Valeo Financial Advisors LLC Purchases 1,306 Shares of AppLovin Corporation $APP

Posted by Ethan Ryder on May 13th, 2026

Valeo Financial Advisors LLC lifted its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 1,892.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,375 shares of the company’s stock after acquiring an additional 1,306 shares during the quarter. Valeo Financial Advisors LLC’s holdings in AppLovin were worth $927,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Board of the Pension Protection Fund bought a new stake in shares of AppLovin in the fourth quarter valued at about $27,000. Washington Trust Advisors Inc. raised its holdings in shares of AppLovin by 160.0% in the fourth quarter. Washington Trust Advisors Inc. now owns 39 shares of the company’s stock valued at $27,000 after acquiring an additional 24 shares in the last quarter. Chilton Capital Management LLC bought a new stake in shares of AppLovin in the third quarter valued at about $29,000. Activest Wealth Management raised its holdings in shares of 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 in the last quarter. Finally, Laurel Wealth Advisors LLC bought a new stake in shares of AppLovin in the fourth quarter valued at about $32,000. 41.85% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other AppLovin news, CEO Arash Adam Foroughi sold 50,000 shares of the business’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $466.04, for a total value of $23,302,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,480,414 shares in the company, valued at approximately $1,155,972,140.56. The trade was a 1.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CTO Vasily Shikin sold 62,804 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $486.43, for a total transaction of $30,549,749.72. Following the transaction, the chief technology officer owned 3,255,273 shares in the company, valued at approximately $1,583,462,445.39. This trade represents a 1.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 365,244 shares of company stock worth $169,584,607. 13.66% of the stock is owned by corporate insiders.

AppLovin Stock Performance

Shares of AppLovin stock opened at $490.69 on Wednesday. The company has a market capitalization of $165.50 billion, a PE ratio of 42.16, a P/E/G ratio of 0.78 and a beta of 2.37. The company has a debt-to-equity ratio of 1.49, a quick ratio of 3.24 and a current ratio of 3.24. The company has a 50-day simple moving average of $445.56 and a two-hundred day simple moving average of $531.23. AppLovin Corporation has a one year low of $320.00 and a one year high of $745.61.

AppLovin (NASDAQ:APP – Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. The business had revenue of $1.84 billion during the quarter, compared to the consensus estimate of $1.77 billion. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The firm’s revenue was up 58.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.67 earnings per share. Research analysts expect that AppLovin Corporation will post 15.82 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently weighed in on APP shares. Needham & Company LLC restated a “buy” rating and issued a $700.00 price objective on shares of AppLovin in a report on Thursday, May 7th. Jefferies Financial Group decreased their price objective on AppLovin from $860.00 to $700.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Benchmark restated a “buy” rating on shares of AppLovin in a report on Friday, March 6th. JPMorgan Chase & Co. lifted their price objective on AppLovin from $500.00 to $515.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Finally, BTIG Research restated a “buy” rating and issued a $640.00 price objective on shares of AppLovin in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $664.35.

Check Out Our Latest Analysis on AppLovin

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: Wolfe Research reaffirmed an Outperform rating on AppLovin and increased its price target, signaling continued analyst confidence after strong quarterly results. Robust Revenue and Earnings Growth Assert AppLovin Corporation (APP) as a Top Tech Stock in Louis Navellier’s Portfolio
Positive Sentiment: A reported Power Inflow alert suggested strong buying pressure in AppLovin, which traders often interpret as a bullish short-term technical signal. Applovin Shares Rise 4% After Key Trading Signal
Neutral Sentiment: AppLovin has also been included in several “growth stocks with strong insider ownership” screens, which reflects favorable investor interest but is not a direct company-specific catalyst. Top Growth Companies With Strong Insider Ownership In May 2026
Neutral Sentiment: The stock has drawn heavy search interest and momentum-stock attention from Zacks, highlighting that investors are actively watching APP for further upside. Here’s Why AppLovin (APP) is a Strong Momentum Stock
Negative Sentiment: Some market commentary has questioned whether the broader AI-related rally has become overheated, which could create valuation pressure for AI-adjacent names like AppLovin if sentiment cools. AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

About AppLovin

(Free Report)

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.