Clear Street’s Applied Digital APLD Stock Holding History

Clear Street’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	-185,000	Closed	-$4.24M	–	937
2025 Q3	$4.24M	Buy	+185,000	New	+$2.74M	0.01%	111

Other funds holding APLD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

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

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

DBA Trading Fort Lauderdale, Florida $201M AUM

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

Clear Street's APLD Position: Q1 2026 in Review

Clear Street sold out of Applied Digital (APLD) in Q1 2026, closing a stake of 27,788 shares — an estimated $681K sold.

Clear Street first reported a position in APLD in Q3 2025 and held it in 2 quarters. The position peaked at $19.9M in Q3 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

Clear Street reported no remaining Applied Digital position as of Q1 2026 after selling out during the quarter.
Clear Street sold 27,788 Applied Digital shares in Q1 2026, an estimated $681K.
Clear Street first reported a position in Applied Digital in Q3 2025 and held it in 2 quarters.
Clear Street's Applied Digital position peaked at $19.9M in Q3 2025.
457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.