Mitsubishi UFJ Asset Management Co. Ltd. Has $351.43 Million Position in AppLovin Corporation $APP

Posted by Brenda Bartman on May 6th, 2026

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 568,365 shares of the company’s stock after acquiring an additional 26,252 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in AppLovin were worth $351,431,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Board of the Pension Protection Fund acquired a new stake in shares of AppLovin during the fourth quarter worth approximately $27,000. Chilton Capital Management LLC acquired a new position in AppLovin during the 3rd quarter worth about $29,000. Activest Wealth Management raised its position in AppLovin by 760.0% in the 3rd quarter. Activest Wealth Management now owns 43 shares of the company’s stock worth $31,000 after purchasing an additional 38 shares during the last quarter. Laurel Wealth Advisors LLC acquired a new position in AppLovin during the 4th quarter worth $32,000. Finally, CBIZ Investment Advisory Services LLC boosted its position in AppLovin by 58.6% in the 3rd quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock valued at $33,000 after buying an additional 17 shares during the last quarter. 41.85% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at AppLovin

In related news, CTO Vasily Shikin sold 5,231 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $477.47, for a total value of $2,497,645.57. Following the completion of the sale, the chief technology officer directly owned 30,658 shares in the company, valued at approximately $14,638,275.26. This trade represents a 14.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Arash Adam Foroughi sold 40,704 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $459.85, for a total value of $18,717,734.40. Following the transaction, the chief executive officer directly owned 2,430,414 shares in the company, valued at approximately $1,117,625,877.90. This trade represents a 1.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 365,244 shares of company stock worth $169,584,607 over the last quarter. 13.66% of the stock is currently owned by insiders.

AppLovin Price Performance

NASDAQ:APP opened at $478.11 on Wednesday. The stock’s 50-day simple moving average is $438.96 and its 200 day simple moving average is $534.64. AppLovin Corporation has a 52-week low of $290.96 and a 52-week high of $745.61. The company has a debt-to-equity ratio of 1.65, a quick ratio of 3.32 and a current ratio of 3.32. The company has a market cap of $161.26 billion, a P/E ratio of 49.04, a P/E/G ratio of 0.83 and a beta of 2.37.

AppLovin (NASDAQ:APP – Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The company reported $3.24 EPS 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 the consensus estimate of $1.61 billion. During the same quarter in the prior year, the firm posted $1.73 EPS. The firm’s revenue for the quarter was up 66.0% compared to the same quarter last year. As a group, sell-side analysts forecast that AppLovin Corporation will post 15.72 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on APP. UBS Group cut their price objective on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating on the stock in a report on Tuesday. BTIG Research decreased their target price on AppLovin from $771.00 to $640.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Jefferies Financial Group cut their price target on shares of AppLovin from $860.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Needham & Company LLC restated a “buy” rating and set a $700.00 price objective on shares of AppLovin in a report on Wednesday, March 11th. Finally, Evercore reiterated a “buy” rating on shares of AppLovin in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $672.05.

Read Our Latest Research Report on APP

AppLovin Company Profile

(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.