Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, AppLovin Corp insiders sold a net $195.3M of stock across 2,165 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2026.
The trade is 0.3% of the 123,140 shares held after it.
2 other insiders sold within 30 days.
840 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEBB MAYNARD G JR sold about $196.2K of APP on Jul 6, 2026; 2 other insiders sold within 30 days and 840 funds added in the latest 13F quarter.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2026.
The trade is 0.2% of the 122,938 shares held after it.
2 other insiders sold within 30 days.
840 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEBB MAYNARD G JR sold about $104.5K of APP on Jul 6, 2026; 2 other insiders sold within 30 days and 840 funds added in the latest 13F quarter.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2026.
The trade is 0.1% of the 122,756 shares held after it.
2 other insiders sold within 30 days.
840 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEBB MAYNARD G JR sold about $94.4K of APP on Jul 6, 2026; 2 other insiders sold within 30 days and 840 funds added in the latest 13F quarter.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2026.
The trade is 0.2% of the 122,516 shares held after it.
2 other insiders sold within 30 days.
840 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEBB MAYNARD G JR sold about $124.7K of APP on Jul 6, 2026; 2 other insiders sold within 30 days and 840 funds added in the latest 13F quarter.
8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2026.
The trade is 0.1% of the 122,378 shares held after it.
2 other insiders sold within 30 days.
840 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEBB MAYNARD G JR sold about $71.8K of APP on Jul 6, 2026; 2 other insiders sold within 30 days and 840 funds added in the latest 13F quarter.
2,165 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
APP planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Shikin Vasily
Filed 2026-08-21
$35.6M
WEBB MAYNARD G JR
Filed 2026-07-06
$1.6M
APP mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Transamerica Morgan Stanley Capital Growth VP
$11.0M position · as of 2026-06-30
6.6%
GROWTH PORTFOLIO
$224.7M position · as of 2026-06-30
6.3%
Growth Portfolio
$35.5M position · as of 2026-06-30
6.2%
ProShares Nasdaq-100 Dorsey Wright Momentum ETF
$2.5M position · as of 2026-05-31
5.6%
AOT Growth and Innovation ETF
$5.6M position · as of 2026-05-29
5.3%
Spyglass Growth Fund
$53.0M position · as of 2026-06-30
5.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Adam Foroughi
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$13.0M
$21.7M
$13.1M
+933%
+134%
2024
$11.2M
$386.0M
$4.9M
+397%
+89%
2023
$83.4M
$286.9M
$22.8M
-39%
+38%
2022
$104.4K
$104.4K
$411.8K
-84%
-12%
2021
$104.3K
$104.3K
$14.4M
+45%
+22%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $195.3M sold by insiders over 180 days, 840 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $35.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Revenue, TTM APP
FY Dec 2025
n/a
FY Dec 2024
$4.7B
FY Dec 2023
$3.3B
FY Dec 2022
$2.8B
FY Dec 2021
$2.8B
Jun 2026
$1.9B
Mar 2026
$1.8B
Dec 2025
$1.7B
Sep 2025
$1.4B
Jun 2025
$1.3B
Mar 2025
$1.5B
Dec 2024
$1.4B
Sep 2024
$1.2B
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM APP
FY Dec 2025
n/a
FY Dec 2024
+33.6%
FY Dec 2023
+10.9%
FY Dec 2022
-6.9%
FY Dec 2021
+1.3%
Jun 2026
+65.8%
Mar 2026
+65.4%
Dec 2025
+66.5%
Sep 2025
+59.5%
Jun 2025
+65.1%
Mar 2025
+38.8%
Dec 2024
+43.7%
Sep 2024
+36.3%
At each fiscal year end
Single quarter
Free cash flow, TTM
$4.5B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM APP
FY Dec 2025
$4.0B
FY Dec 2024
$2.1B
FY Dec 2023
$1.1B
FY Dec 2022
$412.1M
FY Dec 2021
$360.5M
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Debt to equity
1.17x
long-term 2026-06-30 plus current 2025-03-31 (15 months older than the period end); equity 2026-06-30
Debt to equity APP
FY Dec 2025
1.74x
FY Dec 2024
3.22x
FY Dec 2023
2.48x
FY Dec 2022
1.69x
FY Dec 2021
1.51x
Jun 2026
1.17x
Mar 2026
1.57x
Dec 2025
1.74x
Sep 2025
2.52x
Jun 2025
3.18x
Mar 2025
6.45x
Dec 2024
3.22x
Sep 2024
3.74x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.22x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-03-31 (15 months older than the period end)
Cash flow to debt APP
FY Dec 2025
1.07x
FY Dec 2024
0.60x
FY Dec 2023
0.34x
FY Dec 2022
0.13x
FY Dec 2021
0.11x
Jun 2026
1.22x
Mar 2026
1.19x
Dec 2025
1.07x
Sep 2025
0.90x
Jun 2025
0.77x
Mar 2025
0.68x
Dec 2024
0.60x
Sep 2024
0.50x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+203.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity APP
FY Dec 2025
+206.8%
FY Dec 2024
+134.7%
FY Dec 2023
+22.6%
FY Dec 2022
-9.6%
FY Dec 2021
+3.5%
Jun 2026
+203.7%
Mar 2026
+269.7%
Dec 2025
+206.8%
Sep 2025
+234.7%
Jun 2025
+245.2%
Mar 2025
+287.5%
Dec 2024
+134.7%
Sep 2024
+113.4%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+62.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets APP
FY Dec 2025
+50.8%
FY Dec 2024
+28.1%
FY Dec 2023
+6.4%
FY Dec 2022
-3.2%
FY Dec 2021
+0.8%
Jun 2026
+62.0%
Mar 2026
+59.1%
Dec 2025
+50.8%
Sep 2025
+48.0%
Jun 2025
+43.3%
Mar 2025
+35.0%
Dec 2024
+28.1%
Sep 2024
+22.1%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+119.1%
operating income after a 15.4% effective tax rate, over long-term 2026-06-30 plus current 2025-03-31 (15 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital APP
FY Dec 2025
+96.6%
FY Dec 2024
n/a
FY Dec 2023
+18.0%
FY Dec 2022
n/a
FY Dec 2021
+3.5%
Jun 2026
+119.1%
Mar 2026
+114.9%
Dec 2025
+96.6%
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
+37.2%
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+89.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed APP
FY Dec 2025
+77.3%
FY Dec 2024
n/a
FY Dec 2023
+16.0%
FY Dec 2022
-0.9%
FY Dec 2021
+4.2%
Jun 2026
+89.0%
Mar 2026
+90.4%
Dec 2025
+77.3%
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
+37.3%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
20.04x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing APP
FY Dec 2025
69.11x
FY Dec 2024
71.49x
FY Dec 2023
40.25x
FY Dec 2022
n/a
FY Dec 2021
1,346.57x
Jun 2026
39.60x
Mar 2026
34.19x
Dec 2025
69.11x
Sep 2025
87.31x
Jun 2025
49.80x
Mar 2025
47.92x
Dec 2024
71.49x
Sep 2024
39.68x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value APP
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield APP
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.24x
P/E over trailing EPS growth of 85%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing APP
FY Dec 2025
0.60x
FY Dec 2024
0.20x
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
0.47x
Mar 2026
0.31x
Dec 2025
0.60x
Sep 2025
0.58x
Jun 2025
0.25x
Mar 2025
0.21x
Dec 2024
0.20x
Sep 2024
0.04x
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
APP ranks highest on profitability (99th percentile) and growth (88th), and lowest on insider conviction (2nd), among Software & IT peers.
Profitability
99
Inputs
Return on equity+203.7% · 98 pct, sector of 286
Return on assets+62.0% · 98 pct, sector of 381
Return on invested capital+119.1% · 100 pct, sector of 78
Return on capital employed+89.0% · 100 pct, sector of 294
Financial health
48
Inputs
Debt to equity1.17x · 16 pct, sector of 288
Cash flow to debt1.22x · 81 pct, sector of 241
Growth
88
Inputs
Revenue growth, YoY+70.0% · 88 pct, sector of 480
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
2
Inputs
Net Form 4 buying (codes P and S), 180d-$195.3M · 5 pct, sector of 285
Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
68
Inputs
Funds adding, latest quarter840 · 97 pct, sector of 415
Congress net buyers, 365d0 · 39 pct, sector of 72
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
41
Inputs
Short interest, % of float+4.4% · 54 pct, sector of 530
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+16.7% · 29 pct, sector of 316
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
APP filings, in plain words
Are AppLovin insiders buying or selling APP?
In the 180 days to 2026-10-27, AppLovin insiders were net sellers, a net $195.3M across purchases and sales reported on Form 4, by 6 sellers.
Have members of Congress traded APP?
Yes. In the year to 2026-10-27, 1 House member disclosed buying APP and 1 House member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-18.
Are there planned insider sales of APP?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $35.6M of stock; the latest, by Shikin Vasily, was filed 2026-08-21.
Read the full summary
In the 180 days to 2026-10-27, AppLovin insiders were net sellers of APP, a net $195.3M across purchases and sales reported on Form 4 by 6 sellers. None of the 203 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-27, 1 member of Congress disclosed buying APP and 1 member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-09-18. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $35.6M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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