OneAscent Financial Services LLC Has $499,000 Stake in AppLovin Corporation $APP

OneAscent Financial Services LLC decreased its holdings in shares of AppLovin Corporation (NASDAQ:APP) by 73.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 695 shares of the company’s stock after selling 1,970 shares during the quarter. OneAscent Financial Services LLC’s holdings in AppLovin were worth $499,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Concurrent Investment Advisors LLC raised its position in shares of AppLovin by 31.5% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 4,646 shares of the company’s stock valued at $1,627,000 after buying an additional 1,114 shares in the last quarter. Lazard Freres Gestion S.A.S. bought a new stake in AppLovin during the third quarter worth $2,514,000. Thames Capital Management LLC boosted its holdings in shares of AppLovin by 114.8% in the 3rd quarter. Thames Capital Management LLC now owns 16,702 shares of the company’s stock valued at $12,001,000 after purchasing an additional 8,925 shares in the last quarter. CIBC Asset Management Inc increased its stake in shares of AppLovin by 14.8% in the 3rd quarter. CIBC Asset Management Inc now owns 117,126 shares of the company’s stock valued at $84,160,000 after purchasing an additional 15,074 shares during the last quarter. Finally, Rakuten Securities Inc. raised its holdings in shares of AppLovin by 118.0% during the 3rd quarter. Rakuten Securities Inc. now owns 10,540 shares of the company’s stock worth $7,573,000 after buying an additional 5,705 shares in the last quarter. 41.85% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 7,609 shares of the company’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 $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Arash Adam Foroughi sold 4,069 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $497.50, for a total transaction of $2,024,327.50. Following the transaction, the chief executive officer directly owned 2,998,948 shares in the company, valued at approximately $1,491,976,630. This represents a 0.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 340,336 shares of company stock valued at $200,062,623 in the last three months. 13.66% of the stock is owned by company insiders.

AppLovin Trading Up 1.5%

APP opened at $543.56 on Wednesday. The firm has a market capitalization of $183.70 billion, a PE ratio of 65.97, a P/E/G ratio of 1.77 and a beta of 2.50. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company’s 50-day moving average is $635.07 and its 200 day moving average is $565.11. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

AppLovin (NASDAQ:APP) last announced its earnings results on Wednesday, November 5th. The company reported $2.45 EPS for the quarter, beating the consensus estimate of $2.34 by $0.11. AppLovin had a net margin of 51.27% and a return on equity of 258.49%. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the company posted $1.29 earnings per share. The firm’s revenue for the quarter was up 68.2% on a year-over-year basis. As a group, research analysts predict that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham upgraded APP to Buy with a $700 price target, citing an expected e‑commerce growth inflection in 2026; that upgrade has supported upside momentum. Needham Upgrade
• Positive Sentiment: Analyst interest and high price targets (consensus near ~$700+) continue to underpin the stock despite recent volatility, keeping buy-side focus on long-term upside. Zacks Key Facts
• Positive Sentiment: Short‑term price reaction to the Needham upgrade was amplified in trading commentary — several outlets noted an intraday pop after the upgrade, reinforcing upside momentum. Schaeffers: Stock Pops
• Neutral Sentiment: Comparisons to other AI/automation names (e.g., UiPath) by some analysts highlight differing risk/reward profiles — useful context for investors assessing APP versus peers but not an immediate catalyst. Zacks: PATH vs APP
• Neutral Sentiment: A reported change in short‑interest data for January appears internally inconsistent (zeros/NaN) and currently offers no clear signal on positioning or squeeze risk.
• Negative Sentiment: CapitalWatch released a detailed short‑seller report alleging AppLovin facilitated illicit activity; while APP has strongly denied the claims and demanded a retraction, the report triggered renewed selling pressure and reputational risk. CNBC: CapitalWatch Report
• Negative Sentiment: Pomerantz announced an investigation into AppLovin shareholder claims, signaling potential class‑action litigation risk that can prolong volatility and increase legal uncertainty. GlobeNewsWire: Pomerantz Investigation
• Negative Sentiment: Previous reporting that the SEC has looked into AppLovin’s data practices remains a background risk; any regulatory developments would be material and could amplify negative moves. MarketBeat: SEC Probe Coverage

Wall Street Analyst Weigh In

Several research analysts have commented on APP shares. Oppenheimer set a $740.00 target price on AppLovin in a research note on Tuesday, October 7th. Benchmark boosted their price target on AppLovin from $700.00 to $775.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Wedbush boosted their target price on shares of AppLovin from $745.00 to $800.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. BTIG Research reaffirmed a “buy” rating and set a $771.00 target price on shares of AppLovin in a research report on Wednesday, December 17th. Finally, Zacks Research raised shares of AppLovin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, AppLovin presently has an average rating of “Moderate Buy” and an average target price of $706.45.

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.