ExodusPoint Capital Management’s Applied Digital APLD Stock Holding History

ExodusPoint 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
2025 Q4	–	Sell	-25,000	Closed	-$574K	–	1516
2025 Q3	$574K	Buy	+25,000	New	+$370K	0.01%	1138

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

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

ExodusPoint Capital Management sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 103,156 shares — an estimated $2.45M sold.

ExodusPoint Capital Management first reported a position in APLD in Q2 2025 and held it in 4 quarters. The position peaked at $2.83M in Q2 2025. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

ExodusPoint Capital Management reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
ExodusPoint Capital Management sold 103,156 Applied Digital shares in Q2 2026, an estimated $2.45M.
ExodusPoint Capital Management first reported a position in Applied Digital in Q2 2025 and held it in 4 quarters.
ExodusPoint Capital Management's Applied Digital position peaked at $2.83M in Q2 2025.
567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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