APP
Applovin Corporation · Communication Services · Advertising Agencies
$275.69
+5.15% today · -1.58% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Outperforming without a clear catalyst yet
- APP +5.15% on the last session vs SPY −0.29%: +5.4 pts of stock-specific move.
- 5 Reddit mentions in the past 24 hours, 76% positive over the week.
- 6 analyst actions in the past 10 days (0 positive, 5 negative); latest: Goldman Sachs maintained Neutral, lowered target $465 → $400.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
none
no open-market trades
Congress · 3 months
≈+$8K
2 buys · 1 sell · 1 member
Congress · 1 year
≈−$498
8 buys · 5 sells · 2 members
Fund moves · 3 months
≈+$36.4M
2 buys · 1 sell · 3 investors
Held by funds · now
≈$1B
3 investors · largest: Coatue
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | Corina I Cacovean | General Counsel | Tax | tax withholding | 1,540 | $308.77 | $475.5K | Aug 21 |
| Aug 20, 2026 | Arash Adam Foroughi | CEO | Tax | tax withholding | 2,730 | $308.77 | $842.9K | Aug 21 |
| Aug 20, 2026 | Xiaochuan Ge | CTO | Tax | tax withholding | 5,459 | $308.77 | $1.7M | Aug 21 |
| Aug 20, 2026 | Matthew Stumpf | CFO | Tax | tax withholding | 2,021 | $308.77 | $624K | Aug 21 |
| Aug 20, 2026 | Victoria Valenzuela | Director | Tax | tax withholding | 2,730 | $308.77 | $842.9K | Aug 21 |
| Jul 6, 2026 | Maynard G Jr Webb | Director | Sell | 10b5-1 plan | 3,076 | $521.29 | $1.6M | Jul 8 |
| Jun 16, 2026 | Eduardo Vivas | Director | Sell | 10b5-1 plan | 163,910 | $504.06 | $82.6M | Jun 18 |
| Jun 12, 2026 | Arash Adam Foroughi | CEO | Sell | unplanned | 52,165 | $485.14 | $25.3M | Jun 12 |
| Jun 12, 2026 | Arash Adam Foroughi | CEO | Sell | unplanned | 22,544 | $494.98 | $11.2M | Jun 12 |
| Jun 11, 2026 | Arash Adam Foroughi | CEO | Sell | unplanned | 29,457 | $495.82 | $14.6M | Jun 12 |
| Jun 5, 2026 | Maynard G Jr Webb | Director | Sell | unplanned | 3,076 | $582.04 | $1.8M | Jun 5 |
| Jun 4, 2026 | Victoria Valenzuela | CALO & Corp. Secretary | Sell | unplanned | 20,000 | $565.89 | $11.3M | Jun 8 |
| May 28, 2026 | Matthew Stumpf | CFO | Sell | 10b5-1 plan | 9,052 | $600.00 | $5.4M | May 29 |
| May 22, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 70,916 | $484.33 | $34.3M | May 27 |
| May 22, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 15,915 | $483.99 | $7.7M | May 27 |
| May 22, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 2,889 | $488.90 | $1.4M | May 27 |
| May 20, 2026 | Arash Adam Foroughi | CEO | Tax | tax withholding | 2,730 | $482.28 | $1.3M | May 22 |
| May 20, 2026 | Vasily Shikin | CTO | Tax | tax withholding | 2,730 | $482.28 | $1.3M | May 22 |
| May 20, 2026 | Matthew Stumpf | CFO | Tax | tax withholding | 2,341 | $482.28 | $1.1M | May 22 |
| May 20, 2026 | Victoria Valenzuela | CALO & Corp. Secretary | Tax | tax withholding | 2,730 | $482.28 | $1.3M | May 22 |
| May 20, 2026 | Dmitriy Dorosh | Principal Accounting Off | Tax | tax withholding | 331 | $482.28 | $159.6K | May 22 |
| Mar 16, 2026 | Eduardo Vivas | Director | Sell | 10b5-1 plan | 163,910 | $453.49 | $74.3M | Mar 18 |
| Mar 13, 2026 | Dmitriy Dorosh | Principal Accounting Off | Sell | unplanned | 3,109 | $453.42 | $1.4M | Mar 13 |
| Mar 13, 2026 | Eduardo Vivas | Director | Sell | unplanned | 20,910 | $458.67 | $9.6M | Mar 20 |
| Mar 12, 2026 | Arash Adam Foroughi | CEO | Sell | unplanned | 59,296 | $463.71 | $27.5M | Mar 13 |
| Mar 12, 2026 | Arash Adam Foroughi | CEO | Sell | unplanned | 40,704 | $459.85 | $18.7M | Mar 13 |
| Mar 10, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 68,035 | $485.74 | $33M | Mar 12 |
| Mar 10, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 9,265 | $486.31 | $4.5M | Mar 12 |
| Mar 10, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 6,531 | $489.05 | $3.2M | Mar 12 |
| Mar 10, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 5,685 | $490.89 | $2.8M | Mar 12 |
| Mar 10, 2026 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 204 | $513.65 | $104.8K | Mar 12 |
| Feb 20, 2026 | Dmitriy Dorosh | Principal Accounting Off | Tax | tax withholding | 348 | $418.68 | $145.7K | Feb 24 |
| Feb 20, 2026 | Vasily Shikin | CTO | Tax | tax withholding | 2,747 | $418.68 | $1.2M | Feb 24 |
| Feb 20, 2026 | Arash Adam Foroughi | CEO | Tax | tax withholding | 2,747 | $418.68 | $1.2M | Feb 24 |
| Feb 20, 2026 | Matthew Stumpf | CFO | Tax | tax withholding | 2,362 | $418.68 | $988.9K | Feb 24 |
| Feb 20, 2026 | Victoria Valenzuela | CALO & Corp. Secretary | Tax | tax withholding | 10,463 | $418.68 | $4.4M | Feb 24 |
| Dec 18, 2025 | Victoria Valenzuela | CALO & Corp. Secretary | Sell | unplanned | 7,609 | $657.13 | $5M | Dec 19 |
| Dec 8, 2025 | Dawson Alyssa Harvey | Director | Sell | unplanned | 150 | $693.32 | $104K | Dec 10 |
| Nov 24, 2025 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 27,143 | $545.38 | $14.8M | Nov 26 |
| Nov 24, 2025 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 10,242 | $544.17 | $5.6M | Nov 26 |
| Nov 24, 2025 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 14,867 | $546.93 | $8.1M | Nov 26 |
| Nov 24, 2025 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 14,708 | $548.45 | $8.1M | Nov 26 |
| Nov 24, 2025 | Vasily Shikin | CTO | Sell | 10b5-1 plan | 15,540 | $549.09 | $8.5M | Nov 26 |
| Nov 21, 2025 | Arash Adam Foroughi | CEO | Sell | unplanned | 25,694 | $520.54 | $13.4M | Nov 24 |
| Nov 21, 2025 | Arash Adam Foroughi | CEO | Sell | unplanned | 34,957 | $517.64 | $18.1M | Nov 24 |
| Nov 21, 2025 | Arash Adam Foroughi | CEO | Sell | unplanned | 15,931 | $517.11 | $8.2M | Nov 24 |
| Nov 21, 2025 | Matthew Stumpf | CFO | Sell | 10b5-1 plan | 4,884 | $515.76 | $2.5M | Nov 24 |
| Nov 20, 2025 | Arash Adam Foroughi | CEO | Sell | unplanned | 18,918 | $532.62 | $10.1M | Nov 24 |
| Nov 20, 2025 | Arash Adam Foroughi | CEO | Tax | tax withholding | 9,129 | $520.82 | $4.8M | Nov 24 |
| Nov 20, 2025 | Vasily Shikin | CTO | Tax | tax withholding | 21,393 | $520.82 | $11.1M | Nov 24 |
| Nov 20, 2025 | Dmitriy Dorosh | Principal Accounting Off | Tax | tax withholding | 988 | $520.82 | $514.6K | Nov 24 |
| Nov 20, 2025 | Matthew Stumpf | CFO | Tax | tax withholding | 5,874 | $520.82 | $3.1M | Nov 24 |
| Nov 12, 2025 | Dawson Alyssa Harvey | Director | Sell | unplanned | 200 | $589.18 | $117.8K | Nov 13 |
| Nov 10, 2025 | Eduardo Vivas | Director | Sell | unplanned | 150,000 | $650.91 | $97.6M | Nov 13 |
| Nov 7, 2025 | Craig Scott Billings | Director | Sell | unplanned | 2,350 | $592.92 | $1.4M | Nov 7 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 18, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 12 |
| Aug 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 10 |
| Jul 17, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 4 |
| May 15, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 18, 2026 | Gilbert Cisneros | House | Sell | $15K–$50K | Apr 7 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Feb 5, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Dec 19, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 9, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 1,171,189 | $603.4M | 1.2% | -9% | Q2 2026 |
| Fundsmith (Terry Smith) | 696,568 | $358.9M | 2.6% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 146,602 | $75.5M | 0.31% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Fundsmith (Terry Smith) | New stake | 13F, Q2 2026 | 696,568 | $358.9M | 2.6% | Aug 14 |
| Aug 14, 2026 | Tiger Global (Chase Coleman) | Sold out | 13F, Q2 2026 | 1,000,000 | $398M | Aug 14 | |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | New stake | 13F, Q2 2026 | 146,602 | $75.5M | 0.3% | Aug 14 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 895,739 | $356.5M | 1.8% | May 15 |
| May 15, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q1 2026 | 292,984 | $116.6M | 1.7% | May 15 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q4 2025 | 162,525 | $116.8M | Feb 17 | |
| Feb 17, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q4 2025 | 710,005 | $478.4M | 2.9% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q3 2025 | 210,448 | $151.2M | 0.3% | Nov 14 |
| Nov 14, 2025 | Coatue (Philippe Laffont) | Added | 13F, Q3 2025 | 452,040 | $324.8M | 4.0% | Nov 14 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q3 2025 | 89,458 | $31.3M | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves