NorthCrest Asset Manangement’s Applovin APP Stock Holding History

NorthCrest Asset Manangement’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	$258K	Buy	+496	New	+$239K	0.01%	774
2026 Q1	–	Sell	-4,267	Closed	-$2.7M	–	777
2025 Q4	$2.7M	Buy	4,267 +340	+9%	+$214K	0.06%	205
2025 Q3	$2.48M	Buy	3,927 +1,695	+76%	+$782K	0.06%	203
2025 Q2	$762K	Buy	2,232 +79	+4%	+$25.6K	0.02%	349
2025 Q1	$570K	Buy	2,153 +1,279	+146%	+$441K	0.02%	405
2024 Q4	$283K	Buy	+874	New	+$221K	0.01%	498

Other funds holding APP

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

NorthCrest Asset Manangement's APP Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Applovin (APP) in Q2 2026: 496 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in APP as recently as Q4 2025.

NorthCrest Asset Manangement first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2025. 194 funds tracked by Wall St. Rank hold APP as of Q2 2026.

NorthCrest Asset Manangement held 496 shares of Applovin worth $258K as of Q2 2026.
Applovin was a new NorthCrest Asset Manangement position in Q2 2026.
Applovin made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #774 holding.
NorthCrest Asset Manangement first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
NorthCrest Asset Manangement's Applovin position peaked at $2.7M in Q4 2025.
194 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.