Prospera Financial Services Inc boosted its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 9.9% in the third quarter, HoldingsChannel.com reports. The fund owned 15,679 shares of the company’s stock after purchasing an additional 1,408 shares during the period. Prospera Financial Services Inc’s holdings in AppLovin were worth $11,266,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of the stock. Profund Advisors LLC raised its position in shares of AppLovin by 18.7% during the 3rd quarter. Profund Advisors LLC now owns 27,164 shares of the company’s stock worth $19,518,000 after purchasing an additional 4,275 shares during the last quarter. Oppenheimer & Co. Inc. boosted its holdings in shares of AppLovin by 31.9% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 24,115 shares of the company’s stock worth $17,328,000 after purchasing an additional 5,829 shares during the last quarter. Linden Thomas Advisory Services LLC grew its position in shares of AppLovin by 1.6% in the third quarter. Linden Thomas Advisory Services LLC now owns 21,388 shares of the company’s stock valued at $15,368,000 after purchasing an additional 346 shares in the last quarter. Western Wealth Management LLC purchased a new stake in shares of AppLovin in the third quarter valued at approximately $310,000. Finally, Oppenheimer Asset Management Inc. increased its stake in shares of AppLovin by 2.6% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 19,558 shares of the company’s stock worth $14,053,000 after acquiring an additional 497 shares during the last quarter. Institutional investors and hedge funds own 41.85% of the company’s stock.
Key Headlines Impacting AppLovin
Here are the key news stories impacting AppLovin this week:
- Positive Sentiment: Short‑seller CapitalWatch retracted and apologized for claims tying an AppLovin shareholder to criminal syndicates, removing a major credibility overhang that had pressured the stock. Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder
- Positive Sentiment: A prominent critic walked back some earlier claims, further easing regulatory/reputational uncertainty and supporting the rebound in shares. A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped.
- Positive Sentiment: Jefferies publicly defended AppLovin as a “great buying opportunity,” lending institutional support to the recovery narrative and likely attracting buyers after the selloff. AppLovin stock jumps as Jefferies defends ’great buying opportunity’
- Positive Sentiment: An analyst called the recent sell‑off “overblown,” framing the dip as a buying opportunity and helping momentum into the rally. AppLovin Stock Regains Ground After Sell-Off That Analyst Calls ‘Overblown’
- Positive Sentiment: Technical indicators (hammer candlestick) and upward earnings-estimate revisions suggest the stock may have found short-term support, attracting “bottom-fisher” interest. Here’s Why AppLovin (APP) Could be Great Choice for a Bottom Fisher
- Neutral Sentiment: AppLovin is on a busy earnings week calendar — results and guidance will be a near-term catalyst and could swing sentiment either way. Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week
- Neutral Sentiment: Industry‑wide weakness in software/AI names has pressured multiples across the group; some screens still list APP among top software picks, but sector sentiment is mixed. 5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW)
- Positive Sentiment: Longer‑term bulls point to AppLovin’s AI recommendation tech as a durable advantage, with research suggesting sizable upside if AI ad targeting adoption continues. A Once-in-a-Decade Investment Opportunity: The 2 Best AI Stocks to Buy in February 2026
- Negative Sentiment: Wedbush cut its price target sharply (from $800 to $465), citing valuation reset and industry headwinds — a reminder that analysts see downside risk if sector weakness persists. Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds
AppLovin Stock Up 13.2%
Insider Buying and Selling at AppLovin
In other AppLovin news, CTO Vasily Shikin sold 14,867 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $546.93, for a total transaction of $8,131,208.31. Following the sale, the chief technology officer directly owned 35,889 shares in the company, valued at $19,628,770.77. This represents a 29.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Dawson Alyssa Harvey sold 150 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $693.32, for a total transaction of $103,998.00. Following the completion of the transaction, the director directly owned 2,829 shares of the company’s stock, valued at $1,961,402.28. This represents a 5.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 187,986 shares of company stock valued at $101,032,761 over the last three months. 13.66% of the stock is currently owned by company insiders.
Analyst Ratings Changes
Several research analysts have recently weighed in on APP shares. Zacks Research raised shares of AppLovin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Weiss Ratings downgraded shares of AppLovin from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. Scotiabank increased their price target on shares of AppLovin from $575.00 to $750.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. JPMorgan Chase & Co. lifted their price target on shares of AppLovin from $425.00 to $650.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. Finally, Wedbush reiterated an “outperform” rating and issued a $465.00 price objective on shares of AppLovin in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and an average price target of $686.05.
Read Our Latest Report on AppLovin
AppLovin Company Profile
AppLovin Corporation is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.
Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.
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