AppLovin Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
AppLovin Corp
228.83
−19.66%
vs ±11.9% implied · ×1.65
shaded = implied · ▲▼ = realized
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $12.4B | 9.85% | +1.69% |
| Vanguardindex-like | $9.1B | 7.27% | +5.93% |
| FMR | $8.9B | 7.09% | +10.21% |
| State Streetindex-like | $6.2B | 4.96% | +2.84% |
| Invesco | $5.7B | 4.50% | +70.31% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $12.4B | 9.85% | +1.69% |
| Vanguardindex-like | $9.1B | 7.27% | +5.93% |
| FMR | $8.9B | 7.09% | +10.21% |
| State Streetindex-like | $6.2B | 4.96% | +2.84% |
| Invesco | $5.7B | 4.50% | +70.31% |
Annual filing, covered
10-K parsed · Feb 19 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Company IR feed, covered
Press releases · twice daily
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 19 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Company IR feed, covered
Press releases · twice daily
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Products, patents, hiring, not covered
Not covered
No thesis.
AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.
AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction. Its business clients include various advertisers, publishers, internet platforms, and others. The company was incorporated in 2011 and is headquartered in Palo Alto, California.
Bull1
Bear1
Same SIC code · 6
Same SEC industry code: Alphabet Inc., Meta Platforms, Inc., FactSet Research Systems Inc and 3 more; of AppLovin Corp's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Alphabet Inc., Meta Platforms, Inc., FactSet Research Systems Inc and 3 more; of AppLovin Corp's 6 closest co-movers, none share that code.
Tall tick = annual report · Source: EDGAR
Linked news
Expected move
Inputs8Q avg ±17.6%·×0.72·cheap
straddle ±14.8%
spot 228.50exp Nov 6ATM strike 227.5ATM straddle 39.80IV 158%