4,982 AppLovin Corporation $APP Shares Sold by Leeward Financial Partners LLC

Posted by Brenda Bartman on Oct 26th, 2026

Leeward Financial Partners LLC trimmed its holdings in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 46.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,825 shares of the company’s stock after selling 4,982 shares during the quarter. Leeward Financial Partners LLC’s holdings in AppLovin were worth $1,872,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in APP. Hedeker Wealth LLC increased its stake in shares of AppLovin by 228.3% in the 3rd quarter. Hedeker Wealth LLC now owns 14,139 shares of the company’s stock worth $4,106,000 after purchasing an additional 9,832 shares in the last quarter. Kingswood Wealth Advisors LLC raised its holdings in AppLovin by 47.1% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 2,834 shares of the company’s stock worth $823,000 after purchasing an additional 908 shares during the period. Sigma Planning Corp lifted its position in AppLovin by 73.6% during the third quarter. Sigma Planning Corp now owns 2,918 shares of the company’s stock valued at $847,000 after purchasing an additional 1,237 shares in the last quarter. Brucke Financial Inc. lifted its position in AppLovin by 60.0% during the third quarter. Brucke Financial Inc. now owns 1,013 shares of the company’s stock valued at $294,000 after purchasing an additional 380 shares in the last quarter. Finally, Signaturefd LLC grew its holdings in AppLovin by 20.4% during the third quarter. Signaturefd LLC now owns 5,777 shares of the company’s stock valued at $1,678,000 after purchasing an additional 977 shares during the period. 41.85% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on the company. UBS Group reduced their price target on AppLovin from $798.00 to $790.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Piper Sandler reaffirmed a “neutral” rating on shares of AppLovin in a research note on Friday, October 2nd. Jefferies Financial Group lowered their price objective on AppLovin from $550.00 to $375.00 and set a “buy” rating on the stock in a research report on Thursday, October 8th. Phillip Securities upgraded AppLovin from a “moderate buy” rating to a “strong-buy” rating and cut their price objective for the company from $635.00 to $610.00 in a research note on Tuesday, August 11th. Finally, The Goldman Sachs Group cut their price objective on AppLovin from $465.00 to $400.00 and set a “neutral” rating for the company in a research note on Wednesday, October 14th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, AppLovin has an average rating of “Moderate Buy” and a consensus price target of $507.75.

Get Our Latest Analysis on APP

AppLovin Price Performance

APP opened at $260.25 on Monday. The company has a debt-to-equity ratio of 1.11, a quick ratio of 4.30 and a current ratio of 4.30. AppLovin Corporation has a fifty-two week low of $258.32 and a fifty-two week high of $738.01. The firm’s fifty day moving average is $300.05 and its 200 day moving average is $407.04. The stock has a market cap of $87.09 billion, a price-to-earnings ratio of 20.00, a price-to-earnings-growth ratio of 0.54 and a beta of 2.56.

AppLovin (NASDAQ:APP – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $3.76 earnings per share for the quarter, hitting the consensus estimate of $3.76. AppLovin had a net margin of 64.58% and a return on equity of 193.10%. The company had revenue of $1.92 billion during the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter in the prior year, the firm posted $2.39 EPS. AppLovin’s quarterly revenue was up 52.8% compared to the same quarter last year. On average, sell-side analysts forecast that AppLovin Corporation will post 15.67 earnings per share for the current fiscal year.

Key Headlines Impacting AppLovin

Here are the key news stories impacting AppLovin this week:

Negative Sentiment: Multiple law firms publicized a securities class action against AppLovin and certain executives, with a November 16, 2026 deadline for investors to seek appointment as lead plaintiff. The notices largely repeat the same lawsuit rather than represent separate new cases. Pomerantz class action announcement
Negative Sentiment: The lawsuit covers investors who acquired APP securities between February 12 and August 5, 2026. It alleges that AppLovin and executives made misleading statements about the consistency and effectiveness of improvements to the company’s AI advertising models, potentially overstating business performance. The allegations have not been proven. Hagens Berman AppLovin class action report
Negative Sentiment: The case follows a critical analyst report published July 13 and AppLovin’s August 5 second-quarter results, which reportedly caused sharp declines in the stock. One investor notice also alleges that Chief Executive Officer Adam Foroughi and Chief Financial Officer Matthew Stumpf sold more than $109.1 million of APP stock; this is an allegation in the litigation, not an established finding. APP shareholder alert
Neutral Sentiment: The legal notices do not provide a new operating update or change AppLovin’s reported fundamentals. The company previously reported strong year-over-year revenue growth, but its latest revenue came in slightly below analyst expectations, leaving investors focused on execution, AI-model performance and litigation risk. Kaplan Fox AppLovin class action notice

AppLovin Company Profile

(Free Report)

AppLovin Corporation is a technology company that provides software and services designed to help mobile application developers grow, monetize and operate their businesses. Its platform supports user acquisition, advertising, mediation, analytics and other functions across the mobile app ecosystem.

The company’s principal products include AppDiscovery, which helps developers market their applications and acquire users; MAX, an in-app bidding and monetization platform; and its AXON technology, an artificial intelligence-powered engine intended to improve advertising performance and match users with relevant applications and content.