Dynamic Advisor Solutions LLC Sells 1,290 Shares of AppLovin Corporation $APP

Dynamic Advisor Solutions LLC lowered its position in AppLovin Corporation (NASDAQ:APP) by 36.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,298 shares of the company’s stock after selling 1,290 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in AppLovin were worth $1,548,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in APP. Vanguard Group Inc. grew its position in AppLovin by 39.4% during the third quarter. Vanguard Group Inc. now owns 24,954,458 shares of the company’s stock worth $17,930,776,000 after buying an additional 7,051,663 shares in the last quarter. State Street Corp raised its holdings in shares of AppLovin by 111.1% in the 3rd quarter. State Street Corp now owns 11,852,466 shares of the company’s stock valued at $8,516,471,000 after acquiring an additional 6,237,051 shares in the last quarter. Invesco Ltd. raised its holdings in shares of AppLovin by 9.4% in the 3rd quarter. Invesco Ltd. now owns 4,292,752 shares of the company’s stock valued at $3,084,514,000 after acquiring an additional 367,083 shares in the last quarter. Jennison Associates LLC boosted its position in shares of AppLovin by 55.2% during the 3rd quarter. Jennison Associates LLC now owns 3,886,150 shares of the company’s stock valued at $2,792,355,000 after acquiring an additional 1,381,970 shares during the last quarter. Finally, Kensico Capital Management Corp grew its holdings in shares of AppLovin by 3.1% during the third quarter. Kensico Capital Management Corp now owns 3,118,500 shares of the company’s stock worth $2,240,767,000 after purchasing an additional 95,000 shares in the last quarter. Hedge funds and other institutional investors own 41.85% of the company’s stock.

AppLovin News Summary

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: William Blair reiterated an Outperform after AppLovin’s investor meeting and management emphasized AI-powered advertising as the core growth driver — a bullish fundamental catalyst for longer-term revenue and margin expansion. AppLovin (APP) Growth Driven by AI-Powered Advertising Platform
• Positive Sentiment: AppLovin was highlighted as a leader during a recent enterprise-software/AI-related rally, indicating momentum interest from sector rotation trades. Enterprise software joins Monday’s rally, with Palantir and AppLovin leading
• Positive Sentiment: Zacks ran a piece positioning AppLovin as a top momentum stock for long-term investors, underscoring bullish style/momentum metrics that can support investor interest. Why AppLovin (APP) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Coverage of insider transactions notes both discretionary buys and routine RSU/tax-driven sales — investors should separate planned tax/compensation sales from true insider conviction. This tempers how much weight to put on headline insider selling. These Insider Trades Look Like Clear Signals—Until You Read the Fine Print (APP)
• Neutral Sentiment: Zacks noted heavy investor search interest in AppLovin — higher attention can increase volatility but is not a direct directional catalyst by itself. Investors Heavily Search AppLovin Corporation (APP): Here is What You Need to Know
• Neutral Sentiment: Multiple short-interest posts for late March appear to contain reporting errors (zeros/NaN); current public short-interest snapshots look unreliable, so don’t rely on them for trading signals until corrected.
• Negative Sentiment: Zacks published a piece explaining why AppLovin fell more than the broader market, noting factors (headlines, profit-taking, valuation sensitivity) that can amplify downside after a run-up. This coverage may have reinforced selling pressure. Here’s Why AppLovin (APP) Fell More Than Broader Market
• Negative Sentiment: A company director sold roughly $9.59M of AppLovin stock; large insider sales can be interpreted negatively by the market, even if some sales are for diversification or tax planning. AppLovin (NASDAQ:APP) Director Sells $9,590,789.70 in Stock

Insider Buying and Selling at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of AppLovin stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total value of $74,331,545.90. Following the transaction, the director directly owned 6,969,382 shares of the company’s stock, valued at $3,160,545,043.18. The trade was a 2.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Arash Adam Foroughi sold 40,704 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $459.85, for a total transaction of $18,717,734.40. Following the sale, the chief executive officer owned 2,430,414 shares of the company’s stock, valued at $1,117,625,877.90. This represents a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 365,244 shares of company stock worth $169,584,607. 13.66% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

APP has been the topic of several research analyst reports. Morgan Stanley set a $720.00 price objective on shares of AppLovin in a research report on Thursday, February 12th. Piper Sandler reiterated an “overweight” rating and set a $650.00 target price (down from $800.00) on shares of AppLovin in a research report on Thursday, February 12th. Royal Bank Of Canada reissued an “outperform” rating and issued a $700.00 price target on shares of AppLovin in a research note on Thursday, February 12th. Benchmark reissued a “buy” rating on shares of AppLovin in a report on Friday, March 6th. Finally, Wells Fargo & Company dropped their price objective on shares of AppLovin from $735.00 to $543.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Twenty investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, AppLovin has a consensus rating of “Moderate Buy” and an average target price of $654.50.

AppLovin Stock Down 5.0%

APP opened at $435.91 on Wednesday. The company has a market cap of $147.02 billion, a P/E ratio of 44.71, a P/E/G ratio of 0.80 and a beta of 2.51. The business’s 50-day moving average price is $467.46 and its 200-day moving average price is $572.93. The company has a current ratio of 3.32, a quick ratio of 3.32 and a debt-to-equity ratio of 1.65. AppLovin Corporation has a 12 month low of $200.50 and a 12 month high of $745.61.

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

About AppLovin

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.