APP at a glance
AppLovin (APP, SEC CIK 1751008) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as August 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), AppLovin (APP) reported revenue of $5.5 billion (up 16.4% from FY2024) and net income of $3.3 billion. Diluted EPS was $9.75.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding AppLovin (APP) shares worth $61.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.5B
- +16.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 44 funds
- $61.4B · +4 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: AI-powered end-to-end advertising solutions for global audience reach, monetization, and growth
- New emphasis on Connected TV (CTV) segment via Wurl platform, expanding into streaming video and advertising solutions
- Strategic shift toward new verticals including web-based e-commerce and social media, broadening beyond mobile apps
- Notable metric: 898 total employees with 380 (42%) in R&D as of Dec 31, 2025, across 15 countries
- Completed sale of Apps business on June 30, 2025, signaling focus on platform and AI advertising solutions
Risk Factors
- Regulatory risk from evolving privacy laws, including Apple's IDFA changes and Google's Privacy Sandbox retirement impacting data tracking and advertising effectiveness
- Geopolitical cyber threats heightened by conflicts in Ukraine and the Middle East raising risk of state-sponsored cyberattacks on systems and data
- Operational risk from dependence on third-party platforms like Apple App Store and Google Play, with policy changes or outages directly affecting app distribution and revenue
- Competitive risk from advancing AI technologies affecting advertising solutions and requiring ongoing adaptation to maintain market position
- Key-person risk due to reliance on co-founder/CEO Adam Foroughi without key-man insurance and limited employment agreements
Management Discussion & Analysis
- Sale of Apps business for $400M cash plus ~20% equity in Tripledot, completed June 30, 2025
- Post-sale operates as single segment; Apps business now discontinued operations
- No details on cash flow, buybacks, dividends, or capex provided
- Forward outlook includes risks from ad ecosystem dependence and execution uncertainties
AI summary of the APP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1.924B, up 53% YoY from $1.259B, driven by AppLovin Ads net revenue per installation up 58%
- Net margin 65.8% vs 65.1% YoY; adjusted EBITDA margin 83.9% vs 80.9%
- AppLovin Ads strongest disclosed product, with installations down 2% despite revenue growth
- Six-month operating cash flow $2.160B vs $1.604B; free cash flow $2.150B vs $1.594B
- Cash and equivalents $3.1B; financing cash outflow $1.583B, including share repurchases
- Outlook: continued Axon AI investment and expansion beyond gaming; platform policy, privacy, regulatory, and AI risks remaining headwinds
Risk Factors
- Third-party platform dependence: Apple’s tracking restrictions and Google’s Tracking Protection may reduce advertising data utility and effectiveness
- Cybersecurity exposure: AI-enabled attacks and third-party vulnerabilities could trigger breaches, regulatory investigations, fines, and reputational damage
- Regulatory risk: evolving privacy, data protection, AI, advertising, and minors-protection laws could require costly business-practice changes
- Operational risk: lean staffing may constrain rapid scaling, product development, and simultaneous initiative management
- Financial risk: indebtedness and debt-service obligations could pressure cash flow and limit capital availability
AI summary of the APP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- AppLovin reported financial results for quarter ended June 30, 2026
- Press release issued August 5, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $1,924M, up 53%, with net income $1,267M, up 55%, signaling continued high-growth operating momentum
- Adjusted EBITDA $1,614M, up 58%, and 84% margin, underscoring exceptional profitability and operating leverage
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through 2027; Victoria Valenzuela received the most support at 814,003,872 votes
- Deloitte & Touche ratified as independent auditor for fiscal year ending December 31, 2026, with 853,713,514 votes
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026
- Press release contains AppLovin’s financial results and operating metrics
AI summaries of APP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APP
Don't miss the next APP filing
- Alerts as it files. A push when APP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut APP, by share count.
- Ask anything. An AI agent that reads every APP filing and answers with sources.
APP alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Valenzuela Victoria | F | Aug 20, 2026 | 2,730 | $308.77 |
| Stumpf Matthew | F | Aug 20, 2026 | 2,021 | $308.77 |
| Cacovean Corina I | F | Aug 20, 2026 | 1,540 | $308.77 |
| Ge Xiaochuan | F | Aug 20, 2026 | 5,459 | $308.77 |
| Foroughi Arash Adam | F | Aug 20, 2026 | 2,730 | $308.77 |
| Chen Herald Y | C | Aug 13, 2026 | 143,791 | - |
| Chen Herald Y | G | Aug 13, 2026 | 100,000 | - |
| Chen Herald Y | G | Aug 13, 2026 | 100,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.3B | $4.7B | $5.5B |
| Operating Income | $648.2M | $1.9B | $4.2B |
| Net Income | $356.7M | $1.6B | $3.3B |
| Op. Margin | 19.7% | 39.8% | 75.8% |
| Net Margin | 10.9% | 33.5% | 60.8% |
| Balance Sheet | |||
| Total Assets | - | $5.9B | $7.3B |
| Equity | - | $1.1B | $2.1B |
| ROE | - | 145.0% | 156.2% |
| Per Share | |||
| EPS | $0.98 | $4.53 | $9.75 |
| Cash Flow | |||
| Operating CF | - | $2.1B | $4.0B |
| CapEx | $4.2M | $4.8M | - |
Source: XBRL data in AppLovin (APP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $61.39B |
| Q1 2026 | 40 | $46.18B |
| Q4 2025 | 44 | $85.96B |
| Q3 2025 | 43 | $98.63B |
| Q2 2025 | 40 | $37.25B |
| Q1 2025 | 35 | $20.83B |
| Q4 2024 | 30 | $19.08B |
| Q3 2024 | 23 | $2.69B |
- FMR LLC (Fidelity)+1.60M (+10%)
- Vanguard Capital Management LLC+994.1K (+6%)
- Goldman Sachs Group+490.9K (+18%)
- Vanguard Portfolio Management LLC+414.8K (+7%)
- BlackRock+400.4K (+2%)
- T. Rowe Price Group−661.6K (-12%)
- Bank of America Corp−260.0K (-8%)
- D.E. Shaw & Co−208.3K (-69%)
- Franklin Resources−95.2K (-8%)
- Dimensional Fund Advisors−47.7K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 299 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - |
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APP SEC filings: frequently asked questions
Which institutions hold APP stock?
As of June 30, 2026, the largest AppLovin (APP) holders among the 13F filers tracked by SignalX were BlackRock ($12.4 billion), Vanguard Capital Management LLC ($9.1 billion), FMR LLC (Fidelity) ($8.9 billion), State Street Corp ($6.2 billion), Invesco Ltd ($5.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was APP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AppLovin (APP) reported revenue of $5.5 billion (up 16.4% from FY2024) and net income of $3.3 billion. Diluted EPS was $9.75. The figures come from the XBRL data in the 10-K.
What are the main risks in APP's latest 10-K?
In the 10-K filed February 19, 2026, AppLovin (APP) flagged: Regulatory risk from evolving privacy laws, including Apple's IDFA changes and Google's Privacy Sandbox retirement impacting data tracking and advertising effectiveness. Geopolitical cyber threats heightened by conflicts in Ukraine and the Middle East raising risk of state-sponsored cyberattacks on systems and data. (AI summary of the Risk Factors section.)
What did APP report in its latest 8-K?
AppLovin (APP) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). AppLovin reported financial results for quarter ended June 30, 2026.
What are the latest APP SEC filings?
AppLovin (APP) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on August 21, 2026.
What is APP's SEC CIK number?
AppLovin (APP)'s SEC Central Index Key (CIK) is 1751008. EDGAR lists every APP filing under that number.
Ask anything about APP
The research agent reads APP's filings, financials, insider trades and 13F holders, then answers with sources.