William Blair & Company
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William Blair & Company’s Applied Digital APLD Stock Holding History

William Blair & Company’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 		$511K Sell
13,693
-1,512
-10% -$58.4K ﹤0.01% 1221
2026
Q1 		$361K Sell
15,205
-1,654
-10% -$51.8K ﹤0.01% 1258
2025
Q4 		$413K Sell
16,859
-4,469
-21% -$129K ﹤0.01% 1204
2025
Q3 		$489K Sell
21,328
-116,835
-85% -$1.73M ﹤0.01% 1124
2025
Q2 		$1.39M Buy
138,163
+41,253
+43% +$304K ﹤0.01% 803
2025
Q1 		$545K Buy
96,910
+14,650
+18% +$115K ﹤0.01% 1064
2024
Q4 		$628K Buy
82,260
+67,160
+445% +$558K ﹤0.01% 1027
2024
Q3 		$125K Hold
15,100
– – ﹤0.01% 1511
2024
Q2 		$89.8K Hold
15,100
– – ﹤0.01% 1524
2024
Q1 		$64.6K Buy
+15,100
New +$76.2K ﹤0.01% 1571

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

William Blair & Company's APLD Position: Q2 2026 in Review

William Blair & Company reduced its Applied Digital (APLD) stake by 9.9% in Q2 2026, selling an estimated $58.4K and leaving 13,693 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

William Blair & Company first reported a position in APLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • William Blair & Company held 13,693 shares of Applied Digital worth $511K as of Q2 2026.
  • William Blair & Company sold 1,512 Applied Digital shares in Q2 2026, an estimated $58.4K.
  • Applied Digital made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1221 holding.
  • William Blair & Company first reported a position in Applied Digital in Q1 2024 and has held it in 10 quarters since.
  • William Blair & Company's Applied Digital position peaked at $1.39M in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.