BlackRock
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BlackRock’s Applied Digital APLD Stock Holding History

BlackRock’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 		$499M Sell
13,375,070
-7,521,031
-36% -$290M 0.01% 1217
2026
Q1 		$496M Buy
20,896,101
+55,899
+0.3% +$1.75M 0.01% 1104
2025
Q4 		$511M Buy
20,840,202
+2,330,591
+13% +$67.1M 0.01% 1089
2025
Q3 		$425M Buy
18,509,611
+3,762,543
+26% +$55.7M 0.01% 1201
2025
Q2 		$149M Sell
14,747,068
-1,388,916
-9% -$10.2M ﹤0.01% 1798
2025
Q1 		$90.7M Buy
16,135,984
+716,850
+5% +$5.63M ﹤0.01% 2053
2024
Q4 		$118M Buy
15,419,134
+6,301,020
+69% +$52.4M ﹤0.01% 1981
2024
Q3 		$75.2M Buy
9,118,114
+2,765,043
+44% +$14.7M ﹤0.01% 2241
2024
Q2 		$37.8M Buy
6,353,071
+405,097
+7% +$1.57M ﹤0.01% 2581
2024
Q1 		$25.5M Buy
5,947,974
+253,195
+4% +$1.28M ﹤0.01% 2846
2023
Q4 		$38.4M Buy
5,694,779
+1,217,384
+27% +$6.55M ﹤0.01% 2646
2023
Q3 		$27.9M Buy
4,477,395
+952,287
+27% +$6.65M ﹤0.01% 2747
2023
Q2 		$33M Buy
3,525,108
+262,838
+8% +$1.57M ﹤0.01% 2731
2023
Q1 		$7.31M Buy
3,262,270
+392,767
+14% +$980K ﹤0.01% 3472
2022
Q4 		$5.28M Buy
2,869,503
+2,215,739
+339% +$4.37M ﹤0.01% 3697
2022
Q3 		$1.11M Buy
653,764
+369,353
+130% +$696K ﹤0.01% 4448
2022
Q2 		$298K Buy
+284,411
New +$852K ﹤0.01% 4925

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
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
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

BlackRock's APLD Position: Q2 2026 in Review

BlackRock reduced its Applied Digital (APLD) stake by 36% in Q2 2026, selling an estimated $290M and leaving 13,375,070 shares worth $499M. The position accounts for 0.01% of the portfolio, ranked #1217.

BlackRock first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $511M in Q4 2025. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • BlackRock held 13,375,070 shares of Applied Digital worth $499M as of Q2 2026.
  • BlackRock sold 7,521,031 Applied Digital shares in Q2 2026, an estimated $290M.
  • Applied Digital made up 0.01% of BlackRock's portfolio in Q2 2026, its #1217 holding.
  • BlackRock first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
  • BlackRock's Applied Digital position peaked at $511M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.