Applovin Corp SEC Filings

Applovin Corporation (APP) Form 144 notice reports a proposed sale of 50,000 common shares to be brokered by Morgan Stanley Smith Barney on or about 08/15/2025, with an aggregate market value of $21,830,210. The shares were acquired the same day, 08/15/2025, by exercise of options under a registered plan and payment was in cash. The filing lists total shares outstanding of 307,636,373. The document also discloses prior sales by the reporting person, HERALD Y CHEN: 200,000 shares sold on 08/14/2025 for $86,497,940, 200,000 on 08/13/2025 for $89,683,000, 200,000 on 08/12/2025 for $92,938,480, and 100,000 on 06/06/2025 for $41,990,390. The signer certifies no undisclosed material adverse information.

Applovin director Herald Y. Chen reported multiple open-market sales of Class A common stock on 08/13/2025 and related transactions reflected in this Form 4. The filings list a sequence of sales—individual dispositions of 3,800; 2,259; 7,002; 6,666; 2,900; 169; 2,795; 1,000; 4,200; and 2,200 shares—each at reported weighted-average prices in the $453.78 to $464.40 range, reducing his direct holdings stepwise to 181,929 shares. The Form 4 also reports a grant or transfer of 200,000 shares (reported with $0.00 price) and discloses 190,000 shares held indirectly by The Chen Family 2012 Irrevocable Trust for which Mr. Chen and his spouse are trustees. The transactions were signed by an attorney-in-fact on 08/14/2025.

Applovin Corp (APP) reporting person: Herald Y. Chen filed a Form 4 disclosing multiple transactions on August 12–13, 2025. The filing shows acquisitions and exercises of equity-related securities and many open-market sales of Class A common stock executed in multiple tranches at prices ranging from $439.04 to $469.69 (weighted-average prices reported per tranche). The reporter acquired or received two 200,000-share items (reported as acquisitions and as stock options exercisable at $5.05), and certain securities are represented by Restricted Stock Units (RSUs). The filing includes reported beneficial ownership totals that vary by line, including 381,929 and 780,201 shares shown in the schedules following the reported transactions.

Applovin Corp director Eduardo Vivas reported multiple open-market sales of Class A common stock on 08/12/2025. The Form 4 shows a total of 125,000 shares sold across seven transactions with reported weighted-average prices ranging from about $463.12 to $468.64. Following the sales, the filing reports beneficial ownership of Class A shares in the range of 7,283,292.249 to 7,404,926.249 shares (some represented by restricted stock units). The Form 4 was signed by an attorney-in-fact on 08/14/2025 and includes explanations that each reported price is a weighted average of multiple trades and that RSUs represent certain holdings.

Applovin Corporation (APP) Form 144 notifies of a proposed sale of 200,000 common shares through Morgan Stanley Smith Barney on 08/14/2025 with an aggregate market value listed as $86,497,940.00. The filing states these 200,000 shares were acquired on 08/14/2025 by exercising options under a registered plan and were paid for in cash.

The filing also discloses prior sales by the same person, Herald Y Chen: 200,000 shares sold on 08/13/2025 (gross proceeds $89,683,000.00), 200,000 on 08/12/2025 (gross proceeds $92,938,480.00), and 100,000 on 06/06/2025 (gross proceeds $41,990,390.00). The filer certifies no undisclosed material adverse information.

Applovin Corporation disclosed a proposed insider sale of 200,000 common shares to be handled by Morgan Stanley Smith Barney LLC on NASDAQ. The filing reports an aggregate market value of $89,683,000 for the shares and shows 307,636,373 shares outstanding, providing the explicit size and market value of the transaction.

The securities were acquired by exercise of options under a registered plan and paid in cash on 08/13/2025. The filing also lists recent sales by the same person: 200,000 shares on 08/12/2025 (gross proceeds $92,938,480), 100,000 on 06/06/2025 ($41,990,390) and 400,000 on 05/14/2025 ($149,843,440).

The notice includes the seller's representation that they do not know material nonpublic information about the issuer.

AppLovin Corporation submitted a Form 144 disclosing a proposed sale of 250,000 Class A Common shares through Goldman Sachs & Co. LLC with an aggregate market value of $116,750,000. The filing lists 307,636,373 shares outstanding and an approximate sale date of 08/12/2025. The shares to be sold were acquired on 10/01/2011 from the issuer in a private transaction and the filing records None under payment.

The form states there were no securities sold in the past three months by the filer and includes the standard representation that the filer does not possess undisclosed material information. The provided content shows fields for the date of notice and signature but does not display populated values for those items.

Applovin Corporation (APP) filed a Form 144 reporting a proposed sale of 200,000 common shares through Morgan Stanley Smith Barney with an aggregate market value of $92,938,480. The shares were acquired and paid for on 08/12/2025 by exercise of options under a registered plan. The filing lists 307,636,373 shares outstanding, so the proposed sale represents about 0.065% of outstanding stock.

The notice also discloses insider sales in the past three months totaling 900,000 shares for gross proceeds of $340,891,070 across transactions on 05/13/2025, 05/14/2025 and 06/06/2025. The filer affirms they do not possess undisclosed material adverse information.

AppLovin (APP) Q2-25 10-Q highlights

• Revenue jumped 77% YoY to $1.26 billion as advertisers increased spend on AppDiscovery, MAX and Adjust.
• Operating leverage: Total costs fell 8% YoY to $301 million, driving income from operations up 149% to $958 million and a 61% net margin from continuing ops.
• Net income from continuing ops rose to $772 million ($2.26 diluted EPS) from $301 million ($0.86).
• Discontinued ops: Sale of the Apps Business to Tripledot closed 30-Jun-25 for $400 million cash + $285 million equity (≈22% stake). Deal produced a $106 million pre-tax gain but the unit booked a $189 million goodwill impairment earlier in the year; six-month loss from disc. ops totals $99 million.
• Cash flow & liquidity: H1-25 operating cash flow $1.60 billion (↑89%); free cash flow $1.59 billion. Cash & equivalents now $1.19 billion vs $0.70 billion YE-24. Long-term debt steady at $3.51 billion.
• Capital returns: Repurchased $1.27 billion of Class A shares; $1.0 billion authorization remains.
• Balance sheet movements: Goodwill up to $1.54 billion mainly on FX; APIC down after buybacks; AOCI improved to -$5 million.
• Commitments & risks: $1.3 billion cloud spend commitment (through 2027); heightened privacy regulation (Apple/Google changes) noted; no material litigation accruals.

Management now reports one operating segment following the divestiture and continues to invest in AI-driven ad-tech while exploring strategic opportunities (e.g., indicated interest in TikTok assets).