Vestal Point Capital’s Applied Therapeutics APLT Stock Holding History

Vestal Point Capital’s Portfolio APLT Stock Details APLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,250,000	Closed	-$8.62M	–	77
2025 Q3	$8.62M	Buy	14,250,000 +2,750,000	+24%	+$1.3M	0.39%	55
2025 Q2	$3.58M	Hold	11,500,000	–	–	0.19%	59
2025 Q1	$5.62M	Hold	11,500,000	–	–	0.4%	43
2024 Q4	$9.85M	Buy	11,500,000 +10,355,000	+904%	+$64.9M	0.58%	43
2024 Q3	$9.73M	Sell	1,145,000 -4,285,000	-79%	-$25.3M	0.74%	34
2024 Q2	$25.4M	Buy	5,430,000 +320,000	+6%	+$1.51M	1.89%	17
2024 Q1	$34.7M	Buy	5,110,000 +955,000	+23%	+$4.29M	2.87%	10
2023 Q4	$13.9M	Buy	+4,155,000	New	+$10.3M	1.47%	24

Other funds holding APLT

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KCM

Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vestal Point Capital's APLT Position: Q4 2025 in Review

Vestal Point Capital sold out of Applied Therapeutics (APLT) in Q4 2025, closing a stake of 14,250,000 shares — an estimated $8.62M sold.

Vestal Point Capital first reported a position in APLT in Q4 2023 and held it in 8 quarters. The position peaked at $34.7M in Q1 2024. 52 funds tracked by Wall St. Rank hold APLT as of Q4 2025.

Vestal Point Capital reported no remaining Applied Therapeutics position as of Q4 2025 after selling out during the quarter.
Vestal Point Capital sold 14,250,000 Applied Therapeutics shares in Q4 2025, an estimated $8.62M.
Vestal Point Capital first reported a position in Applied Therapeutics in Q4 2023 and held it in 8 quarters.
Vestal Point Capital's Applied Therapeutics position peaked at $34.7M in Q1 2024.
52 funds tracked by Wall St. Rank held Applied Therapeutics as of Q4 2025.

Based on Vestal Point Capital's 13F filing for Q4 2025, filed 17 Feb 2026.