Cannell Capital’s Applied Digital APLD Stock Holding History

Cannell Capital’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
2025 Q4	–	Sell	-20,681	Closed	-$474K	–	54
2025 Q3	$474K	Buy	+20,681	New	+$306K	0.07%	58
2024 Q4	–	Sell	-42,161	Closed	-$348K	–	53
2024 Q3	$348K	Buy	42,161 +11,539	+38%	+$61.1K	0.07%	45
2024 Q2	$182K	Buy	+30,622	New	+$119K	0.04%	58

Other funds holding APLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Cannell Capital's APLD Position: Q4 2025 in Review

Cannell Capital sold out of Applied Digital (APLD) in Q4 2025, closing a stake of 20,681 shares — an estimated $474K sold.

Cannell Capital first reported a position in APLD in Q2 2024 and held it in 3 quarters. The position peaked at $474K in Q3 2025. 436 funds tracked by Wall St. Rank hold APLD as of Q4 2025.

Cannell Capital reported no remaining Applied Digital position as of Q4 2025 after selling out during the quarter.
Cannell Capital sold 20,681 Applied Digital shares in Q4 2025, an estimated $474K.
Cannell Capital first reported a position in Applied Digital in Q2 2024 and held it in 3 quarters.
Cannell Capital's Applied Digital position peaked at $474K in Q3 2025.
436 funds tracked by Wall St. Rank held Applied Digital as of Q4 2025.

Based on Cannell Capital's 13F filing for Q4 2025, filed 17 Feb 2026.