CCM
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Clearfield Capital Management’s Applied Digital APLD Stock Holding History

Clearfield Capital Management’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
Q1 		$12.2M Hold
514,379
– – 6.7% 7
2025
Q4 		$12.6M Sell
514,379
-35,100
-6% -$1.01M 6.81% 10
2025
Q3 		$12.6M Sell
549,479
-19,700
-3% -$292K 7.54% 7
2025
Q2 		$5.73M Sell
569,179
-3,607,000
-86% -$26.6M 4.41% 10
2025
Q1 		$23.5M Sell
4,176,179
-829,600
-17% -$6.51M 30.8% 1
2024
Q4 		$38.2M Sell
5,005,779
-7,056,085
-58% -$58.6M 21.48% 1
2024
Q3 		$99.5M Buy
12,061,864
+7,611,770
+171% +$40.3M 61.79% 1
2024
Q2 		$26.5M Buy
+4,450,094
New +$17.3M 23.82% 1

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VPM
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SA
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VCM
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VARA
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DT
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State Street
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