Smith, Moore & Co’s Applied Digital APLD Stock Holding History

Smith, Moore & Co’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 Q1	–	Sell	-37,000	Closed	-$283K	–	482
2024 Q4	$283K	Buy	37,000 +4,500	+14%	+$37.4K	0.03%	379
2024 Q3	$268K	Buy	+32,500	New	+$172K	0.03%	380
2024 Q1	–	Sell	-74,700	Closed	-$503K	–	429
2023 Q4	$503K	Buy	+74,700	New	+$402K	0.06%	252
2023 Q2	–	Sell	-14,500	Closed	-$32.5K	–	396
2023 Q1	$32.5K	Buy	+14,500	New	+$36.2K	﹤0.01%	385

Other funds holding APLD

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

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

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return

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

CCM

Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Smith, Moore & Co's APLD Position: Q1 2025 in Review

Smith, Moore & Co sold out of Applied Digital (APLD) in Q1 2025, closing a stake of 37,000 shares — an estimated $283K sold.

Smith, Moore & Co first reported a position in APLD in Q1 2023 and held it in 4 quarters. The position peaked at $503K in Q4 2023. 249 funds tracked by Wall St. Rank hold APLD as of Q1 2025.

Smith, Moore & Co reported no remaining Applied Digital position as of Q1 2025 after selling out during the quarter.
Smith, Moore & Co sold 37,000 Applied Digital shares in Q1 2025, an estimated $283K.
Smith, Moore & Co first reported a position in Applied Digital in Q1 2023 and held it in 4 quarters.
Smith, Moore & Co's Applied Digital position peaked at $503K in Q4 2023.
249 funds tracked by Wall St. Rank held Applied Digital as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.