AppLovin Corporation $APP Shares Sold by Swiss National Bank

Swiss National Bank lowered its position in AppLovin Corporation (NASDAQ:APP) by 5.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 632,310 shares of the company’s stock after selling 32,980 shares during the quarter. Swiss National Bank’s holdings in AppLovin were worth $426,063,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Principal Securities Inc. grew its holdings in shares of AppLovin by 1.3% in the 4th quarter. Principal Securities Inc. now owns 6,414 shares of the company’s stock worth $4,322,000 after acquiring an additional 83 shares during the period. Great Lakes Advisors LLC grew its holdings in shares of AppLovin by 35.6% in the 4th quarter. Great Lakes Advisors LLC now owns 15,503 shares of the company’s stock worth $10,446,000 after acquiring an additional 4,069 shares during the period. Aviva PLC grew its holdings in shares of AppLovin by 5.6% in the 4th quarter. Aviva PLC now owns 193,696 shares of the company’s stock worth $130,516,000 after acquiring an additional 10,192 shares during the period. Mosley Wealth Management acquired a new stake in shares of AppLovin in the 4th quarter worth approximately $397,000. Finally, Sustainable Insight Capital Management LLC acquired a new stake in shares of AppLovin in the 4th quarter worth approximately $782,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Activity

In other AppLovin news, CFO Matthew Stumpf sold 9,052 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the sale, the chief financial officer owned 177,450 shares in the company, valued at approximately $106,470,000. This represents a 4.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Vasily Shikin sold 8,112 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $483.67, for a total value of $3,923,531.04. Following the sale, the chief technology officer owned 18,805 shares in the company, valued at approximately $9,095,414.35. This trade represents a 30.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 285,758 shares of company stock worth $136,333,079 in the last quarter. 13.66% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Weiss Ratings cut AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 7th. Benchmark restated a “buy” rating on shares of AppLovin in a report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and issued a $700.00 price target on shares of AppLovin in a report on Thursday, February 12th. Jefferies Financial Group lowered their price target on AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Finally, Arete Research set a $340.00 price target on AppLovin and gave the stock a “neutral” rating in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, AppLovin presently has a consensus rating of “Moderate Buy” and a consensus price target of $669.62.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
• Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
• Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
• Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
• Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

AppLovin Price Performance

Shares of NASDAQ:APP opened at $478.57 on Friday. The business’s fifty day moving average price is $480.70 and its two-hundred day moving average price is $521.01. The stock has a market cap of $160.77 billion, a PE ratio of 41.11, a price-to-earnings-growth ratio of 0.80 and a beta of 2.45. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24. AppLovin Corporation has a one year low of $320.00 and a one year high of $745.61.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, beating analysts’ consensus estimates of $3.44 by $0.12. The firm had revenue of $1.84 billion for the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.AppLovin’s quarterly revenue was up 58.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.67 EPS. On average, analysts forecast that AppLovin Corporation will post 15.86 EPS for the current fiscal year.

AppLovin Profile

AppLovin Corporation is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.

Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.