Matthew Stumpf

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.

CFO Matthew Stumpf sells 4,884 shares across 22 transactions on 2025-11-21 for $2.5M; stock down 9.7% in 30 days from sale prices averaging $515.76.

Matthew Stumpf, CFO of AppLovin Corp, executed 22 separate sales totaling 4,884 shares on 2025-11-21 for $2,518,952.78, reducing his holdings from 196,045 shares to 191,161 shares (-2.5%). The blended average price was $515.76; the stock now trades at $559.80, up 8.5% from the sale prices. Examining broader context: Stumpf's cross-ticker track record shows 0% well-timed selling rate (18 prior sells, avg 90d return +52.3%), meaning his previous sales have consistently been followed by stock appreciation. At AppLovin specifically, his 5 prior trades all occurred on 2025-08-21 and all yielded positive 90d returns (22.9%–26.6%), with 0 of 5 well-timed at the 90-day mark. The current sale occurs against a backdrop of strong fundamentals: revenue of $1,405,045,000 (latest quarter), net income of $835,545,000, and annual revenue growth of +43.4%. AppLovin's P/E of 66.96 reflects premium valuation; the stock is -22.1% from its 52-week high of $718.54. The timing pattern suggests this sale, like prior AppLovin divestitures, may not precede further declines—prior insider sells have been followed by gains.

AppLovin CFO Stumpf sells 4,874 shares for $2.0M; 11 separate sales at prices $411.65–$431.20 on 2025-08-21.

Matthew Stumpf, CFO of AppLovin, executed 11 separate sales totaling 4,874 shares for $2,028,452.66 at a blended average price of $416.18 on 2025-08-21, reducing his holdings from 186,531 to 181,657 shares (-2.6%). The current stock price of $441.68 is 22.0% above the 30-day average and +24.7% above the 90-day average, yet lies -13.4% below the 52-week high of $510.13. His prior sales at AppLovin show mixed timing outcomes: the June 2025 sales declined 18.8–19.6% over 30 days, while the November 2024 sales were followed by 30-day gains of 2.1–2.6% and 90-day gains of 34.8–35.5%, with 0 of 3 prior APP sales well-timed at the 90-day mark. The multi-tranche nature of the sale and modest 2.6% reduction in holdings suggest a measured adjustment to his position rather than aggressive liquidation.

APP CFO Matthew Stumpf sold 9,714 shares for $4,108,994.00 across 2 transactions on 2025-06-06.

Matthew Stumpf, AppLovin's CFO, executed two separate sales on 2025-06-06, moving 9,714 shares at prices of $421.00 and $425.00 for a combined $4,108,994.00, reducing his holdings by 4.8% to 192,421 shares. His cross-ticker track record shows 5 prior sells with a 90-day well-timed rate of 0.00%, meaning none of those prior sells came before subsequent declines. At AppLovin specifically, his prior 5 trades (all sells) from 2024 showed mixed outcomes: three sales in November 2024 were followed by small near-term gains (2.1–2.6% in 30 days) but stronger gains over 90 days (34.8–35.5%), while two August 2024 sales captured larger 30-day gains (31.7–32.6%) before explosive 90-day rallies (257.3–259.7%)—none of which qualify as well-timed in the historical sense. The current stock price of $417.89 sits 18.1% below the 52-week high of $510.13, yet the stock has rallied +37.7% over the past 30 days and +54.5% over 90 days, suggesting the transaction occurred in an already-elevated uptrend. With AppLovin trading at a P/E of 73.70 and recently posting 43.4% annual revenue growth alongside $576.4M quarterly net income, the fundamental context indicates a high-multiple growth story where executive selling in a strong rally period is worth monitoring but does not clearly signal conviction-driven timing.

CFO Stumpf sells 21,101 shares at $332.67 avg ($7.0M) at stock 52-week highs; prior APP sales hit +259.7% and +257.3% 90d returns

Matthew Stumpf, CFO of AppLovin, executed 3 separate sales totaling 21,101 shares for $7,019,627.21 at prices ranging from $332.19 to $333.86 on 2024-11-22, reducing holdings by 9.0% to 213,336 shares. The sales occurred precisely at the 52-week high of $333.31, with the stock up 109.1% over the prior 30 days and 269.5% over 90 days. Notably, Stumpf's two prior sales at AppLovin on 2024-08-13 showed 90-day returns of +259.7% and +257.3%—meaning the stock continued climbing significantly after those earlier sales, indicating they were not well-timed from a downside-protection perspective. The current sale at the extreme high, combined with the pattern of prior sales being followed by continued gains rather than declines, presents a factual pattern worth monitoring for context on executive conviction relative to recent momentum.

CFO Matthew Stumpf sold 60,615 shares at blended $79.63, reducing stake 19.2% to 254,458 shares

Matthew Stumpf, AppLovin's CFO, executed 2 separate sales totaling 60,615 shares for $4,826,988.45 on 2024-08-13, at a blended average price of $79.63. This represents a 19.2% reduction in his post-transaction holdings to 254,458 shares. The sales occurred when the stock was trading near its 52-week high of $87.93, approximately 3.7% below that peak. AppLovin is a high-growth company with $1.1B in quarterly revenue, $310.0M net income, and 16.5% annual revenue growth, though at a P/E of 34.27 reflecting elevated valuation multiples. The scale of the reduction—nearly one-fifth of his prior position—goes beyond routine portfolio management and may warrant investor attention given the executive's financial stewardship role and the stock's proximity to its highs.