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 		$77.3M Buy
+1,500
New +$724K 0.06% 256
2026
Q1 		– Sell
-2,078
Closed -$140M – 2953
2025
Q4 		$140M Buy
2,078
+1,138
+121% +$717K 0.13% 145
2025
Q3 		$67.5M Buy
940
+470
+100% +$217K 0.07% 236
2025
Q2 		$16.5M Buy
+470
New +$152K 0.02% 613

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 856 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.
  • 856 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.