State Street
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State Street’s Applied Digital APLD Stock Holding History

State Street’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 		$167M Sell
4,482,378
-1,086,150
-20% -$41.9M 0.01% 1154
2026
Q1 		$132M Buy
5,568,528
+137,884
+3% +$4.32M ﹤0.01% 1209
2025
Q4 		$133M Buy
5,430,644
+581,822
+12% +$16.8M ﹤0.01% 1190
2025
Q3 		$111M Buy
4,848,822
+732,889
+18% +$10.9M ﹤0.01% 1274
2025
Q2 		$41.4M Sell
4,115,933
-45,057
-1% -$332K ﹤0.01% 1772
2025
Q1 		$23.4M Buy
4,160,990
+36,533
+0.9% +$287K ﹤0.01% 2048
2024
Q4 		$31.5M Buy
4,124,457
+1,787,190
+76% +$14.9M ﹤0.01% 1955
2024
Q3 		$19.3M Buy
2,337,267
+286,852
+14% +$1.52M ﹤0.01% 2226
2024
Q2 		$12.2M Buy
2,050,415
+176,537
+9% +$685K ﹤0.01% 2441
2024
Q1 		$8.02M Buy
1,873,878
+363,929
+24% +$1.84M ﹤0.01% 2707
2023
Q4 		$10.2M Buy
1,509,949
+221,280
+17% +$1.19M ﹤0.01% 2578
2023
Q3 		$8.04M Buy
1,288,669
+254,185
+25% +$1.78M ﹤0.01% 2699
2023
Q2 		$9.67M Buy
1,034,484
+137,965
+15% +$822K ﹤0.01% 2664
2023
Q1 		$2.01M Buy
896,519
+398,569
+80% +$994K ﹤0.01% 3342
2022
Q4 		$916K Buy
497,950
+157,167
+46% +$310K ﹤0.01% 3580
2022
Q3 		$579K Buy
340,783
+120,110
+54% +$226K ﹤0.01% 3726
2022
Q2 		$232K Buy
+220,673
New +$661K ﹤0.01% 4129

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

State Street's APLD Position: Q2 2026 in Review

State Street reduced its Applied Digital (APLD) stake by 20% in Q2 2026, selling an estimated $41.9M and leaving 4,482,378 shares worth $167M. The position accounts for 0.01% of the portfolio, ranked #1154.

State Street first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • State Street held 4,482,378 shares of Applied Digital worth $167M as of Q2 2026.
  • State Street sold 1,086,150 Applied Digital shares in Q2 2026, an estimated $41.9M.
  • Applied Digital made up 0.01% of State Street's portfolio in Q2 2026, its #1154 holding.
  • State Street first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.