Vanguard Capital Management
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Vanguard Capital Management’s Applied Digital APLD Stock Holding History

Vanguard Capital 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
Q2 		$431M Buy
11,555,819
+780,138
+7% +$30.1M 0.01% 760
2026
Q1 		$256M Buy
+10,775,681
New +$337M 0.01% 937

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
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
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management's APLD Position: Q2 2026 in Review

Vanguard Capital Management increased its Applied Digital (APLD) stake by 7.2% in Q2 2026, buying an estimated $30.1M and bringing the position to 11,555,819 shares worth $431M. The position accounts for 0.01% of the portfolio, ranked #760.

Vanguard Capital Management first reported a position in APLD in Q1 2026 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Vanguard Capital Management held 11,555,819 shares of Applied Digital worth $431M as of Q2 2026.
  • Vanguard Capital Management bought 780,138 Applied Digital shares in Q2 2026, an estimated $30.1M.
  • Applied Digital made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #760 holding.
  • Vanguard Capital Management first reported a position in Applied Digital in Q1 2026 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.