Company facts
- Headquarters
- Palo Alto, California
- Most recent report
- 10-Q, filed Aug 5, 2026
- Incorporated
- Delaware
- Filings on record
- 807 filings
- On EDGAR
- CIK 1751008
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 22
News 8 of 58
Prospectuses and Registrations 8 of 19
- S-3ASR Automatic shelf registration May 6, 2026
- S-8 Registration statement for an employee plan Feb 27, 2025
- 424B5 Prospectus supplement for an offering Nov 22, 2024
- FWP Free writing prospectus Nov 20, 2024
- 424B3 Prospectus supplement for an offering Nov 20, 2024
- S-8 Registration statement for an employee plan Feb 26, 2024
- S-3ASR Automatic shelf registration Jun 1, 2023
- S-8 Registration statement for an employee plan Feb 28, 2023
Proxies 8 of 10
- DEFA14A Extra proxy material Apr 21, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 21, 2026
- PRE 14A Preliminary proxy statement Apr 10, 2026
- DEFA14A Extra proxy material Apr 22, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 22, 2025
- DEFA14A Extra proxy material Apr 23, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 23, 2024
- DEFA14A Extra proxy material Apr 25, 2023
Ownership 8 of 661
- 4 Insider reported a trade Aug 21, 2026
- 4 Insider reported a trade Aug 21, 2026
- 4 Insider reported a trade Aug 21, 2026
- 4 Insider reported a trade Aug 21, 2026
- 4 Insider reported a trade Aug 21, 2026
- 144 Notice of a proposed sale of restricted stock Aug 21, 2026
- 4 Insider reported a trade Aug 14, 2026
- 4 Insider reported a trade Aug 7, 2026
Other 8 of 37
What to read: Jun 2026 10-Q
SECSift found 3 of 10 sections worth reading, with 1 positive, 10 notable, and 1 negative flags.
Item 1
Financial statements with material Q2 2026 results.Item 2
Core MD&A with strong revenue and margin growth; full of company-specific results.Notable- R&D spending increased 127% in Q2 2026, driven by stock-based compensation.
- Other income included $31.3M fair value gain on securities in Q2 2026 vs $20.4M loss a year ago.
- Cash and equivalents of $3.1B as of June 30, 2026, up from $2.8B at March 31.
- Repurchased $1.5B of stock in H1 2026; $1.8B remaining under program.
Risk Factors (Item 1A)
Securities litigation, debt load, and voting control are company-specific new risks.Notable- Confirmed an indication of interest to explore a purchase of TikTok outside China in April 2025, but did not enter a transaction.
- Sold the Apps Business in June 2025; no longer generates apps revenue, retained liability for certain legal proceedings.
- $3.6 billion in senior unsecured notes outstanding as of June 30, 2026, plus a $1.0 billion undrawn credit facility.
- CEO and board member collectively hold 67% of voting power through multi-class stock and a voting agreement as of June 30, 2026.
What changed: Jun 2026 vs. Mar 2026
About 2% of APP's Jun 2026 10-Q is new information. 14 paragraphs were added, 129 changed, and 11 removed. Below are the most important lines SECSift identified.
New
Changed
- Investing activities swung from $378.9M cash provided to $7.7M used, due to no divestiture proceeds. Item 2
- RSU issuance dropped to 566 shares from 928 shares in the prior quarter. Item 2
- Renamed 'Axon AI, our advertising recommendation engine' to 'advertising recommendation system' throughout. Item 1A
- Repurchase table updated to Q2 2026 months; Q1 totals were 2,170k shares, Q2 total is 1,105k. Item 2
Removed
Everything here comes from AppLovin Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 19, 2026, from the 10-Q for Jun 2026.