National Pension Service has added 356,443 shares of $APP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 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 612 institutional investors add shares of APPLOVIN stock to their portfolio, and 550 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 8,434,521 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,234,895,029
- DYNASTY WEALTH MANAGEMENT, LLC removed 2,701,038 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $945,579,383
- MORGAN STANLEY added 2,180,194 shares (+64.4%) to their portfolio in Q1 2025, for an estimated $577,686,004
- SVB WEALTH LLC removed 2,000,741 shares (-36.4%) from their portfolio in Q1 2025, for an estimated $530,136,342
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,769,400 shares (+36.7%) to their portfolio in Q1 2025, for an estimated $468,837,918
- TIGER GLOBAL MANAGEMENT LLC added 1,668,240 shares (+inf%) to their portfolio in Q1 2025, for an estimated $442,033,552
- JPMORGAN CHASE & CO added 1,605,530 shares (+24.4%) to their portfolio in Q1 2025, for an estimated $425,417,284
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 362 times in the past 6 months. Of those trades, 0 have been purchases and 362 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 72 sales selling 1,100,000 shares for an estimated $405,821,104.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 105 sales selling 280,000 shares for an estimated $107,024,624.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 136 sales selling 165,000 shares for an estimated $49,105,153.
- VICTORIA VALENZUELA (CLO & Corp. Secretary) has made 0 purchases and 16 sales selling 13,184 shares for an estimated $4,875,335.
- CRAIG SCOTT BILLINGS has made 0 purchases and 3 sales selling 12,000 shares for an estimated $4,237,396.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 2 sales selling 9,714 shares for an estimated $4,108,994.
- DAWSON ALYSSA HARVEY has made 0 purchases and 24 sales selling 4,070 shares for an estimated $1,663,702.
- 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 12 times in the past 6 months. Of those trades, 6 have been purchases and 6 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. purchased up to $15,000 on 07/01.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/06 and 2 sales worth up to $30,000 on 02/26, 02/25.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 4 times. They made 2 purchases worth up to $30,000 on 05/28, 03/13 and 2 sales worth up to $30,000 on 04/16, 04/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 04/07, 02/24 and 2 sales worth up to $100,000 on 05/12, 03/05.
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:
- Scotiabank issued a "Sector Outperform" rating on 08/07/2025
- Wells Fargo issued a "Overweight" rating on 08/07/2025
- Morgan Stanley issued a "Overweight" rating on 08/07/2025
- Piper Sandler issued a "Overweight" rating on 08/07/2025
- BTIG issued a "Buy" rating on 07/23/2025
- UBS issued a "Buy" rating on 05/08/2025
- Oppenheimer issued a "Outperform" rating on 05/08/2025
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 $491.5.
Here are some recent targets:
- Alec Brondolo from Wells Fargo set a target price of $480.0 on 08/07/2025
- Cory Carpenter from JP Morgan set a target price of $425.0 on 08/07/2025
- Nat Schindler from Scotiabank set a target price of $450.0 on 08/07/2025
- Matthew Cost from Morgan Stanley set a target price of $480.0 on 08/07/2025
- James Callahan from Piper Sandler set a target price of $500.0 on 08/07/2025
- Clark Lampen from BTIG set a target price of $483.0 on 07/23/2025
- Eric Sheridan from Goldman Sachs set a target price of $435.0 on 05/09/2025
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.
