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AppLovin (APP) CFO has 2,362 shares withheld to cover RSU taxes

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

AppLovin Corp’s CFO Matthew Stumpf reported a tax-related share disposition tied to equity compensation. On February 20, 2026, 2,362 shares of Class A common stock at $418.68 per share were withheld by the company to cover income tax obligations from vesting Restricted Stock Units. The footnote clarifies this was not an open-market sale by Stumpf. After this transaction, he directly owned 188,799 shares of AppLovin Class A common stock.

Positive

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Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Stumpf Matthew

(Last) (First) (Middle)
1100 PAGE MILL ROAD

(Street)
PALO ALTO CA 94304

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
AppLovin Corp [ APP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Financial Officer (CFO)
3. Date of Earliest Transaction (Month/Day/Year)
02/20/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 02/20/2026 F 2,362(1) D $418.68 188,799(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported Restricted Stock Units ("RSUs").
2. Certain of these securities are represented by RSUs.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Victoria Valenzuela, Attorney-in-fact 02/24/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did AppLovin (APP) report for CFO Matthew Stumpf?

AppLovin reported a Form 4 for CFO Matthew Stumpf showing 2,362 Class A shares were withheld by the company to cover tax obligations from vesting RSUs, leaving him with 188,799 directly owned shares afterward.

Was the AppLovin (APP) CFO’s Form 4 transaction an open-market stock sale?

No, the Form 4 footnote states the transaction was not a sale. The 2,362 shares were withheld by AppLovin to satisfy income tax and withholding obligations related to the net settlement of previously reported Restricted Stock Units.

How many AppLovin (APP) shares were involved in the CFO’s tax-withholding transaction?

The transaction involved 2,362 shares of AppLovin Class A common stock, valued at $418.68 per share for reporting purposes, which were withheld by the issuer in connection with the vesting and net settlement of Restricted Stock Units.

How many AppLovin (APP) shares does CFO Matthew Stumpf own after this Form 4?

Following the tax-withholding disposition, CFO Matthew Stumpf directly owned 188,799 shares of AppLovin Class A common stock. The Form 4 notes that certain of these securities are represented by Restricted Stock Units, reflecting his ongoing equity-based compensation.

What does transaction code F mean in the AppLovin (APP) CFO’s Form 4?

Transaction code F indicates a tax-related disposition, where shares are used to pay the exercise price or tax liability. In this case, 2,362 shares were withheld by AppLovin to satisfy income tax and withholding obligations tied to vesting Restricted Stock Units.

What type of security was reported in the AppLovin (APP) CFO’s Form 4 filing?

The Form 4 reports transactions in AppLovin’s Class A common stock. Footnotes explain that certain of the reported securities are represented by Restricted Stock Units, which are stock-based awards that vest over time and can trigger tax-withholding events.
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