SAPIENT CAPITAL LLC has added 95,589 shares of $APP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 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 526 institutional investors add shares of APPLOVIN stock to their portfolio, and 406 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC removed 6,642,661 shares (-28.6%) from their portfolio in Q4 2024, for an estimated $2,151,092,911
- FMR LLC added 5,957,885 shares (+75.5%) to their portfolio in Q4 2024, for an estimated $1,929,341,899
- BLACKROCK, INC. added 5,868,980 shares (+40.7%) to their portfolio in Q4 2024, for an estimated $1,900,551,793
- SVB WEALTH LLC added 5,502,645 shares (+inf%) to their portfolio in Q4 2024, for an estimated $1,781,921,530
- BAILLIE GIFFORD & CO added 4,010,520 shares (+5421.4%) to their portfolio in Q4 2024, for an estimated $1,298,726,691
- WCM INVESTMENT MANAGEMENT, LLC removed 3,892,851 shares (-36.0%) from their portfolio in Q4 2024, for an estimated $1,260,621,939
- JPMORGAN CHASE & CO added 3,622,920 shares (+122.3%) to their portfolio in Q4 2024, for an estimated $1,173,210,183
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 507 times in the past 6 months. Of those trades, 0 have been purchases and 507 have been sales.
Here’s a breakdown of recent trading of $APP stock by insiders over the last 6 months:
- GROUP PARTNERSHIP L.P. KKR has made 0 purchases and 21 sales selling 5,274,246 shares for an estimated $1,634,860,909.
- DENALI HOLDINGS L.P. KKR has made 0 purchases and 21 sales selling 5,274,246 shares for an estimated $1,634,860,909.
- VASILY SHIKIN (Chief Technology Officer) has made 0 purchases and 142 sales selling 1,072,074 shares for an estimated $335,991,751.
- HERALD Y CHEN has made 0 purchases and 114 sales selling 790,000 shares for an estimated $262,938,721.
- ARASH ADAM FOROUGHI (CEO & Chairperson) has made 0 purchases and 141 sales selling 240,000 shares for an estimated $87,965,588.
- KATIE KIHORANY JANSEN (Chief Marketing Officer) has made 0 purchases and 25 sales selling 119,752 shares for an estimated $34,264,844.
- VICTORIA VALENZUELA (CLO & Corp. Secretary) has made 0 purchases and 8 sales selling 33,896 shares for an estimated $11,348,093.
- MARY MARGARET HASTINGS GEORGIADIS has made 0 purchases and 2 sales selling 30,500 shares for an estimated $10,360,432.
- EDUARDO VIVAS has made 0 purchases and 4 sales selling 30,330 shares for an estimated $10,029,070.
- MATTHEW STUMPF (Chief Financial Officer (CFO)) has made 0 purchases and 3 sales selling 21,101 shares for an estimated $7,019,627.
- CRAIG SCOTT BILLINGS has made 0 purchases and 10 sales selling 18,000 shares for an estimated $5,740,954.
- DAWSON ALYSSA HARVEY has made 0 purchases and 16 sales selling 3,500 shares for an estimated $1,180,415.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
APPLOVIN Congressional Stock Trading
Members of Congress have traded $APP stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $APP stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/13, 11/11 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 02/24 and 1 sale worth up to $50,000 on 03/05.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 02/26, 02/25.
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:
- Loop Capital Markets issued a "Buy" rating on 03/28/2025
- FBN Securities issued a "Outperform" rating on 03/28/2025
- Oppenheimer issued a "Outperform" rating on 03/27/2025
- UBS issued a "Buy" rating on 03/05/2025
- Benchmark issued a "Buy" rating on 03/05/2025
- Wells Fargo issued a "Overweight" rating on 02/27/2025
- Jefferies issued a "Buy" rating on 01/08/2025
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 12 analysts offer price targets for $APP in the last 6 months, with a median target of $385.0.
Here are some recent targets:
- An analyst from Loop Capital Markets set a target price of $650.0 on 03/28/2025
- Matthew Thornton from FBN Securities set a target price of $385.0 on 03/28/2025
- An analyst from Oppenheimer set a target price of $560.0 on 03/27/2025
- An analyst from Arete Research set a target price of $200.0 on 03/05/2025
- An analyst from Wells Fargo set a target price of $538.0 on 02/27/2025
- Scott Devitt from Stifel Nicolaus set a target price of $435.0 on 12/05/2024
- James Calla from Piper Sandler set a target price of $400.0 on 11/27/2024
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.
