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J. Goldman & Co’s Applied Digital APLD Stock Holding History

J. Goldman & Co’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
2025
Q1 		– Sell
-325,000
Closed -$2.48M – 470
2024
Q4 		$2.48M Sell
325,000
-530,100
-62% -$4.41M 0.06% 259
2024
Q3 		$7.05M Buy
+855,100
New +$4.53M 0.2% 132

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

J. Goldman & Co's APLD Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Applied Digital (APLD) in Q2 2026: 89,300 shares worth $3.33M. The stake represents 0.09% of the portfolio and ranks #267 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in APLD as recently as Q2 2024.

J. Goldman & Co first reported a position in APLD in Q2 2024 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • J. Goldman & Co held 89,300 shares of Applied Digital worth $3.33M as of Q2 2026.
  • Applied Digital was a new J. Goldman & Co position in Q2 2026.
  • Applied Digital made up 0.09% of J. Goldman & Co's portfolio in Q2 2026, its #267 holding.
  • J. Goldman & Co first reported a position in Applied Digital in Q2 2024 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.