Panagora Asset Management Inc. lessened its position in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 47.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 75,930 shares of the company’s stock after selling 68,048 shares during the period. Panagora Asset Management Inc.’s holdings in AppLovin were worth $51,163,000 at the end of the most recent quarter.
A number of other hedge funds have also bought and sold shares of APP. Revolve Wealth Partners LLC bought a new position in AppLovin during the fourth quarter worth $294,000. Bison Wealth LLC bought a new position in AppLovin during the fourth quarter worth $239,000. Integrated Wealth Concepts LLC raised its stake in AppLovin by 58.0% during the first quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock worth $448,000 after buying an additional 621 shares during the last quarter. NewEdge Advisors LLC raised its stake in AppLovin by 5.7% during the second quarter. NewEdge Advisors LLC now owns 14,523 shares of the company’s stock worth $5,084,000 after buying an additional 782 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its stake in AppLovin by 7.2% during the second quarter. Treasurer of the State of North Carolina now owns 139,189 shares of the company’s stock worth $48,727,000 after buying an additional 9,380 shares during the last quarter. Institutional investors own 41.85% of the company’s stock.
Insider Buying and Selling at AppLovin
In other news, insider Victoria Valenzuela sold 20,000 shares of AppLovin stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $565.89, for a total transaction of $11,317,800.00. Following the completion of the transaction, the insider directly owned 243,961 shares in the company, valued at $138,055,090.29. This trade represents a 7.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Matthew Stumpf sold 9,052 shares of AppLovin stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $600.00, for a total transaction of $5,431,200.00. Following the transaction, the chief financial officer owned 177,450 shares of the company’s stock, valued at $106,470,000. This represents a 4.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 226,014 shares of company stock valued at $113,073,400 over the last three months. Corporate insiders own 13.66% of the company’s stock.
Analyst Ratings Changes
Get Our Latest Stock Analysis on APP
AppLovin News Roundup
Here are the key news stories impacting AppLovin this week:
- Positive Sentiment: AppLovin is being highlighted as one of the best S&P 500 stocks to buy now according to analysts, reinforcing a bullish outlook for the company’s ad-tech and AI-driven platform. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
- Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders in mobile app inventory quality, which may support confidence in its advertising ecosystem and monetization capabilities. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0: 16.2% of Global Authorized Mobile App Inventory Is Resold Through Arbitrage; Google AdExchange Top-Ranked ‘Direct’ Seller in the US
- Positive Sentiment: AppLovin was also cited in Zacks-related coverage as a trending stock, suggesting renewed investor attention and momentum. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
- Neutral Sentiment: Several articles simply revisit why some investors still like AppLovin after a six-month pullback, framing the recent decline as a potential setup rather than a new company-specific catalyst. 3 Reasons We’re Fans of AppLovin (APP)
- Neutral Sentiment: One session’s move was also tied to broader market relief after lower yields and geopolitical easing, which can support shares of growth stocks like AppLovin without changing the company’s fundamentals. AppLovin and Elastic Shares Are Soaring, What You Need To Know
AppLovin Stock Up 4.8%
Shares of NASDAQ APP opened at $520.86 on Tuesday. The stock has a market capitalization of $174.98 billion, a P/E ratio of 44.75, a P/E/G ratio of 0.81 and a beta of 2.45. The company has a 50-day moving average price of $485.57 and a 200-day moving average price of $520.32. AppLovin Corporation has a 1 year low of $320.00 and a 1 year high of $745.61. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24.
AppLovin (NASDAQ:APP – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.44 by $0.12. The firm had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The business’s revenue was up 58.9% on a year-over-year basis. During the same period last year, the company earned $1.67 earnings per share. On average, equities research analysts forecast that AppLovin Corporation will post 15.86 EPS for the current fiscal year.
About AppLovin
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.
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