Harvey Partners’s Applied Digital APLD Stock Holding History

Harvey Partners’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	$3.56M	Sell	150,000 -100,000	-40%	-$3.13M	0.28%	46
2025 Q4	$6.13M	Hold	250,000	–	–	0.54%	42
2025 Q3	$5.74M	Hold	250,000	–	–	0.51%	42
2025 Q2	$2.52M	Hold	250,000	–	–	0.25%	41
2025 Q1	$1.41M	Hold	250,000	–	–	0.16%	41
2024 Q4	$1.91M	Hold	250,000	–	–	0.21%	41
2024 Q3	$2.06M	Hold	250,000	–	–	0.23%	40
2024 Q2	$1.49M	Hold	250,000	–	–	0.18%	41
2024 Q1	$1.07M	Sell	250,000 -142,500	-36%	-$719K	0.11%	41
2023 Q4	$2.65M	Hold	392,500	–	–	0.3%	41
2023 Q3	$2.45M	Sell	392,500 -40,544	-9%	-$283K	0.31%	41
2023 Q2	$4.05M	Sell	433,044 -256,956	-37%	-$1.53M	0.5%	41
2023 Q1	$1.55M	Sell	690,000 -304,000	-31%	-$758K	0.19%	39
2022 Q4	$1.83M	Sell	994,000 -903,332	-48%	-$1.78M	0.23%	38
2022 Q3	$3.23M	Sell	1,897,332 -808,502	-30%	-$1.52M	0.47%	34
2022 Q2	$2.84M	Buy	+2,705,834	New	+$8.11M	0.62%	30

Other funds holding APLD

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvey Partners's APLD Position: Q1 2026 in Review

Harvey Partners reduced its Applied Digital (APLD) stake by 40% in Q1 2026, selling an estimated $3.13M and leaving 150,000 shares worth $3.56M. The position accounts for 0.28% of the portfolio, ranked #46.

Harvey Partners first reported a position in APLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.13M in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

Harvey Partners held 150,000 shares of Applied Digital worth $3.56M as of Q1 2026.
Harvey Partners sold 100,000 Applied Digital shares in Q1 2026, an estimated $3.13M.
Applied Digital made up 0.28% of Harvey Partners's portfolio in Q1 2026, its #46 holding.
Harvey Partners first reported a position in Applied Digital in Q2 2022 and has held it in 16 quarters since.
Harvey Partners's Applied Digital position peaked at $6.13M in Q4 2025.
457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Harvey Partners's 13F filing for Q1 2026, filed 15 May 2026.