COMMERCE BANK has added 37,129 shares of $APP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $APP.
APPLOVIN Hedge Fund Activity
We have seen 868 institutional investors add shares of APPLOVIN stock to their portfolio, and 713 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,076,600 shares (-72.0%) from their portfolio in Q4 2025, for an estimated $2,746,894,612
- MILLENNIUM MANAGEMENT LLC removed 2,574,629 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $1,849,973,921
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 2,009,415 shares (+11773.7%) to their portfolio in Q3 2025, for an estimated $1,443,845,054
- HRT FINANCIAL LP removed 1,577,072 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,133,189,314
- D. E. SHAW & CO., INC. removed 1,374,530 shares (-73.7%) from their portfolio in Q3 2025, for an estimated $987,654,786
- JENNISON ASSOCIATES LLC removed 1,149,126 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $774,304,081
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 966,544 shares (-50.6%) from their portfolio in Q3 2025, for an estimated $694,500,525
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
APPLOVIN Insider Trading Activity
APPLOVIN insiders have traded $APP stock on the open market 662 times in the past 6 months. Of those trades, 0 have been purchases and 662 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 297 sales selling 272,965 shares for an estimated $124,103,833.
- EDUARDO VIVAS has made 0 purchases and 14 sales selling 150,000 shares for an estimated $97,636,464.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 264 sales selling 165,000 shares for an estimated $81,206,706.
- HERALD Y CHEN has made 0 purchases and 24 sales selling 100,000 shares for an estimated $43,631,800.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 23 sales selling 74,208 shares for an estimated $36,245,248.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 33 sales selling 9,758 shares for an estimated $4,547,405.
- CRAIG SCOTT BILLINGS has made 0 purchases and 4 sales selling 2,350 shares for an estimated $1,393,368.
- DAWSON ALYSSA HARVEY has made 0 purchases and 3 sales selling 700 shares for an estimated $392,623.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
APPLOVIN Congressional Stock Trading
Members of Congress have traded $APP stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $APP stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 4 purchases worth up to $60,000 on 12/19, 11/18, 10/17, 10/09 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
APPLOVIN Analyst Ratings
Wall Street analysts have issued reports on $APP in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 02/12/2026
- BTIG issued a "Buy" rating on 02/12/2026
- Evercore ISI Group issued a "Outperform" rating on 01/14/2026
- Benchmark issued a "Buy" rating on 12/11/2025
- Citigroup issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
- Piper Sandler issued a "Overweight" rating on 11/06/2025
To track analyst ratings and price targets for APPLOVIN, check out Quiver Quantitative's $APP forecast page.
APPLOVIN Price Targets
Multiple analysts have issued price targets for $APP recently. We have seen 17 analysts offer price targets for $APP in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Alicia Reese from Wedbush set a target price of $640.0 on 02/12/2026
- Nat Schindler from Scotiabank set a target price of $775.0 on 02/12/2026
- Matthew Swanson from RBC Capital set a target price of $700.0 on 02/12/2026
- Clark Lampen from BTIG set a target price of $640.0 on 02/12/2026
- Bernie McTernan from Needham set a target price of $700.0 on 02/12/2026
- Eric Sheridan from Goldman Sachs set a target price of $585.0 on 02/12/2026
- John Hodulik from UBS set a target price of $740.0 on 02/12/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $APP ticker page for more data.
