Jump Financial’s Applied Digital APLD Stock Holding History

Jump Financial’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	$18M	Sell	482,743 -177,738	-27%	-$6.86M	0.14%	141
2026 Q1	$15.7M	Buy	660,481 +70,581	+12%	+$2.21M	0.21%	113
2025 Q4	$14.5M	Buy	589,900 +579,642	+5,651%	+$16.7M	0.18%	130
2025 Q3	$235K	Sell	10,258 -150,329	-94%	-$2.23M	﹤0.01%	1601
2025 Q2	$1.62M	Buy	+160,587	New	+$1.18M	0.02%	790
2025 Q1	–	Sell	-151,240	Closed	-$1.16M	–	1572
2024 Q4	$1.16M	Buy	+151,240	New	+$1.26M	0.02%	700
2024 Q1	–	Sell	-15,858	Closed	-$107K	–	1878
2023 Q4	$107K	Buy	+15,858	New	+$85.3K	﹤0.01%	1657
2023 Q3	–	Sell	-191,800	Closed	-$1.79M	–	1822
2023 Q2	$1.79M	Buy	+191,800	New	+$1.14M	0.07%	434

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

Jump Financial's APLD Position: Q2 2026 in Review

Jump Financial reduced its Applied Digital (APLD) stake by 27% in Q2 2026, selling an estimated $6.86M and leaving 482,743 shares worth $18M. The position accounts for 0.14% of the portfolio, ranked #141.

Jump Financial first reported a position in APLD in Q2 2023 and has held it in 8 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Jump Financial held 482,743 shares of Applied Digital worth $18M as of Q2 2026.
Jump Financial sold 177,738 Applied Digital shares in Q2 2026, an estimated $6.86M.
Applied Digital made up 0.14% of Jump Financial's portfolio in Q2 2026, its #141 holding.
Jump Financial first reported a position in Applied Digital in Q2 2023 and has held it in 8 quarters since.
565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.