Rhumbline Advisers Has $332.29 Million Stock Position in AppLovin Corporation $APP

Rhumbline Advisers boosted its stake in shares of AppLovin Corporation (NASDAQ:APP) by 60.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 462,445 shares of the company’s stock after purchasing an additional 173,795 shares during the quarter. Rhumbline Advisers’ holdings in AppLovin were worth $332,285,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Advisors Asset Management Inc. raised its stake in shares of AppLovin by 44.6% in the third quarter. Advisors Asset Management Inc. now owns 1,747 shares of the company’s stock valued at $1,255,000 after purchasing an additional 539 shares in the last quarter. Stratos Wealth Partners LTD. raised its stake in shares of AppLovin by 35.4% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 27,831 shares of the company’s stock valued at $19,998,000 after buying an additional 7,271 shares in the last quarter. Stratos Wealth Advisors LLC bought a new position in shares of AppLovin during the 3rd quarter worth about $476,000. Versor Investments LP acquired a new stake in shares of AppLovin during the 3rd quarter valued at about $1,252,000. Finally, Waterway Wealth Management LLC bought a new stake in AppLovin in the third quarter valued at about $359,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

AppLovin Stock Up 2.7%

NASDAQ:APP opened at $472.92 on Wednesday. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61. The stock’s fifty day simple moving average is $612.96 and its 200-day simple moving average is $572.41. The firm has a market capitalization of $159.82 billion, a P/E ratio of 57.39, a P/E/G ratio of 1.52 and a beta of 2.49.

Insider Transactions at AppLovin

In other news, CEO Arash Adam Foroughi sold 30,888 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $520.29, for a total value of $16,070,717.52. Following the completion of the sale, the chief executive officer directly owned 2,553,161 shares of the company’s stock, valued at $1,328,384,136.69. This represents a 1.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Victoria Valenzuela sold 7,609 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the completion of the sale, the insider owned 277,110 shares in the company, valued at $182,097,294.30. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 187,786 shares of company stock worth $100,914,925. 13.66% of the stock is currently owned by company insiders.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Short-seller CapitalWatch apologized and retracted parts of a report that accused an AppLovin shareholder of criminal ties — the retraction removed a major negative catalyst and spurred the recent rally. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
• Positive Sentiment: Q4 preview expects strong results (earnings seen rising ~78%) with e‑commerce and gaming performance in focus — sets a constructive earnings backdrop if execution meets expectations. AppLovin Q4 preview: Earnings seen rising 78%
• Positive Sentiment: Bullish investor takes and analyst defenses argue recent sell-off was overblown and present AppLovin as a buying opportunity, citing strong top-line growth, attractive valuation metrics post‑dip, and secular ad-tech/AI tailwinds. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
• Positive Sentiment: Investor pieces highlight product/AI roadmaps (Axon 2.0 global rollout, AI-powered ad creative and e‑commerce expansion) as potential 2026 growth inflection points supporting margin and revenue upside. AppLovin: Why I’m Buying The Dip Despite CloudX Narrative
• Positive Sentiment: Technical/market commentary notes a breakout/support around the ~$466 level and momentum following the news-driven rebound, drawing short-term momentum traders. Stock Of The Day: Is AppLovin Breaking Out?
• Neutral Sentiment: Short-interest reporting in the feed is inconsistent/ambiguous (data shows 0 shares and a 0.0 days ratio) — not a clear signal; monitor authoritative short-interest filings for true positioning shifts.
• Neutral Sentiment: Earnings calendar items and previews place APP in focus this week — earnings results and guidance will likely be the next major stock-moving events. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
• Negative Sentiment: Some media figures (e.g., Jim Cramer) and lingering skepticism remain — narratives that AppLovin is no longer a “magical” growth stock could keep volatility elevated if results or guidance disappoint. Jim Cramer on AppLovin: “Not So Magical Now”

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Benchmark restated a “buy” rating on shares of AppLovin in a research report on Monday, February 2nd. JPMorgan Chase & Co. upped their price objective on shares of AppLovin from $425.00 to $650.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Zacks Research raised AppLovin from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Piper Sandler reaffirmed an “overweight” rating on shares of AppLovin in a report on Tuesday, January 20th. Finally, Wedbush reissued an “outperform” rating and set a $465.00 price objective on shares of AppLovin in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $686.05.

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.