Marsico Capital Management LLC Acquires 9,783 Shares of AppLovin Corporation $APP

Posted by Stanley Muller on Jun 12th, 2026

Marsico Capital Management LLC boosted its holdings in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 175,938 shares of the company’s stock after acquiring an additional 9,783 shares during the quarter. AppLovin makes up approximately 3.3% of Marsico Capital Management LLC’s portfolio, making the stock its 12th largest holding. Marsico Capital Management LLC’s holdings in AppLovin were worth $118,551,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in APP. Board of the Pension Protection Fund bought a new position in AppLovin during the fourth quarter valued at approximately $27,000. Washington Trust Advisors Inc. raised its position 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. Laurel Wealth Advisors LLC acquired a new stake in shares of AppLovin in the fourth quarter worth $32,000. CBIZ Investment Advisory Services LLC lifted its stake in shares of AppLovin by 58.6% in the third quarter. CBIZ Investment Advisory Services LLC now owns 46 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter. Finally, Graney & King LLC acquired a new stake in shares of AppLovin in the third quarter worth $36,000. Institutional investors own 41.85% of the company’s stock.

Insider Buying and Selling at AppLovin

In related news, Director Eduardo Vivas sold 163,910 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $453.49, for a total transaction of $74,331,545.90. Following the transaction, the director owned 6,969,382 shares of the company’s stock, valued at approximately $3,160,545,043.18. The trade was a 2.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Victoria Valenzuela sold 20,000 shares of AppLovin stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $565.89, for a total transaction of $11,317,800.00. Following the sale, the insider owned 243,961 shares in the company, valued at $138,055,090.29. This represents a 7.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 285,758 shares of company stock valued at $136,333,079 in the last three months. 13.66% of the stock is owned by insiders.

AppLovin Trading Down 2.9%

Shares of APP stock opened at $478.57 on Friday. AppLovin Corporation has a 1 year low of $320.00 and a 1 year high of $745.61. The firm’s fifty day simple moving average is $480.70 and its 200 day simple moving average is $521.01. The firm has a market capitalization of $160.77 billion, a P/E ratio of 41.11, a price-to-earnings-growth ratio of 0.80 and a beta of 2.45. The company has a current ratio of 3.24, a quick ratio of 3.24 and a debt-to-equity ratio of 1.49.

AppLovin (NASDAQ:APP – Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.44 by $0.12. AppLovin had a net margin of 64.29% and a return on equity of 219.37%. The business had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.77 billion. During the same quarter in the previous year, the firm posted $1.67 earnings per share. AppLovin’s revenue was up 58.9% compared to the same quarter last year. As a group, sell-side analysts predict that AppLovin Corporation will post 15.86 EPS for the current year.

Key Stories Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

Positive Sentiment: AppLovin remains a strong growth story, with articles noting the stock has risen over the past month and analysts still expect robust EPS growth over the next several years. One report also highlighted an Oppenheimer note reaffirming confidence in the name, which can support bullish sentiment. AppLovin Corporation (APP) Up More Than 12% Over the Past Month, Here’s Why it is an Unstoppable Growth Stock
Positive Sentiment: Broker commentary has continued to frame AppLovin as a “good investment,” suggesting Wall Street sentiment remains constructive overall, even though analysts’ optimism is often already reflected in the stock. AppLovin (APP) Is Considered a Good Investment by Brokers: Is That True?
Neutral Sentiment: Several recent stories were more market-commentary focused than company-specific, including a note about growth stocks with high insider ownership and a discussion of broader market weakness affecting stock performance. These items may influence sentiment, but they do not point to a major fundamental change in AppLovin’s business. Insider Favorites: Top Growth Companies For June 2026 Five9 and AppLovin Shares Are Falling, What You Need To Know
Negative Sentiment: One report said competition pressure hurt AppLovin in Q1, which could raise concerns about the sustainability of its growth momentum and intensify investor caution. Competition Pressure Hurt AppLovin (APP) in Q1
Negative Sentiment: There was also insider selling reported, including a sale of 20,000 shares by Victoria Valenzuela, which can be interpreted as a mild headwind for sentiment. Victoria Valenzuela Sells 20,000 Shares of AppLovin (NASDAQ:APP) Stock
Negative Sentiment: The latest session also saw APP fall while the broader market rose, suggesting investors are taking profits or rotating away from the stock despite its strong longer-term growth narrative. AppLovin (APP) Stock Sinks As Market Gains: Here’s Why

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on APP shares. Wedbush restated an “outperform” rating and issued a $640.00 price objective on shares of AppLovin in a research note on Thursday, May 7th. UBS Group reduced their price objective on shares of AppLovin from $740.00 to $716.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Weiss Ratings cut shares of AppLovin from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, May 7th. Citigroup restated a “buy” rating and issued a $710.00 price objective on shares of AppLovin in a research note on Monday, June 1st. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $700.00 price objective on shares of AppLovin in a research note on Thursday, February 12th. 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 company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $669.62.

Check Out Our Latest Report on AppLovin

AppLovin 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.