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

UBS Group’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 		$18M Hold
757,200
– – ﹤0.01% 2709
2025
Q4 		$18.6M Buy
757,200
+378,700
+100% +$10.9M ﹤0.01% 2652
2025
Q3 		$8.68M Sell
378,500
-621,000
-62% -$9.19M ﹤0.01% 3465
2025
Q2 		$10.1M Buy
+999,500
New +$7.37M ﹤0.01% 3074
2024
Q4 		– Sell
-78,100
Closed -$644K – 9896
2024
Q3 		$644K Buy
+78,100
New +$414K ﹤0.01% 5026

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

UBS Group's APLD Position: Q1 2026 in Review

UBS Group increased its Applied Digital (APLD) stake by 21% in Q1 2026, buying an estimated $24.1M and bringing the position to 4,500,887 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #1003.

UBS Group first reported a position in APLD in Q3 2022 and has held it in 15 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • UBS Group held 4,500,887 shares of Applied Digital worth $107M as of Q1 2026.
  • UBS Group bought 770,847 Applied Digital shares in Q1 2026, an estimated $24.1M.
  • Applied Digital made up 0.02% of UBS Group's portfolio in Q1 2026, its #1003 holding.
  • UBS Group first reported a position in Applied Digital in Q3 2022 and has held it in 15 quarters since.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.