Michael Gelband’s Applied Digital APLD Stock Holding History

Michael Gelband’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	–	Sell	-103,156	Closed	-$2.45M	–	1551
2026 Q1	$2.45M	Buy	103,156 +46,234	+81%	+$1.45M	0.02%	711
2025 Q4	$1.4M	Sell	56,922 -9,990	-15%	-$288K	0.01%	882
2025 Q3	$1.53M	Sell	66,912 -214,523	-76%	-$3.18M	0.02%	818
2025 Q2	$2.83M	Buy	+281,435	New	+$2.08M	0.02%	615

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

Michael Gelband's APLD Position: Q2 2026 in Review

Michael Gelband sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 103,156 shares — an estimated $2.45M sold.

Michael Gelband first reported a position in APLD in Q2 2025 and held it in 4 quarters. The position peaked at $2.83M in Q2 2025. 563 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Michael Gelband reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 103,156 Applied Digital shares in Q2 2026, an estimated $2.45M.
Michael Gelband first reported a position in Applied Digital in Q2 2025 and held it in 4 quarters.
Michael Gelband's Applied Digital position peaked at $2.83M in Q2 2025.
563 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.