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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 242,297 | $78.5M | 0.15% | −23,774−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 242,068 | $78.4M | 0.14% | +159,679+193.8% | Added |
| MGB Wealth Management, LLC | 239,616 | $77.6M | 24.08% | −92,308−27.8% | Reduced |
| Kinetic Partners Management, LP | 237,954 | $77.1M | 5.07% | −41,300−14.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 228,434 | $74.0M | 0.47% | +181,292+384.6% | Added |
| BNP Paribas Arbitrage, SA | 221,054 | $71.6M | 0.06% | +221,054 | New |
| Marsico Capital Management LLC | 213,918 | $69.3M | 1.88% | +145,262+211.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 213,084 | $69.0M | 0.14% | +213,084 | New |
| LPL Financial LLC | 210,530 | $68.2M | 0.03% | +17,754+9.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 193,288 | $67.8M | 0.07% | +19,753+11.4% | Added |
| Maplelane Capital, LLC | 209,190 | $67.7M | 7.36% | +209,190 | New |
| Andra AP-fonden | 206,200 | $66.8M | 1.07% | −99,500−32.5% | Reduced |
| Van Eck Associates Corp | 202,129 | $65.5M | 0.08% | −210,302−51.0% | Reduced |
| Anomaly Capital Management, LP | 199,164 | $64.5M | 1.91% | +199,164 | New |
| Pinebridge Investments, L.P. | 197,295 | $63.9M | 0.49% | +80,105+68.4% | Added |
| Mariner, LLC | 186,198 | $60.3M | 0.10% | −24,537−11.6% | Reduced |
| Braun Stacey Associates Inc | 184,870 | $59.9M | 2.24% | −92,631−33.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 183,670 | $59.5M | 0.13% | +181,040+6,883.7% | Added |
| KBC Group NV | 182,098 | $59.0M | 0.16% | −545,918−75.0% | Reduced |
| AustralianSuper Pty Ltd | 180,420 | $58.4M | 0.28% | +173,750+2,604.9% | Added |
| Keenan Capital, LLC | 179,727 | $58.2M | 11.76% | −382,563−68.0% | Reduced |
| Natixis Advisors, L.P. | 173,181 | $56.1M | 0.10% | −50,675−22.6% | Reduced |
| Korea Investment CORP | 170,873 | $55.3M | 0.13% | −70,764−29.3% | Reduced |
| Quadrature Capital Ltd | 168,803 | $54.7M | 1.10% | +137,287+435.6% | Added |
| Annex Advisory Services, LLC | 168,069 | $54.4M | 1.64% | −74,150−30.6% | Reduced |
| FIL Ltd | 159,750 | $51.7M | 0.05% | +101,180+172.8% | Added |
| Blair William & Co | 157,186 | $50.9M | 0.15% | −9,024−5.4% | Reduced |
| HSBC Holdings PLC | 154,590 | $50.1M | 0.03% | +74,510+93.0% | Added |
| Smith Group Asset Management, LLC | 152,233 | $49.3M | 3.63% | −236,213−60.8% | Reduced |
| CIBC Private Wealth Group, LLC | 148,323 | $48.8M | 0.09% | +147,777+27,065.4% | Added |
| New York State Common Retirement Fund | 150,535 | $48.7M | 0.07% | +2,700+1.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 148,965 | $48.2M | 0.16% | +148,965 | New |
| Captrust Financial Advisors | 143,783 | $46.6M | 0.13% | −39,428−21.5% | Reduced |
| Comerica Bank | 140,835 | $45.6M | 0.18% | −17,984−11.3% | Reduced |
| Nordea Investment Management AB | 138,619 | $44.9M | 0.05% | +50,928+58.1% | Added |
| State of Wisconsin Investment Board | 132,397 | $42.9M | 0.11% | −22,343−14.4% | Reduced |
| DekaBank Deutsche Girozentrale | 130,549 | $42.6M | 0.08% | 00.0% | Unchanged |
| RBF Capital, LLC | 129,955 | $42.1M | 2.19% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 128,301 | $41.5M | 0.16% | −5,597−4.2% | Reduced |
| STRS Ohio | 128,182 | $41.5M | 0.16% | +51,856+67.9% | Added |
| Allspring Global Investments Holdings, LLC | 119,292 | $40.5M | 0.06% | −84,013−41.3% | Reduced |
| Ci Investments Inc. | 124,927 | $40.5M | 0.15% | −10,326−7.6% | Reduced |
| Stifel Financial Corp | 120,253 | $38.9M | 0.04% | +2,752+2.3% | Added |
| Moore Capital Management, LP | 116,811 | $37.8M | 0.71% | +31,153+36.4% | Added |
| Scopus Asset Management, L.P. | 115,250 | $37.3M | 1.38% | +115,250 | New |
| Cresset Asset Management, LLC | 114,081 | $36.9M | 0.18% | −20,911−15.5% | Reduced |
| Hampton Road Capital Management LP | 114,081 | $36.9M | 6.46% | +19,081+20.1% | Added |
| Danske Bank A/S | 112,216 | $36.3M | 0.11% | −58,458−34.3% | Reduced |
| MAI Capital Management | 111,803 | $36.2M | 0.27% | −3,370−2.9% | Reduced |
| Wolverine Trading, LLC | 107,835 | $36.2M | 0.81% | +107,835 | New |
| Royal London Asset Management Ltd | 110,065 | $35.6M | 0.09% | +10,089+10.1% | Added |
| Handelsbanken Fonder AB | 110,022 | $35.6M | 0.14% | +68,022+162.0% | Added |
| Renaissance Group LLC | 110,020 | $35.6M | 1.48% | −198,065−64.3% | Reduced |
| Trivest Advisors Ltd | 109,950 | $35.6M | 1.62% | +109,950 | New |
| Logan Capital Management Inc | 109,772 | $35.5M | 1.49% | −3,195−2.8% | Reduced |
| Swedbank AB | 109,708 | $35.5M | 0.04% | +13,253+13.7% | Added |
| Bank of Montreal | 108,091 | $35.0M | 0.02% | −25,188−18.9% | Reduced |
| Storebrand Asset Management AS | 107,388 | $34.8M | 0.11% | +9,754+10.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,925 | $34.3M | 0.07% | +2,793+2.7% | Added |
| Creative Planning | 100,701 | $32.6M | 0.03% | −44,182−30.5% | Reduced |
| Verition Fund Management LLC | 99,990 | $32.4M | 0.16% | +47,923+92.0% | Added |
| Public Employees Retirement System of Ohio | 98,696 | $32.0M | 0.11% | +2,990+3.1% | Added |
| 3G Capital Partners LP | 95,000 | $30.8M | 8.82% | −155,000−62.0% | Reduced |
| Alta Park Capital, LP | 94,846 | $30.7M | 4.02% | +21,904+30.0% | Added |
| Science & Technology Partners, L.P. | 94,521 | $30.6M | 9.30% | +94,521 | New |
| Man Group plc | 93,100 | $30.1M | 0.09% | −36,431−28.1% | Reduced |
| Forest Avenue Capital Management LP | 91,700 | $29.7M | 2.79% | +91,700 | New |
| Polar Asset Management Partners Inc. | 88,200 | $28.6M | 0.42% | −86,200−49.4% | Reduced |
| TFJ Management, LLC | 85,522 | $27.7M | 24.94% | +85,522 | New |
| Guggenheim Capital LLC | 84,522 | $27.4M | 0.23% | +66,220+361.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 83,744 | $27.1M | 0.06% | +83,744 | New |
| Daiwa Securities Group Inc. | 83,633 | $27.1M | 0.12% | +2,327+2.9% | Added |
| KLP Kapitalforvaltning AS | 80,350 | $26.0M | 0.12% | +80,350 | New |
| Hiddenite Capital Partners LP | 80,000 | $25.9M | 17.81% | −35,000−30.4% | Reduced |
| Pictet Asset Management Holding SA | 79,609 | $25.8M | 0.03% | +3,172+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,560 | $25.3M | 0.10% | +61,933+454.5% | Added |
| Gotham Asset Management, LLC | 78,045 | $25.3M | 0.24% | −84,970−52.1% | Reduced |
| Asset Management One Co.,Ltd. | 75,030 | $25.1M | 0.09% | +4,332+6.1% | Added |
| BOCHK Asset Management Ltd | 77,370 | $25.1M | 7.67% | +77,370 | New |
| State of New Jersey Common Pension Fund D | 76,751 | $24.9M | 0.10% | +1,557+2.1% | Added |
| Massachusetts Financial Services Co | 75,503 | $24.5M | 0.01% | −87,500−53.7% | Reduced |
| Zweig-DiMenna Associates LLC | 73,500 | $23.8M | 2.01% | +73,500 | New |
| QRG Capital Management, Inc. | 72,959 | $23.6M | 0.24% | +47,079+181.9% | Added |
| Broad Bay Capital Management, LP | 72,210 | $23.4M | 3.78% | −61,440−46.0% | Reduced |
| Aviva PLC | 71,118 | $23.0M | 0.06% | −10,003−12.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 70,675 | $22.9M | 0.24% | −40,494−36.4% | Reduced |
| Forsta Ap-Fonden | 70,500 | $22.8M | 0.16% | −21,500−23.4% | Reduced |
| Roberts Foundation | 68,941 | $22.3M | 10.69% | +68,941 | New |
| Employees Retirement System of Texas | 68,760 | $22.3M | 0.19% | −16,852−19.7% | Reduced |
| Pacer Advisors, Inc. | 68,133 | $22.1M | 0.05% | +5,200+8.3% | Added |
| Intech Investment Management LLC | 67,945 | $22.0M | 0.21% | +46,020+209.9% | Added |
| Nomura Asset Management Co Ltd | 67,369 | $21.8M | 0.07% | −20,106−23.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 67,331 | $21.8M | 0.12% | +67,331 | New |
| Newbrook Capital Advisors LP | 67,279 | $21.8M | 2.79% | +67,279 | New |
| MML Investors Services, LLC | 63,846 | $20.7M | 0.07% | −3,760−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 65,161 | $20.6M | 0.05% | −15,842−19.6% | Reduced |
| Mercer Global Advisors Inc | 62,397 | $20.2M | 0.05% | +17,746+39.7% | Added |
| Mn Services Vermogensbeheer B.V. | 62,100 | $20.1M | 0.14% | +1,000+1.6% | Added |
| CIBC Asset Management Inc | 61,618 | $20.0M | 0.07% | +53,841+692.3% | Added |
| Holocene Advisors, LP | 61,546 | $19.9M | 0.06% | +61,546 | New |