Silvant Capital Management LLC Raises Stock Holdings in AppLovin Corporation $APP

Key Points

• Silvant Capital Management sharply increased its AppLovin stake by 271.3% in the fourth quarter, ending with 55,693 shares valued at about $37.5 million.
• Several other institutional investors also added to AppLovin positions, and hedge funds and institutions now own 41.85% of the company’s stock.
• AppLovin’s recent financial results were strong, with Q1 earnings of $3.56 per share beating estimates and revenue rising 58.9% year over year; analysts currently rate the stock a Moderate Buy with an average price target of $669.62.

Silvant Capital Management LLC boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP - Free Report) by 271.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 55,693 shares of the company's stock after purchasing an additional 40,692 shares during the quarter. AppLovin makes up 1.3% of Silvant Capital Management LLC's holdings, making the stock its 17th largest position. Silvant Capital Management LLC's holdings in AppLovin were worth $37,527,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Truvestments Capital LLC boosted its position in AppLovin by 2.4% during the fourth quarter. Truvestments Capital LLC now owns 4,535 shares of the company's stock worth $3,056,000 after purchasing an additional 105 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its position in AppLovin by 14.3% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 39,240 shares of the company's stock worth $26,441,000 after purchasing an additional 4,919 shares in the last quarter. Sands Capital Management LLC boosted its position in AppLovin by 43.9% during the fourth quarter. Sands Capital Management LLC now owns 1,463,351 shares of the company's stock worth $986,035,000 after purchasing an additional 446,392 shares in the last quarter. MML Investors Services LLC boosted its position in AppLovin by 2.5% during the fourth quarter. MML Investors Services LLC now owns 64,331 shares of the company's stock worth $43,348,000 after purchasing an additional 1,558 shares in the last quarter. Finally, Motiv8 Investments LLC purchased a new position in AppLovin during the fourth quarter worth approximately $1,657,000. Hedge funds and other institutional investors own 41.85% of the company's stock.

Insider Transactions at AppLovin

In related news, CEO Arash Adam Foroughi sold 22,544 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $494.98, for a total value of $11,158,829.12. Following the completion of the sale, the chief executive officer owned 2,327,684 shares of the company's stock, valued at approximately $1,152,157,026.32. This trade represents a 0.96% 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, CFO Matthew Stumpf sold 9,052 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $600.00, for a total value of $5,431,200.00. Following the completion of the sale, the chief financial officer directly owned 177,450 shares of the company's stock, valued at approximately $106,470,000. This represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 226,014 shares of company stock valued at $113,073,400. 13.66% of the stock is currently owned by company insiders.

AppLovin Stock Performance

NASDAQ APP opened at $520.86 on Tuesday. The company has a market cap of $174.98 billion, a PE ratio of 44.75, a price-to-earnings-growth ratio of 0.81 and a beta of 2.45. The stock's 50 day simple moving average is $485.57 and its 200-day simple moving average is $520.32. AppLovin Corporation has a 1-year low of $320.00 and a 1-year high of $745.61. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24.

AppLovin (NASDAQ:APP - Get Free Report) last released its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, beating the consensus estimate of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The business had revenue of $1.84 billion for the quarter, compared to the consensus estimate of $1.77 billion. During the same quarter last year, the business posted $1.67 earnings per share. The business's quarterly revenue was up 58.9% compared to the same quarter last year. As a group, equities research analysts anticipate that AppLovin Corporation will post 15.86 EPS for the current fiscal year.

Analyst Ratings Changes

APP has been the topic of a number of recent analyst reports. Weiss Ratings downgraded AppLovin from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $660.00 target price on shares of AppLovin in a research report on Thursday, May 7th. Wells Fargo & Company raised their target price on AppLovin from $560.00 to $571.00 and gave the company an "overweight" rating in a research report on Thursday, May 7th. BTIG Research restated a "buy" rating and issued a $640.00 target price on shares of AppLovin in a research report on Thursday, May 7th. Finally, Argus started coverage on AppLovin in a research report on Tuesday, April 14th. They issued a "buy" rating and a $520.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $669.62.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: AppLovin is being highlighted as one of the best S&P 500 stocks to buy now according to analysts, reinforcing a bullish outlook for the company’s ad-tech and AI-driven platform. Here is Why AppLovin (APP) is One of the Best S&P 500 Stocks to Buy Now According to Analysts
• Positive Sentiment: Pixalate’s Q1 2026 Mobile Seller Trust Index ranked AppLovin among the leaders in mobile app inventory quality, which may support confidence in its advertising ecosystem and monetization capabilities. Pixalate Releases Q1 2026 Mobile Seller Trust Index 2.0: 16.2% of Global Authorized Mobile App Inventory Is Resold Through Arbitrage; Google AdExchange Top-Ranked 'Direct' Seller in the US
• Positive Sentiment: AppLovin was also cited in Zacks-related coverage as a trending stock, suggesting renewed investor attention and momentum. Is Trending Stock AppLovin Corporation (APP) a Buy Now?
• Neutral Sentiment: Several articles simply revisit why some investors still like AppLovin after a six-month pullback, framing the recent decline as a potential setup rather than a new company-specific catalyst. 3 Reasons We’re Fans of AppLovin (APP)
• Neutral Sentiment: One session’s move was also tied to broader market relief after lower yields and geopolitical easing, which can support shares of growth stocks like AppLovin without changing the company’s fundamentals. AppLovin and Elastic Shares Are Soaring, What You Need To Know

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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