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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
Q2 		$19.2M Hold
514,379
– – 13.46% 4
2026
Q1 		$12.2M Hold
514,379
– – 6.5% 7
2025
Q4 		$12.6M Sell
514,379
-35,100
-6% -$1.01M 5.66% 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

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

Clearfield Capital Management's APLD Position: Q2 2026 in Review

Clearfield Capital Management held its Applied Digital (APLD) position steady in Q2 2026 at 514,379 shares worth $19.2M. The position accounts for 13.46% of the portfolio, ranked #4.

Clearfield Capital Management first reported a position in APLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $99.5M in Q3 2024. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Clearfield Capital Management held 514,379 shares of Applied Digital worth $19.2M as of Q2 2026.
  • Clearfield Capital Management left its Applied Digital share count unchanged in Q2 2026.
  • Applied Digital made up 13.46% of Clearfield Capital Management's portfolio in Q2 2026, its #4 holding.
  • Clearfield Capital Management first reported a position in Applied Digital in Q2 2024 and has held it in 9 quarters since.
  • Clearfield Capital Management's Applied Digital position peaked at $99.5M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Clearfield Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.