Voloridge Investment Management
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Voloridge Investment Management’s Applied Digital APLD Stock Holding History

Voloridge Investment 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 		$113M Buy
3,033,280
+2,949,313
+3,512% +$114M 0.48% 40
2026
Q1 		$1.99M Sell
83,967
-587,875
-88% -$18.4M 0.01% 829
2025
Q4 		$16.5M Sell
671,842
-82,313
-11% -$2.37M 0.06% 426
2025
Q3 		$17.3M Sell
754,155
-2,512,009
-77% -$37.2M 0.06% 385
2025
Q2 		$32.9M Buy
+3,266,164
New +$24.1M 0.12% 213
2025
Q1 		– Sell
-100,195
Closed -$765K – 1157
2024
Q4 		$765K Sell
100,195
-436,173
-81% -$3.62M ﹤0.01% 1067
2024
Q3 		$4.43M Buy
+536,368
New +$2.84M 0.02% 805
2024
Q1 		– Sell
-95,571
Closed -$644K – 1139
2023
Q4 		$644K Sell
95,571
-886,320
-90% -$4.77M ﹤0.01% 1003
2023
Q3 		$6.13M Buy
981,891
+397,220
+68% +$2.77M 0.03% 596
2023
Q2 		$5.47M Buy
+584,671
New +$3.48M 0.03% 643

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

Voloridge Investment Management's APLD Position: Q2 2026 in Review

Voloridge Investment Management increased its Applied Digital (APLD) stake by 3,512% in Q2 2026, buying an estimated $114M and bringing the position to 3,033,280 shares worth $113M. The position accounts for 0.48% of the portfolio, ranked #40.

Voloridge Investment Management first reported a position in APLD in Q2 2023 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Voloridge Investment Management held 3,033,280 shares of Applied Digital worth $113M as of Q2 2026.
  • Voloridge Investment Management bought 2,949,313 Applied Digital shares in Q2 2026, an estimated $114M.
  • Applied Digital made up 0.48% of Voloridge Investment Management's portfolio in Q2 2026, its #40 holding.
  • Voloridge Investment Management first reported a position in Applied Digital in Q2 2023 and has held it in 10 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.