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Needham Investment Management’s Applied Digital APLD Stock Holding History

Needham Investment Management’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
2025
Q2 		– Sell
-85,000
Closed -$478K – 151
2025
Q1 		$478K Buy
+85,000
New +$667K 0.04% 141
2023
Q3 		– Sell
-60,000
Closed -$561K – 121
2023
Q2 		$561K Buy
+60,000
New +$358K 0.09% 102

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Needham Investment Management's APLD Position: Q2 2025 in Review

Needham Investment Management sold out of Applied Digital (APLD) in Q2 2025, closing a stake of 85,000 shares — an estimated $478K sold.

Needham Investment Management first reported a position in APLD in Q2 2023 and held it in 2 quarters. The position peaked at $561K in Q2 2023. 281 funds tracked by Wall St. Rank hold APLD as of Q2 2025.

  • Needham Investment Management reported no remaining Applied Digital position as of Q2 2025 after selling out during the quarter.
  • Needham Investment Management sold 85,000 Applied Digital shares in Q2 2025, an estimated $478K.
  • Needham Investment Management first reported a position in Applied Digital in Q2 2023 and held it in 2 quarters.
  • Needham Investment Management's Applied Digital position peaked at $561K in Q2 2023.
  • 281 funds tracked by Wall St. Rank held Applied Digital as of Q2 2025.

Based on Needham Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.