AppLovin Corporation $APP Shares Acquired by J. Safra Sarasin Holding AG

Posted by Linda Flegge on Jul 15th, 2026

J. Safra Sarasin Holding AG lifted its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 45.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,113 shares of the company’s stock after purchasing an additional 1,293 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in AppLovin were worth $1,636,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Redhawk Wealth Advisors Inc. increased its stake in AppLovin by 2.9% in the 4th quarter. Redhawk Wealth Advisors Inc. now owns 640 shares of the company’s stock valued at $431,000 after buying an additional 18 shares during the period. Verdence Capital Advisors LLC lifted its stake in shares of AppLovin by 5.7% in the 4th quarter. Verdence Capital Advisors LLC now owns 333 shares of the company’s stock worth $224,000 after acquiring an additional 18 shares during the period. Strategic Advocates LLC lifted its stake in shares of AppLovin by 0.8% in the 3rd quarter. Strategic Advocates LLC now owns 2,576 shares of the company’s stock worth $1,851,000 after acquiring an additional 21 shares during the period. Finivi Inc. boosted its holdings in shares of AppLovin by 3.2% in the fourth quarter. Finivi Inc. now owns 711 shares of the company’s stock valued at $479,000 after acquiring an additional 22 shares in the last quarter. Finally, Alta Wealth Advisors LLC increased its stake in shares of AppLovin by 0.6% during the fourth quarter. Alta Wealth Advisors LLC now owns 3,925 shares of the company’s stock worth $2,645,000 after acquiring an additional 24 shares during the period. 41.85% of the stock is owned by institutional investors and hedge funds.

AppLovin Price Performance

APP stock opened at $448.98 on Wednesday. The firm has a 50 day moving average of $508.50 and a 200-day moving average of $493.54. AppLovin Corporation has a 12-month low of $343.00 and a 12-month high of $745.61. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49. The company has a market cap of $150.83 billion, a price-to-earnings ratio of 38.57, a PEG ratio of 0.72 and a beta of 2.49.

AppLovin (NASDAQ:APP – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 EPS for the quarter, topping the consensus estimate of $3.44 by $0.12. The business had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.77 billion. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The company’s quarterly revenue was up 58.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.67 EPS. As a group, equities analysts expect that AppLovin Corporation will post 15.93 EPS for the current fiscal year.

AppLovin News Roundup

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: Wells Fargo raised its price target on AppLovin to $575 and kept an Overweight rating, signaling continued analyst confidence in the stock’s longer-term upside. Wells Fargo Raises PT on AppLovin (APP) Stock
Positive Sentiment: Some market commentary says the selloff in APP may be overdone, with valuation still supported by AppLovin’s AI-driven expansion beyond mobile gaming into e-commerce advertising. AppLovin (APP) Stock Looks Like A Bargain On Its 15x Run
Neutral Sentiment: AppLovin continues to attract attention for its effort to use AI to expand into e-commerce advertising beyond mobile gaming, but this remains a longer-term growth story rather than an immediate catalyst. How AppLovin (APP) Is Using AI to Expand Beyond Mobile Gaming Into E-Commerce Advertising
Negative Sentiment: Analyst and media reports pointed to softer June e-commerce growth, renewing concern that AppLovin’s new ad initiative may be taking longer to gain traction. AppLovin’s Ecommerce Growth Soft In June, Says BofA Citing Third-Party Data
Negative Sentiment: AppLovin is also being hit by broader selling in high-beta growth names and market weakness tied to geopolitical risk, which has amplified the stock’s decline. AppLovin Stock Tumbles 12% Amid Broader Selloff
Negative Sentiment: Pomerantz LLP said it is investigating claims on behalf of AppLovin investors, adding a legal overhang that can weigh on sentiment. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation – APP

Insider Activity at AppLovin

In other AppLovin news, CEO Arash Adam Foroughi sold 22,544 shares of the company’s stock in a transaction 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 sale, the chief executive officer owned 2,327,684 shares of the company’s stock, valued at approximately $1,152,157,026.32. This 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 is accessible through the SEC website. Also, Director Eduardo Vivas sold 163,910 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $504.06, for a total value of $82,620,474.60. Following the completion of the sale, the director directly owned 6,785,087 shares in the company, valued at $3,420,090,953.22. This trade represents a 2.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 393,000 shares of company stock valued at $197,297,363 in the last 90 days. 13.66% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

APP has been the subject of several analyst reports. Citigroup reissued a “buy” rating on shares of AppLovin in a report on Monday, June 22nd. BTIG Research reaffirmed a “buy” rating and issued a $640.00 price objective on shares of AppLovin in a report on Thursday, May 7th. Raymond James Financial initiated coverage on AppLovin in a research report on Monday, June 29th. They set a “strong-buy” rating and a $640.00 target price on the stock. Weiss Ratings raised AppLovin from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. raised their price target on AppLovin from $500.00 to $515.00 and gave the company a “neutral” rating in a report on Thursday, May 7th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, AppLovin presently has a consensus rating of “Moderate Buy” and an average price target of $668.45.

View Our Latest Research Report on APP

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.