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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, 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.

Institutional holdersQ4 2024: 993 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 heldQ4 2024: $66.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q3 2024.

Institutions holding APP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lansforsakringar Fondforvaltning AB (publ)67,331$21.8M0.12%+67,331New
Nomura Asset Management Co Ltd67,369$21.8M0.07%−20,106−23.0%Reduced
Intech Investment Management LLC67,945$22.0M0.21%+46,020+209.9%Added
Pacer Advisors, Inc.68,133$22.1M0.05%+5,200+8.3%Added
Employees Retirement System of Texas68,760$22.3M0.19%−16,852−19.7%Reduced
Roberts Foundation68,941$22.3M10.69%+68,941New
Forsta Ap-Fonden70,500$22.8M0.16%−21,500−23.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S70,675$22.9M0.24%−40,494−36.4%Reduced
Aviva PLC71,118$23.0M0.06%−10,003−12.3%Reduced
Broad Bay Capital Management, LP72,210$23.4M3.78%−61,440−46.0%Reduced
QRG Capital Management, Inc.72,959$23.6M0.24%+47,079+181.9%Added
Zweig-DiMenna Associates LLC73,500$23.8M2.01%+73,500New
Massachusetts Financial Services Co75,503$24.5M0.01%−87,500−53.7%Reduced
State of New Jersey Common Pension Fund D76,751$24.9M0.10%+1,557+2.1%Added
BOCHK Asset Management Ltd77,370$25.1M7.67%+77,370New
Asset Management One Co.,Ltd.75,030$25.1M0.09%+4,332+6.1%Added
Gotham Asset Management, LLC78,045$25.3M0.24%−84,970−52.1%Reduced
Mirae Asset Global Investments Co., Ltd.75,560$25.3M0.10%+61,933+454.5%Added
Pictet Asset Management Holding SA79,609$25.8M0.03%+3,172+4.1%Added
Hiddenite Capital Partners LP80,000$25.9M17.81%−35,000−30.4%Reduced
KLP Kapitalforvaltning AS80,350$26.0M0.12%+80,350New
Daiwa Securities Group Inc.83,633$27.1M0.12%+2,327+2.9%Added
Healthcare of Ontario Pension Plan Trust Fund83,744$27.1M0.06%+83,744New
Guggenheim Capital LLC84,522$27.4M0.23%+66,220+361.8%Added
TFJ Management, LLC85,522$27.7M24.94%+85,522New
Polar Asset Management Partners Inc.88,200$28.6M0.42%−86,200−49.4%Reduced
Forest Avenue Capital Management LP91,700$29.7M2.79%+91,700New
Man Group plc93,100$30.1M0.09%−36,431−28.1%Reduced
Science & Technology Partners, L.P.94,521$30.6M9.30%+94,521New
Alta Park Capital, LP94,846$30.7M4.02%+21,904+30.0%Added
3G Capital Partners LP95,000$30.8M8.82%−155,000−62.0%Reduced
Public Employees Retirement System of Ohio98,696$32.0M0.11%+2,990+3.1%Added
Verition Fund Management LLC99,990$32.4M0.16%+47,923+92.0%Added
Creative Planning100,701$32.6M0.03%−44,182−30.5%Reduced
Wealth Enhancement Advisory Services, LLC105,925$34.3M0.07%+2,793+2.7%Added
Storebrand Asset Management AS107,388$34.8M0.11%+9,754+10.0%Added
Bank of Montreal108,091$35.0M0.02%−25,188−18.9%Reduced
Swedbank AB109,708$35.5M0.04%+13,253+13.7%Added
Logan Capital Management Inc109,772$35.5M1.49%−3,195−2.8%Reduced
Trivest Advisors Ltd109,950$35.6M1.62%+109,950New
Renaissance Group LLC110,020$35.6M1.48%−198,065−64.3%Reduced
Handelsbanken Fonder AB110,022$35.6M0.14%+68,022+162.0%Added
Royal London Asset Management Ltd110,065$35.6M0.09%+10,089+10.1%Added
Wolverine Trading, LLC107,835$36.2M0.81%+107,835New
MAI Capital Management111,803$36.2M0.27%−3,370−2.9%Reduced
Danske Bank A/S112,216$36.3M0.11%−58,458−34.3%Reduced
Hampton Road Capital Management LP114,081$36.9M6.46%+19,081+20.1%Added
Cresset Asset Management, LLC114,081$36.9M0.18%−20,911−15.5%Reduced
Scopus Asset Management, L.P.115,250$37.3M1.38%+115,250New
Moore Capital Management, LP116,811$37.8M0.71%+31,153+36.4%Added
Stifel Financial Corp120,253$38.9M0.04%+2,752+2.3%Added
Ci Investments Inc.124,927$40.5M0.15%−10,326−7.6%Reduced
Allspring Global Investments Holdings, LLC119,292$40.5M0.06%−84,013−41.3%Reduced
STRS Ohio128,182$41.5M0.16%+51,856+67.9%Added
Treasurer of the State of North Carolina128,301$41.5M0.16%−5,597−4.2%Reduced
RBF Capital, LLC129,955$42.1M2.19%00.0%Unchanged
DekaBank Deutsche Girozentrale130,549$42.6M0.08%00.0%Unchanged
State of Wisconsin Investment Board132,397$42.9M0.11%−22,343−14.4%Reduced
Nordea Investment Management AB138,619$44.9M0.05%+50,928+58.1%Added
Comerica Bank140,835$45.6M0.18%−17,984−11.3%Reduced
Captrust Financial Advisors143,783$46.6M0.13%−39,428−21.5%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors148,965$48.2M0.16%+148,965New
New York State Common Retirement Fund150,535$48.7M0.07%+2,700+1.8%Added
CIBC Private Wealth Group, LLC148,323$48.8M0.09%+147,777+27,065.4%Added
Smith Group Asset Management, LLC152,233$49.3M3.63%−236,213−60.8%Reduced
HSBC Holdings PLC154,590$50.1M0.03%+74,510+93.0%Added
Blair William & Co157,186$50.9M0.15%−9,024−5.4%Reduced
FIL Ltd159,750$51.7M0.05%+101,180+172.8%Added
Annex Advisory Services, LLC168,069$54.4M1.64%−74,150−30.6%Reduced
Quadrature Capital Ltd168,803$54.7M1.10%+137,287+435.6%Added
Korea Investment CORP170,873$55.3M0.13%−70,764−29.3%Reduced
Natixis Advisors, L.P.173,181$56.1M0.10%−50,675−22.6%Reduced
Keenan Capital, LLC179,727$58.2M11.76%−382,563−68.0%Reduced
AustralianSuper Pty Ltd180,420$58.4M0.28%+173,750+2,604.9%Added
KBC Group NV182,098$59.0M0.16%−545,918−75.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.183,670$59.5M0.13%+181,040+6,883.7%Added
Braun Stacey Associates Inc184,870$59.9M2.24%−92,631−33.4%Reduced
Mariner, LLC186,198$60.3M0.10%−24,537−11.6%Reduced
Pinebridge Investments, L.P.197,295$63.9M0.49%+80,105+68.4%Added
Anomaly Capital Management, LP199,164$64.5M1.91%+199,164New
Van Eck Associates Corp202,129$65.5M0.08%−210,302−51.0%Reduced
Andra AP-fonden206,200$66.8M1.07%−99,500−32.5%Reduced
Maplelane Capital, LLC209,190$67.7M7.36%+209,190New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.193,288$67.8M0.07%+19,753+11.4%Added
LPL Financial LLC210,530$68.2M0.03%+17,754+9.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH213,084$69.0M0.14%+213,084New
Marsico Capital Management LLC213,918$69.3M1.88%+145,262+211.6%Added
BNP Paribas Arbitrage, SA221,054$71.6M0.06%+221,054New
Schonfeld Strategic Advisors LLC228,434$74.0M0.47%+181,292+384.6%Added
Kinetic Partners Management, LP237,954$77.1M5.07%−41,300−14.8%Reduced
MGB Wealth Management, LLC239,616$77.6M24.08%−92,308−27.8%Reduced
Ensign Peak Advisors, Inc242,068$78.4M0.14%+159,679+193.8%Added
Robeco Institutional Asset Management B.V.242,297$78.5M0.15%−23,774−8.9%Reduced
State Board of Administration of Florida Retirement System249,027$80.6M0.15%+24,020+10.7%Added
Ameriprise Financial Inc250,396$81.1M0.02%−512,554−67.2%Reduced
TD Asset Management Inc260,206$84.3M0.07%+94,501+57.0%Added
TimesSquare Capital Management, LLC273,276$88.5M1.29%+273,276New
Mitsubishi UFJ Trust & Banking Corp274,958$89.0M0.21%+22,680+9.0%Added
AQR Capital Management LLC277,720$89.9M0.12%−169,417−37.9%Reduced
Steadview Capital Management LLC283,550$91.8M19.00%−103,450−26.7%Reduced