APP
AppLovin AppLovin Corp
-10.21 (-3.13%)316.35USD1.7M成交股數107B市值24.3本益比(近四季)15.6股價營收比+52.8%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 1.6M · 1 |
| 其中 10b5-1 計畫賣出 | 9 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 197M |
| 近 180 天 淨額 | −197M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-20 | 08-21 | Valenzuela Victoria | Director | F 繳稅扣股 | 2.7K | 308.77 | 843K | 241K | SEC |
| 2026-08-20 | 08-21 | Stumpf Matthew | Chief Financial Officer (CFO) | F 繳稅扣股 | 2.0K | 308.77 | 624K | 175K | SEC |
| 2026-08-20 | 08-21 | Foroughi Arash Adam | CEO | F 繳稅扣股 | 2.7K | 308.77 | 843K | 2.3M | SEC |
| 2026-08-20 | 08-21 | Ge Xiaochuan | CTO | F 繳稅扣股 | 5.5K | 308.77 | 1.7M | 969K | SEC |
| 2026-08-20 | 08-21 | Cacovean Corina I | Chief Legal Officer | F 繳稅扣股 | 1.5K | 308.77 | 476K | 4.8K | SEC |
| 2026-08-13 | 08-14 | Chen Herald Y | Director | C 轉換 | 144K | – | – | 251K | SEC |
| 2026-08-13 | 08-14 | Chen Herald Y | Director | G 贈與 | 100K | – | – | 151K | SEC |
| 2026-08-13 | 08-14 | Chen Herald Y | Director | G 贈與 | 100K | – | – | 100K | SEC |
| 2026-08-07 | 08-07 | Vivas Eduardo | Director | G 贈與 | 214K | – | – | 6.6M | SEC |
| 2026-08-07 | 08-07 | Vivas Eduardo | Director | G 贈與 | 214K | – | – | 214K | SEC |
| 2026-07-15 | 07-17 | Messing Barbara | Director | A 獲配股票 | 40 | – | – | 10.2K | SEC |
| 2026-07-15 | 07-17 | WEBB MAYNARD G JR | Director | A 獲配股票 | 41 | – | – | 3.2K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 412 | 522.42 | 215K | 122K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 202 | 517.19 | 104K | 123K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 182 | 518.63 | 94K | 123K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 380 | 516.25 | 196K | 123K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 138 | 520.60 | 72K | 122K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 262 | 524.12 | 137K | 120K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 1.1K | 523.49 | 597K | 121K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 240 | 519.56 | 125K | 123K | SEC |
| 2026-07-06 | 07-08 | WEBB MAYNARD G JR | Director | S 公開市場賣出(10b5-1) | 120 | 521.49 | 63K | 122K | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 6.2K | 511.59 | 3.2M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 13.6K | 497.50 | 6.8M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 17.9K | 499.46 | 8.9M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 19.4K | 498.52 | 9.7M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 6.5K | 510.43 | 3.3M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 4.9K | 500.39 | 2.4M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 4.7K | 496.49 | 2.3M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 348 | 520.30 | 181K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 153 | 494.84 | 76K | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 5.9K | 501.43 | 3.0M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 547 | 518.22 | 283K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 70 | 517.60 | 36K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 100 | 516.81 | 52K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 5.3K | 514.35 | 2.7M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 5.3K | 513.39 | 2.7M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 10.7K | 512.54 | 5.5M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 2.2K | 508.50 | 1.1M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 11.1K | 503.50 | 5.6M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 4.2K | 507.43 | 2.1M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 8.2K | 506.45 | 4.2M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 408 | 515.14 | 210K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 6.5K | 509.54 | 3.3M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 9.7K | 504.42 | 4.9M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 3.8K | 495.49 | 1.9M | 6.9M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 40 | 519.50 | 21K | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 9.3K | 505.46 | 4.7M | 6.8M | SEC |
| 2026-06-16 | 06-18 | Vivas Eduardo | Director | S 公開市場賣出(10b5-1) | 7.0K | 502.61 | 3.5M | 6.9M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 284 | 480.51 | 136K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 860 | 478.32 | 411K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 812 | 481.71 | 391K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.3K | 476.36 | 1.1M | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.6K | 477.34 | 769K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.3K | 482.47 | 619K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.1K | 483.69 | 522K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 840 | 473.92 | 398K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.2K | 490.92 | 569K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 840 | 475.39 | 399K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.5K | 496.09 | 1.2M | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.8K | 494.01 | 1.4M | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 4.3K | 496.91 | 2.1M | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 360 | 479.52 | 173K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.0K | 491.94 | 985K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.8K | 493.14 | 865K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.7K | 498.03 | 834K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.7K | 486.82 | 827K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.3K | 487.62 | 624K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 3.4K | 485.66 | 1.7M | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 269 | 488.65 | 131K | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.2K | 484.73 | 1.0M | 2.4M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 600 | 489.94 | 294K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 920 | 498.91 | 459K | 2.3M | SEC |
| 2026-06-12 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 4.9K | 495.01 | 2.4M | 2.3M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.9K | 491.78 | 959K | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 800 | 492.63 | 394K | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.9K | 490.71 | 1.4M | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 520 | 493.96 | 257K | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 840 | 480.56 | 404K | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 1.3K | 479.47 | 614K | 2.4M | SEC |
| 2026-06-11 | 06-12 | Foroughi Arash Adam | CEO | S 公開市場賣出 | 2.0K | 478.52 | 964K | 2.4M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 24.0M | 12.4B | +400K (+2%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 17.7M | 9.1B | +994K (+6%) | 加碼 |
| FMR LLC | 17.3M | 8.9B | +1.6M (+10%) | 加碼 |
| STATE STREET CORP | 12.1M | 6.2B | +335K (+3%) | 加碼 |
| Invesco Ltd. | 11.0M | 5.7B | +387K (+4%) | 加碼 |
| Capital World Investors | 8.2M | 4.2B | +5.0M (+156%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 7.4M | 3.8B | +74.6K (+1%) | 加碼 |
| BAILLIE GIFFORD & CO | 6.5M | 3.3B | −229K (-3%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.4M | 3.3B | +415K (+7%) | 加碼 |
| MORGAN STANLEY | 5.8M | 3.0B | +186K (+3%) | 加碼 |
| JPMORGAN CHASE & CO | 4.3M | 2.2B | +241K (+6%) | 加碼 |
| WCM INVESTMENT MANAGEMENT, LLC | 3.7M | 1.9B | −1.3M (-26%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 3.2M | 1.6B | +491K (+18%) | 加碼 |
| KENSICO CAPITAL MANAGEMENT CORP | 3.2M | 1.6B | −101K (-3%) | 減碼 |
| Capital International Investors | 3.0M | 1.5B | +145K (+5%) | 加碼 |
| 挪威主權基金 NORGES BANK | 2.9M | 1.5B | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 2.9M | 1.5B | −260K (-8%) | 減碼 |
| NORTHERN TRUST CORP | 2.4M | 1.2B | −8.9K (-0%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | 1.1B | +136K (+7%) | 加碼 |
| Capital Research Global Investors | 1.9M | 982M | −734K (-28%) | 減碼 |
| JENNISON ASSOCIATES LLC | 1.8M | 937M | −481K (-21%) | 減碼 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 1.8M | 922M | 不變 | 持平 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.7M | 894M | +122K (+8%) | 加碼 |
| Jericho Capital Asset Management L.P. | 1.7M | 864M | 不變 | 持平 |
| UBS Group AG | 1.6M | 843M | −186K (-10%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,463 +67 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 213 / 146 / 566 / 453 |
| 機構合計持股 · 佔流通股 | 227M · 67.2% |
| 合計季末市值 | 113B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 10.6M |
|---|---|
| 與上期比 | -7.2% |
| 佔流通股數 | 3.13% |
| 日均成交量 | 4.8M |
| 回補天數 | 2.2 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 10.6M | -7.2% | 3.13% | 4.8M | 2.2 |
| 2026-08-14 | 11.4M | -4.5% | 3.37% | 8.0M | 1.4 |
| 2026-07-31 | 11.9M | -5.2% | 3.53% | 6.5M | 1.8 |
| 2026-07-15 | 12.6M | +3.7% | 3.73% | 5.7M | 2.2 |
| 2026-06-30 | 12.1M | -5.7% | 3.59% | 5.9M | 2.1 |
| 2026-06-15 | 12.8M | +0.2% | 3.81% | 4.7M | 2.8 |
| 2026-05-29 | 12.8M | +7.2% | 3.81% | 4.9M | 2.6 |
| 2026-05-15 | 12.0M | +7.1% | 3.55% | 5.7M | 2.1 |
| 2026-04-30 | 11.2M | -10.4% | 3.32% | 3.5M | 3.2 |
| 2026-04-15 | 12.5M | -9.1% | 3.70% | 4.4M | 2.8 |
| 2026-03-31 | 13.7M | +4.4% | 4.07% | 4.4M | 3.2 |
| 2026-03-13 | 13.1M | -4.3% | 3.90% | 5.6M | 2.3 |
| 2026-02-27 | 13.7M | -5.0% | 4.07% | 5.5M | 2.5 |
| 2026-02-13 | 14.5M | +10.7% | 4.29% | 9.7M | 1.5 |
| 2026-01-30 | 13.1M | -10.2% | 3.87% | 6.7M | 2.0 |
| 2026-01-15 | 14.5M | -7.4% | 4.31% | 4.4M | 3.3 |
| 2025-12-31 | 15.7M | +2.9% | 4.66% | 3.0M | 5.3 |
| 2025-12-15 | 15.2M | +2.6% | 4.52% | 3.9M | 3.9 |
| 2025-11-28 | 14.9M | -9.3% | 4.41% | 3.9M | 3.8 |
| 2025-11-14 | 16.4M | +1.5% | 4.86% | 5.3M | 3.1 |
| 2025-10-31 | 16.1M | -6.0% | 4.79% | 3.9M | 4.2 |
| 2025-10-15 | 17.2M | -21.4% | 5.10% | 6.5M | 2.6 |
| 2025-09-30 | 21.9M | +47.1% | 6.49% | 13.9M | 1.6 |
| 2025-09-15 | 14.9M | +11.6% | 4.41% | 7.5M | 2.0 |
| 2025-08-29 | 13.3M | +14.3% | 3.95% | 4.9M | 2.7 |
| 2025-08-15 | 11.7M | +10.4% | 3.46% | 7.8M | 1.5 |