APP AppLovin Corp Insider Trading

CFO Matthew Stumpf sells 9,052 APP shares at $600.00 ($5.4M) under 10b5-1 plan; retains 177,450 shares post-sale.

Matthew Stumpf, CFO of AppLovin Corp, executed a sale of 9,052 shares at $600.00 on 2026-05-28 under a pre-arranged 10b5-1 trading plan adopted on 2025-11-10, reducing his holdings from 186,502 shares to 177,450 shares. The transaction occurred as AppLovin stock traded at +38.3% over the prior 30 days and +41.0% over the prior 90 days, well above the $320.00 52-week low but -17.8% from the $745.61 52-week high. AppLovin reported $1.8B in latest-quarter revenue with +16.4% annual growth, a P/E of 52.04, and $206.2B market cap. Because this sale is scheduled under a 10b5-1 plan rather than discretionary, the timing reflects a pre-determined execution schedule established when the plan was adopted, not a judgment call by the insider. Investors monitoring insider positioning should note that Stumpf retained substantial holdings (177,450 shares) following this sale.

AppLovin CTO Vasily Shikin sold 2,889 shares for $1,412,419.40 via scheduled 10b5-1 plan; stock now +23.4% in 30d

Vasily Shikin executed 8 separate sales totaling 2,889 shares for $1,412,419.40 on 2026-05-22, reducing his holdings from 20,834 to 17,945 shares (-13.9%). This sale was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-12-09, meaning the transaction was scheduled rather than discretionary. The blended average sale price of $488.90 contrasts with the current price of $567.83; APP has risen +23.4% in the 30 days following the sale. Shikin's cross-ticker track record shows prior sells averaging +4.7% returns over 90 days, and his 5 prior sales at APP on 2026-03-10 similarly showed positive subsequent 90-day performance (range +1.5% to +6.1%), suggesting a historical pattern where post-sale price appreciation follows his sales. The scheduled nature of this transaction prevents attribution to insider timing or conviction shifts.

CTO Vasily Shikin sells 15,915 shares at blended average $483.99 via pre-arranged 10b5-1 plan (scheduled, not discretionary)

Vasily Shikin sold 15,915 shares across 30 separate transactions on 2026-05-22 for $7,702,631.88, reducing his holdings by 43.3% to 20,834 shares. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-12-09, meaning it was scheduled in advance and not a discretionary decision made in response to current market conditions. His prior trades at APP show consistent 30-day post-sale declines (ranging from -21.8% to -25.1%), though this scheduled trade structure removes timing intentionality from the equation. With the stock currently trading at $567.83 against his blended sale price of $483.99, the shares have appreciated significantly since execution, but this retrospective comparison is not actionable given the pre-arranged nature of the sales.

CTO Vasily Shikin sold 70,916 shares ($34.3M) via 30 scheduled transactions under 10b5-1 plan on 2026-05-22

Vasily Shikin, Chief Technology Officer, executed 30 separate sales totaling 70,916 shares for $34,346,827.60 on 2026-05-22 under a pre-arranged 10b5-1 trading plan adopted on 2025-12-09. The sales reduced his holdings from 89,721 shares to 18,805 shares, a net change of -79.0% vs pre-transaction holdings. This is a scheduled transaction, not a discretionary sale. Current price stands at $567.83, with the stock up 23.4% over 30 days and 27.6% over 90 days, in a 52-week range of $320.00–$745.61. The blended average transaction price across all 30 sales was $484.33.