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
- 992
- +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
- 253 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 293,992 | $95.2M | 0.02% | +43,168+17.2% | Added |
| Augustine Asset Management Inc | 302,022 | $97.8M | 25.70% | −43,282−12.5% | Reduced |
| Spyglass Capital Management LLC | 315,061 | $102.0M | 5.74% | −503,048−61.5% | Reduced |
| Balyasny Asset Management LLC | 327,845 | $106.2M | 0.25% | +317,563+3,088.5% | Added |
| California State Teachers Retirement System | 329,832 | $106.8M | 0.12% | +6,108+1.9% | Added |
| ProShare Advisors LLC | 338,942 | $109.8M | 0.25% | +338,942 | New |
| Victory Capital Management Inc | 340,709 | $110.3M | 0.11% | −34,183−9.1% | Reduced |
| Westfield Capital Management Co LP | 347,908 | $112.7M | 0.49% | +347,908 | New |
| Primecap Management Co | 348,100 | $112.7M | 0.09% | +348,100 | New |
| Frontier Capital Management Co LLC | 363,178 | $117.6M | 1.12% | +363,178 | New |
| SEI Investments Co | 390,307 | $126.4M | 0.16% | −146,256−27.3% | Reduced |
| Barclays PLC | 394,426 | $127.7M | 0.06% | +75,434+23.6% | Added |
| O'Shaughnessy Asset Management, LLC | 406,405 | $131.6M | 1.12% | +5,087+1.3% | Added |
| Russell Investments Group, Ltd. | 407,390 | $131.9M | 0.18% | +74,226+22.3% | Added |
| Citigroup Inc | 408,391 | $132.2M | 0.13% | +73,136+21.8% | Added |
| Robertson Stephens Wealth Management, LLC | 410,435 | $132.9M | 4.73% | −62,833−13.3% | Reduced |
| Neuberger Berman Group LLC | 410,545 | $132.9M | 0.11% | +154,241+60.2% | Added |
| Steadfast Capital Management LP | 422,442 | $136.8M | 2.90% | +422,442 | New |
| No Street GP LP | 430,000 | $139.2M | 9.40% | −305,000−41.5% | Reduced |
| Mane Global Capital Management LP | 437,073 | $141.5M | 6.47% | +437,073 | New |
| California Public Employees Retirement System | 438,586 | $142.0M | 0.09% | −44,035−9.1% | Reduced |
| Rhumbline Advisers | 440,489 | $142.6M | 0.13% | +24,451+5.9% | Added |
| National Pension Service | 443,667 | $143.7M | 0.14% | −62,500−12.3% | Reduced |
| Jane Street Group, LLC | 449,266 | $145.5M | 0.23% | +281,764+168.2% | Added |
| Deutsche Bank AG | 455,496 | $147.5M | 0.06% | +178,450+64.4% | Added |
| Federated Hermes, Inc. | 472,407 | $153.0M | 0.34% | −451,711−48.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 481,000 | $155.8M | 2.59% | +481,000 | New |
| Schroder Investment Management Group | 475,534 | $159.5M | 0.15% | −290,719−37.9% | Reduced |
| Bridgewater Associates, LP | 492,860 | $159.6M | 0.73% | +227,270+85.6% | Added |
| Susquehanna International Group, LLP | 505,664 | $163.7M | 0.24% | −281,264−35.7% | Reduced |
| Two Sigma Advisers, LP | 507,814 | $164.4M | 0.38% | −958,200−65.4% | Reduced |
| Renaissance Technologies LLC | 522,400 | $169.2M | 0.25% | +328,200+169.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 544,301 | $176.3M | 0.12% | +45,767+9.2% | Added |
| Two Sigma Investments, LP | 576,524 | $186.7M | 0.43% | −890,321−60.7% | Reduced |
| Envestnet Asset Management Inc | 579,497 | $187.7M | 0.06% | −128,779−18.2% | Reduced |
| Swiss National Bank | 587,390 | $190.2M | 0.13% | −18,900−3.1% | Reduced |
| Lord, Abbett & Co. LLC | 587,710 | $190.3M | 0.60% | −762,689−56.5% | Reduced |
| Amundi | 603,766 | $198.8M | 0.07% | +242,539+67.1% | Added |
| Castle Hook Partners LP | 633,641 | $205.2M | 4.36% | +633,641 | New |
| Panview Capital Ltd | 661,100 | $214.1M | 45.67% | +661,100 | New |
| Greenstone Partners & Co., LLC | 692,439 | $224.2M | 52.61% | −104,398−13.1% | Reduced |
| Voya Investment Management LLC | 694,264 | $224.8M | 0.23% | +154,954+28.7% | Added |
| Nuveen Asset Management, LLC | 702,255 | $227.4M | 0.06% | −82,601−10.5% | Reduced |
| 1832 Asset Management L.P. | 794,136 | $257.2M | 0.46% | −1,085,004−57.7% | Reduced |
| Sands Capital Management, LLC | 826,394 | $267.6M | 0.79% | +826,394 | New |
| Citadel Advisors LLC | 852,126 | $275.9M | 0.26% | +783,039+1,133.4% | Added |
| HRT Financial LP | 881,690 | $285.5M | 1.47% | +881,690 | New |
| Royal Bank of Canada | 890,396 | $288.3M | 0.06% | +622,456+232.3% | Added |
| Clearbridge Investments, LLC | 947,642 | $306.9M | 0.25% | +61,152+6.9% | Added |
| Charles Schwab Investment Management Inc | 965,178 | $312.6M | 0.06% | +14,238+1.5% | Added |
| American Century Companies Inc | 996,779 | $322.8M | 0.19% | −3,499−0.3% | Reduced |
| UBS Asset Management Americas Inc | 1,020,479 | $330.5M | 0.08% | +38,441+3.9% | Added |
| Bank of New York Mellon Corp | 1,032,315 | $334.3M | 0.06% | +30,154+3.0% | Added |
| First Trust Advisors LP | 1,045,288 | $338.5M | 0.30% | −152,971−12.8% | Reduced |
| Franklin Resources Inc | 1,084,957 | $351.3M | 0.10% | +87,961+8.8% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,085,113 | $351.4M | 2.61% | −1,284,753−54.2% | Reduced |
| Sapient Capital LLC | 1,188,446 | $384.9M | 7.35% | −364,134−23.5% | Reduced |
| Jennison Associates LLC | 1,279,876 | $414.5M | 0.25% | +1,279,876 | New |
| Capital World Investors | 1,301,517 | $421.5M | 0.06% | +1,301,517 | New |
| Legal & General Group Plc | 1,312,703 | $425.1M | 0.11% | +259,916+24.7% | Added |
| Wellington Management Group LLP | 1,313,387 | $425.3M | 0.08% | +1,297,035+7,932.0% | Added |
| D. E. Shaw & Co., Inc. | 1,441,117 | $466.7M | 0.51% | +801,734+125.4% | Added |
| Millennium Management LLC | 1,519,381 | $492.0M | 0.43% | +808,973+113.9% | Added |
| Northern Trust Corp | 1,612,978 | $522.3M | 0.07% | +55,082+3.5% | Added |
| Raymond James Financial Inc | 1,652,318 | $535.1M | 0.20% | +1,652,318 | New |
| UBS Group AG | 1,662,242 | $538.3M | 0.12% | +1,240,648+294.3% | Added |
| Dimensional Fund Advisors LP | 1,777,946 | $575.9M | 0.14% | +61,222+3.6% | Added |
| Whale Rock Capital Management LLC | 1,796,826 | $581.9M | 6.89% | −1,168,687−39.4% | Reduced |
| Janus Henderson Group PLC | 2,241,664 | $725.9M | 0.37% | −109,138−4.6% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,297,938 | $744.1M | 2.51% | +304,342+15.3% | Added |
| Goldman Sachs Group Inc | 2,364,982 | $765.9M | 0.15% | −823,642−25.8% | Reduced |
| Bank of America Corp | 2,460,915 | $796.9M | 0.07% | −2,158,947−46.7% | Reduced |
| Fred Alger Management, LLC | 2,530,729 | $819.5M | 3.91% | −1,008,738−28.5% | Reduced |
| Kensico Capital Management Corp | 2,551,000 | $826.1M | 18.87% | 00.0% | Unchanged |
| Norges Bank | 2,557,323 | $828.1M | 0.11% | +274,906+12.0% | Added |
| Alliancebernstein L.P. | 2,725,101 | $882.5M | 0.30% | +1,797,027+193.6% | Added |
| Jericho Capital Asset Management L.P. | 2,793,759 | $904.7M | 12.92% | −538,033−16.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,893,148 | $936.9M | 0.75% | +2,373,885+457.2% | Added |
| Invesco Ltd. | 3,018,990 | $977.6M | 0.18% | +1,222,074+68.0% | Added |
| Spruce House Investment Management LLC | 3,107,024 | $1.01B | 36.98% | −492,976−13.7% | Reduced |
| Morgan Stanley | 3,387,089 | $1.10B | 0.08% | +1,021,615+43.2% | Added |
| Baillie Gifford & Co | 4,084,496 | $1.32B | 1.02% | +4,010,520+5,421.4% | Added |
| Geode Capital Management, LLC | 4,519,445 | $1.46B | 0.11% | +573,310+14.5% | Added |
| Price T Rowe Associates Inc | 4,819,083 | $1.56B | 0.18% | −402,960−7.7% | Reduced |
| State Street Corp | 5,393,922 | $1.75B | 0.07% | +5,899+0.1% | Added |
| Boston Private Wealth LLC | 5,502,645 | $1.78B | 33.29% | +5,502,645 | New |
| JPMorgan Chase & Co | 6,584,244 | $2.13B | 0.17% | +3,622,920+122.3% | Added |
| WCM Investment Management, LLC | 6,927,558 | $2.32B | 5.46% | −3,892,851−36.0% | Reduced |
| GQG Partners LLC | 8,438,557 | $2.73B | 4.06% | −1,165,779−12.1% | Reduced |
| FMR LLC | 13,851,122 | $4.49B | 0.27% | +5,957,885+75.5% | Added |
| Vanguard Group Inc | 16,617,139 | $5.38B | 0.09% | −6,642,661−28.6% | Reduced |
| BlackRock, Inc. | 20,283,183 | $6.57B | 0.13% | +5,868,980+40.7% | Added |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 0 | $0 | 0.00% | −698,796−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −661,680−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −628,094−100.0% | Sold out |
| NetEase, Inc. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −236,624−100.0% | Sold out |
| Kohlberg Kravis Roberts & Co. L.P. | 0 | $0 | 0.00% | −136,794−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |