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Tidal Investments’s Applied Digital APLD Stock Holding History

Tidal Investments’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 		$22M Buy
924,689
+903,375
+4,238% +$28.3M 0.05% 344
2025
Q4 		$523K Sell
21,314
-26,302
-55% -$758K ﹤0.01% 1613
2025
Q3 		$1.09M Buy
47,616
+34,451
+262% +$510K ﹤0.01% 1171
2025
Q2 		$133K Sell
13,165
-1,672,213
-99% -$12.3M ﹤0.01% 1798
2025
Q1 		$9.47M Sell
1,685,378
-12,472
-0.7% -$97.9K 0.08% 268
2024
Q4 		$13M Buy
1,697,850
+1,686,328
+14,636% +$14M 0.1% 227
2024
Q3 		$95.1K Buy
+11,522
New +$61.1K ﹤0.01% 1790

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 $201M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments's APLD Position: Q1 2026 in Review

Tidal Investments increased its Applied Digital (APLD) stake by 4,238% in Q1 2026, buying an estimated $28.3M and bringing the position to 924,689 shares worth $22M. The position accounts for 0.05% of the portfolio, ranked #344.

Tidal Investments first reported a position in APLD in Q3 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Tidal Investments held 924,689 shares of Applied Digital worth $22M as of Q1 2026.
  • Tidal Investments bought 903,375 Applied Digital shares in Q1 2026, an estimated $28.3M.
  • Applied Digital made up 0.05% of Tidal Investments's portfolio in Q1 2026, its #344 holding.
  • Tidal Investments first reported a position in Applied Digital in Q3 2024 and has held it in 7 quarters since.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.