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 Corp (APP) reported that CTO Ge Xiaochuan had 5,459 shares of Class A Common Stock withheld on August 20, 2026 to satisfy income tax and withholding obligations tied to the vesting and net settlement of previously reported RSUs. After this tax-withholding event, Ge Xiaochuan directly held 968,735 shares, some of which are represented by RSUs and PSUs. The transaction was not a market sale of shares.
AppLovin Corp (APP) reported that CEO, director and ten percent owner Arash Adam Foroughi had 2,730 shares of Class A common stock withheld on 2026-08-20 to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported Restricted Stock Units ("RSUs"). This is characterized as a tax-withholding disposition, not a sale of shares by the reporting person, at a reference price of $308.77 per share. Following this withholding, Foroughi directly holds 2,324,954 Class A shares, some of which are represented by RSUs, and additional shares are held indirectly in family trusts for which he disclaims beneficial ownership.
AppLovin Corp (APP) reported an insider equity event involving Chief Legal Officer Corina I. Cacovean1,540 shares of Class A Common Stock were withheld by AppLovin 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); this is explicitly stated not to be a sale of shares by the reporting person. Following this tax-withholding disposition, Cacovean directly holds 4,787 shares of AppLovin common stock, certain of which are represented by RSUs.
AppLovin Corp (APP) has a notice under Rule 144 for planned sales of its common stock by Vasily Shikin and related trusts. The filing lists up to 117,598 shares of AppLovin common stock with an aggregate market value of $35,600,430.78, based on shares outstanding of 304,443,000 and an anticipated sale date of August 21, 2026.
AppLovin Corp director Herald Y. Chen reported several equity movements on 2026-08-13. He converted 143,791 shares of Class B Common Stock into the same number of Class A shares, leaving 223,676 Class B shares directly held. He also reported two bona fide gifts totaling 200,000 Class A shares, including a transfer from his direct holdings and a corresponding indirect holding by his spouse. Additional Class A shares are held indirectly through his spouse and family trusts, including grantor retained annuity trusts, as described in the footnotes.
Eduardo Vivas, a director of AppLovin Corp, reported a bona fide gift of 213,675 shares of Class A common stock on 2026-08-07. One entry shows the shares disposed from his direct holdings, with 6,571,412.25 shares remaining directly, some represented by RSUs. A corresponding entry records 213,675 shares acquired as indirect ownership held by his spouse. The transactions were not made under a Rule 10b5-1 trading plan.
AppLovin Corporation reported second quarter 2026 revenue of $1,924 million, a 53% increase from the same quarter in 2025. Net income was $1,267 million, up 55%, and net income from continuing operations was also $1,267 million, up 64%. Adjusted EBITDA reached $1,614 million, a 58% increase, with an Adjusted EBITDA margin of 84%. Basic and diluted EPS for the quarter were $3.77 and $3.76, respectively.
Net cash from operating activities was $869.0 million and Free Cash Flow was $863.3 million in the quarter. The company repurchased and withheld 1.1 million Class A shares for a total cost of $551.3 million, ending the quarter with 335 million Class A and Class B shares outstanding. For third quarter 2026, guidance calls for revenue between $2,055 million and $2,085 million, Adjusted EBITDA between $1,710 million and $1,740 million, and an Adjusted EBITDA margin of 83%.
AppLovin Corp’s Chief Legal Officer, Corina I. Cacovean, filed an initial statement of beneficial ownership reporting 6,327 shares of Class A Common Stock held directly. A portion of this position is represented by restricted stock units, each RSU convertible into one Class A share subject to vesting and continued service.
WEBB MAYNARD G JR reported acquisition or exercise transactions in this Form 4 filing.
AppLovin Corp director Webb Maynard G Jr reported a compensation-related award of 41 restricted stock units on 2026-07-15, each representing one share of Class A common stock at $0.0000 per share; all vested immediately. After this grant, he holds 3,198 Class A shares directly, certain represented by RSUs, and 120,444 Class A shares indirectly through Webb Investment Network, an entity wholly owned by him and his spouse.