APP AppLovin Corp
Price Chart
Executive Summary
Two AppLovin insiders, including CFO Matthew Stumpf, sold a total of $5.83M in open-market sales over a 7-day window. The CFO's $5.43M sale is the dominant transaction, while a director sold $231K. Non-cash director grants of 525 shares each to 7 directors occurred on June 3, carrying no economic signal. At a $187.2B market cap, the total open-market sales represent ~0.003% of market cap — trivial in proportion, suggesting routine portfolio diversification rather than a bearish signal.
Key Financial Metrics
Actionable Insight
Insider sales are trivial in size and likely reflect routine diversification or tax planning. No bearish signal. Monitor next 10-Q for any change in fundamentals, but this cluster alone does not warrant action.
Key Facts
- CFO Matthew Stumpf sold 9,100 shares at ~$600 for $5.43M on 2026-05-28.
- CALO & Corp. Secretary Victoria Valenzuela sold 720 shares at $555.63 for $400K on 2026-06-04.
- Director Maynard G. Webb Jr. sold 400 shares at $577.83 for $231K on 2026-06-05.
- Seven directors received non-cash grants of 525 shares each on 2026-06-03 ($0 value).
- Total open-market sales of $6.06M represent ~0.003% of AppLovin's $187.2B market cap.
- Historical calibration shows past neutral/score-3 reports on APP had a +14.42% T+20 alpha, but this is a different event type.
Financial Impact
Total insider sales of $6.06M are immaterial relative to $187.2B market cap (0.003%).
Risk Factors
- CFO selling near all-time highs could indicate personal portfolio rebalancing, not a negative view on the company.
- No evidence of 10b5-1 plans for these sales, but the small size makes this immaterial.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-APP-1780951757020 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
Insider Cluster
| $496.68 awaiting T+5 | awaiting T+5 | — | $496.77 (+0.02%) |
|
Jun 12, 2026
today
|
Insider Cluster
| $496.68 awaiting T+5 | awaiting T+5 | — | $496.77 (+0.02%) |
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $479.02 awaiting T+5 | awaiting T+5 | — | $496.77 (+3.71%) |
|
Jun 8, 2026
4d ago
|
Insider Cluster
| $562.90 awaiting T+5 | awaiting T+5 | — | $496.77 (−11.75%) |
|
Jun 5, 2026
7d ago
|
144
| $572.48 awaiting T+5 | awaiting T+5 | — | $496.77 (−13.22%) |
|
May 29, 2026
14d ago
|
Insider Cluster
| $613.70 $557.20 | ▼ −9.21% | ▼ −6.46% | $496.77 (−19.05%) |
|
May 6, 2026
5w ago
|
S-3ASR
| $498.87 $453.53 | ▼ −9.09% | ▼ −10.59% | $496.77 (−0.42%) |
|
May 6, 2026
5w ago
|
8-K
| $498.87 $453.53 | ▼ −9.09% | ▼ −10.59% | $496.77 (−0.42%) |
|
Apr 21, 2026
7w ago
|
DEFA14A
| $473.18 $449.03 | ▼ −5.10% | ▼ −6.19% | $496.77 (+4.99%) |
|
Apr 7, 2026
9w ago
|
8-K
| $391.20 $464.63 | ▲ +18.77% | ▲ +15.25% | $496.77 (+26.99%) |
US Market Status
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