Tema Etfs LLC Purchases Shares of 4,449 AppLovin Corporation $APP

Tema Etfs LLC acquired a new position in AppLovin Corporation (NASDAQ:APP) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 4,449 shares of the company’s stock, valued at approximately $3,197,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Revolve Wealth Partners LLC purchased a new stake in AppLovin in the fourth quarter valued at approximately $294,000. Bison Wealth LLC purchased a new position in AppLovin during the 4th quarter worth approximately $239,000. Integrated Wealth Concepts LLC lifted its stake in AppLovin by 58.0% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,692 shares of the company’s stock valued at $448,000 after acquiring an additional 621 shares during the period. Acadian Asset Management LLC boosted its holdings in shares of AppLovin by 65.6% in the 1st quarter. Acadian Asset Management LLC now owns 17,960 shares of the company’s stock valued at $4,752,000 after acquiring an additional 7,113 shares during the last quarter. Finally, First Hawaiian Bank purchased a new stake in shares of AppLovin in the 1st quarter valued at $1,017,000. Institutional investors and hedge funds own 41.85% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft set a $705.00 target price on shares of AppLovin and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of AppLovin in a research report on Monday, December 29th. Wedbush boosted their price objective on AppLovin from $745.00 to $800.00 and gave the company an “outperform” rating in a report on Thursday, November 6th. Scotiabank upped their target price on AppLovin from $575.00 to $750.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Finally, Phillip Securities raised AppLovin to a “moderate buy” rating in a report on Monday, September 29th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and a consensus target price of $696.60.

Insider Transactions at AppLovin

In other news, CEO Arash Adam Foroughi sold 30,888 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $520.29, for a total transaction of $16,070,717.52. Following the transaction, the chief executive officer owned 2,553,161 shares in the company, valued at $1,328,384,136.69. This trade represents a 1.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CTO Vasily Shikin sold 27,143 shares of AppLovin stock in a transaction on Monday, November 24th. The shares were sold at an average price of $545.38, for a total transaction of $14,803,249.34. Following the completion of the sale, the chief technology officer directly owned 3,323,681 shares in the company, valued at $1,812,669,143.78. This represents a 0.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 340,336 shares of company stock valued at $200,062,623 in the last three months. 13.66% of the stock is currently owned by company insiders.

Key AppLovin News

Here are the key news stories impacting AppLovin this week:

• Positive Sentiment: Benchmark reiterated a Buy on APP with a $775 price target (Mike Hickey, Jan. 6); the coverage note (which cites continued confidence in AppLovin’s growth) reinforces upward analyst momentum and likely contributed to buying interest. Benchmark Reiterates Buy InsiderMonkey Coverage
• Positive Sentiment: High-profile media endorsement — Jim Cramer said he “can’t name a single competitor to AppLovin,” a bullish narrative that can attract momentum buyers and retail interest. Cramer Says No Competitor
• Neutral Sentiment: Zacks published a piece comparing Skillsoft (SKIL) and AppLovin (APP) for value-oriented investors — useful context on sector valuation but it’s comparative rather than company-specific news that would immediately move APP. Zacks SKIL vs APP
• Neutral Sentiment: 247WallSt published a forward-looking price forecast noting AppLovin’s stock recovery after last year’s decline and citing better-than-expected quarterly results — supportive narrative but inherently speculative. 247WallSt Forecast
• Neutral Sentiment: Bristlemoon Global Fund published its Q4 2025 report (institutional activity/context). These fund reports can signal shifting ownership but the entry provided doesn’t note a clear, direct trade action for APP. Bristlemoon Q4 Report
• Neutral Sentiment: A general “3 growth stocks” roundup appeared on The Motley Fool; it offers sector context but is not APP-specific in the provided entry and is unlikely to be a primary driver of APP’s move. Fool Growth Stocks

AppLovin Price Performance

NASDAQ:APP opened at $647.72 on Monday. The company has a quick ratio of 3.25, a current ratio of 3.25 and a debt-to-equity ratio of 2.38. AppLovin Corporation has a 52 week low of $200.50 and a 52 week high of $745.61. The stock’s 50-day moving average price is $639.00 and its 200-day moving average price is $545.35. The stock has a market capitalization of $218.90 billion, a PE ratio of 78.61, a price-to-earnings-growth ratio of 2.14 and a beta of 2.50.

AppLovin (NASDAQ:APP) last released its quarterly earnings results on Wednesday, November 5th. The company reported $2.45 earnings per share for the quarter, topping analysts’ consensus estimates of $2.34 by $0.11. AppLovin had a return on equity of 258.49% and a net margin of 51.27%.The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the firm posted $1.29 EPS. AppLovin’s quarterly revenue was up 68.2% compared to the same quarter last year. As a group, equities analysts expect that AppLovin Corporation will post 6.87 EPS for the current fiscal 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.