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Dudley Capital Management’s Applied Digital APLD Stock Holding History

Dudley 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 		$287K Buy
+7,700
New +$297K 0.11% 125
2026
Q1 		– Sell
-8,300
Closed -$204K – 141
2025
Q4 		$204K Buy
+8,300
New +$239K 0.09% 127

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

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

Dudley Capital Management opened a new position in Applied Digital (APLD) in Q2 2026: 7,700 shares worth $287K. The stake represents 0.11% of the portfolio and ranks #125 among its holdings. This is a return to the name: Dudley Capital Management previously reported a position in APLD as recently as Q4 2025.

Dudley Capital Management first reported a position in APLD in Q4 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Dudley Capital Management held 7,700 shares of Applied Digital worth $287K as of Q2 2026.
  • Applied Digital was a new Dudley Capital Management position in Q2 2026.
  • Applied Digital made up 0.11% of Dudley Capital Management's portfolio in Q2 2026, its #125 holding.
  • Dudley Capital Management first reported a position in Applied Digital in Q4 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.