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

Westfield 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 		$38.8M Buy
1,039,641
+497,549
+92% +$19.2M 0.13% 181
2026
Q1 		$12.9M Sell
542,092
-492,305
-48% -$15.4M 0.05% 181
2025
Q4 		$25.4M Buy
+1,034,397
New +$29.8M 0.11% 173

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BlackRock
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SA
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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

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

Westfield Capital Management increased its Applied Digital (APLD) stake by 92% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,039,641 shares worth $38.8M. The position accounts for 0.13% of the portfolio, ranked #181.

Westfield Capital Management first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Westfield Capital Management held 1,039,641 shares of Applied Digital worth $38.8M as of Q2 2026.
  • Westfield Capital Management bought 497,549 Applied Digital shares in Q2 2026, an estimated $19.2M.
  • Applied Digital made up 0.13% of Westfield Capital Management's portfolio in Q2 2026, its #181 holding.
  • Westfield Capital Management first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.