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, Q1 2025
Institutional positions in AppLovin Corp as of Mar 31, 2025. 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
- 1,018
- +43 vs. Q4 2024
- Shares held
- 208.8M
- +5.72M (+2.8%) vs. Q4 2024
- Total value
- $54.7B
- −$11.2B (−17.0%) vs. Q4 2024
- New holders
- 197
- 414 more added
- Sold out
- 154
- 362 more reduced
18 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 248,576 | $65.9M | 1.20% | +205,340+474.9% | Added |
| O'Shaughnessy Asset Management, LLC | 247,269 | $65.5M | 0.53% | −159,136−39.2% | Reduced |
| Jane Street Group, LLC | 246,070 | $65.2M | 0.12% | −203,196−45.2% | Reduced |
| AustralianSuper Pty Ltd | 243,884 | $64.6M | 0.37% | +63,464+35.2% | Added |
| Ensign Peak Advisors, Inc | 243,430 | $64.5M | 0.12% | +1,362+0.6% | Added |
| Winslow Capital Management, LLC | 238,616 | $63.2M | 0.25% | +238,616 | New |
| D. E. Shaw & Co., Inc. | 235,389 | $62.4M | 0.07% | −1,205,728−83.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 231,390 | $61.3M | 0.12% | +18,306+8.6% | Added |
| Russell Investments Group, Ltd. | 228,417 | $60.6M | 0.08% | −178,973−43.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 228,463 | $60.5M | 0.41% | +290.0% | Added |
| Steadview Capital Management LLC | 226,680 | $60.1M | 13.05% | −56,870−20.1% | Reduced |
| Balyasny Asset Management LLC | 226,351 | $60.0M | 0.15% | −101,494−31.0% | Reduced |
| HSBC Holdings PLC | 220,195 | $58.0M | 0.04% | +65,605+42.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,112 | $57.0M | 0.05% | +21,824+11.3% | Added |
| New York State Common Retirement Fund | 213,335 | $56.5M | 0.08% | +62,800+41.7% | Added |
| Korea Investment CORP | 210,723 | $55.8M | 0.14% | +39,850+23.3% | Added |
| Allianz Asset Management GmbH | 208,034 | $55.1M | 0.08% | +181,105+672.5% | Added |
| TD Asset Management Inc | 199,882 | $53.0M | 0.05% | −60,324−23.2% | Reduced |
| BNP Paribas Arbitrage, SA | 190,317 | $50.4M | 0.04% | −30,737−13.9% | Reduced |
| Pacer Advisors, Inc. | 187,199 | $49.6M | 0.12% | +119,066+174.8% | Added |
| AQR Capital Management LLC | 194,783 | $49.0M | 0.05% | −82,937−29.9% | Reduced |
| Dorsal Capital Management, LLC | 180,000 | $47.7M | 1.54% | +180,000 | New |
| Nordea Investment Management AB | 183,993 | $47.1M | 0.05% | +45,374+32.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 172,378 | $45.7M | 0.09% | +66,453+62.7% | Added |
| Contour Asset Management LLC | 170,862 | $45.3M | 1.89% | +170,862 | New |
| Davis Selected Advisers | 163,011 | $43.2M | 0.25% | +163,011 | New |
| Andra AP-fonden | 162,600 | $43.1M | 0.71% | −43,600−21.1% | Reduced |
| Natixis Advisors, L.P. | 160,681 | $42.6M | 0.08% | −12,500−7.2% | Reduced |
| LPL Financial LLC | 158,480 | $42.0M | 0.02% | −52,050−24.7% | Reduced |
| Quadrature Capital Ltd | 155,937 | $41.3M | 0.92% | −12,866−7.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 147,910 | $39.2M | 0.08% | −94,387−39.0% | Reduced |
| Kinetic Partners Management, LP | 144,754 | $38.4M | 2.75% | −93,200−39.2% | Reduced |
| Canada Pension Plan Investment Board | 139,652 | $37.0M | 0.04% | +118,633+564.4% | Added |
| KBC Group NV | 137,764 | $36.5M | 0.11% | −44,334−24.3% | Reduced |
| Braun Stacey Associates Inc | 137,735 | $36.5M | 1.49% | −47,135−25.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 137,093 | $36.3M | 0.12% | −11,872−8.0% | Reduced |
| Point72 Asset Management, L.P. | 134,580 | $35.7M | 0.10% | +134,580 | New |
| Zweig-DiMenna Associates LLC | 132,635 | $35.1M | 5.63% | +59,135+80.5% | Added |
| State of Wisconsin Investment Board | 132,474 | $35.1M | 0.09% | +77+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 131,853 | $34.9M | 0.08% | +48,109+57.4% | Added |
| Treasurer of the State of North Carolina | 129,809 | $34.4M | 0.14% | +1,508+1.2% | Added |
| Danske Bank A/S | 129,727 | $34.4M | 0.11% | +17,511+15.6% | Added |
| Royal London Asset Management Ltd | 124,063 | $32.9M | 0.08% | +13,998+12.7% | Added |
| Ci Investments Inc. | 122,908 | $32.6M | 0.14% | −2,019−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 128,222 | $32.4M | 0.06% | −2,327−1.8% | Reduced |
| Stifel Financial Corp | 121,457 | $32.2M | 0.03% | +1,204+1.0% | Added |
| Nomura Holdings Inc | 121,061 | $32.1M | 0.17% | +59,994+98.2% | Added |
| Aviva PLC | 120,771 | $32.0M | 0.08% | +49,653+69.8% | Added |
| ING Groep NV | 120,659 | $32.0M | 0.22% | +120,659 | New |
| Mirae Asset Global Investments Co., Ltd. | 115,726 | $31.4M | 0.13% | +40,166+53.2% | Added |
| Storebrand Asset Management AS | 117,359 | $31.1M | 0.10% | +9,971+9.3% | Added |
| Scopus Asset Management, L.P. | 115,000 | $30.5M | 1.10% | −250−0.2% | Reduced |
| TOMS Capital Investment Management LP | 113,000 | $29.9M | 2.22% | +113,000 | New |
| Jump Financial, LLC | 112,123 | $29.7M | 0.45% | +108,289+2,824.4% | Added |
| Alta Park Capital, LP | 109,682 | $29.1M | 5.64% | +14,836+15.6% | Added |
| MGB Wealth Management, LLC | 109,616 | $29.0M | 10.51% | −130,000−54.3% | Reduced |
| Bank of Nova Scotia | 109,159 | $28.9M | 0.06% | +104,689+2,342.0% | Added |
| Smith Group Asset Management, LLC | 108,710 | $28.8M | 2.16% | −43,523−28.6% | Reduced |
| MAI Capital Management | 108,358 | $28.7M | 0.22% | −3,445−3.1% | Reduced |
| Standard Life Aberdeen plc | 107,179 | $28.4M | 0.06% | +67,454+169.8% | Added |
| Northwestern Mutual Wealth Management Co | 106,764 | $28.3M | 0.02% | +105,630+9,314.8% | Added |
| Squarepoint Ops LLC | 105,609 | $28.0M | 0.07% | +77,941+281.7% | Added |
| Renaissance Group LLC | 104,864 | $27.8M | 1.23% | −5,156−4.7% | Reduced |
| Logan Capital Management Inc | 101,359 | $26.9M | 1.22% | −8,413−7.7% | Reduced |
| Handelsbanken Fonder AB | 99,998 | $26.5M | 0.11% | −10,024−9.1% | Reduced |
| Holocene Advisors, LP | 99,970 | $26.5M | 0.08% | +38,424+62.4% | Added |
| Mariner, LLC | 97,435 | $25.8M | 0.04% | −88,763−47.7% | Reduced |
| CIBC Asset Management Inc | 96,739 | $25.6M | 0.09% | +35,121+57.0% | Added |
| Blair William & Co | 96,596 | $25.6M | 0.08% | −60,590−38.5% | Reduced |
| Engineers Gate Manager LP | 95,983 | $25.4M | 0.43% | +37,941+65.4% | Added |
| 3G Capital Partners LP | 95,000 | $25.2M | 7.23% | 00.0% | Unchanged |
| Ieq Capital, LLC | 94,633 | $25.1M | 0.20% | +55,071+139.2% | Added |
| Public Employees Retirement System of Ohio | 94,613 | $25.1M | 0.09% | −4,083−4.1% | Reduced |
| Los Angeles Capital Management LLC | 93,154 | $24.7M | 0.11% | +52,792+130.8% | Added |
| WT Asset Management Ltd | 91,863 | $24.3M | 2.84% | +91,863 | New |
| Newbrook Capital Advisors LP | 90,891 | $24.1M | 3.80% | +23,612+35.1% | Added |
| Pictet Asset Management Holding SA | 87,511 | $23.2M | 0.03% | +7,902+9.9% | Added |
| Teacher Retirement System of Texas | 87,120 | $23.1M | 0.10% | +26,727+44.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 86,073 | $22.8M | 0.26% | +15,398+21.8% | Added |
| Intech Investment Management LLC | 84,364 | $22.4M | 0.23% | +16,419+24.2% | Added |
| KLP Kapitalforvaltning AS | 81,150 | $21.5M | 0.11% | +800+1.0% | Added |
| Gotham Asset Management, LLC | 80,803 | $21.4M | 0.18% | +2,758+3.5% | Added |
| BOCHK Asset Management Ltd | 80,281 | $21.3M | 11.98% | +2,911+3.8% | Added |
| Asset Management One Co.,Ltd. | 79,802 | $21.1M | 0.07% | +4,772+6.4% | Added |
| Principal Financial Group Inc | 78,928 | $20.9M | 0.01% | +19,822+33.5% | Added |
| Bank of Montreal | 78,665 | $20.8M | 0.01% | −29,426−27.2% | Reduced |
| TFJ Management, LLC | 77,843 | $20.6M | 19.53% | −7,679−9.0% | Reduced |
| Delta Global Management LP | 77,138 | $20.4M | 1.47% | +67,357+688.7% | Added |
| Creative Planning | 76,805 | $20.4M | 0.02% | −23,896−23.7% | Reduced |
| Science & Technology Partners, L.P. | 76,125 | $20.2M | 7.99% | −18,396−19.5% | Reduced |
| Tudor Investment Corp Et Al | 73,692 | $19.5M | 0.17% | +73,692 | New |
| Nishkama Capital, LLC | 72,799 | $19.3M | 8.09% | +25,608+54.3% | Added |
| Nomura Asset Management Co Ltd | 71,309 | $18.9M | 0.06% | +3,940+5.8% | Added |
| State of New Jersey Common Pension Fund D | 70,739 | $18.7M | 0.08% | −6,012−7.8% | Reduced |
| Freshford Capital Management, LLC | 69,893 | $18.5M | 5.14% | +69,893 | New |
| Guggenheim Capital LLC | 69,843 | $18.5M | 0.17% | −14,679−17.4% | Reduced |
| Forsta Ap-Fonden | 69,100 | $18.3M | 0.14% | −1,400−2.0% | Reduced |
| Achmea Investment Management B.V. | 68,750 | $18.2M | 0.27% | +10,934+18.9% | Added |
| Parnassus Investments | 68,447 | $18.1M | 0.04% | +68,447 | New |
| Steward Partners Investment Advisory, LLC | 67,318 | $17.8M | 0.16% | +65,599+3,816.1% | Added |