Janus Henderson Group’s Applied Digital APLD Stock Holding History

Janus Henderson Group’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	$18.6M	Buy	785,152 +597,548	+319%	+$18.7M	0.01%	619
2025 Q4	$4.6M	Buy	187,604 +100,175	+115%	+$2.89M	﹤0.01%	973
2025 Q3	$2M	Buy	87,429 +8,729	+11%	+$129K	﹤0.01%	1328
2025 Q2	$793K	Hold	78,700	–	–	﹤0.01%	1719
2025 Q1	$450K	Hold	78,700	–	–	﹤0.01%	2012
2024 Q4	$601K	Buy	78,700 +33,200	+73%	+$276K	﹤0.01%	1944
2024 Q3	$375K	Buy	+45,500	New	+$241K	﹤0.01%	2165
2024 Q2	–	Sell	-38,020	Closed	-$162K	–	2527
2024 Q1	$162K	Buy	38,020 +69	+0.2%	+$348	﹤0.01%	2460
2023 Q4	$256K	Buy	+37,951	New	+$204K	﹤0.01%	2309

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

Janus Henderson Group's APLD Position: Q1 2026 in Review

Janus Henderson Group increased its Applied Digital (APLD) stake by 319% in Q1 2026, buying an estimated $18.7M and bringing the position to 785,152 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #619.

Janus Henderson Group first reported a position in APLD in Q4 2023 and has held it in 9 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

Janus Henderson Group held 785,152 shares of Applied Digital worth $18.6M as of Q1 2026.
Janus Henderson Group bought 597,548 Applied Digital shares in Q1 2026, an estimated $18.7M.
Applied Digital made up 0.01% of Janus Henderson Group's portfolio in Q1 2026, its #619 holding.
Janus Henderson Group first reported a position in Applied Digital in Q4 2023 and has held it in 9 quarters since.
457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.