Jane Street’s Applied Digital APLD Stock Holding History

Jane Street’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	$46.3M	Buy	1,242,028 +5,691	+0.5%	+$220K	﹤0.01%	1494
2026 Q1	$29.4M	Buy	+1,236,337	New	+$38.7M	﹤0.01%	1468
2025 Q4	–	Sell	-7,198,999	Closed	-$207M	–	11037
2025 Q3	$165M	Buy	+7,198,999	New	+$107M	0.03%	403
2025 Q2	–	Sell	-150,617	Closed	-$1.11M	–	9552
2025 Q1	$846K	Sell	150,617 -371,795	-71%	-$2.92M	﹤0.01%	5886
2024 Q4	$3.99M	Buy	522,412 +218,927	+72%	+$1.82M	﹤0.01%	2990
2024 Q3	$2.5M	Sell	303,485 -1,383,576	-82%	-$7.33M	﹤0.01%	4030
2024 Q2	$10M	Buy	1,687,061 +1,626,459	+2,684%	+$6.31M	﹤0.01%	2045
2024 Q1	$259K	Sell	60,602 -282,680	-82%	-$1.43M	﹤0.01%	7776
2023 Q4	$2.31M	Sell	343,282 -152,458	-31%	-$820K	﹤0.01%	4079
2023 Q3	$3.09M	Buy	495,740 +424,713	+598%	+$2.97M	﹤0.01%	3324
2023 Q2	$664K	Buy	71,027 +17,594	+33%	+$105K	﹤0.01%	5874
2023 Q1	$120K	Buy	+53,433	New	+$133K	﹤0.01%	8129
2022 Q4	–	Sell	-24,606	Closed	-$42K	–	9081
2022 Q3	$42K	Buy	+24,606	New	+$46.3K	﹤0.01%	8994

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

Jane Street's APLD Position: Q2 2026 in Review

Jane Street increased its Applied Digital (APLD) stake by 0.46% in Q2 2026, buying an estimated $220K and bringing the position to 1,242,028 shares worth $46.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Jane Street first reported a position in APLD in Q3 2022 and has held it in 13 quarters since. The position peaked at $165M in Q3 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Jane Street held 1,242,028 shares of Applied Digital worth $46.3M as of Q2 2026.
Jane Street bought 5,691 Applied Digital shares in Q2 2026, an estimated $220K.
Applied Digital made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #1494 holding.
Jane Street first reported a position in Applied Digital in Q3 2022 and has held it in 13 quarters since.
Jane Street's Applied Digital position peaked at $165M in Q3 2025.
566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.