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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 61,067 | $19.8M | 0.10% | +34,793+132.4% | Added |
| Teacher Retirement System of Texas | 60,393 | $19.6M | 0.07% | +60,393 | New |
| Arizona State Retirement System | 60,358 | $19.5M | 0.12% | +1,835+3.1% | Added |
| Picton Mahoney Asset Management | 59,862 | $19.4M | 0.74% | −78,762−56.8% | Reduced |
| Principal Financial Group Inc | 59,106 | $19.1M | 0.01% | −104,613−63.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 58,422 | $19.0M | 0.11% | −1,251−2.1% | Reduced |
| GF Fund Management Co. Ltd. | 58,400 | $18.9M | 0.41% | +58,400 | New |
| Engineers Gate Manager LP | 58,042 | $18.8M | 0.33% | +40,676+234.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 55,972 | $18.8M | 0.08% | −12,821−18.6% | Reduced |
| Achmea Investment Management B.V. | 57,816 | $18.7M | 0.31% | −48,297−45.5% | Reduced |
| Nissay Asset Management Corp | 55,663 | $18.7M | 0.11% | +30,950+125.2% | Added |
| Lazard Asset Management LLC | 56,855 | $18.4M | 0.03% | −14,632−20.5% | Reduced |
| TrimTabs Asset Management, LLC | 55,897 | $18.1M | 2.38% | +17,732+46.5% | Added |
| Metavasi Capital LP | 55,721 | $18.0M | 9.54% | −74,000−57.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 54,977 | $17.8M | 0.02% | +54,977 | New |
| Colony Group, LLC | 54,364 | $17.6M | 0.05% | +7,719+16.5% | Added |
| Eos Management, L.P. | 50,713 | $16.4M | 6.92% | −42,519−45.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 50,309 | $16.3M | 3.15% | −23,529−31.9% | Reduced |
| Mediolanum International Funds Ltd | 46,504 | $15.6M | 0.20% | −9,652−17.2% | Reduced |
| Investment House LLC | 47,405 | $15.4M | 0.84% | −510−1.1% | Reduced |
| National Bank of Canada | 47,350 | $15.3M | 0.02% | +46,347+4,620.8% | Added |
| Xponance, Inc. | 47,224 | $15.3M | 0.14% | +3,205+7.3% | Added |
| Nishkama Capital, LLC | 47,191 | $15.3M | 2.50% | +47,191 | New |
| Illinois Municipal Retirement Fund | 47,145 | $15.3M | 0.22% | −49,381−51.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,100 | $15.3M | 0.15% | −3,800−7.5% | Reduced |
| Shelton Capital Management | 46,237 | $15.0M | 0.37% | +28,637+162.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,016 | $14.6M | 0.15% | +838+1.9% | Added |
| Brighton Jones LLC | 44,889 | $14.5M | 0.42% | −30,689−40.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,609 | $14.4M | 0.04% | −48−0.1% | Reduced |
| Utah Retirement Systems | 44,100 | $14.3M | 0.16% | +30,000+212.8% | Added |
| Maestria Partners LLC | 43,943 | $14.2M | 5.64% | +43,943 | New |
| US Bancorp | 43,870 | $14.2M | 0.02% | −10,116−18.7% | Reduced |
| Twinbeech Capital LP | 43,236 | $14.0M | 0.24% | +43,236 | New |
| Ibex Wealth Advisors | 42,263 | $13.7M | 1.61% | −86,686−67.2% | Reduced |
| Bessemer Group Inc | 42,217 | $13.7M | 0.02% | −1,970−4.5% | Reduced |
| CAPROCK Group, Inc. | 42,146 | $13.6M | 0.45% | +12,500+42.2% | Added |
| ExodusPoint Capital Management, LP | 41,179 | $13.3M | 0.14% | +41,179 | New |
| Discovery Capital Management, LLC | 40,740 | $13.2M | 0.90% | −202,460−83.2% | Reduced |
| Los Angeles Capital Management LLC | 40,362 | $13.1M | 0.05% | +20,543+103.7% | Added |
| Blue Grotto Capital, LLC | 40,000 | $13.0M | 2.37% | −110,000−73.3% | Reduced |
| British Columbia Investment Management Corp | 39,818 | $12.9M | 0.08% | +5,734+16.8% | Added |
| Standard Life Aberdeen plc | 39,725 | $12.9M | 0.02% | −9,966−20.1% | Reduced |
| Brevan Howard Capital Management LP | 39,601 | $12.8M | 0.32% | +39,601 | New |
| EPIQ Capital Group, LLC | 39,564 | $12.8M | 3.34% | −3,718−8.6% | Reduced |
| Ieq Capital, LLC | 39,562 | $12.8M | 0.12% | −7,718−16.3% | Reduced |
| Janney Montgomery Scott LLC | 39,464 | $12.8M | 0.04% | −12,750−24.4% | Reduced |
| Jain Global LLC | 39,171 | $12.7M | 0.38% | +39,171 | New |
| IFM Investors Pty Ltd | 39,122 | $12.7M | 0.13% | −1,317−3.3% | Reduced |
| USS Investment Management Ltd | 38,895 | $12.6M | 0.09% | +38,895 | New |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $12.4M | 0.12% | +38,211 | New |
| FORA Capital, LLC | 37,718 | $12.2M | 1.40% | −77,662−67.3% | Reduced |
| Rafferty Asset Management, LLC | 37,689 | $12.2M | 0.04% | +37,689 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 35,241 | $12.1M | 0.04% | +35,241 | New |
| M&T Bank Corp | 37,368 | $12.1M | 0.04% | +569+1.5% | Added |
| Cozad Asset Management Inc | 37,096 | $12.0M | 1.12% | +28,706+342.1% | Added |
| iA Global Asset Management Inc. | 36,437 | $11.8M | 0.21% | +28,366+351.5% | Added |
| DnB Asset Management AS | 36,052 | $11.7M | 0.05% | +1,681+4.9% | Added |
| Perigon Wealth Management, LLC | 34,996 | $11.6M | 0.29% | −2,465−6.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 35,800 | $11.6M | 2.86% | +35,800 | New |
| Vinva Investment Management Ltd | 34,509 | $11.6M | 0.45% | −50,742−59.5% | Reduced |
| Berkshire Capital Holdings Inc | 35,590 | $11.5M | 4.16% | +35,580+355,800.0% | Added |
| Thoroughbred Financial Services, LLC | 34,708 | $11.2M | 0.69% | −1,255−3.5% | Reduced |
| Varma Mutual Pension Insurance Co | 34,200 | $11.1M | 0.08% | +34,200 | New |
| Cetera Investment Advisers | 33,966 | $11.0M | 0.02% | −4,403−11.5% | Reduced |
| Harvest Fund Management Co., Ltd | 34,412 | $11.0M | 0.51% | +17,392+102.2% | Added |
| Cunning Capital Partners, LP | 33,690 | $10.9M | 6.73% | −4,145−11.0% | Reduced |
| Truist Financial Corp | 33,608 | $10.9M | 0.02% | −5,066−13.1% | Reduced |
| Soros Capital Management LLC | 33,100 | $10.7M | 1.68% | +33,100 | New |
| Estate Counselors, LLC | 32,167 | $10.4M | 1.11% | −318−1.0% | Reduced |
| HighTower Advisors, LLC | 32,153 | $10.4M | 0.01% | −9,700−23.2% | Reduced |
| California First Leasing Corp | 31,937 | $10.3M | 4.26% | −2,200−6.4% | Reduced |
| Empowered Funds, LLC | 31,131 | $10.1M | 0.15% | −58,504−65.3% | Reduced |
| Pitcairn Co | 31,110 | $10.1M | 0.59% | +2,473+8.6% | Added |
| Wealth High Governance Capital Ltda | 31,000 | $10.0M | 3.60% | +31,000 | New |
| Horizon Investment Services, LLC | 30,886 | $10.0M | 4.25% | −1,356−4.2% | Reduced |
| Toronto Dominion Bank | 30,705 | $9.94M | 0.02% | +5,531+22.0% | Added |
| Mackenzie Financial Corp | 30,499 | $9.88M | 0.01% | +21,419+235.9% | Added |
| Quantinno Capital Management LP | 30,383 | $9.84M | 0.10% | +23,971+373.8% | Added |
| Silvant Capital Management LLC | 30,368 | $9.83M | 0.41% | −8,211−21.3% | Reduced |
| Sterling Capital Management LLC | 29,974 | $9.71M | 0.13% | +25,200+527.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 29,785 | $9.65M | 0.03% | −12,452−29.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 29,361 | $9.51M | 0.89% | +10,361+54.5% | Added |
| TD Waterhouse Canada Inc. | 29,013 | $9.40M | 0.08% | +17,922+161.6% | Added |
| JustInvest LLC | 28,994 | $9.39M | 0.14% | +1,982+7.3% | Added |
| Castellan Group, LLC | 28,969 | $9.38M | 4.06% | −38,427−57.0% | Reduced |
| Dakota Wealth Management | 28,864 | $9.35M | 0.22% | −17,657−38.0% | Reduced |
| Exchange Traded Concepts, LLC | 28,848 | $9.34M | 0.19% | +17,410+152.2% | Added |
| La Banque Postale Asset Management SA | 28,671 | $9.28M | 0.13% | −2,728−8.7% | Reduced |
| Honeycomb Asset Management LP | 28,500 | $9.23M | 3.44% | +28,500 | New |
| Panagora Asset Management Inc | 27,971 | $9.06M | 0.04% | +27,971 | New |
| CenterBook Partners LP | 27,877 | $9.03M | 0.54% | +27,877 | New |
| Squarepoint Ops LLC | 27,668 | $8.96M | 0.02% | +423+1.6% | Added |
| Centaurus Financial, Inc. | 27,601 | $8.94M | 0.55% | +997+3.7% | Added |
| Dark Forest Capital Management LP | 27,308 | $8.84M | 1.30% | +27,308 | New |
| Fort Point Capital Partners LLC | 27,225 | $8.82M | 0.99% | −101−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 27,077 | $8.77M | 0.10% | −6,401−19.1% | Reduced |
| Walleye Capital LLC | 27,025 | $8.75M | 0.08% | −102,976−79.2% | Reduced |
| Allianz Asset Management GmbH | 26,929 | $8.72M | 0.01% | −31,093−53.6% | Reduced |
| Second Line Capital, LLC | 26,844 | $8.69M | 2.34% | −6,469−19.4% | Reduced |
| Seascape Capital Management | 26,244 | $8.50M | 2.96% | −3,274−11.1% | Reduced |