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ArrowMark Colorado Holdings’s Applied Digital APLD Stock Holding History

ArrowMark Colorado Holdings’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Sell
60,075
-186,593
-76% -$7.2M 0.09% 221
2026
Q1 		$5.86M Buy
246,668
+27,594
+13% +$864K 0.16% 162
2025
Q4 		$5.37M Buy
+219,074
New +$6.31M 0.12% 187

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

ArrowMark Colorado Holdings's APLD Position: Q2 2026 in Review

ArrowMark Colorado Holdings reduced its Applied Digital (APLD) stake by 76% in Q2 2026, selling an estimated $7.2M and leaving 60,075 shares worth $2.24M. The position accounts for 0.09% of the portfolio, ranked #221.

ArrowMark Colorado Holdings first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.86M in Q1 2026. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • ArrowMark Colorado Holdings held 60,075 shares of Applied Digital worth $2.24M as of Q2 2026.
  • ArrowMark Colorado Holdings sold 186,593 Applied Digital shares in Q2 2026, an estimated $7.2M.
  • Applied Digital made up 0.09% of ArrowMark Colorado Holdings's portfolio in Q2 2026, its #221 holding.
  • ArrowMark Colorado Holdings first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • ArrowMark Colorado Holdings's Applied Digital position peaked at $5.86M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on ArrowMark Colorado Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.