Wealthfront Advisers LLC Has $23.91 Million Position in AppLovin Corporation $APP

Wealthfront Advisers LLC boosted its position in AppLovin Corporation (NASDAQ:APP) by 35.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 33,272 shares of the company’s stock after purchasing an additional 8,742 shares during the quarter. Wealthfront Advisers LLC’s holdings in AppLovin were worth $23,907,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Versant Capital Management Inc boosted its position in shares of AppLovin by 2.8% in the third quarter. Versant Capital Management Inc now owns 701 shares of the company’s stock valued at $504,000 after acquiring an additional 19 shares during the period. Optas LLC raised its stake in AppLovin by 2.5% in the 3rd quarter. Optas LLC now owns 877 shares of the company’s stock worth $630,000 after purchasing an additional 21 shares in the last quarter. Bartlett & CO. Wealth Management LLC raised its stake in AppLovin by 19.6% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 134 shares of the company’s stock worth $96,000 after purchasing an additional 22 shares in the last quarter. Avestar Capital LLC boosted its holdings in AppLovin by 2.1% in the 2nd quarter. Avestar Capital LLC now owns 1,117 shares of the company’s stock valued at $391,000 after purchasing an additional 23 shares during the period. Finally, Proffitt & Goodson Inc. grew its position in shares of AppLovin by 65.7% during the 3rd quarter. Proffitt & Goodson Inc. now owns 58 shares of the company’s stock worth $42,000 after purchasing an additional 23 shares in the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other AppLovin news, CEO Arash Adam Foroughi sold 4,069 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $497.50, for a total transaction of $2,024,327.50. Following the completion of the transaction, the chief executive officer owned 2,998,948 shares of the company’s stock, valued at approximately $1,491,976,630. The trade was a 0.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the sale, the director owned 2,829 shares in the company, valued at approximately $1,961,402.28. The trade was a 5.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 187,986 shares of company stock valued at $101,032,761 in the last quarter. Corporate insiders own 13.66% of the company’s stock.

AppLovin Stock Up 13.2%

NASDAQ APP opened at $460.38 on Tuesday. The business has a fifty day moving average price of $616.57 and a two-hundred day moving average price of $571.64. The stock has a market capitalization of $155.59 billion, a PE ratio of 55.87, a PEG ratio of 1.34 and a beta of 2.49. AppLovin Corporation has a fifty-two week low of $200.50 and a fifty-two week high of $745.61. The company has a debt-to-equity ratio of 2.38, a current ratio of 3.25 and a quick ratio of 3.25.

Analyst Ratings Changes

A number of research firms have recently weighed in on APP. Wells Fargo & Company lifted their price target on shares of AppLovin from $721.00 to $735.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Piper Sandler reissued an “overweight” rating on shares of AppLovin in a research report on Tuesday, January 20th. JPMorgan Chase & Co. lifted their price objective on AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Scotiabank upped their target price on AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Finally, Evercore reissued a “buy” rating on shares of AppLovin in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $686.05.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short‑seller CapitalWatch retracted and apologized for claims tying an AppLovin shareholder to criminal syndicates, removing a major credibility overhang that had pressured the stock. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: A prominent critic walked back some earlier claims, further easing regulatory/reputational uncertainty and supporting the rebound in shares. A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped.
• Positive Sentiment: Jefferies publicly defended AppLovin as a “great buying opportunity,” lending institutional support to the recovery narrative and likely attracting buyers after the selloff. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: An analyst called the recent sell‑off “overblown,” framing the dip as a buying opportunity and helping momentum into the rally. AppLovin Stock Regains Ground After Sell-Off That Analyst Calls ‘Overblown’
• Positive Sentiment: Technical indicators (hammer candlestick) and upward earnings-estimate revisions suggest the stock may have found short-term support, attracting “bottom-fisher” interest. Here’s Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
• Neutral Sentiment: AppLovin is on a busy earnings week calendar — results and guidance will be a near-term catalyst and could swing sentiment either way. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Neutral Sentiment: Industry‑wide weakness in software/AI names has pressured multiples across the group; some screens still list APP among top software picks, but sector sentiment is mixed. 5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
• Positive Sentiment: Longer‑term bulls point to AppLovin’s AI recommendation tech as a durable advantage, with research suggesting sizable upside if AI ad targeting adoption continues. A Once-in-a-Decade Investment Opportunity: The 2 Best AI Stocks to Buy in February 2026
• Negative Sentiment: Wedbush cut its price target sharply (from $800 to $465), citing valuation reset and industry headwinds — a reminder that analysts see downside risk if sector weakness persists. Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds

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.