UniSuper Management Pty Ltd Has $32.01 Million Position in AppLovin Corporation $APP

UniSuper Management Pty Ltd lowered its position in AppLovin Corporation (NASDAQ:APP) by 6.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,510 shares of the company’s stock after selling 3,032 shares during the quarter. UniSuper Management Pty Ltd’s holdings in AppLovin were worth $32,013,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Allworth Financial LP raised its position in shares of AppLovin by 131.7% in the third quarter. Allworth Financial LP now owns 6,049 shares of the company’s stock valued at $4,347,000 after purchasing an additional 3,438 shares during the period. APG Asset Management N.V. bought a new position in shares of AppLovin in the third quarter valued at about $4,958,000. Metis Global Partners LLC raised its position in shares of AppLovin by 138.3% in the third quarter. Metis Global Partners LLC now owns 10,094 shares of the company’s stock valued at $7,253,000 after purchasing an additional 5,859 shares during the period. Franklin Resources Inc. raised its position in shares of AppLovin by 24.9% in the third quarter. Franklin Resources Inc. now owns 2,442,450 shares of the company’s stock valued at $1,754,996,000 after purchasing an additional 487,492 shares during the period. Finally, TIAA Trust National Association raised its position in shares of AppLovin by 431.7% in the third quarter. TIAA Trust National Association now owns 52,749 shares of the company’s stock valued at $37,902,000 after purchasing an additional 42,829 shares during the period. Institutional investors and hedge funds own 41.85% of the company’s stock.

More AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
• Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
• Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
• Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
• Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
• Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

Insider Transactions at AppLovin

In other news, Director Maynard G. Webb, Jr. sold 3,076 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $582.04, for a total value of $1,790,355.04. Following the sale, the director directly owned 123,520 shares in the company, valued at approximately $71,893,580.80. This trade represents a 2.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CTO Vasily Shikin sold 62,804 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $484.42, for a total transaction of $30,423,513.68. Following the completion of the sale, the chief technology officer owned 3,189,739 shares in the company, valued at approximately $1,545,173,366.38. The trade was a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 285,758 shares of company stock worth $136,333,079. Corporate insiders own 13.66% of the company’s stock.

AppLovin Price Performance

APP stock opened at $478.57 on Friday. The company has a quick ratio of 3.24, a current ratio of 3.24 and a debt-to-equity ratio of 1.49. AppLovin Corporation has a 12 month low of $320.00 and a 12 month high of $745.61. The firm has a market cap of $160.77 billion, a P/E ratio of 41.11, a P/E/G ratio of 0.80 and a beta of 2.45. The company’s 50-day moving average price is $480.70 and its two-hundred day moving average price is $521.01.

AppLovin (NASDAQ:APP) last released its earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, beating the consensus estimate of $3.44 by $0.12. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The firm had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.77 billion. During the same period last year, the firm earned $1.67 EPS. The business’s quarterly revenue was up 58.9% compared to the same quarter last year. On average, analysts anticipate that AppLovin Corporation will post 15.86 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. KeyCorp set a $775.00 price objective on shares of AppLovin in a research report on Wednesday. Wedbush reissued an “outperform” rating and issued a $640.00 price objective on shares of AppLovin in a research report on Thursday, May 7th. Wells Fargo & Company increased their price objective on shares of AppLovin from $560.00 to $571.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. increased their price objective on shares of AppLovin from $500.00 to $515.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Finally, Weiss Ratings lowered shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $669.62.

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.