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
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 $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company's APLD Position: Q1 2026 in Review

William Blair & Company reduced its Applied Digital (APLD) stake by 9.8% in Q1 2026, selling an estimated $51.8K and leaving 15,205 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

William Blair & Company first reported a position in APLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q2 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • William Blair & Company held 15,205 shares of Applied Digital worth $361K as of Q1 2026.
  • William Blair & Company sold 1,654 Applied Digital shares in Q1 2026, an estimated $51.8K.
  • Applied Digital made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1258 holding.
  • William Blair & Company first reported a position in Applied Digital in Q1 2024 and has held it in 9 quarters since.
  • William Blair & Company's Applied Digital position peaked at $1.39M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.