National Bank of Canada
APP icon

National Bank of Canada’s Applovin APP Stock Holding History

National Bank of Canada’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 		$71.3M Sell
138,286
-61,094
-31% -$29.5M 0.05% 280
2026
Q1 		$79.4M Buy
199,380
+81,875
+70% +$39.6M 0.07% 216
2025
Q4 		$79.2M Sell
117,505
-16,546
-12% -$10.4M 0.07% 229
2025
Q3 		$96.3M Sell
134,051
-39,314
-23% -$18.1M 0.1% 180
2025
Q2 		$60.7M Buy
173,365
+172,060
+13,185% +$55.8M 0.06% 262
2025
Q1 		$346K Sell
1,305
-46,045
-97% -$15.9M ﹤0.01% 1404
2024
Q4 		$15.3M Buy
47,350
+46,347
+4,621% +$11.7M 0.02% 636
2024
Q3 		$131K Buy
1,003
+39
+4% +$3.56K ﹤0.01% 1480
2024
Q2 		$81.8K Buy
964
+420
+77% +$32.6K ﹤0.01% 1543
2024
Q1 		$47K Buy
544
+10
+2% +$529 ﹤0.01% 1771
2023
Q4 		$20.7K Buy
+534
New +$20.9K ﹤0.01% 2013
2022
Q4 		– Sell
-302
Closed -$5K – 2760
2022
Q3 		$5K Buy
302
+175
+138% +$5.23K ﹤0.01% 2322
2022
Q2 		$4K Buy
127
+112
+747% +$4.5K ﹤0.01% 2450
2022
Q1 		$1K Hold
15
– – ﹤0.01% 2760
2021
Q4 		$1K Buy
+15
New +$1.4K ﹤0.01% 2726

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada's APP Position: Q2 2026 in Review

National Bank of Canada reduced its Applovin (APP) stake by 31% in Q2 2026, selling an estimated $29.5M and leaving 138,286 shares worth $71.3M. The position accounts for 0.05% of the portfolio, ranked #280.

National Bank of Canada first reported a position in APP in Q4 2021 and has held it in 15 quarters since. The position peaked at $96.3M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • National Bank of Canada held 138,286 shares of Applovin worth $71.3M as of Q2 2026.
  • National Bank of Canada sold 61,094 Applovin shares in Q2 2026, an estimated $29.5M.
  • Applovin made up 0.05% of National Bank of Canada's portfolio in Q2 2026, its #280 holding.
  • National Bank of Canada first reported a position in Applovin in Q4 2021 and has held it in 15 quarters since.
  • National Bank of Canada's Applovin position peaked at $96.3M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.