Root Financial Partners
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Root Financial Partners’s Applied Digital APLD Stock Holding History

Root Financial Partners’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
Q3 		$51.5K Buy
+2,115
New +$59.3K ﹤0.01% 1069
2026
Q2 		– Sell
-458
Closed -$10.9K – 571
2026
Q1 		$10.9K Sell
458
-1,776
-79% -$55.6K ﹤0.01% 1650
2025
Q4 		$54.8K Buy
2,234
+2,161
+2,960% +$62.2K ﹤0.01% 671
2025
Q3 		$1.68K Buy
+73
New +$1.08K ﹤0.01% 1982

Other funds holding APLD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Root Financial Partners's APLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Applied Digital (APLD) in Q3 2026: 2,115 shares worth $51.5K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APLD as recently as Q1 2026.

Root Financial Partners first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.8K in Q4 2025. 402 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Root Financial Partners held 2,115 shares of Applied Digital worth $51.5K as of Q3 2026.
  • Applied Digital was a new Root Financial Partners position in Q3 2026.
  • Applied Digital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1069 holding.
  • Root Financial Partners first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Applied Digital position peaked at $54.8K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.