Welcome to our dedicated page for AppLovin SEC filings (Ticker: APP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AppLovin Corporation filings document the operations, governance and capital structure of a public marketing-platform company focused on advertising software and AI solutions. Recent Form 8-K reports cover quarterly and annual financial results, non-GAAP performance measures such as Adjusted EBITDA, cash-flow disclosures, share repurchases, and material-event reporting.
Proxy materials describe board composition, director elections, executive compensation, board leadership and leadership-transition matters. The filing record also includes capital-structure disclosures for Class A and Class B common stock, material agreements, repurchase-program activity, and company statements on its focus on the core advertising platform after the sale of its Apps business.
AppLovin (APP) reported insider activity by a director on 11/07/2025. The insider exercised 2,350 stock options at $25.55 per share and sold an aggregate of 2,350 Class A shares the same day across multiple trades at weighted average prices of $591.16, $593.01, $594.12, and $594.98. Following these transactions, the insider directly held 3,707 Class A shares. The filing notes that certain holdings include RSUs and that the option was fully vested and exercisable.
AppLovin (APP) reported a strong Q3 2025, highlighting rapid growth and profitability after divesting its Apps Business. Revenue rose 68% year over year to $1.405 billion as advertisers increased spend on its Axon-platform solutions. Income from continuing operations reached $835.5 million, reflecting sizable operating leverage with total costs at $326.0 million against revenue of $1.405 billion.
The company generated substantial cash this year, with $2.657 billion provided by operating activities for the nine months ended September 30, 2025, and Free Cash Flow of $2.643 billion. Management returned capital by repurchasing $1.8 billion of Class A shares year to date and later expanded the authorization in October. Following the June 30 sale of its Apps Business to Tripledot for $430.6 million in cash plus equity valued at $285.0 million, results are presented as a single advertising-focused segment. The divestiture produced a $106.2 million pre‑tax gain, while discontinued operations reflected a $188.9 million goodwill impairment earlier in the year. Cash and cash equivalents ended the quarter at $1.667 billion, with long‑term debt of $3.512 billion.
AppLovin Corporation furnished an 8-K to share that it issued a press release on November 5, 2025 announcing its financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference, meaning readers should look to that exhibit for the detailed quarterly numbers and commentary. The company notes that the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, so it is not subject to certain liability provisions of the Exchange Act or automatically included in other securities law filings.
AppLovin (APP) reported an insider equity grant for its Chief Technology Officer. On 10/30/2025, the CTO acquired 20,236 RSUs at $0.00. Each RSU represents the right to receive one share of Class A common stock.
The award vests with 1/4 on February 20, 2026 and 1/4 on each three-month anniversary thereafter, subject to continued service. Following the transaction, the reporting person beneficially owned 3,380,340 Class A shares directly, and also reported indirect holdings held through family trusts, including 425,450 shares and 53,389 shares in each of three separate trusts.
AppLovin (APP) reported an insider transaction: the company’s CEO & Chairperson acquired 20,236 Class A shares via an RSU grant at $0.00 on 10/30/2025.
Each RSU converts into one Class A share. The grant vests with 1/4 on February 20, 2026 and 1/4 on each three-month anniversary thereafter, contingent on continued service.
Following the transaction, the reporting person beneficially owned 2,610,290 Class A shares directly, some represented by RSUs. Indirect holdings were disclosed through family trusts: 3,030,517, 1,530,519, and 780,519 shares, with beneficial ownership disclaimed for these trust-held shares.
AppLovin (APP) reported an insider equity award. The company’s Chief Financial Officer filed a Form 4 showing an acquisition of 20,236 Class A common shares in the form of RSUs at $0.00 on 10/30/2025.
Each RSU converts into one share upon vesting. The vesting schedule is stated as 25% on February 20, 2026 and 25% on each three‑month anniversary thereafter, contingent on continued service. Following the reported transaction, the officer’s beneficial ownership is 201,893 shares, which includes certain RSUs.
AppLovin (APP) officer Victoria Valenzuela reported an equity award on Form 4. She acquired 20,236 shares of Class A common stock at $0.00, coded “A” for award, reflecting settlement from restricted stock units.
Following the transaction, she beneficially owns 290,191 shares, certain of which are represented by RSUs. The RSUs vest with 1/4 on February 20, 2026 and 1/4 on each three‑month anniversary thereafter, contingent on continued service.
AppLovin (APP) reported an insider equity grant by a company officer. On 10/30/2025, the reporting person acquired 809 shares of Class A common stock at $0.00 under a restricted stock unit (RSU) award (Transaction Code: A). Following this grant, the officer beneficially owns 115,931 Class A shares, held directly.
Each RSU represents one share. The vesting schedule provides that 1/4 vests on February 20, 2026, with an additional 1/4 vesting on each three‑month anniversary thereafter, subject to continued service.
AppLovin (APP) reported an insider equity award on a Form 4. A company Director received 29 restricted stock units (RSUs) on 10/15/2025, which vested 100% on the grant date. Each RSU represents one share of Class A common stock, and the transaction price is listed as $0.00, reflecting stock-based compensation.
Following this transaction, the reporting person beneficially owns 9,588 shares of Class A common stock, and the filing notes that certain of these are represented by RSUs.
AppLovin (APP) reported an insider transaction on a Form 4. A director acquired 29 restricted stock units (RSUs) on 10/15/2025, which 100% vested on the grant date at a price of $0.00 per share. Following the transaction, the director beneficially owns 2,567 Class A shares directly and 147,886 shares indirectly, held by Webb Investment Network.