Leonteq Securities AG Sells 2,274 Shares of AppLovin Corporation $APP

Posted by Brenda Bartman on Aug 15th, 2026

Leonteq Securities AG trimmed its stake in AppLovin Corporation (NASDAQ:APP – Free Report) by 31.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,944 shares of the company’s stock after selling 2,274 shares during the period. Leonteq Securities AG’s holdings in AppLovin were worth $2,547,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. Cassaday & Co Wealth Management LLC purchased a new position in shares of AppLovin during the first quarter worth approximately $25,000. Washington Trust Advisors Inc. boosted 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 purchasing an additional 24 shares during the period. Mcguire Capital Advisors Inc. purchased a new stake in shares of AppLovin in the fourth quarter valued at approximately $27,000. Laurel Wealth Advisors LLC bought a new position in AppLovin in the fourth quarter worth approximately $32,000. Finally, First Pacific Financial bought a new position in AppLovin in the first quarter worth approximately $33,000. 41.85% of the stock is currently owned by institutional investors.

Insider Transactions at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $504.06, for a total transaction of $82,620,474.60. Following the sale, the director owned 6,785,087 shares of the company’s stock, valued at $3,420,090,953.22. This trade represents a 2.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Vasily Shikin sold 62,804 shares of AppLovin stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $484.42, for a total value of $30,423,513.68. Following the completion of the transaction, the chief technology officer owned 3,189,739 shares in the company, valued at $1,545,173,366.38. This trade represents a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 393,000 shares of company stock worth $197,297,363. Company insiders own 12.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on APP shares. BTIG Research reduced their price objective on AppLovin from $574.00 to $408.00 and set a “buy” rating on the stock in a report on Wednesday. Raymond James Financial assumed coverage on AppLovin in a report on Monday, June 29th. They issued a “strong-buy” rating and a $640.00 target price for the company. Scotiabank reissued a “sector outperform” rating and set a $515.00 price target on shares of AppLovin in a research report on Thursday, August 6th. Morgan Stanley cut their price target on AppLovin from $720.00 to $650.00 and set an “overweight” rating on the stock in a research note on Thursday, August 6th. Finally, The Goldman Sachs Group decreased their price objective on AppLovin from $585.00 to $465.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, AppLovin presently has an average rating of “Moderate Buy” and a consensus target price of $565.91.

Check Out Our Latest Stock Report on AppLovin

AppLovin Stock Performance

Shares of APP stock opened at $315.44 on Friday. The firm has a market cap of $105.56 billion, a price-to-earnings ratio of 24.25, a PEG ratio of 0.63 and a beta of 2.54. AppLovin Corporation has a 52-week low of $303.17 and a 52-week high of $745.61. The company has a quick ratio of 4.30, a current ratio of 4.30 and a debt-to-equity ratio of 1.11. The company’s 50 day moving average is $447.84 and its 200 day moving average is $456.06.

AppLovin (NASDAQ:APP – Get Free Report) last posted its earnings results on Tuesday, August 4th. The company reported $3.76 earnings per share for the quarter, hitting analysts’ consensus estimates of $3.76. The company had revenue of $1.92 billion during the quarter, compared to analyst estimates of $1.94 billion. AppLovin had a return on equity of 193.10% and a net margin of 64.58%.AppLovin’s revenue was up 52.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.39 earnings per share. On average, sell-side analysts anticipate that AppLovin Corporation will post 15.57 EPS for the current fiscal year.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: Some analysts remain constructive on AppLovin’s valuation and financial profile. Phillip Securities upgraded the stock, while a recent analysis argued that the shares may be mispriced relative to the company’s fundamentals after reaching a 52-week low. AppLovin Upgraded at Phillip Securities AppLovin at 52-Week Low
Neutral Sentiment: JPMorgan initiated coverage with a Neutral rating, recognizing AppLovin’s strong profitability and balance-sheet profile while questioning whether its rapid mobile-gaming advertising growth can continue. Bank of America also rates the shares Neutral. JPMorgan Initiates AppLovin Coverage Bank of America Neutral Rating
Negative Sentiment: AppLovin’s latest quarterly results fell slightly short of revenue expectations, and adjusted EBITDA also missed estimates. Management attributed the weakness to slower-than-usual improvements in its core gaming advertising models, intensifying concerns about earnings-growth durability. AppLovin Q2 Earnings Call
Negative Sentiment: Competitive risks from Unity and Meta, as well as questions about whether Google could challenge AppLovin’s advertising position, are weighing on the investment narrative. BTIG issued a pessimistic forecast, and another analyst downgrade previously contributed to selling pressure. BTIG Forecast for AppLovin AppLovin and Google Competition
Negative Sentiment: Quant fund Renaissance Technologies exited its AppLovin position, a potential additional overhang for sentiment even though the move reflects portfolio management rather than a fundamental company announcement. Renaissance Changes Holdings

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.