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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 		$7.47M Buy
200,400
+49,200
+33% +$1.9M ﹤0.01% 2609
2026
Q1 		$3.59M Buy
+151,200
New +$4.73M ﹤0.01% 3296
2025
Q1 		– Sell
-31,200
Closed -$238K – 5819
2024
Q4 		$238K Hold
31,200
– – ﹤0.01% 5205
2024
Q3 		$257K Hold
31,200
– – ﹤0.01% 5297
2024
Q2 		$186K Buy
+31,200
New +$121K ﹤0.01% 5166

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

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.