T. Rowe Price Investment Management
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T. Rowe Price Investment Management’s Applied Digital APLD Stock Holding History

T. Rowe Price Investment Management’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
Q1 		$51.3M Sell
2,161,705
-2,047,997
-49% -$64.1M 0.04% 350
2025
Q4 		$103M Buy
4,209,702
+2,154,213
+105% +$62M 0.07% 248
2025
Q3 		$47.2M Buy
+2,055,489
New +$30.4M 0.03% 394

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management's APLD Position: Q1 2026 in Review

T. Rowe Price Investment Management reduced its Applied Digital (APLD) stake by 49% in Q1 2026, selling an estimated $64.1M and leaving 2,161,705 shares worth $51.3M. The position accounts for 0.04% of the portfolio, ranked #350.

T. Rowe Price Investment Management first reported a position in APLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $103M in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • T. Rowe Price Investment Management held 2,161,705 shares of Applied Digital worth $51.3M as of Q1 2026.
  • T. Rowe Price Investment Management sold 2,047,997 Applied Digital shares in Q1 2026, an estimated $64.1M.
  • Applied Digital made up 0.04% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #350 holding.
  • T. Rowe Price Investment Management first reported a position in Applied Digital in Q3 2025 and has held it in 3 quarters since.
  • T. Rowe Price Investment Management's Applied Digital position peaked at $103M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.