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 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 $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street's APLD Position: Q1 2026 in Review

Jane Street opened a new position in Applied Digital (APLD) in Q1 2026: 1,236,337 shares worth $29.4M. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Jane Street previously reported a position in APLD as recently as Q3 2025.

Jane Street first reported a position in APLD in Q3 2022 and has held it in 12 quarters since. The position peaked at $165M in Q3 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

Jane Street held 1,236,337 shares of Applied Digital worth $29.4M as of Q1 2026.
Applied Digital was a new Jane Street position in Q1 2026.
Applied Digital made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #1468 holding.
Jane Street first reported a position in Applied Digital in Q3 2022 and has held it in 12 quarters since.
Jane Street's Applied Digital position peaked at $165M in Q3 2025.
457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.