Nvidia Corp’s Applied Digital APLD Stock Holding History

Nvidia Corp’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 Q4	–	Sell	-7,716,050	Closed	-$177M	–	6
2025 Q3	$177M	Hold	7,716,050	–	–	4.61%	2
2025 Q2	$77.7M	Hold	7,716,050	–	–	1.79%	3
2025 Q1	$43.4M	Hold	7,716,050	–	–	3.78%	3
2024 Q4	$59M	Hold	7,716,050	–	–	19.36%	2
2024 Q3	$63.7M	Buy	+7,716,050	New	+$40.9M	14.7%	2

Other funds holding APLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Nvidia Corp's APLD Position: Q4 2025 in Review

Nvidia Corp sold out of Applied Digital (APLD) in Q4 2025, closing a stake of 7,716,050 shares — an estimated $177M sold.

Nvidia Corp first reported a position in APLD in Q3 2024 and held it in 5 quarters. The position peaked at $177M in Q3 2025. 436 funds tracked by Wall St. Rank hold APLD as of Q4 2025.

Nvidia Corp reported no remaining Applied Digital position as of Q4 2025 after selling out during the quarter.
Nvidia Corp sold 7,716,050 Applied Digital shares in Q4 2025, an estimated $177M.
Nvidia Corp first reported a position in Applied Digital in Q3 2024 and held it in 5 quarters.
Nvidia Corp's Applied Digital position peaked at $177M in Q3 2025.
436 funds tracked by Wall St. Rank held Applied Digital as of Q4 2025.

Based on Nvidia Corp's 13F filing for Q4 2025, filed 17 Feb 2026.