AppLovin Corporation $APP Shares Sold by Sapient Capital LLC

Sapient Capital LLC decreased its position in shares of AppLovin Corporation (NASDAQ:APP) by 12.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,115,870 shares of the company’s stock after selling 155,603 shares during the period. AppLovin comprises approximately 7.5% of Sapient Capital LLC’s holdings, making the stock its 3rd biggest holding. Sapient Capital LLC owned about 0.33% of AppLovin worth $574,930,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC purchased a new stake in shares of AppLovin during the fourth quarter worth about $294,000. Bison Wealth LLC purchased a new position in AppLovin in the fourth quarter valued at about $239,000. Integrated Wealth Concepts LLC grew its stake in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after purchasing an additional 621 shares in the last quarter. NewEdge Advisors LLC grew its stake in AppLovin by 5.7% during the 2nd quarter. NewEdge Advisors LLC now owns 14,523 shares of the company’s stock valued at $5,084,000 after purchasing an additional 782 shares in the last quarter. Finally, Treasurer of the State of North Carolina increased its holdings in AppLovin by 7.2% during the 2nd quarter. Treasurer of the State of North Carolina now owns 139,189 shares of the company’s stock worth $48,727,000 after purchasing an additional 9,380 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on APP. Scotiabank reaffirmed a “sector outperform” rating and issued a $515.00 target price on shares of AppLovin in a research report on Thursday. UBS Group decreased their price target on shares of AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a research report on Thursday. Benchmark dropped their price target on shares of AppLovin from $775.00 to $500.00 and set a “buy” rating for the company in a research note on Thursday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $660.00 price target on shares of AppLovin in a report on Thursday, May 7th. Finally, The Goldman Sachs Group reduced their price objective on shares of AppLovin from $585.00 to $465.00 and set a “neutral” rating on the stock in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $574.82.

Insider Transactions at AppLovin

In other AppLovin news, insider Victoria Valenzuela sold 20,000 shares of the business’s stock in a transaction on 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 sale, the insider owned 243,961 shares in the company, valued at $138,055,090.29. The trade was a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Arash Adam Foroughi sold 33,042 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $486.95, for a total transaction of $16,089,801.90. Following the sale, the chief executive officer directly owned 2,369,351 shares in the company, valued at $1,153,755,469.45. This trade represents a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 393,000 shares of company stock valued at $197,297,363 over the last quarter. Insiders own 12.81% of the company’s stock.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin reported second-quarter revenue of $1.92 billion, up 52.8% year over year, while earnings of $3.76 per share were in line with consensus. Strong consumer-vertical momentum and a robust third-quarter outlook support the company’s growth narrative. AppLovin Q2 2026 earnings call highlights
• Positive Sentiment: Management said recent AI model improvements were affected by timing, while live gains and broader consumer adoption could drive stronger growth in the third quarter. The expansion of AXON Ads into self-serve advertising and new verticals such as fintech and connected TV could increase AppLovin’s addressable market. APP Q2 earnings call highlights
• Positive Sentiment: Citigroup lowered its price target from $710 to $650 but maintained a “buy” rating. Morgan Stanley also kept an “overweight” rating with a $650 target, indicating analysts still see substantial upside after the selloff.
• Positive Sentiment: AppLovin’s chief financial officer said the SEC investigation involving the company has been closed, removing a potentially significant regulatory overhang. SEC probe closure report

AppLovin Price Performance

Shares of APP opened at $346.80 on Monday. The firm has a market cap of $116.50 billion, a price-to-earnings ratio of 26.66, a PEG ratio of 0.64 and a beta of 2.54. The stock has a 50 day moving average of $474.18 and a 200-day moving average of $463.18. The company has a current ratio of 4.30, a quick ratio of 4.30 and a debt-to-equity ratio of 1.11. AppLovin Corporation has a 52 week low of $332.19 and a 52 week high of $745.61.

AppLovin (NASDAQ:APP) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $3.76 earnings per share (EPS) for the quarter, meeting the consensus estimate of $3.76. AppLovin had a return on equity of 193.10% and a net margin of 64.58%.The business had revenue of $1.92 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same period in the prior year, the company posted $2.39 EPS. The business’s revenue was up 52.8% compared to the same quarter last year. As a group, analysts forecast that AppLovin Corporation will post 15.56 EPS for the current 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.