SEC 13F Intelligence

Two Sigma Advisers, LP / APP

Two Sigma Advisers, LP’s Applovin Corp Position

Does Two Sigma Advisers, LP own Applovin Corp (APP)? Not currently — the last reported position was 20.5K shares worth $15M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q3 2025
Shares
20.5K
% of Portfolio
+0.03%
Quarters Held
12
position exited

Position History APP

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $295,895Q2 ’23Q3 ’23: $59MQ4 ’23: $97MQ4 ’23Q1 ’24: $197MQ2 ’24: $279MQ2 ’24Q3 ’24: $191MQ4 ’24: $164MQ4 ’24Q1 ’25: $5MQ2 ’25: $8MQ2 ’25Q3 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202520.5K$15M+0.03%
Q2 202524.0K$8M+0.02%
Q1 202517.8K$5M+0.01%
Q4 2024507.8K$164M+0.38%
Q3 20241.47M$191M+0.45%
Q2 20243.35M$279M+0.62%
Q1 20242.84M$197M+0.46%
Q4 20232.43M$97M+0.23%
Q3 20231.47M$59M+0.15%
Q2 202311.5K$295,8950.00%
Q1 2023142.5K$2M+0.01%
Q4 2022129.3K$1M0.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of APP.