Engineers Gate Manager’s Applied Digital APLD Stock Holding History

Engineers Gate Manager’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	$4.35M	Buy	+116,610	New	+$4.5M	0.06%	383
2026 Q1	–	Sell	-14,229	Closed	-$349K	–	2165
2025 Q4	$349K	Buy	+14,229	New	+$410K	﹤0.01%	1555
2024 Q1	–	Sell	-10,888	Closed	-$73.4K	–	1893
2023 Q4	$73.4K	Buy	+10,888	New	+$58.6K	﹤0.01%	1809
2023 Q3	–	Sell	-39,879	Closed	-$373K	–	1777
2023 Q2	$373K	Buy	+39,879	New	+$238K	0.01%	1203

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

Engineers Gate Manager's APLD Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Applied Digital (APLD) in Q2 2026: 116,610 shares worth $4.35M. The stake represents 0.06% of the portfolio and ranks #383 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in APLD as recently as Q4 2025.

Engineers Gate Manager first reported a position in APLD in Q2 2023 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Engineers Gate Manager held 116,610 shares of Applied Digital worth $4.35M as of Q2 2026.
Applied Digital was a new Engineers Gate Manager position in Q2 2026.
Applied Digital made up 0.06% of Engineers Gate Manager's portfolio in Q2 2026, its #383 holding.
Engineers Gate Manager first reported a position in Applied Digital in Q2 2023 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.