SEI Investments
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SEI Investments’s Applied Digital APLD Stock Holding History

SEI Investments’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 		$46.2M Buy
1,238,933
+145,232
+13% +$5.61M 0.04% 461
2026
Q1 		$26M Buy
1,093,701
+271,618
+33% +$8.5M 0.02% 685
2025
Q4 		$20.2M Buy
822,083
+144,977
+21% +$4.18M 0.02% 738
2025
Q3 		$15.5M Buy
677,106
+52,816
+8% +$782K 0.02% 827
2025
Q2 		$6.29M Buy
624,290
+18,679
+3% +$138K 0.01% 1167
2025
Q1 		$3.4M Buy
605,611
+80,893
+15% +$635K ﹤0.01% 1424
2024
Q4 		$4.01M Buy
524,718
+88,090
+20% +$732K 0.01% 1398
2024
Q3 		$3.6M Buy
436,628
+237,752
+120% +$1.26M ﹤0.01% 1423
2024
Q2 		$1.18M Sell
198,876
-6,576
-3% -$25.5K ﹤0.01% 1854
2024
Q1 		$879K Sell
205,452
-7,268
-3% -$36.7K ﹤0.01% 1929
2023
Q4 		$1.43M Buy
212,720
+707
+0.3% +$3.8K ﹤0.01% 1738
2023
Q3 		$1.32M Sell
212,013
-62,221
-23% -$435K ﹤0.01% 1779
2023
Q2 		$2.56M Buy
274,234
+114,726
+72% +$684K ﹤0.01% 1520
2023
Q1 		$357K Sell
159,508
-3,692
-2% -$9.21K ﹤0.01% 2269
2022
Q4 		$300K Buy
+163,200
New +$322K ﹤0.01% 2196

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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
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

SEI Investments's APLD Position: Q2 2026 in Review

SEI Investments increased its Applied Digital (APLD) stake by 13% in Q2 2026, buying an estimated $5.61M and bringing the position to 1,238,933 shares worth $46.2M. The position accounts for 0.04% of the portfolio, ranked #461.

SEI Investments first reported a position in APLD in Q4 2022 and has held it in 15 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • SEI Investments held 1,238,933 shares of Applied Digital worth $46.2M as of Q2 2026.
  • SEI Investments bought 145,232 Applied Digital shares in Q2 2026, an estimated $5.61M.
  • Applied Digital made up 0.04% of SEI Investments's portfolio in Q2 2026, its #461 holding.
  • SEI Investments first reported a position in Applied Digital in Q4 2022 and has held it in 15 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.