Goldman Sachs
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Goldman Sachs’s Applied Digital APLD Stock Holding History

Goldman Sachs’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 		$260M Sell
6,980,959
-1,023,407
-13% -$39.5M 0.02% 652
2026
Q1 		$190M Buy
8,004,366
+6,590,204
+466% +$206M 0.02% 701
2025
Q4 		$34.7M Sell
1,414,162
-84,829
-6% -$2.44M ﹤0.01% 1814
2025
Q3 		$34.4M Sell
1,498,991
-2,816,695
-65% -$41.7M ﹤0.01% 1744
2025
Q2 		$43.5M Buy
4,315,686
+2,039,459
+90% +$15M 0.01% 1433
2025
Q1 		$12.8M Buy
2,276,227
+874,478
+62% +$6.87M ﹤0.01% 2456
2024
Q4 		$10.7M Buy
1,401,749
+162,044
+13% +$1.35M ﹤0.01% 2732
2024
Q3 		$10.2M Buy
1,239,705
+530,146
+75% +$2.81M ﹤0.01% 2699
2024
Q2 		$4.22M Buy
709,559
+247,480
+54% +$960K ﹤0.01% 3320
2024
Q1 		$1.98M Buy
462,079
+331,376
+254% +$1.67M ﹤0.01% 3872
2023
Q4 		$881K Sell
130,703
-120,926
-48% -$650K ﹤0.01% 4450
2023
Q3 		$1.57M Buy
+251,629
New +$1.76M ﹤0.01% 3953
2023
Q2 		– Sell
-14,373
Closed -$32.2K – 5730
2023
Q1 		$32.2K Buy
+14,373
New +$35.9K ﹤0.01% 5617

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
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
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Goldman Sachs's APLD Position: Q2 2026 in Review

Goldman Sachs reduced its Applied Digital (APLD) stake by 13% in Q2 2026, selling an estimated $39.5M and leaving 6,980,959 shares worth $260M. The position accounts for 0.02% of the portfolio, ranked #652.

Goldman Sachs first reported a position in APLD in Q1 2023 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Goldman Sachs held 6,980,959 shares of Applied Digital worth $260M as of Q2 2026.
  • Goldman Sachs sold 1,023,407 Applied Digital shares in Q2 2026, an estimated $39.5M.
  • Applied Digital made up 0.02% of Goldman Sachs's portfolio in Q2 2026, its #652 holding.
  • Goldman Sachs first reported a position in Applied Digital in Q1 2023 and has held it in 13 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.