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 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.
AppLovin Corp (APP) reported insider activity by its Chief Technology Officer on a Form 4. On 11/24/2025, the CTO, through IS37 Holdings Trust, executed a series of automatic Rule 10b5-1 plan sales of Class A common stock. The trades were broken into multiple blocks, with weighted average prices in ranges such as $534.23 to $535.21 and up to $562.19 to $562.88, as disclosed in the footnotes. After these transactions, the reporting person continues to indirectly hold 35,889 Class A shares through IS37 Holdings Trust and 425,450 Class A shares through The Shikin 2020 Irrevocable GST Trust for the benefit of the reporting person’s children.
AppLovin Corp (APP) filed a Form 4 reporting that its Chief Technology Officer, identified as an officer of the company, executed multiple sales of Class A common stock on 11/24/2025. The transactions are marked as sales and were carried out in many small blocks at weighted average prices generally in the $524–$563 range, as detailed line by line.
The filing states that these sales were effected pursuant to a Rule 10b5-1 trading plan adopted on December 9, 2024, which is a pre-arranged plan for trading company stock. A portion of the shares is held indirectly through IK50 Holdings Trust for the benefit of the reporting person’s immediate family members, and another portion is held through IS37 Holdings Trust, for which the reporting person’s spouse serves as trustee.
AppLovin Corp’s (APP) Chief Technology Officer reported multiple open-market sales of Class A common stock on 11/24/2025, all coded as sales and made under a pre-arranged Rule 10b5-1 trading plan adopted on December 9, 2024. The trades were executed in numerous small blocks at weighted average prices within ranges generally between $524.48 and $562.88.
The Form 4 shows these shares were sold indirectly through two family trusts: ES48 Holdings Trust and IK50 Holdings Trust, each for the benefit of the reporting person’s immediate family members. After the transactions, ES48 Holdings Trust reported indirect beneficial ownership of 35,889 Class A shares, and IK50 Holdings Trust reported 48,637 Class A shares.
AppLovin Corp (APP) filed a Form 4 showing stock sales by its Chief Technology Officer. On 11/24/2025, the CTO executed multiple open-market sales of Class A common stock under a pre-arranged Rule 10b5-1 trading plan adopted on December 9, 2024.
The transactions included several small blocks of shares sold at weighted-average prices within specified ranges, such as $555.99 to $556.37 and $547.86 to $548.855, as disclosed in the footnotes. After these sales, the reporting person directly beneficially owned 3,320,824 Class A shares.
Additional sales were made from shares held indirectly through ES48 Holdings Trust for the benefit of the reporting person’s immediate family members, with prices in ranges such as $524.48 to $524.96. Following these indirect transactions, the trust held 46,004 Class A shares.
AppLovin Corp (APP) reported that its Chief Technology Officer, an officer of the company, sold Class A common stock in a series of open-market transactions on 11/24/2025. The transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 9, 2024.
The officer completed multiple sales at weighted average prices generally between about $524 and $556 per share, with each line item reflecting a specific trade size and average price. After these sales, the officer beneficially owned 3,323,681 shares of AppLovin Class A common stock in direct form.
Several of the reported holdings are noted as being represented by restricted stock units (RSUs), which are equity awards that convert into shares over time based on their vesting terms.