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APP

AppLovin Corporation

Sector: technologySoftware - ApplicationNASDAQMarket Cap: $108.83B

AppLovin is a mobile app-monetization and advertising-technology company whose political exposure centers on digital privacy, data/biometric regulation, and AI/ad-targeting policy rather than direct government revenue.

Next filing → your inbox
Govt Dependence
4/100
Regulatory Density
45/100
Lobbying Intensity
15/100
Political Signal
LOW

BusinessWhat APP does

AppLovin operates a software-based advertising and marketing platform (including its AXON AI engine) that helps mobile app developers monetize and grow, plus a portfolio of owned apps. Revenue is driven primarily by its advertising software platform and, historically, in-app purchases from its apps business.

12 months past · 3 months futureAPP activity timeline

$756$523$290 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $733.60 hi $298.59 lo $312.33 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 48 Gilbert Ray Cisneros (D) · Sale · 2026-08-18Gilbert Ray Cisneros (D) · Purchase · 2026-07-16Ro Khanna (D) · Sale · 2026-08-10Gilbert Ray Cisneros (D) · Purchase · 2026-07-17Gilbert Ray Cisneros (D) · Purchase · 2026-05-15Ro Khanna (D) · Purchase · 2026-04-13Gilbert Ray Cisneros (D) · Sale · 2026-04-14Gilbert Ray Cisneros (D) · Purchase · 2026-03-13Gilbert Ray Cisneros (D) · Sale · 2026-03-18Gilbert Ray Cisneros (D) · Sale · 2026-02-05Gilbert Ray Cisneros (D) · Sale · 2026-02-10Ro Khanna (D) · Sale · 2026-01-06Ro Khanna (D) · Purchase · 2026-01-29Ro Khanna (D) · Sale · 2026-01-23Gilbert Ray Cisneros (D) · Purchase · 2025-12-19Gilbert Ray Cisneros (D) · Purchase · 2025-11-18Ro Khanna (D) · Sale · 2025-11-03Gilbert Ray Cisneros (D) · purchase · 2025-10-17Gilbert Ray Cisneros (D) · purchase · 2025-10-09Gilbert Ray Cisneros (D) · Purchase · 2025-10-09Gilbert Ray Cisneros (D) · Purchase · 2025-10-17Ro Khanna (D) · purchase · 2025-10-07Ro Khanna (D) · Purchase · 2025-10-07Val T. Hoyle (D) · Sale · 2025-09-23Val T. Hoyle (D) · sale · 2025-09-23Ro Khanna (D) · Sale · 2025-09-19Ro Khanna (D) · purchase · 2025-09-29Ro Khanna (D) · sale · 2025-09-19Ro Khanna (D) · Purchase · 2025-09-29 Lone Pine Capital · + $583039M · 2026-03-31Tiger Global Management · - $398000M · 2026-03-31Renaissance Technologies · + $173743M · 2026-03-31Two Sigma Investments · + $5890M · 2026-03-31Citadel Advisors · + $2352M · 2025-09-30Citadel Advisors · - $1893M · 2025-12-31Tiger Global Management · holds $1439M · 2025-09-30Tiger Global Management · - $871M · 2025-12-31Lone Pine Capital · - $797M · 2025-09-30Renaissance Technologies · - $720M · 2025-09-30Lone Pine Capital · - $526M · 2025-12-31Renaissance Technologies · - $215M · 2025-12-31D.E. Shaw & Co. · - $203M · 2025-09-30 MARKUP · House Judiciary Subcommittee on Administrative State, Regula · 2026-09-14MARKUP · Senate Judiciary · 2026-09-15MARKUP · House Judiciary Subcommittee on Crime and Federal Government · 2026-09-15MARKUP · House Judiciary Subcommittee on Immigration Integrity, Secur · 2026-09-15MARKUP · House Financial Services · 2026-09-15MARKUP · House Science, Space, and Technology · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Energy · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Health · 2026-09-15MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-09-15MARKUP · House Small Business Subcommittee on Innovation, Entrepreneu · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · House Financial Services · 2026-09-16MARKUP · House Homeland Security · 2026-09-16MARKUP · House Science, Space, and Technology Subcommittee on Investi · 2026-09-16MARKUP · Senate Commerce, Science, and Transportation · 2026-09-16MARKUP · Senate Judiciary · 2026-09-16MARKUP · House Education and Workforce Subcommittee on Higher Educati · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Banking, Housing, and Urban Affairs · 2026-09-17MARKUP · Senate Judiciary · 2026-09-17MARKUP · Senate Commerce, Science, and Transportation · 2026-09-17MARKUP · House Financial Services Subcommittee on Financial Instituti · 2026-09-18
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
246 trading days · 29 congressional trades shown · 0 insider buys · 13 13F filings · 0 past bill actions · 23 upcoming markups

Executive Branch ConflictsAPP held by Trump-administration officials

Lifetime Government AwardsAPP federal contracts

APP doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding APP

$1.16T
Total APP held by tracked 13F funds
8
Funds with APP positions
+1
Funds opened this quarter
Lone Pine Capital $583.04B +88% 10 overlap 2026-03-31
Tiger Global Management $398.00B -23% 10 overlap 2026-03-31
Renaissance Technologies $173.74B +37% 10 overlap 2026-03-31
Two Sigma Investments $5.89B +6% 10 overlap 2026-03-31
Citadel Advisors $1.89B -14% 14 overlap 2025-12-31
D.E. Shaw & Co. $167M -12% 14 overlap 2025-12-31
Bridgewater Associates $7M -60% 14 overlap 2025-12-31
Coatue Management $1M opened 14 overlap 2025-12-31

Politicians Trading APPMembers of Congress with recent APP positions

6 politicians traded APP across 63 disclosed transactions totaling $872K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just APP). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading APP

2026-08-18 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-07-16 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-08-10 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-07-17 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-05-15 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-04-13 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-04-14 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-03-13 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-03-18 Gilbert Ray Cisneros D-California · house Sale $15,001 - $50,000
2026-02-05 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-02-10 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-01-06 Ro Khanna D-California · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-09-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

2
stock awards · $34K market value
2026-04-15 WEBB MAYNARD G JR Director AWARD 37 sh $17K
2026-04-15 Messing Barbara Director AWARD 37 sh $17K
For APP, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting APPLive legislation impacting this stock

Political ProfileWhere APP sits in Washington

nonpartisan

APP trades primarily on ad-platform growth, AI monetization, and platform-policy (Apple/Google) dynamics; broad privacy legislation is a slow-moving background risk that rarely moves the stock on discrete news.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • FTC privacy/data enforcement
  • biometric/facial recognition restrictions
  • children's online privacy rules
  • platform ad-tracking policy changes (Apple ATT)

Regulatory opportunities

  • favorable federal privacy preemption of fragmented state laws
  • clarity on AI/ad-targeting standards

LobbyingWho's hired to advocate for APP

Interactive Advertising BureauComputer & Communications Industry AssociationTechNet
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Frequently AskedAbout APP & political exposure

Does AppLovin Corporation (APP) hold federal contracts?
No direct prime contracts reported in USASpending.gov for AppLovin Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own APP stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in APP on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded APP stock?
67 congressional trades by 6 unique members of Congress, most recently on 2026-08-18. See the Congressional Trading panel for politician-by-politician breakdown.
What is APP political risk profile?
Government dependence: 4/100. Lobbying intensity: 15/100. Political signal: low. Donor party split: nonpartisan.
How does GovGreed track APP political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. APP data is updated daily from these official federal sources.