Capital Research Global Investors has opened a new $743.9M position in $APP, 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.
$APP Hedge Fund Activity
We have seen 887 institutional investors add shares of $APP stock to their portfolio, and 545 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 7,051,663 shares (+39.4%) to their portfolio in Q3 2025, for an estimated $5,066,901,932
- BLACKROCK, INC. added 5,989,081 shares (+31.6%) to their portfolio in Q3 2025, for an estimated $4,303,394,261
- GEODE CAPITAL MANAGEMENT, LLC added 3,386,990 shares (+101.7%) to their portfolio in Q3 2025, for an estimated $2,433,687,794
- JPMORGAN CHASE & CO added 2,933,933 shares (+61.8%) to their portfolio in Q3 2025, for an estimated $2,108,148,217
- MILLENNIUM MANAGEMENT LLC added 2,315,114 shares (+818.6%) to their portfolio in Q2 2025, for an estimated $810,475,109
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 2,009,415 shares (+11773.7%) to their portfolio in Q3 2025, for an estimated $1,443,845,054
- D. E. SHAW & CO., INC. added 1,630,363 shares (+692.6%) to their portfolio in Q2 2025, for an estimated $570,757,479
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$APP Insider Trading Activity
$APP insiders have traded $APP stock on the open market 576 times in the past 6 months. Of those trades, 0 have been purchases and 576 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 88 sales selling 800,000 shares for an estimated $354,741,719.
- 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.
- DAWSON ALYSSA HARVEY has made 0 purchases and 15 sales selling 3,850 shares for an estimated $1,622,952.
- CRAIG SCOTT BILLINGS has made 0 purchases and 4 sales selling 2,350 shares for an estimated $1,393,368.
- 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.
$APP Congressional Stock Trading
Members of Congress have traded $APP stock 4 times in the past 6 months. Of those trades, 3 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 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 purchased up to $15,000 on 05/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$APP 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:
- Citigroup issued a "Buy" rating on 11/12/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
- Scotiabank issued a "Sector Outperform" rating on 11/06/2025
- UBS issued a "Buy" rating on 11/06/2025
- Piper Sandler issued a "Overweight" rating on 11/06/2025
- Benchmark issued a "Buy" rating on 11/06/2025
- BTIG issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for $APP, check out Quiver Quantitative's $APP forecast page.
$APP Price Targets
Multiple analysts have issued price targets for $APP recently. We have seen 15 analysts offer price targets for $APP in the last 6 months, with a median target of $750.0.
Here are some recent targets:
- Jason Bazinet from Citigroup set a target price of $820.0 on 11/12/2025
- Alec Brondolo from Wells Fargo set a target price of $721.0 on 11/07/2025
- Eric Sheridan from Goldman Sachs set a target price of $720.0 on 11/07/2025
- Nat Schindler from Scotiabank set a target price of $750.0 on 11/06/2025
- Cory Carpenter from JP Morgan set a target price of $650.0 on 11/06/2025
- Alicia Reese from Wedbush set a target price of $800.0 on 11/06/2025
- Matthew Swanson from RBC Capital set a target price of $750.0 on 11/06/2025
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.
