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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

National Bank of Canada's APP Position: Q1 2026 in Review

National Bank of Canada increased its Applovin (APP) stake by 70% in Q1 2026, buying an estimated $39.6M and bringing the position to 199,380 shares worth $79.4M. The position accounts for 0.07% of the portfolio, ranked #216.

National Bank of Canada first reported a position in APP in Q4 2021 and has held it in 14 quarters since. The position peaked at $96.3M in Q3 2025. 1,384 funds tracked by Wall St. Rank hold APP as of Q1 2026.

National Bank of Canada held 199,380 shares of Applovin worth $79.4M as of Q1 2026.
National Bank of Canada bought 81,875 Applovin shares in Q1 2026, an estimated $39.6M.
Applovin made up 0.07% of National Bank of Canada's portfolio in Q1 2026, its #216 holding.
National Bank of Canada first reported a position in Applovin in Q4 2021 and has held it in 14 quarters since.
National Bank of Canada's Applovin position peaked at $96.3M in Q3 2025.
1,384 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.