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SJS Investment Consulting’s Applied Digital APLD Stock Holding History

SJS Investment Consulting’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 		$134K Sell
3,598
-884
-20% -$34.1K 0.01% 196
2026
Q1 		$106K Buy
4,482
+1,117
+33% +$35K 0.01% 209
2025
Q4 		$82.5K Sell
3,365
-1,477
-31% -$42.5K 0.01% 235
2025
Q3 		$111K Buy
+4,842
New +$71.7K 0.02% 177
2025
Q2 		– Sell
-306
Closed -$1.72K – 1557
2025
Q1 		$1.72K Buy
+306
New +$2.4K ﹤0.01% 787

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

SJS Investment Consulting's APLD Position: Q2 2026 in Review

SJS Investment Consulting reduced its Applied Digital (APLD) stake by 20% in Q2 2026, selling an estimated $34.1K and leaving 3,598 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #196.

SJS Investment Consulting first reported a position in APLD in Q1 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • SJS Investment Consulting held 3,598 shares of Applied Digital worth $134K as of Q2 2026.
  • SJS Investment Consulting sold 884 Applied Digital shares in Q2 2026, an estimated $34.1K.
  • Applied Digital made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #196 holding.
  • SJS Investment Consulting first reported a position in Applied Digital in Q1 2025 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.