Insider and congress filings

AppLovin Corporation (APP)

NASDAQ · Technology · 34 insider transactions · 53 congress trades · last filed 10 days agoS&P 500Nasdaq 100

2
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·2 sells
Purchases and sales in the filings shown
Get a push when an insider at AppLovin Corporation trades.

Free on iOS and Android.

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
-

www.applovin.com

Earnings

6 reported quarters · next on Nov 4, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$3.76$3.76$1.9B$1.9BEPS in line, GAAPRevenue in line
Q1 FY2026reported May 6, 2026$3.56$3.40$1.8B$1.8BEPS beat, GAAPRevenue beat
Q4 FY2025reported Feb 11, 2026$3.24$2.95$1.7B$1.6BEPS beatRevenue beat
Q3 FY2025reported Nov 5, 2025$2.45$2.38$1.4B$1.3BEPS beat, GAAPRevenue beat
Q2 FY2025reported Aug 6, 2025$2.26$1.96$1.3B$1.2BEPS beatRevenue beat
Q1 FY2025reported May 7, 2025$1.67$1.44$1.5B$1.4BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$12.4B24,040,619+1.7%7.14%
Vanguard Capital Management LLC$9.1B17,744,980+5.9%5.27%
FMR LLC$8.9B17,293,553+10.2%5.14%
State Street Corp$6.2B12,101,830+2.8%3.59%
Invesco Ltd.$5.7B10,975,993+70.3%3.26%
Capital World Investors$4.2B8,150,954+156.4%2.42%
Geode Capital Management, LLC$3.8B7,362,995+1.0%2.19%
Baillie Gifford & Co$3.3B6,471,615-3.4%1.92%
Vanguard Portfolio Management LLC$3.3B6,350,652+7.0%1.89%
Morgan Stanley$3.0B5,791,247+3.3%1.72%
T. Rowe Price Associates, Inc.$2.5B4,773,100-12.2%1.42%
JPMorgan Chase & Co.$2.2B4,349,233+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
ManagerValueSharesShare of book
Jericho Capital$864.2M1,677,2247.1%
Coatue ManagementPhilippe Laffont$603.4M1,171,1891.2%
Lone Pine CapitalStephen Mandel$537.0M1,042,2683.3%
FundsmithTerry Smith$358.9M696,5682.6%
D1 Capital PartnersDaniel Sundheim$344.8M669,2821.0%
Whale Rock Capital Management$237.8M461,6111.9%
Castle Hook Partners$61.2M118,7100.3%

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.

Know when the next APP filing is reported.

GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.

Open-market insider trades

2 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Maynard G. Webb Jr.DirectorSold · scheduled · 9 lines3,076$521.29$1.6MJul 6, 2026filed Jul 8, 20262d
Eduardo VivasDirectorSold · scheduled · 13 lines115,609$500.93$57.9MJun 16, 2026filed Jun 18, 20262d

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)
InsiderEventSharesDate
Maynard G. Webb Jr.DirectorStock award67Oct 15, 2026
Barbara MessingDirectorStock award64Oct 15, 2026
Xiaochuan GeCTOTax withholding5,459Aug 20, 2026
Matthew StumpfChief Financial Officer (CFO)Tax withholding2,021Aug 20, 2026
Victoria ValenzuelaDirectorTax withholding2,730Aug 20, 2026
Corina I. CacoveanChief Legal OfficerTax withholding1,540Aug 20, 2026
Arash Adam ForoughiCEOTax withholding2,730Aug 20, 2026
Herald Y. ChenDirectorGift100,000Aug 13, 2026
Herald Y. ChenDirectorConversion143,791Aug 13, 2026
Eduardo VivasDirectorGift213,675Aug 7, 2026
Barbara MessingDirectorStock award40Jul 15, 2026
Maynard G. Webb Jr.DirectorStock award41Jul 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-15.5%S&P 500 -0.5% · -15.1 pts vs S&P 500Sep 18, 2026Oct 12, 202624d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-15.3%After the saleS&P 500 -1.0% · -14.3 pts vs S&P 500Aug 18, 2026Sep 10, 202623d
Ro KhannaStockSale$1,001 - $15,000-35.9%After the saleS&P 500 +0.3% · -36.2 pts vs S&P 500Aug 3, 2026Sep 4, 202632d
Ro KhannaStockSale$1,001 - $15,000-23.2%After the saleS&P 500 -1.7% · -21.5 pts vs S&P 500Aug 10, 2026Sep 4, 202625d
Ro KhannaStockSale$1,001 - $15,000-12.8%After the saleS&P 500 -0.5% · -12.4 pts vs S&P 500Aug 24, 2026Sep 4, 202611d
Gilbert Ray Cisneros, Jr.Filed lateStockPurchase$1,001 - $15,000-38.7%S&P 500 +2.3% · -40.9 pts vs S&P 500Jul 17, 2026Sep 4, 202649d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-31.7%S&P 500 +19.8% · -51.6 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Ro KhannaStockPurchase$1,001 - $15,000-49.5%S&P 500 +1.7% · -51.2 pts vs S&P 500Jun 30, 2026Jul 6, 20266d
Ro KhannaStockPurchase$1,001 - $15,000-54.2%S&P 500 +1.3% · -55.4 pts vs S&P 500May 27, 2026Jun 9, 202613d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-48.0%S&P 500 +2.8% · -50.9 pts vs S&P 500May 15, 2026Jun 8, 202624d
Ro KhannaStockPurchase$1,001 - $15,000-37.7%S&P 500 +10.8% · -48.4 pts vs S&P 500Apr 13, 2026May 11, 202628d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-40.0%After the saleS&P 500 +9.4% · -49.4 pts vs S&P 500Apr 14, 2026May 8, 202624d
Ro KhannaStockSale$1,001 - $15,000-45.5%After the saleS&P 500 +12.2% · -57.7 pts vs S&P 500Mar 10, 2026Apr 7, 202628d
Ro KhannaStockPurchase$1,001 - $15,000-43.3%S&P 500 +15.6% · -58.9 pts vs S&P 500Mar 23, 2026Apr 7, 202615d
Ro KhannaStockSale$1,001 - $15,000-30.1%After the saleS&P 500 +20.3% · -50.3 pts vs S&P 500Mar 30, 2026Apr 7, 20268d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-43.3%S&P 500 +14.7% · -57.9 pts vs S&P 500Mar 13, 2026Apr 7, 202625d
Gilbert Ray Cisneros, Jr.StockSale$15,001 - $50,000-41.2%After the saleS&P 500 +14.8% · -56.0 pts vs S&P 500Mar 18, 2026Apr 7, 202620d
Ro KhannaStockPurchase$1,001 - $15,000-30.6%S&P 500 +12.1% · -42.8 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Ro KhannaStockSale$1,001 - $15,000-30.8%After the saleS&P 500 +11.2% · -42.1 pts vs S&P 500Feb 17, 2026Mar 9, 202620d
Ro KhannaStockPurchase$15,001 - $50,000-33.8%S&P 500 +10.5% · -44.3 pts vs S&P 500Feb 24, 2026Mar 9, 202613d

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.

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, 2026

6 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$50,001 - $100,0000.2%
Lucy McBathDemocrat · House$1,001 - $15,0000.2%
Mark HarrisRepublican · House$1,001 - $15,0000.4%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%
Robert BresnahanRepublican · House$1,001 - $15,000<0.1%
Michael A. RulliRepublican · House$1,001 - $15,0000.3%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

Related companies

traded by the same members

See every company we track