
Insider and congress filings
AppLovin Corporation (APP)
NASDAQ · Technology · 34 insider transactions · 53 congress trades · last filed 10 days agoS&P 500Nasdaq 100
About AppLovin Corporation
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- Adam Arash Foroughi
- Employees
- 887
- Listed since
- Apr 15, 2021
- Market value
- $90.0B
- Price to earnings (12 mo)
- 20.5
- Net income per share, as reported (12 mo)
- $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 line, GAAPRevenue in line |
| Q1 FY2026reported May 6, 2026 | $3.56 | $3.40 | $1.8B | $1.8B | EPS beat, GAAPRevenue 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 beat, GAAPRevenue 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 beat, GAAPRevenue 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 Secretary | $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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 3.59% |
| 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% |
| T. Rowe Price 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding APP
7 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Jericho Capital | $864.2M | 1,677,224 | 7.1% |
| Coatue ManagementPhilippe Laffont | $603.4M | 1,171,189 | 1.2% |
| Lone Pine CapitalStephen Mandel | $537.0M | 1,042,268 | 3.3% |
| FundsmithTerry Smith | $358.9M | 696,568 | 2.6% |
| D1 Capital PartnersDaniel Sundheim | $344.8M | 669,282 | 1.0% |
| Whale Rock Capital Management | $237.8M | 461,611 | 1.9% |
| Castle Hook Partners | $61.2M | 118,710 | 0.3% |
7 of the 97 fund managers we track list APP shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Maynard G. Webb Jr.Director | Sold · scheduled · 9 lines | 3,076 | $521.29 | $1.6M | Jul 6, 2026filed Jul 8, 2026 | 2d |
| Eduardo VivasDirector | Sold · scheduled · 13 lines | 115,609 | $500.93 | $57.9M | Jun 16, 2026filed Jun 18, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (12)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Maynard G. Webb Jr.Director | Stock award | 67 | Oct 15, 2026 |
| Barbara MessingDirector | Stock award | 64 | Oct 15, 2026 |
| Xiaochuan GeCTO | Tax withholding | 5,459 | Aug 20, 2026 |
| Matthew StumpfChief Financial Officer (CFO) | Tax withholding | 2,021 | 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 |
| Barbara MessingDirector | Stock award | 40 | Jul 15, 2026 |
| Maynard G. Webb Jr.Director | Stock award | 41 | 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.
Congress trades in APP
20 disclosures of 53 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -15.5%S&P 500 -0.5% · -15.1 pts vs S&P 500 | Sep 18, 2026 | Oct 12, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -15.3%After the saleS&P 500 -1.0% · -14.3 pts vs S&P 500 | Aug 18, 2026 | Sep 10, 2026 | 23d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -35.9%After the saleS&P 500 +0.3% · -36.2 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -23.2%After the saleS&P 500 -1.7% · -21.5 pts vs S&P 500 | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -12.8%After the saleS&P 500 -0.5% · -12.4 pts vs S&P 500 | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -38.7%S&P 500 +2.3% · -40.9 pts vs S&P 500 | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -31.7%S&P 500 +19.8% · -51.6 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -49.5%S&P 500 +1.7% · -51.2 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -54.2%S&P 500 +1.3% · -55.4 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -48.0%S&P 500 +2.8% · -50.9 pts vs S&P 500 | May 15, 2026 | Jun 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -37.7%S&P 500 +10.8% · -48.4 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -40.0%After the saleS&P 500 +9.4% · -49.4 pts vs S&P 500 | Apr 14, 2026 | May 8, 2026 | 24d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -45.5%After the saleS&P 500 +12.2% · -57.7 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -43.3%S&P 500 +15.6% · -58.9 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -30.1%After the saleS&P 500 +20.3% · -50.3 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -43.3%S&P 500 +14.7% · -57.9 pts vs S&P 500 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | -41.2%After the saleS&P 500 +14.8% · -56.0 pts vs S&P 500 | Mar 18, 2026 | Apr 7, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -30.6%S&P 500 +12.1% · -42.8 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -30.8%After the saleS&P 500 +11.2% · -42.1 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -33.8%S&P 500 +10.5% · -44.3 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in APP, filterable by party, chamber, type and account.
Members of Congress reporting a position
6 members · estimate, as of Oct 21, 20266 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% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.2% |
| Mark Harris | Republican · House | $1,001 - $15,000 | 0.4% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | <0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.3% |
Estimate, as of Oct 21, 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.
Questions
Are insiders buying or selling APP?
Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales. 2 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded APP?
Gilbert Ray Cisneros, Jr., Ro Khanna and Alan Armstrong disclosed APP transactions in the filings shown here.
Which members of Congress hold APP?
6 members of Congress report a position in APP in the estimate we hold as of Oct 21, 2026. The largest estimated position belongs to Gilbert Ray Cisneros, Jr.; the next largest, in the $1,001 - $15,000 band, include Lucy McBath and Mark Harris. 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 Oct 26, 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 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 24 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 Oct 26, 2026.
