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
Q2 		$364M Buy
9,762,700
+1,073,000
+12% +$41.4M 0.03% 378
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 $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

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.