FLPUTNAM INVESTMENT MANAGEMENT CO has added 78,463 shares of $APP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 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 691 institutional investors add shares of APPLOVIN stock to their portfolio, and 507 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SVB WEALTH LLC removed 3,501,904 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,225,946,552
- JPMORGAN CHASE & CO removed 3,440,731 shares (-42.0%) from their portfolio in Q2 2025, for an estimated $1,204,531,108
- DYNASTY WEALTH MANAGEMENT, LLC removed 2,701,038 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $945,579,383
- MILLENNIUM MANAGEMENT LLC added 2,315,114 shares (+818.6%) to their portfolio in Q2 2025, for an estimated $810,475,109
- BLACKROCK, INC. removed 2,155,885 shares (-10.2%) from their portfolio in Q2 2025, for an estimated $754,732,220
- D. E. SHAW & CO., INC. added 1,630,363 shares (+692.6%) to their portfolio in Q2 2025, for an estimated $570,757,479
- SANDS CAPITAL MANAGEMENT, LLC removed 1,240,847 shares (-60.3%) from their portfolio in Q2 2025, for an estimated $434,395,717
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 634 times in the past 6 months. Of those trades, 0 have been purchases and 634 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- HERALD Y CHEN has made 0 purchases and 137 sales selling 1,600,000 shares for an estimated $653,641,824.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 235 sales selling 367,465 shares for an estimated $143,862,965.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 172 sales selling 165,000 shares for an estimated $65,268,144.
- EDUARDO VIVAS has made 0 purchases and 7 sales selling 125,000 shares for an estimated $58,249,976.
- VICTORIA VALENZUELA (CALO & Corp. Secretary) has made 0 purchases and 38 sales selling 79,783 shares for an estimated $36,120,481.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 13 sales selling 14,588 shares for an estimated $6,137,446.
- CRAIG SCOTT BILLINGS has made 0 purchases and 3 sales selling 12,000 shares for an estimated $4,237,396.
- DAWSON ALYSSA HARVEY has made 0 purchases and 25 sales selling 4,420 shares for an estimated $1,834,491.
- BARBARA MESSING has made 0 purchases and 4 sales selling 1,500 shares for an estimated $573,691.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
APPLOVIN Congressional Stock Trading
Members of Congress have traded $APP stock 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $APP stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 07/01.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/06.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 1 purchase worth up to $15,000 on 05/28 and 2 sales worth up to $30,000 on 04/16, 04/14.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
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 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 10/06/2025
- Citigroup issued a "Buy" rating on 10/01/2025
- B of A Securities issued a "Buy" rating on 10/01/2025
- UBS issued a "Buy" rating on 09/26/2025
- Piper Sandler issued a "Overweight" rating on 09/26/2025
- Oppenheimer issued a "Outperform" rating on 09/23/2025
- BTIG issued a "Buy" rating on 09/15/2025
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 14 analysts offer price targets for $APP in the last 6 months, with a median target of $702.0.
Here are some recent targets:
- Alicia Reese from Wedbush set a target price of $745.0 on 10/06/2025
- Jason Bazinet from Citigroup set a target price of $850.0 on 10/01/2025
- Omar Dessouky from B of A Securities set a target price of $860.0 on 10/01/2025
- Matthew Cost from Morgan Stanley set a target price of $750.0 on 09/29/2025
- James Callahan from Piper Sandler set a target price of $740.0 on 09/26/2025
- John Hodulik from UBS set a target price of $810.0 on 09/26/2025
- Martin Yang from Oppenheimer set a target price of $740.0 on 09/23/2025
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.
