BNP Paribas Financial Markets’s Applovin APP Stock Holding History

BNP Paribas Financial Markets’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281M	Buy	546,050 +49,327	+10%	+$23.8M	0.1%	173
2026 Q1	$198M	Sell	496,723 -121,027	-20%	-$58.5M	0.1%	207
2025 Q4	$416M	Buy	617,750 +134,216	+28%	+$84.6M	0.19%	91
2025 Q3	$347M	Buy	483,534 +145,905	+43%	+$67.3M	0.19%	91
2025 Q2	$118M	Buy	337,629 +147,312	+77%	+$47.8M	0.07%	268
2025 Q1	$50.4M	Sell	190,317 -30,737	-14%	-$10.6M	0.03%	594
2024 Q4	$71.6M	Buy	+221,054	New	+$55.9M	0.04%	471
2022 Q4	–	Sell	-251,674	Closed	-$4.91M	–	4073
2022 Q3	$4.91M	Buy	+251,674	New	+$7.52M	0.01%	1375

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets's APP Position: Q2 2026 in Review

BNP Paribas Financial Markets increased its Applovin (APP) stake by 9.9% in Q2 2026, buying an estimated $23.8M and bringing the position to 546,050 shares worth $281M. The position accounts for 0.1% of the portfolio, ranked #173.

BNP Paribas Financial Markets first reported a position in APP in Q3 2022 and has held it in 8 quarters since. The position peaked at $416M in Q4 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

BNP Paribas Financial Markets held 546,050 shares of Applovin worth $281M as of Q2 2026.
BNP Paribas Financial Markets bought 49,327 Applovin shares in Q2 2026, an estimated $23.8M.
Applovin made up 0.1% of BNP Paribas Financial Markets's portfolio in Q2 2026, its #173 holding.
BNP Paribas Financial Markets first reported a position in Applovin in Q3 2022 and has held it in 8 quarters since.
BNP Paribas Financial Markets's Applovin position peaked at $416M in Q4 2025.
1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on BNP Paribas Financial Markets's 13F filing for Q2 2026, filed 13 Aug 2026.