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 (NASDAQ: APP) files reports and disclosures with the U.S. Securities and Exchange Commission that provide detailed information about its financial condition, operations, and material events. On this APP SEC filings page, Stock Titan presents those documents alongside AI-powered tools that help interpret and summarize key points.
AppLovin uses Form 8-K to report material events, such as the release of quarterly financial results and the entry into or completion of significant agreements. For example, the company has filed 8-Ks to furnish press releases announcing results for quarters ended June 30 and September 30, and to describe an amendment to a purchase agreement and the closing of a transaction involving the transfer of equity interests in certain subsidiaries engaged in its mobile gaming business.
In addition to 8-Ks, investors typically look to annual reports on Form 10-K and quarterly reports on Form 10-Q for comprehensive financial statements, management’s discussion and analysis, and information about AppLovin’s use of non-GAAP measures such as Adjusted EBITDA, Adjusted EBITDA margin, and Free Cash Flow. These filings also provide detail on items like revenue, costs and expenses, net income, cash flows, long-term debt, and stockholders’ equity.
Stock Titan’s platform enhances access to these filings by offering AI-powered summaries that highlight important sections, such as definitions of non-GAAP metrics, descriptions of material agreements, and changes in capital allocation. Users can quickly locate references to topics like share repurchases, discontinued operations, or transactions involving subsidiaries. The page also surfaces real-time updates from EDGAR, helping users see new APP filings as they become available, and makes it easier to review historical documents when analyzing AppLovin’s reporting history.
AppLovin Corp director Maynard G. Webb Jr. reported indirect bona fide gifts of Class A Common Stock by Webb Investment Network, an entity wholly owned by him and his spouse. The gifts totaled 295 shares on March 2, 2026, and 75 shares on March 4, 2026. Following these transactions, indirect holdings reported were 147,516 shares, and direct holdings reported were 2,595 shares.
AppLovin Corp executive Victoria Valenzuela reported a tax-related share withholding, not an open-market sale. On the reported date, 10,463 shares of Class A common stock were withheld by the company to cover income tax obligations tied to vesting and net settlement of previously granted restricted stock units. After this non-cash, tax-withholding disposition, she held 266,647 shares of AppLovin Class A common stock directly.
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.
AppLovin Corp CEO and Chairperson Arash Adam Foroughi reported a tax-related share withholding tied to restricted stock units, not an open-market sale. On February 20, 2026, 2,747 shares of Class A Common Stock at $418.68 per share were withheld by AppLovin to satisfy income tax and withholding obligations upon vesting of previously reported RSUs.
After this tax-withholding disposition, Foroughi directly holds 2,550,414 Class A shares. Additional Class A shares are held indirectly in three children’s trusts (The JAF Children's Trust, The WHK Trust, and The OD Trust), and he disclaims beneficial ownership of those trust-held shares.
AppLovin Corp Chief Technology Officer Vasily Shikin reported a tax-related share withholding, not an open-market sale. On February 20, 2026, the company withheld 2,747 shares of Class A common stock at $418.68 per share to cover income tax obligations tied to vesting restricted stock units.
After this transaction, Shikin directly held 3,318,077 Class A shares. The filing also reports additional Class A shares held indirectly in several family trusts for the benefit of his children and immediate family members, including 425,450 shares in one trust and 35,889 shares in another.
AppLovin Corp Principal Accounting Officer Dmitriy Dorosh reported a tax-related share withholding tied to vested restricted stock units. On this Form 4, the issuer withheld 348 shares of Class A common stock at $418.68 per share to cover income tax obligations. After this withholding, Dorosh directly holds 114,624 shares of Class A common stock.
AppLovin Corporation describes in its annual report how it operates an end‑to‑end, AI‑powered advertising platform that helps businesses reach, monetize, and grow their audiences. The core product, Axon Ads Manager, uses the Axon AI recommendation engine and generates substantially all revenue.
The company also offers MAX for in‑app bidding and monetization, Adjust for measurement and analytics, and Wurl for connected TV distribution and ad solutions. On June 30, 2025, AppLovin completed the sale of its Apps business to focus on its advertising platform.
As of December 31, 2025, AppLovin had 898 employees across 15 countries, with about 42% in research and development and roughly 60% based outside the U.S. The report highlights growth plans in e‑commerce and new verticals, continued AI investment, and extensive risk factors around data privacy, cybersecurity, reliance on third‑party platforms, intense competition, international expansion, and strategic transactions.
AppLovin Corp director Herald Y. Chen reported multiple share movements. He converted 150,000 shares of Class B common stock into 150,000 shares of Class A common stock through a derivative conversion, with no stated cash price per share.
On the same date, Chen made bona fide gifts totaling 200,000 shares of Class A common stock, split between directly held and indirectly held positions. After these transactions, he directly holds 206,929 shares of Class A common stock and indirectly holds additional Class A shares through his spouse and The Chen Family 2012 Irrevocable Trust, as noted in the footnotes.
AppLovin Corporation reported strong fourth-quarter and full-year 2025 results, with revenue of $1.66 billion for the quarter and $5.48 billion for the year, up 66% and 70% from 2024. Quarterly net income was $1.10 billion, and full-year net income reached $3.33 billion, rising 84% and 111%.
Adjusted EBITDA was $1.40 billion for the quarter and $4.51 billion for 2025, up 82% and 87%. Net cash from operating activities was $3.97 billion and Free Cash Flow was $3.95 billion in 2025. The company repurchased and withheld 6.4 million shares in 2025 for $2.58 billion and ended 4Q 2025 with 338 million shares outstanding. For first quarter 2026, it guides revenue of $1.745–$1.775 billion and Adjusted EBITDA of $1.465–$1.495 billion, implying an 84% Adjusted EBITDA margin.
AppLovin director Webb Maynard G Jr reported a new equity award and updated share holdings. On 01/15/2026, he received 28 restricted stock units (RSUs) of Class A common stock at a price of $0.00 per share, with 100% of the RSUs vesting on the grant date. Each RSU represents a right to receive one share of Class A common stock.
After this grant, he beneficially owns 2,595 Class A shares directly, including those represented by RSUs, and 147,886 Class A shares indirectly through Webb Investment Network, an entity wholly owned by him and his spouse.