Pitcairn Co. Has $2.72 Million Stock Holdings in AppLovin Corporation $APP

Pitcairn Co. decreased its stake in AppLovin Corporation (NASDAQ:APP) by 36.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,784 shares of the company’s stock after selling 2,191 shares during the quarter. Pitcairn Co.’s holdings in AppLovin were worth $2,719,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of APP. Perennial Investment Advisors LLC purchased a new stake in AppLovin during the third quarter valued at about $364,000. Crossmark Global Holdings Inc. raised its holdings in shares of AppLovin by 21.3% during the third quarter. Crossmark Global Holdings Inc. now owns 25,819 shares of the company’s stock valued at $18,552,000 after acquiring an additional 4,535 shares during the period. Leeward Financial Partners LLC lifted its position in shares of AppLovin by 13.2% in the 3rd quarter. Leeward Financial Partners LLC now owns 1,126 shares of the company’s stock valued at $809,000 after acquiring an additional 131 shares in the last quarter. Reyes Financial Architecture Inc. grew its position in AppLovin by 39.7% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 556 shares of the company’s stock worth $400,000 after purchasing an additional 158 shares in the last quarter. Finally, GW&K Investment Management LLC raised its stake in AppLovin by 103.9% during the 3rd quarter. GW&K Investment Management LLC now owns 155 shares of the company’s stock valued at $111,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

Insider Transactions at AppLovin

In related news, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $693.32, for a total value of $103,998.00. Following the transaction, the director directly owned 2,829 shares of the company’s stock, valued at approximately $1,961,402.28. This trade represents a 5.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $657.13, for a total value of $5,000,102.17. Following the completion of the sale, the insider owned 277,110 shares of the company’s stock, valued at approximately $182,097,294.30. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 13.66% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Company expanding Axon 2.0 beyond gaming into Prospecting, Discovery and upcoming lead‑generation campaigns (targeting auto, insurance, subscription verticals) — this diversification could grow addressable ad spend and reduce reliance on gaming monetization. AppLovin Expands Axon 2.0 As Investors Weigh Non Gaming Growth Potential
• Positive Sentiment: Recent analyst upgrades (Arete Research and others) and bullish commentary after strong Q4 results are lifting sentiment — analysts cite AppLovin’s AI/monetization momentum and improving software/ads fundamentals. AppLovin Upgraded at Arete Research Analysts Positive After Q4 Results
• Neutral Sentiment: Oppenheimer trimmed its price target from $740 to $660 but kept an “outperform” rating — still implies significant upside, so this is a mixed signal rather than a sell catalyst. Oppenheimer Lowers Price Target
• Neutral Sentiment: Company participated in the Morgan Stanley TMT conference (management access and investor Q&A) — supports transparency and could help re‑rate the stock if message resonates. AppLovin to Participate in Morgan Stanley Conference
• Neutral Sentiment: Published short‑interest notes in the feed show zero/NaN values (likely data error) — no actionable signal from short‑interest figures as reported.
• Negative Sentiment: Ongoing SEC investigation and heightened app‑store regulatory scrutiny create an overhang — potential for higher compliance costs, disclosure risk, or operational changes that could pressure margins if escalated. Regulatory Scrutiny Raises Questions

AppLovin Stock Up 5.3%

AppLovin stock opened at $508.56 on Friday. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The firm’s fifty day simple moving average is $518.43 and its 200-day simple moving average is $571.29. The company has a market capitalization of $171.53 billion, a P/E ratio of 52.16, a P/E/G ratio of 0.99 and a beta of 2.51.

AppLovin (NASDAQ:APP) last posted its earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.89 by $0.35. AppLovin had a net margin of 57.42% and a return on equity of 245.64%. The firm had revenue of $1.66 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the prior year, the business posted $1.73 earnings per share. The business’s quarterly revenue was up 66.0% on a year-over-year basis. Sell-side analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. JPMorgan Chase & Co. raised their target price on AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Arete Research set a $340.00 target price on AppLovin and gave the company a “neutral” rating in a research note on Monday. Wedbush increased their price target on shares of AppLovin from $465.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Needham & Company LLC restated a “buy” rating and set a $700.00 price target on shares of AppLovin in a report on Thursday, February 12th. Finally, Jefferies Financial Group dropped their price objective on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $654.50.

AppLovin Company 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.