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
Q1 		– Sell
-47,500
Closed -$1.16M – 6454
2025
Q4 		$1.16M Sell
47,500
-50,000
-51% -$1.44M ﹤0.01% 5027
2025
Q3 		$2.24M Sell
97,500
-695,700
-88% -$10.3M ﹤0.01% 4373
2025
Q2 		$7.99M Sell
793,200
-79,400
-9% -$586K ﹤0.01% 2964
2025
Q1 		$4.9M Buy
+872,600
New +$6.85M ﹤0.01% 3369

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. 567 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.
  • 567 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.