 | $142.0M | 0.09% | −44,035−9.1% | Reduced |
| Mane Global Capital Management LP | 437,073 | $141.5M | 6.47% | +437,073 | New |
| No Street GP LP | 430,000 | $139.2M | 9.40% | −305,000−41.5% | Reduced |
| Steadfast Capital Management LP | 422,442 | $136.8M | 2.90% | +422,442 | New |
| Neuberger Berman Group LLC | 410,545 | $132.9M | 0.11% | +154,241+60.2% | Added |
| Robertson Stephens Wealth Management, LLC | 410,435 | $132.9M | 4.73% | −62,833−13.3% | Reduced |
| Citigroup Inc | 408,391 | $132.2M | 0.13% | +73,136+21.8% | Added |
| Russell Investments Group, Ltd. | 407,390 | $131.9M | 0.18% | +74,226+22.3% | Added |
| O'Shaughnessy Asset Management, LLC | 406,405 | $131.6M | 1.12% | +5,087+1.3% | Added |
| Barclays PLC | 394,426 | $127.7M | 0.06% | +75,434+23.6% | Added |
| SEI Investments Co | 390,307 | $126.4M | 0.16% | −146,256−27.3% | Reduced |
| Frontier Capital Management Co LLC | 363,178 | $117.6M | 1.12% | +363,178 | New |
| Primecap Management Co | 348,100 | $112.7M | 0.09% | +348,100 | New |
| Westfield Capital Management Co LP | 347,908 | $112.7M | 0.49% | +347,908 | New |
| Victory Capital Management Inc | 340,709 | $110.3M | 0.11% | −34,183−9.1% | Reduced |
| ProShare Advisors LLC | 338,942 | $109.8M | 0.25% | +338,942 | New |
| California State Teachers Retirement System | 329,832 | $106.8M | 0.12% | +6,108+1.9% | Added |
| Balyasny Asset Management LLC | 327,845 | $106.2M | 0.25% | +317,563+3,088.5% | Added |
| Spyglass Capital Management LLC | 315,061 | $102.0M | 5.74% | −503,048−61.5% | Reduced |
| Augustine Asset Management Inc | 302,022 | $97.8M | 25.70% | −43,282−12.5% | Reduced |
| Wells Fargo & Company | 293,992 | $95.2M | 0.02% | +43,168+17.2% | Added |
| Polar Capital Holdings Plc | 287,039 | $93.0M | 0.52% | −137,314−32.4% | Reduced |
| Steadview Capital Management LLC | 283,550 | $91.8M | 19.00% | −103,450−26.7% | Reduced |
| AQR Capital Management LLC | 277,720 | $89.9M | 0.12% | −169,417−37.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 274,958 | $89.0M | 0.21% | +22,680+9.0% | Added |
| TimesSquare Capital Management, LLC | 273,276 | $88.5M | 1.29% | +273,276 | New |
| TD Asset Management Inc | 260,206 | $84.3M | 0.07% | +94,501+57.0% | Added |
| Ameriprise Financial Inc | 250,396 | $81.1M | 0.02% | −512,554−67.2% | Reduced |
| State Board of Administration of Florida Retirement System | 249,027 | $80.6M | 0.15% | +24,020+10.7% | Added |