VMS Asset Management Limited Purchases New Position in AppLovin Corporation $APP

VMS Asset Management Limited purchased a new stake in shares of AppLovin Corporation (NASDAQ:APP) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 9,936 shares of the company’s stock, valued at approximately $6,695,000. AppLovin accounts for approximately 2.6% of VMS Asset Management Limited’s holdings, making the stock its 11th biggest position.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Board of the Pension Protection Fund purchased a new position in shares of AppLovin during the fourth quarter valued at about $27,000. Washington Trust Advisors Inc. increased its position in shares of AppLovin by 160.0% during the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after buying an additional 24 shares during the period. Laurel Wealth Advisors LLC purchased a new position in shares of AppLovin during the fourth quarter valued at about $32,000. CBIZ Investment Advisory Services LLC increased its position in shares of AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after buying an additional 17 shares during the period. Finally, Graney & King LLC purchased a new position in shares of AppLovin during the third quarter valued at about $36,000. Hedge funds and other institutional investors own 41.85% of the company’s stock.

Insiders Place Their Bets

In related news, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $453.49, for a total value of $74,331,545.90. Following the transaction, the director directly owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. This represents a 2.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Vasily Shikin sold 62,804 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total value of $30,549,749.72. Following the completion of the transaction, the chief technology officer directly owned 3,255,273 shares in the company, valued at $1,583,462,445.39. This trade represents a 1.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 464,016 shares of company stock valued at $218,477,985. Insiders own 13.66% of the company’s stock.

AppLovin Stock Performance

APP stock opened at $558.87 on Friday. The stock has a market capitalization of $187.75 billion, a PE ratio of 48.01, a price-to-earnings-growth ratio of 0.93 and a beta of 2.45. AppLovin Corporation has a 12-month low of $320.00 and a 12-month high of $745.61. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The stock’s 50 day simple moving average is $468.02 and its 200 day simple moving average is $521.18.

AppLovin (NASDAQ:APP) last released its quarterly earnings data on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.44 by $0.12. The business had revenue of $1.84 billion for the quarter, compared to analysts’ expectations of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The firm’s quarterly revenue was up 58.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.67 EPS. As a group, research analysts forecast that AppLovin Corporation will post 15.86 earnings per share for the current fiscal year.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin is being highlighted as a top-ranked momentum stock, reinforcing the view that the shares still have strong technical and growth-driven appeal. AppLovin (APP) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: AppLovin’s May rally was attributed to strong earnings and continued support from both buy-side and sell-side investors, suggesting the latest results are still resonating with the market. Why AppLovin Rallied in May
• Positive Sentiment: Analyst coverage remains constructive, with APP receiving an average rating of “Moderate Buy,” which can help support investor confidence. AppLovin Corporation (NASDAQ:APP) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Several recent articles frame AppLovin as a growth stock with high insider ownership, a point that may attract long-term investors but does not by itself change the near-term outlook. June 2026 Growth Stocks With High Insider Ownership
• Neutral Sentiment: Coverage also notes that APP has declined year to date and is being weighed against strong profitability and AI-driven ad growth, leaving the stock caught between growth enthusiasm and valuation concerns. AppLovin Slides 15% YTD: Is the Stock a Buying Opportunity?
• Negative Sentiment: Broader ad-tech weakness is pressuring sentiment, with investors becoming more cautious about the group and questioning whether ad-tech stocks are “dead money” this year. Trade Desk Is Down 44% This Year and AppLovin Is Down 17%. Are Ad-Tech Stocks Dead Money in 2026?
• Negative Sentiment: AppLovin was also mentioned in a software selloff tied to profit-taking, adding short-term pressure to the shares. 8×8, BlackLine, and AppLovin Stocks Trade Down, What You Need To Know

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on APP. Needham & Company LLC reiterated a “buy” rating and set a $700.00 price target on shares of AppLovin in a research report on Thursday, May 28th. Benchmark reiterated a “buy” rating on shares of AppLovin in a research report on Friday, March 6th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $660.00 price target on shares of AppLovin in a research report on Thursday, May 7th. Morgan Stanley reaffirmed an “overweight” rating on shares of AppLovin in a research note on Wednesday, May 27th. Finally, Wedbush reaffirmed an “outperform” rating and set a $640.00 target price on shares of AppLovin in a research note on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $664.35.

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.