Jane Street
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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 		$206M Sell
8,689,700
-1,090,800
-11% -$34.1M 0.03% 390
2025
Q4 		$240M Buy
9,780,500
+1,443,600
+17% +$41.6M 0.04% 301
2025
Q3 		$191M Buy
8,336,900
+747,700
+10% +$11.1M 0.03% 365
2025
Q2 		$76.4M Buy
7,589,200
+6,683,200
+738% +$49.3M 0.02% 561
2025
Q1 		$5.09M Sell
906,000
-11,100
-1% -$87.2K ﹤0.01% 2915
2024
Q4 		$7.01M Sell
917,100
-1,118,000
-55% -$9.29M ﹤0.01% 2258
2024
Q3 		$16.8M Buy
2,035,100
+1,457,800
+253% +$7.72M ﹤0.01% 1388
2024
Q2 		$3.43M Sell
577,300
-132,300
-19% -$513K ﹤0.01% 3575
2024
Q1 		$3.04M Sell
709,600
-540,800
-43% -$2.73M ﹤0.01% 3388
2023
Q4 		$8.43M Buy
1,250,400
+735,100
+143% +$3.95M ﹤0.01% 2157
2023
Q3 		$3.22M Sell
515,300
-22,800
-4% -$159K ﹤0.01% 3264
2023
Q2 		$5.03M Buy
+538,100
New +$3.21M ﹤0.01% 2726

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
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.