EAM Investors’s Applied Digital APLD Stock Holding History

EAM Investors’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	$5.72M	Buy	153,239 +71,365	+87%	+$2.75M	0.51%	82
2026 Q1	$1.94M	Buy	+81,874	New	+$2.56M	0.22%	169
2025 Q4	–	Sell	-276,056	Closed	-$6.23M	–	272
2025 Q3	$6.23M	Sell	276,056 -14,020	-5%	-$208K	0.71%	32
2025 Q2	$2.92M	Buy	+290,076	New	+$2.14M	0.44%	112
2025 Q1	–	Sell	-476,511	Closed	-$3.64M	–	257
2024 Q4	$3.64M	Sell	476,511 -9,886	-2%	-$82.2K	0.52%	98
2024 Q3	$4.01M	Buy	+486,397	New	+$2.58M	0.6%	74
2023 Q4	–	Sell	-280,749	Closed	-$1.75M	–	243
2023 Q3	$1.75M	Sell	280,749 -493,674	-64%	-$3.45M	0.34%	133
2023 Q2	$7.24M	Buy	+774,423	New	+$4.62M	1.34%	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 Malvern, Pennsylvania $2.22T AUM

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

EAM Investors's APLD Position: Q2 2026 in Review

EAM Investors increased its Applied Digital (APLD) stake by 87% in Q2 2026, buying an estimated $2.75M and bringing the position to 153,239 shares worth $5.72M. The position accounts for 0.51% of the portfolio, ranked #82.

EAM Investors first reported a position in APLD in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.24M in Q2 2023. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

EAM Investors held 153,239 shares of Applied Digital worth $5.72M as of Q2 2026.
EAM Investors bought 71,365 Applied Digital shares in Q2 2026, an estimated $2.75M.
Applied Digital made up 0.51% of EAM Investors's portfolio in Q2 2026, its #82 holding.
EAM Investors first reported a position in Applied Digital in Q2 2023 and has held it in 8 quarters since.
EAM Investors's Applied Digital position peaked at $7.24M in Q2 2023.
566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on EAM Investors's 13F filing for Q2 2026, filed 13 Aug 2026.