Insider and congress filings
AppLovin Corporation (APP)
About AppLovin Corporation
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- Adam Arash Foroughi
- Employees
- 887
- Listed since
- Apr 15, 2021
- Market value
- $102.5B
- Price to earnings
- 23.3
- Earnings per share
- $13.10
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $3.76 | $3.76 | $1.9B | $1.9B | EPS in lineRevenue in line |
| Q1 FY2026reported May 6, 2026 | $3.56 | $3.40 | $1.8B | $1.8B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 11, 2026 | $3.24 | $2.95 | $1.7B | $1.6B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 5, 2025 | $2.45 | $2.38 | $1.4B | $1.3B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 6, 2025 | $2.26 | $1.96 | $1.3B | $1.2B | EPS beatRevenue beat |
| Q1 FY2025reported May 7, 2025 | $1.67 | $1.44 | $1.5B | $1.4B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 21, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Vasily ShikinChief Technology Officer | $400K | $12.6M | $437K | $13.4M |
| Victoria ValenzuelaChief Administrative & Legal Officer and Corporate Sec | $400K | $12.6M | $57K | $13.0M |
| Matthew StumpfChief Financial Officer | $400K | $12.6M | $27K | $13.0M |
| Adam ForoughiChief Executive Officer | $400K | $12.6M | $10K | $13.0M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $12.4B | 24,040,619 | +1.7% | 7.14% |
| Vanguard Capital Management LLC | $9.1B | 17,744,980 | +5.9% | 5.27% |
| FMR LLC | $8.9B | 17,293,553 | +10.2% | 5.14% |
| State Street Corp | $6.2B | 12,101,830 | +2.8% | 3.60% |
| Invesco Ltd. | $5.7B | 10,975,993 | +70.3% | 3.26% |
| Capital World Investors | $4.2B | 8,150,954 | +156.4% | 2.42% |
| Geode Capital Management, LLC | $3.8B | 7,362,995 | +1.0% | 2.19% |
| Baillie Gifford & Co | $3.3B | 6,471,615 | -3.4% | 1.92% |
| Vanguard Portfolio Management LLC | $3.3B | 6,350,652 | +7.0% | 1.89% |
| Morgan Stanley | $3.0B | 5,791,247 | +3.3% | 1.72% |
| Price T Rowe Associates Inc | $2.5B | 4,773,100 | -12.2% | 1.42% |
| Jpmorgan Chase & Co | $2.2B | 4,349,233 | +5.9% | 1.29% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
2 filings of 32 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Maynard G. Webb Jr.Director | Sold · 9 lines | 3,076 | $521.29 | $1.6M | Jul 6, 2026 | 2d |
| Eduardo VivasDirector | Sold · 13 lines | 115,609 | $500.93 | $57.9M | Jun 16, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in APP
20 disclosures of 51 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -10.0%S&P -1.4% · vs S&P 500 -8.6% | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -28.1%S&P +2.6% · vs S&P 500 -30.7% | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -23.2%S&P +1.1% · vs S&P 500 -24.3% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.2%S&P -0.1% · vs S&P 500 +2.3% | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -20.0%S&P +20.2% · vs S&P 500 -40.2% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -37.8%S&P +3.1% · vs S&P 500 -40.9% | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -45.0%S&P +2.1% · vs S&P 500 -47.1% | May 27, 2026 | Jun 9, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -39.1%S&P +3.2% · vs S&P 500 -42.3% | May 15, 2026 | Jun 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -26.9%S&P +11.1% · vs S&P 500 -38.0% | Apr 13, 2026 | May 11, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -29.6%S&P +9.8% · vs S&P 500 -39.4% | Apr 14, 2026 | May 8, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -33.5%S&P +15.1% · vs S&P 500 -48.6% | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -33.5%S&P +16.0% · vs S&P 500 -49.5% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | -31.1%S&P +15.2% · vs S&P 500 -46.3% | Mar 18, 2026 | Apr 7, 2026 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -36.1%S&P +12.6% · vs S&P 500 -48.6% | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -13.8%S&P +21.9% · vs S&P 500 -35.7% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -22.4%S&P +10.9% · vs S&P 500 -33.3% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -18.7%S&P +12.5% · vs S&P 500 -31.2% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -18.7%S&P +12.5% · vs S&P 500 -31.2% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -35.5%S&P +10.1% · vs S&P 500 -45.6% | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -18.9%S&P +11.6% · vs S&P 500 -30.5% | Feb 17, 2026 | Mar 9, 2026 | 20d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
5 members · estimate, as of Sep 10, 20265 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
| Mark Harris | Republican · House | $1,001 - $15,000 | 0.4% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.4% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (10)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Matthew StumpfChief Financial Officer (CFO) | Tax withholding | 2,021 | Aug 20, 2026 |
| Xiaochuan GeCTO | Tax withholding | 5,459 | Aug 20, 2026 |
| Victoria ValenzuelaDirector | Tax withholding | 2,730 | Aug 20, 2026 |
| Corina I. CacoveanChief Legal Officer | Tax withholding | 1,540 | Aug 20, 2026 |
| Arash Adam ForoughiCEO | Tax withholding | 2,730 | Aug 20, 2026 |
| Herald Y. ChenDirector | Gift | 100,000 | Aug 13, 2026 |
| Herald Y. ChenDirector | Conversion | 143,791 | Aug 13, 2026 |
| Eduardo VivasDirector | Gift | 213,675 | Aug 7, 2026 |
| Maynard G. Webb Jr.Director | Stock award | 41 | Jul 15, 2026 |
| Barbara MessingDirector | Stock award | 40 | Jul 15, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling APP?
Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales.
Which members of Congress have traded APP?
Ro Khanna, Gilbert Ray Cisneros, Jr., Alan Armstrong disclosed APP transactions in the filings shown here.
Which members of Congress hold APP?
5 members of Congress report a position in APP in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Gilbert Ray Cisneros, Jr., Mark Harris and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is APP in the S&P 500 or the Nasdaq 100?
AppLovin Corporation is a current member of the S&P 500 and Nasdaq 100, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are APP trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.