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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 27,601 | $8.94M | 0.55% | +997+3.7% | Added |
| Squarepoint Ops LLC | 27,668 | $8.96M | 0.02% | +423+1.6% | Added |
| CenterBook Partners LP | 27,877 | $9.03M | 0.54% | +27,877 | New |
| Panagora Asset Management Inc | 27,971 | $9.06M | 0.04% | +27,971 | New |
| Honeycomb Asset Management LP | 28,500 | $9.23M | 3.44% | +28,500 | New |
| La Banque Postale Asset Management SA | 28,671 | $9.28M | 0.13% | −2,728−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 28,848 | $9.34M | 0.19% | +17,410+152.2% | Added |
| Dakota Wealth Management | 28,864 | $9.35M | 0.22% | −17,657−38.0% | Reduced |
| Castellan Group, LLC | 28,969 | $9.38M | 4.06% | −38,427−57.0% | Reduced |
| JustInvest LLC | 28,994 | $9.39M | 0.14% | +1,982+7.3% | Added |
| TD Waterhouse Canada Inc. | 29,013 | $9.40M | 0.08% | +17,922+161.6% | Added |
| China Universal Asset Management Co., Ltd. | 29,361 | $9.51M | 0.89% | +10,361+54.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 29,785 | $9.65M | 0.03% | −12,452−29.5% | Reduced |
| Sterling Capital Management LLC | 29,974 | $9.71M | 0.13% | +25,200+527.9% | Added |
| Silvant Capital Management LLC | 30,368 | $9.83M | 0.41% | −8,211−21.3% | Reduced |
| Quantinno Capital Management LP | 30,383 | $9.84M | 0.10% | +23,971+373.8% | Added |
| Mackenzie Financial Corp | 30,499 | $9.88M | 0.01% | +21,419+235.9% | Added |
| Toronto Dominion Bank | 30,705 | $9.94M | 0.02% | +5,531+22.0% | Added |
| Horizon Investment Services, LLC | 30,886 | $10.0M | 4.25% | −1,356−4.2% | Reduced |
| Wealth High Governance Capital Ltda | 31,000 | $10.0M | 3.60% | +31,000 | New |
| Pitcairn Co | 31,110 | $10.1M | 0.59% | +2,473+8.6% | Added |
| Empowered Funds, LLC | 31,131 | $10.1M | 0.15% | −58,504−65.3% | Reduced |
| California First Leasing Corp | 31,937 | $10.3M | 4.26% | −2,200−6.4% | Reduced |
| HighTower Advisors, LLC | 32,153 | $10.4M | 0.01% | −9,700−23.2% | Reduced |
| Estate Counselors, LLC | 32,167 | $10.4M | 1.11% | −318−1.0% | Reduced |
| Soros Capital Management LLC | 33,100 | $10.7M | 1.68% | +33,100 | New |
| Truist Financial Corp | 33,608 | $10.9M | 0.02% | −5,066−13.1% | Reduced |
| Cunning Capital Partners, LP | 33,690 | $10.9M | 6.73% | −4,145−11.0% | Reduced |
| Harvest Fund Management Co., Ltd | 34,412 | $11.0M | 0.51% | +17,392+102.2% | Added |
| Cetera Investment Advisers | 33,966 | $11.0M | 0.02% | −4,403−11.5% | Reduced |
| Varma Mutual Pension Insurance Co | 34,200 | $11.1M | 0.08% | +34,200 | New |
| Thoroughbred Financial Services, LLC | 34,708 | $11.2M | 0.69% | −1,255−3.5% | Reduced |
| Berkshire Capital Holdings Inc | 35,590 | $11.5M | 4.16% | +35,580+355,800.0% | Added |
| Vinva Investment Management Ltd | 34,509 | $11.6M | 0.45% | −50,742−59.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 35,800 | $11.6M | 2.86% | +35,800 | New |
| Perigon Wealth Management, LLC | 34,996 | $11.6M | 0.29% | −2,465−6.6% | Reduced |
| DnB Asset Management AS | 36,052 | $11.7M | 0.05% | +1,681+4.9% | Added |
| iA Global Asset Management Inc. | 36,437 | $11.8M | 0.21% | +28,366+351.5% | Added |
| Cozad Asset Management Inc | 37,096 | $12.0M | 1.12% | +28,706+342.1% | Added |
| M&T Bank Corp | 37,368 | $12.1M | 0.04% | +569+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 35,241 | $12.1M | 0.04% | +35,241 | New |
| Rafferty Asset Management, LLC | 37,689 | $12.2M | 0.04% | +37,689 | New |
| FORA Capital, LLC | 37,718 | $12.2M | 1.40% | −77,662−67.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $12.4M | 0.12% | +38,211 | New |
| USS Investment Management Ltd | 38,895 | $12.6M | 0.09% | +38,895 | New |
| IFM Investors Pty Ltd | 39,122 | $12.7M | 0.13% | −1,317−3.3% | Reduced |
| Jain Global LLC | 39,171 | $12.7M | 0.38% | +39,171 | New |
| Janney Montgomery Scott LLC | 39,464 | $12.8M | 0.04% | −12,750−24.4% | Reduced |
| Ieq Capital, LLC | 39,562 | $12.8M | 0.12% | −7,718−16.3% | Reduced |
| EPIQ Capital Group, LLC | 39,564 | $12.8M | 3.34% | −3,718−8.6% | Reduced |
| Brevan Howard Capital Management LP | 39,601 | $12.8M | 0.32% | +39,601 | New |
| Standard Life Aberdeen plc | 39,725 | $12.9M | 0.02% | −9,966−20.1% | Reduced |
| British Columbia Investment Management Corp | 39,818 | $12.9M | 0.08% | +5,734+16.8% | Added |
| Blue Grotto Capital, LLC | 40,000 | $13.0M | 2.37% | −110,000−73.3% | Reduced |
| Los Angeles Capital Management LLC | 40,362 | $13.1M | 0.05% | +20,543+103.7% | Added |
| Discovery Capital Management, LLC | 40,740 | $13.2M | 0.90% | −202,460−83.2% | Reduced |
| ExodusPoint Capital Management, LP | 41,179 | $13.3M | 0.14% | +41,179 | New |
| CAPROCK Group, Inc. | 42,146 | $13.6M | 0.45% | +12,500+42.2% | Added |
| Bessemer Group Inc | 42,217 | $13.7M | 0.02% | −1,970−4.5% | Reduced |
| Ibex Wealth Advisors | 42,263 | $13.7M | 1.61% | −86,686−67.2% | Reduced |
| Twinbeech Capital LP | 43,236 | $14.0M | 0.24% | +43,236 | New |
| US Bancorp | 43,870 | $14.2M | 0.02% | −10,116−18.7% | Reduced |
| Maestria Partners LLC | 43,943 | $14.2M | 5.64% | +43,943 | New |
| Utah Retirement Systems | 44,100 | $14.3M | 0.16% | +30,000+212.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,609 | $14.4M | 0.04% | −48−0.1% | Reduced |
| Brighton Jones LLC | 44,889 | $14.5M | 0.42% | −30,689−40.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,016 | $14.6M | 0.15% | +838+1.9% | Added |
| Shelton Capital Management | 46,237 | $15.0M | 0.37% | +28,637+162.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,100 | $15.3M | 0.15% | −3,800−7.5% | Reduced |
| Illinois Municipal Retirement Fund | 47,145 | $15.3M | 0.22% | −49,381−51.2% | Reduced |
| Nishkama Capital, LLC | 47,191 | $15.3M | 2.50% | +47,191 | New |
| Xponance, Inc. | 47,224 | $15.3M | 0.14% | +3,205+7.3% | Added |
| National Bank of Canada | 47,350 | $15.3M | 0.02% | +46,347+4,620.8% | Added |
| Investment House LLC | 47,405 | $15.4M | 0.84% | −510−1.1% | Reduced |
| Mediolanum International Funds Ltd | 46,504 | $15.6M | 0.20% | −9,652−17.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 50,309 | $16.3M | 3.15% | −23,529−31.9% | Reduced |
| Eos Management, L.P. | 50,713 | $16.4M | 6.92% | −42,519−45.6% | Reduced |
| Colony Group, LLC | 54,364 | $17.6M | 0.05% | +7,719+16.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 54,977 | $17.8M | 0.02% | +54,977 | New |
| Metavasi Capital LP | 55,721 | $18.0M | 9.54% | −74,000−57.0% | Reduced |
| TrimTabs Asset Management, LLC | 55,897 | $18.1M | 2.38% | +17,732+46.5% | Added |
| Lazard Asset Management LLC | 56,855 | $18.4M | 0.03% | −14,632−20.5% | Reduced |
| Nissay Asset Management Corp | 55,663 | $18.7M | 0.11% | +30,950+125.2% | Added |
| Achmea Investment Management B.V. | 57,816 | $18.7M | 0.31% | −48,297−45.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 55,972 | $18.8M | 0.08% | −12,821−18.6% | Reduced |
| Engineers Gate Manager LP | 58,042 | $18.8M | 0.33% | +40,676+234.2% | Added |
| GF Fund Management Co. Ltd. | 58,400 | $18.9M | 0.41% | +58,400 | New |
| Resona Asset Management Co.,Ltd. | 58,422 | $19.0M | 0.11% | −1,251−2.1% | Reduced |
| Principal Financial Group Inc | 59,106 | $19.1M | 0.01% | −104,613−63.9% | Reduced |
| Picton Mahoney Asset Management | 59,862 | $19.4M | 0.74% | −78,762−56.8% | Reduced |
| Arizona State Retirement System | 60,358 | $19.5M | 0.12% | +1,835+3.1% | Added |
| Teacher Retirement System of Texas | 60,393 | $19.6M | 0.07% | +60,393 | New |
| Nomura Holdings Inc | 61,067 | $19.8M | 0.10% | +34,793+132.4% | Added |
| Holocene Advisors, LP | 61,546 | $19.9M | 0.06% | +61,546 | New |
| CIBC Asset Management Inc | 61,618 | $20.0M | 0.07% | +53,841+692.3% | Added |
| Mn Services Vermogensbeheer B.V. | 62,100 | $20.1M | 0.14% | +1,000+1.6% | Added |
| Mercer Global Advisors Inc | 62,397 | $20.2M | 0.05% | +17,746+39.7% | Added |
| Advisor Group Holdings, Inc. | 65,161 | $20.6M | 0.05% | −15,842−19.6% | Reduced |
| MML Investors Services, LLC | 63,846 | $20.7M | 0.07% | −3,760−5.6% | Reduced |
| Newbrook Capital Advisors LP | 67,279 | $21.8M | 2.79% | +67,279 | New |