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 $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs's APLD Position: Q1 2026 in Review

Goldman Sachs increased its Applied Digital (APLD) stake by 466% in Q1 2026, buying an estimated $206M and bringing the position to 8,004,366 shares worth $190M. The position accounts for 0.02% of the portfolio, ranked #701.

Goldman Sachs first reported a position in APLD in Q1 2023 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Goldman Sachs held 8,004,366 shares of Applied Digital worth $190M as of Q1 2026.
  • Goldman Sachs bought 6,590,204 Applied Digital shares in Q1 2026, an estimated $206M.
  • Applied Digital made up 0.02% of Goldman Sachs's portfolio in Q1 2026, its #701 holding.
  • Goldman Sachs first reported a position in Applied Digital in Q1 2023 and has held it in 12 quarters since.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.