AppLovin Corporation $APP Shares Bought by Capital International Investors

Capital International Investors boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 0.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 816,561 shares of the company’s stock after buying an additional 4,657 shares during the quarter. Capital International Investors’ holdings in AppLovin were worth $586,732,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of AppLovin by 39.4% during the 3rd quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock worth $17,930,776,000 after acquiring an additional 7,051,663 shares in the last quarter. Norges Bank purchased a new position in shares of AppLovin in the 2nd quarter valued at about $951,541,000. Rakuten Investment Management Inc. acquired a new position in AppLovin in the 3rd quarter worth about $1,456,108,000. Jennison Associates LLC boosted its position in AppLovin by 55.2% during the third quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock worth $2,792,355,000 after purchasing an additional 1,381,970 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its position in AppLovin by 51.0% during the third quarter. Bank of New York Mellon Corp now owns 1,493,494 shares of the company’s stock worth $1,073,135,000 after purchasing an additional 504,341 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

APP has been the subject of a number of recent analyst reports. Piper Sandler restated an “overweight” rating and issued a $650.00 price objective (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Arete Research set a $340.00 target price on AppLovin and gave the company a “neutral” rating in a research report on Monday, March 2nd. Weiss Ratings raised shares of AppLovin from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 20th. Benchmark reissued a “buy” rating on shares of AppLovin in a report on Friday. Finally, The Goldman Sachs Group reduced their price objective on shares of AppLovin from $710.00 to $585.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $654.50.

Insider Activity

In other news, insider Victoria Valenzuela sold 7,609 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the completion of the sale, the insider owned 277,110 shares of the company’s stock, valued at $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 13.66% of the stock is owned by insiders.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Partnership with Stagwell to put Axon into Stagwell’s media offerings — expands Axon’s reach across mobile and connected TV, introduces AI-driven campaign optimization to Stagwell clients and could drive incremental ad revenue and CTV scale. AppLovin Stagwell Alliance Tests Axon’s AI Across Mobile And CTV
• Positive Sentiment: Kantar/Axon study shows mobile gaming is now a mainstream consumer channel with measurable purchase impact — supports AppLovin’s pitch to advertisers and the longer-term monetization potential of Axon. Mobile Gaming Now a Mainstream Consumer Channel (Kantar)
• Positive Sentiment: Adjust report: gaming app sessions rose in 2025 and retention-focused strategies are accelerating — an industry tailwind that should support demand for AppLovin’s ad and measurement products. Adjust: Gaming App Sessions Rose In 2025
• Positive Sentiment: Market recognition/momentum: coverage highlighting AppLovin as a top-performing S&P 500 name and a trending stock can sustain investor interest and multiple support. Is AppLovin The Best Performing S&P 500 Stock?
• Neutral Sentiment: Zacks feature and other retail/investor attention pieces note APP as a trending/idea stock — useful for sentiment but not a direct fundamental change. Zacks: Why APP is Trending
• Neutral Sentiment: Inclusion in a Zacks “Investment Ideas” roundup increases visibility but is not a direct catalyst. Zacks Investment Ideas Feature
• Neutral Sentiment: Short-interest reports flagged a “significant increase” but the published figures show 0 shares/NaN changes — likely a reporting/data error; do not treat as confirmed rising short activity without clearer data.
• Negative Sentiment: Jim Cramer flagged that AppLovin’s strong margins could attract competitive pressure from Google — raises the risk of margin compression or intensified competition in ad tech if large platforms respond. Jim Cramer Warns APP Investors

AppLovin Stock Performance

Shares of NASDAQ:APP opened at $477.39 on Wednesday. The company has a debt-to-equity ratio of 1.65, a current ratio of 3.32 and a quick ratio of 3.32. The business’s 50 day moving average price is $506.24 and its 200-day moving average price is $574.92. The firm has a market capitalization of $161.01 billion, a PE ratio of 48.96, a P/E/G ratio of 0.91 and a beta of 2.51. AppLovin Corporation has a 1 year low of $200.50 and a 1 year high of $745.61.

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

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.