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APP
LONGINSIDER SELLAPPLOVIN CORP
Funds
4
Score
6.00
vs SPY
+37.7%
Stock return (since Q-end)
+54.0%
SPY return (since Q-end)
+16.3%
Current price
$613.09
News Summary
NeutralAppLovin delivered a blowout Q1 2026 with 59% YoY revenue growth, record 85% EBITDA margins, and strong Q2 guidance, while the June 2026 Axon platform public launch positions the company for significant new customer acquisition ($7B+ TAM potential). However, the company faces active SEC investigation into data collection practices, over $169M in insider selling, and unresolved short-seller allegations regarding platform compliance and user consent, creating meaningful regulatory and execution risks despite strong operational momentum.
Red flags
- •Active SEC investigation into data collection and advertising practices with potential for fines, compliance changes, or operational restrictions
- •Over $169 million in insider selling during early 2026 despite strong business performance signals potential management confidence concerns
- •Short-seller allegations regarding improper user data collection, platform partner agreement violations, and apps installed without user consent remain largely unresolved
- •Stock down 44% in Q1 2026 (largest S&P 500 decline) with sentiment primarily driven by regulatory/fraud concerns rather than business fundamentals
Funds Buying (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Lone Pine Capital | Steve Mandel | 1.5M | +1.5M | $583.0B | — | NEW |
| Coatue Management | Philippe Laffont | 1.3M | +1.3M | $513.4B | — | NEW |
| Tiger Global | Chase Coleman | 1.0M | +1.0M | $398.0B | — | NEW |
| D1 Capital | Dan Sundheim | 669K | +669K | $266.4B | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Stumpf Matthew | Chief Financial Officer (CFO) | SELL | 9K | $600.00 | $5.43M | 2026-05-28 |
| Shikin Vasily | Chief Technology Officer | SELL | 942 | $486.68 | $0.46M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 396 | $487.66 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 254 | $488.74 | $0.12M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 437 | $489.76 | $0.21M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 386 | $490.71 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 366 | $491.95 | $0.18M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 104 | $492.75 | $0.05M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 4 | $493.66 | $0.00M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 386 | $490.71 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 366 | $491.95 | $0.18M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 104 | $492.75 | $0.05M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 4 | $493.66 | $0.00M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 84 | $477.71 | $0.04M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 201 | $478.82 | $0.10M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 851 | $479.86 | $0.41M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 933 | $480.73 | $0.45M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 1K | $481.64 | $0.68M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 489 | $482.71 | $0.24M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 619 | $483.69 | $0.30M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 808 | $484.75 | $0.39M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 695 | $485.81 | $0.34M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 942 | $486.68 | $0.46M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 396 | $487.66 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 254 | $488.74 | $0.12M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 436 | $489.76 | $0.21M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 387 | $490.71 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 366 | $491.95 | $0.18M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 104 | $492.75 | $0.05M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 4 | $493.66 | $0.00M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 84 | $477.71 | $0.04M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 202 | $478.82 | $0.10M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 850 | $479.86 | $0.41M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 933 | $480.73 | $0.45M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 1K | $481.64 | $0.68M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 489 | $482.71 | $0.24M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 620 | $483.69 | $0.30M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 807 | $484.76 | $0.39M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 695 | $485.81 | $0.34M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 588 | $477.71 | $0.28M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 1K | $478.82 | $0.67M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 6K | $479.86 | $2.86M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 7K | $480.73 | $3.14M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 10K | $481.64 | $4.73M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 3K | $482.71 | $1.65M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 4K | $483.69 | $2.10M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 6K | $484.76 | $2.74M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 5K | $485.81 | $2.36M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 7K | $486.68 | $3.21M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 3K | $487.66 | $1.35M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 2K | $488.74 | $0.87M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 3K | $489.76 | $1.50M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 3K | $490.71 | $1.33M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 3K | $491.95 | $1.26M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 728 | $492.75 | $0.36M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 28 | $493.66 | $0.01M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 84 | $477.71 | $0.04M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 202 | $478.82 | $0.10M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 850 | $479.86 | $0.41M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 933 | $480.73 | $0.45M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 1K | $481.64 | $0.68M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 488 | $482.71 | $0.24M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 620 | $483.69 | $0.30M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 807 | $484.76 | $0.39M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 695 | $485.81 | $0.34M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 942 | $486.68 | $0.46M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 396 | $487.66 | $0.19M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 254 | $488.74 | $0.12M | 2026-05-22 |
| Shikin Vasily | Chief Technology Officer | SELL | 437 | $489.76 | $0.21M | 2026-05-22 |