Israel Englander’s Applied Digital APLD Stock Holding History

Israel Englander’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	$39.8M	Buy	1,065,869 +979,631	+1,136%	+$37.8M	0.01%	1043
2026 Q1	$2.05M	Sell	86,238 -205,077	-70%	-$6.42M	﹤0.01%	3854
2025 Q4	$7.14M	Sell	291,315 -79,146	-21%	-$2.28M	﹤0.01%	2636
2025 Q3	$8.5M	Sell	370,461 -166,350	-31%	-$2.46M	﹤0.01%	2557
2025 Q2	$5.41M	Buy	536,811 +16,653	+3%	+$123K	﹤0.01%	2906
2025 Q1	$2.92M	Sell	520,158 -5,092,834	-91%	-$40M	﹤0.01%	3423
2024 Q4	$42.9M	Sell	5,612,992 -1,997,427	-26%	-$16.6M	0.02%	888
2024 Q3	$62.8M	Buy	7,610,419 +6,654,057	+696%	+$35.3M	0.03%	682
2024 Q2	$5.69M	Buy	+956,362	New	+$3.71M	﹤0.01%	2610
2023 Q4	–	Sell	-893,581	Closed	-$5.58M	–	6046
2023 Q3	$5.58M	Sell	893,581 -524,361	-37%	-$3.66M	﹤0.01%	2599
2023 Q2	$13.3M	Buy	+1,417,942	New	+$8.45M	0.01%	1740
2022 Q4	–	Sell	-26,583	Closed	-$45K	–	6550
2022 Q3	$45K	Sell	26,583 -288,801	-92%	-$544K	﹤0.01%	6222
2022 Q2	$331K	Buy	+315,384	New	+$945K	﹤0.01%	5284

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

Israel Englander's APLD Position: Q2 2026 in Review

Israel Englander increased its Applied Digital (APLD) stake by 1,136% in Q2 2026, buying an estimated $37.8M and bringing the position to 1,065,869 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #1043.

Israel Englander first reported a position in APLD in Q2 2022 and has held it in 13 quarters since. The position peaked at $62.8M in Q3 2024. 563 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Israel Englander held 1,065,869 shares of Applied Digital worth $39.8M as of Q2 2026.
Israel Englander bought 979,631 Applied Digital shares in Q2 2026, an estimated $37.8M.
Applied Digital made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1043 holding.
Israel Englander first reported a position in Applied Digital in Q2 2022 and has held it in 13 quarters since.
Israel Englander's Applied Digital position peaked at $62.8M in Q3 2024.
563 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.