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 Q2	$5.59M	Hold	150,000	–	–	0.38%	47
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 $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

Harvey Partners's APLD Position: Q2 2026 in Review

Harvey Partners held its Applied Digital (APLD) position steady in Q2 2026 at 150,000 shares worth $5.59M. The position accounts for 0.38% of the portfolio, ranked #47.

Harvey Partners first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.13M in Q4 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Harvey Partners held 150,000 shares of Applied Digital worth $5.59M as of Q2 2026.
Harvey Partners left its Applied Digital share count unchanged in Q2 2026.
Applied Digital made up 0.38% of Harvey Partners's portfolio in Q2 2026, its #47 holding.
Harvey Partners first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
Harvey Partners's Applied Digital position peaked at $6.13M in Q4 2025.
566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Harvey Partners's 13F filing for Q2 2026, filed 14 Aug 2026.