Stifel Financial
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Stifel Financial’s Applied Digital APLD Stock Holding History

Stifel Financial’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 		$1.65M Sell
44,187
-20,813
-32% -$803K ﹤0.01% 2223
2026
Q1 		$1.54M Sell
65,000
-259,474
-80% -$8.12M ﹤0.01% 2137
2025
Q4 		$7.96M Sell
324,474
-40,057
-11% -$1.15M 0.01% 1083
2025
Q3 		$8.36M Buy
364,531
+66,377
+22% +$983K 0.01% 1022
2025
Q2 		$3M Buy
+298,154
New +$2.2M ﹤0.01% 1556

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

Stifel Financial's APLD Position: Q2 2026 in Review

Stifel Financial reduced its Applied Digital (APLD) stake by 32% in Q2 2026, selling an estimated $803K and leaving 44,187 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Stifel Financial first reported a position in APLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.36M in Q3 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Stifel Financial held 44,187 shares of Applied Digital worth $1.65M as of Q2 2026.
  • Stifel Financial sold 20,813 Applied Digital shares in Q2 2026, an estimated $803K.
  • Applied Digital made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2223 holding.
  • Stifel Financial first reported a position in Applied Digital in Q2 2025 and has held it in 5 quarters since.
  • Stifel Financial's Applied Digital position peaked at $8.36M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.