Sei Investments Co. Has $320.58 Million Stock Position in AppLovin Corporation $APP

Sei Investments Co. increased its position in AppLovin Corporation (NASDAQ:APP) by 7.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 446,154 shares of the company’s stock after purchasing an additional 29,398 shares during the quarter. Sei Investments Co.’s holdings in AppLovin were worth $320,583,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Chilton Capital Management LLC acquired a new position in AppLovin during the 3rd quarter worth approximately $29,000. Activest Wealth Management grew its stake in AppLovin by 760.0% in the third quarter. Activest Wealth Management now owns 43 shares of the company’s stock valued at $31,000 after acquiring an additional 38 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new stake in AppLovin in the second quarter valued at approximately $33,000. Heartwood Wealth Advisors LLC bought a new stake in shares of AppLovin during the third quarter valued at approximately $33,000. Finally, CBIZ Investment Advisory Services LLC increased its holdings in shares of AppLovin by 58.6% during the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares in the last quarter. 41.85% of the stock is owned by institutional investors.

Insider Buying and Selling at AppLovin

In related news, insider Victoria Valenzuela sold 7,609 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $657.13, for a total transaction of $5,000,102.17. Following the transaction, the insider directly owned 277,110 shares in the company, valued at approximately $182,097,294.30. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Vasily Shikin sold 5,231 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $477.47, for a total transaction of $2,497,645.57. Following the completion of the sale, the chief technology officer directly owned 30,658 shares of the company’s stock, valued at $14,638,275.26. The trade was a 14.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 97,329 shares of company stock valued at $48,642,639. Company insiders own 13.66% of the company’s stock.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Needham reaffirmed a “buy” and set a $700 price target, signaling continued analyst conviction and providing a clear upside thesis for investors. Needham Buy Rating
• Positive Sentiment: A Seeking Alpha/quant note flagged APP as a “buy” from its system, which can attract algorithmic and momentum buyers. Quant Buy Note
• Neutral Sentiment: Analyst and media pieces argue recent swings reflect market sentiment in digital ads rather than worsening fundamentals — helpful context but not an immediate catalyst. Volatility vs Fundamentals
• Neutral Sentiment: Short-interest data reported for March is anomalous (shows 0 shares / 0 days to cover), suggesting the short-interest snapshot is not a reliable current signal. Investors should treat the short data as non-actionable until clarified.
• Negative Sentiment: Multiple insider sales by CTO Vasily Shikin on March 10 — aggregated trades total tens of millions of dollars at prices roughly in the $477–$513 range — which the market often views as a negative signal on near-term insider conviction. SEC Filing: Insider Sales
• Negative Sentiment: High-profile commentary (Jim Cramer) labeled APP as having “too much risk,” which can amplify downside via retail flows and headline-driven selling. Cramer Commentary
• Negative Sentiment: Forbes piece questions whether APP is a value trap after a recent ~10% pullback over the past month, reinforcing cautious narratives among longer-term investors. Forbes: Value Trap?
• Negative Sentiment: A market write-up noted APP “fell more steeply than the broader market” in the latest session, reflecting the day’s negative price action and sentiment pressure. Zacks: Price Drop

Wall Street Analysts Forecast Growth

APP has been the topic of a number of recent research reports. Arete Research set a $340.00 target price on AppLovin and gave the stock a “neutral” rating in a report on Monday, March 2nd. Citigroup decreased their price target on shares of AppLovin from $820.00 to $710.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Morgan Stanley set a $720.00 price objective on shares of AppLovin in a report on Thursday, February 12th. Jefferies Financial Group dropped their price objective on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Finally, UBS Group set a $740.00 price objective on shares of AppLovin in a report on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $654.50.

AppLovin Stock Down 2.6%

Shares of NASDAQ:APP opened at $449.62 on Friday. The business’s 50 day moving average is $497.50 and its 200 day moving average is $573.26. AppLovin Corporation has a 12-month low of $200.50 and a 12-month high of $745.61. The stock has a market cap of $151.65 billion, a price-to-earnings ratio of 46.11, a PEG ratio of 0.81 and a beta of 2.51. The company has a quick ratio of 3.32, a current ratio of 3.32 and a debt-to-equity ratio of 1.65.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, February 11th. The company reported $3.24 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.35. AppLovin had a return on equity of 245.64% and a net margin of 57.42%.The business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same period in the prior year, the firm posted $1.73 EPS. AppLovin’s quarterly revenue was up 66.0% compared to the same quarter last year. On average, sell-side analysts forecast that AppLovin Corporation will post 6.87 earnings per share for the current fiscal year.

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.