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APP in the 13F filings

Applovin Corp · CUSIP 03831W108

Sector · Software and IT servicesTheme · Consumer and digital platforms· L3VLUP-definedTheme · Internet, programming and data services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 14 Feb 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 8 listed it in both
Shares listed
8,278,717
combined, among listed positions
Reported value
$330m
combined, at the quarter end

Among the 93 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing APP in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Two Sigma Investments LP2,564,562$102m0.23%Added+1,056,62214 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP2,431,514$97m0.23%Added+964,80014 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC1,236,890$49m0.09%Added+506,41214 Feb 2024 (the filing on sec.gov)
Coatue Management LLC1,153,420$46m0.19%Held014 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC489,430$20m0.08%Trimmed-62,14714 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC163,624$6.5munder 0.1%Trimmed-84,41514 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP154,808$6.2munder 0.1%Trimmed-278,95814 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP39,597$1.6munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
PDT Partners LLC35,490$1.4m0.16%Trimmed-814 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP9,382$374kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
23 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

020406020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APP by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20214$153mn.a.n.a.
Q3 20214$124mn.a.n.a.
Q4 20216$223mn.a.n.a.
Q1 20225$123mn.a.n.a.
Q2 20223$61mn.a.n.a.
Q3 20222$115mn.a.n.a.
Q4 20225$101mn.a.n.a.
Q1 20236$92mn.a.n.a.
Q2 20239$128mn.a.n.a.
Q3 202311$310mn.a.n.a.
Q4 202310$330m55
Q1 202415$1.4bn113
Q2 202417$1.8bn152
Q3 202423$3.9bn149
Q4 202436$16.5bn2612
Q1 202534$13.9bn2114
Q2 202544$20.5bn2719
Q3 202536$37.9bn1720
Q4 202534$38.0bn2029
Q1 202627$23.3bn1928
Q2 202622$29.1bn1924

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APP and GOOGL →APP and AMZN →APP and GOOG →Choose a stock to compare with APP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APP, latest filings →Back to the 13F Explorer →