Cambridge Investment Research Advisors’s Applied Digital APLD Stock Holding History

Cambridge Investment Research Advisors’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	$5.47M	Buy	146,633 +41,562	+40%	+$1.6M	0.01%	991
2026 Q1	$2.49M	Buy	105,071 +9,371	+10%	+$293K	0.01%	1434
2025 Q4	$2.35M	Buy	95,700 +2,009	+2%	+$57.9K	0.01%	1396
2025 Q3	$2.15M	Buy	93,691 +23,111	+33%	+$342K	0.01%	1456
2025 Q2	$711K	Buy	70,580 +30,825	+78%	+$227K	﹤0.01%	2227
2025 Q1	$223K	Buy	+39,755	New	+$312K	﹤0.01%	3110
2024 Q1	–	Sell	-19,550	Closed	-$132K	–	3308
2023 Q4	$132K	Buy	19,550 +8,665	+80%	+$46.6K	﹤0.01%	2993
2023 Q3	$68K	Buy	+10,885	New	+$76K	﹤0.01%	3012

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 Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cambridge Investment Research Advisors's APLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Applied Digital (APLD) stake by 40% in Q2 2026, buying an estimated $1.6M and bringing the position to 146,633 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #991.

Cambridge Investment Research Advisors first reported a position in APLD in Q3 2023 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Cambridge Investment Research Advisors held 146,633 shares of Applied Digital worth $5.47M as of Q2 2026.
Cambridge Investment Research Advisors bought 41,562 Applied Digital shares in Q2 2026, an estimated $1.6M.
Applied Digital made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #991 holding.
Cambridge Investment Research Advisors first reported a position in Applied Digital in Q3 2023 and has held it in 8 quarters since.
567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.