Park Avenue Securities LLC Has $11.75 Million Stock Position in AppLovin Corporation $APP

Park Avenue Securities LLC reduced its holdings in AppLovin Corporation (NASDAQ:APP) by 9.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,445 shares of the company’s stock after selling 1,731 shares during the period. Park Avenue Securities LLC’s holdings in AppLovin were worth $11,754,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Chilton Capital Management LLC bought a new stake in shares of AppLovin in the third quarter valued at approximately $29,000. Activest Wealth Management increased its position in AppLovin by 760.0% during the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after acquiring an additional 38 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in AppLovin during the 2nd quarter valued at $33,000. Heartwood Wealth Advisors LLC acquired a new position in AppLovin during the 3rd quarter valued at $33,000. Finally, CBIZ Investment Advisory Services LLC boosted its holdings in AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the period. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have issued reports on APP. Zacks Research lowered shares of AppLovin from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 12th. The Goldman Sachs Group cut 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. Oppenheimer reduced their target price on shares of AppLovin from $740.00 to $660.00 and set an “outperform” rating for the company in a research note on Thursday, March 5th. BTIG Research decreased their target price on AppLovin from $771.00 to $640.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $700.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Twenty research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and a consensus price target of $654.50.

Insider Buying and Selling at AppLovin

In other AppLovin news, CTO Vasily Shikin sold 5,231 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $477.47, for a total transaction of $2,497,645.57. Following the completion of the transaction, the chief technology officer directly owned 30,658 shares in the company, valued at $14,638,275.26. This represents a 14.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the transaction, the director directly owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. The trade was a 2.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 365,244 shares of company stock worth $169,584,607 over the last three months. Company insiders own 13.66% of the company’s stock.

AppLovin Stock Up 0.6%

NASDAQ APP opened at $442.39 on Friday. AppLovin Corporation has a 1-year low of $200.50 and a 1-year high of $745.61. The company has a market capitalization of $149.21 billion, a price-to-earnings ratio of 45.37, a PEG ratio of 0.76 and a beta of 2.51. The stock’s 50 day moving average is $476.11 and its two-hundred day moving average is $572.37. 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 (NASDAQ:APP) last issued its earnings results on Wednesday, February 11th. The company reported $3.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.35. The business had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.61 billion. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.AppLovin’s quarterly revenue was up 66.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.73 EPS. Equities analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Trending Headlines about AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AXON & MAX revenue momentum — Research notes highlight AXON and the MAX unified auction driving strong expansion outside gaming, with Zacks citing ~70% revenue growth drivers for 2025 that underpin near‑term top‑line momentum. AppLovin’s Axon and MAX Power 70% Revenue Growth in 2025
• Positive Sentiment: Analyst backing and upside thesis — Consensus broker ratings remain bullish (average ≈ Moderate Buy) and multiple houses still see substantial upside versus the current price, which supports buyer interest on dips. Why Analysts Love AppLovin Stock but the Market Doesn’t
• Positive Sentiment: Long‑term growth case intact — Style/score pieces continue to list APP among top growth names based on AI ad stack and monetization tools, supporting longer‑term holders. Why AppLovin (APP) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Valuation vs. buybacks — Analysts note AppLovin trades at steep premiums to peers; buybacks and cash flow are supportive but execution (notably 2026 margin improvement) must materialize to justify multiples. Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals
• Neutral Sentiment: Noise around major investor relationships — Reporting that JPMorgan cut ties with a prominent investor in AppLovin creates headline risk but does not directly change AppLovin’s fundamentals; it’s a short‑term sentiment factor to monitor. JPMorgan Ends Ties With AppLovin Investor Holding $4.6 Billion Stake
• Negative Sentiment: Insider selling — Director Eduardo Vivas sold ~163,910 shares (~$74M) recently; large director sales have been cited as the main catalyst for recent intraday weakness. AppLovin (NASDAQ:APP) Director Sells 163,910 Shares
• Negative Sentiment: Market reaction & thinner liquidity — Coverage links the recent price drop to that insider sale plus below‑average volume, suggesting weaker bid support can amplify declines until clearer execution or fresh buying appears. AppLovin Stock Price Down Following Insider Selling

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.