UBS AM
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UBS AM’s Applied Digital APLD Stock Holding History

UBS AM’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 		$21.7M Buy
581,255
+143,308
+33% +$5.53M ﹤0.01% 906
2026
Q1 		$10.4M Sell
437,947
-2,228
-0.5% -$69.7K ﹤0.01% 1171
2025
Q4 		$10.8M Sell
440,175
-23,188
-5% -$668K ﹤0.01% 1092
2025
Q3 		$10.6M Buy
463,363
+278,400
+151% +$4.12M ﹤0.01% 1046
2025
Q2 		$1.86M Buy
184,963
+4,979
+3% +$36.7K ﹤0.01% 2174
2025
Q1 		$1.01M Sell
179,984
-163,276
-48% -$1.28M ﹤0.01% 2301
2024
Q4 		$2.62M Buy
343,260
+250,944
+272% +$2.09M ﹤0.01% 1911
2024
Q3 		$762K Buy
+92,316
New +$489K ﹤0.01% 2507
2024
Q2 		– Sell
-82,481
Closed -$353K – 2803
2024
Q1 		$353K Hold
82,481
– – ﹤0.01% 2370
2023
Q4 		$556K Buy
82,481
+53,881
+188% +$290K ﹤0.01% 2291
2023
Q3 		$178K Buy
+28,600
New +$200K ﹤0.01% 2527

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

UBS AM's APLD Position: Q2 2026 in Review

UBS AM increased its Applied Digital (APLD) stake by 33% in Q2 2026, buying an estimated $5.53M and bringing the position to 581,255 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #906.

UBS AM first reported a position in APLD in Q3 2023 and has held it in 11 quarters since. 564 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • UBS AM held 581,255 shares of Applied Digital worth $21.7M as of Q2 2026.
  • UBS AM bought 143,308 Applied Digital shares in Q2 2026, an estimated $5.53M.
  • Applied Digital made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #906 holding.
  • UBS AM first reported a position in Applied Digital in Q3 2023 and has held it in 11 quarters since.
  • 564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.