This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/APLD/capital-change-brief"
Use Arkolith's capital_change_brief for APLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | $547.8M | 23.1M | ▲+4.7% Added · +1.0M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $496.1M | 20.9M | ▲+0.3% Added · +56K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $351.5M | 14.8M | ▲New +14.8M sh | Q1 2026 | |
| 4 | Situational Awareness LP | $320.0M | 13.5M | ▲+19% Added · +2.1M sh | Q1 2026 | |
| 5 | Situational Awareness Partners LP | $320.0M | 13.5M | ▲New +13.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $255.8M | 10.8M | ▲New +10.8M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $190.0M | 8.0M | ▲+466% Added · +6.6M sh | Q1 2026 | |
| 8 | Value Aligned Research Advisors, LLC | $158.3M | 6.7M | ▲+18% Added · +1.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $152.2M | 6.4M | ▲+2.0% Added · +126K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $132.2M | 5.6M | ▲+2.5% Added · +138K sh | Q1 2026 | |
| 11 | UBS Group AG | $106.9M | 4.5M | ▲+21% Added · +771K sh | Q1 2026 | |
| 12 | BNP PARIBAS FINANCIAL MARKETS | $81.5M | 3.4M | ▲+322% Added · +2.6M sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $80.7M | 3.4M | ▼−59% Reduced · −4.8M sh | Q1 2026 | |
| 14 | Marex Group plc | $80.4M | 3.4M | ▼−13% Reduced · −520K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $77.5M | 3.3M | ▼−14% Reduced · −546K sh | Q1 2026 | |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71.2M | 3.0M | ▼−25% Reduced · −1.0M sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $68.9M | 2.9M | ▼−18% Reduced · −658K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.3M | 2.2M | ▼−1.7% Reduced · −38K sh | Q1 2026 | |
| 19 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▼−49% Reduced · −2.0M sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $50.5M | 2.1M | ▲+81% Added · +951K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $50.3M | 2.1M | ▲+2.9% Added · +60K sh | Q1 2026 | |
| 22 | VAN ECK ASSOCIATES CORP | Withheld | 1.8M | ▲+7.8% Added · +132K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $35.6M | 1.7M | ▲+43% Added · +522K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $40.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $37.8M | 1.6M | ▲+402% Added · +1.3M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Laltrello Laura | Chief Operating Officer | Tax withholding (F) | 43K | $1.5M |
| Jul 1, 2026 | Zhang Jason Gechen | President | Tax withholding (F) | 148K | $5.2M |
| Jul 1, 2026 | Zhang Jason Gechen | President | Grant (A) | 375K | — |
| Jul 1, 2026 | Zhang Jason Gechen | President | Tax withholding (F) | 118K | $4.2M |
| Jul 1, 2026 | Zhang Jason Gechen | President | Grant (A) | 300K | — |
| Jun 22, 2026 | Cummins Wes | CEO; Chairman, Director | Grant (A) | 800K | — |
| Jun 22, 2026 | Cummins Wes | CEO; Chairman, Director | Tax withholding (F) | 315K | $14.2M |
| Jun 22, 2026 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | Grant (A) | 490K | — |
| Jun 22, 2026 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | Tax withholding (F) | 193K | $8.7M |
| Apr 30, 2026 | Nottenburg Richard N | Director | Sell (S) | 13K | $432K |
| Apr 28, 2026 | Nottenburg Richard N | Director | Sell (S) | 13K | $400K |
| Apr 27, 2026 | MILLER DOUGLAS S | Director | Sell (S) | 10K | $350K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 123 funds | $35.6B |
| NVIDIA CORPNVDA | 122 funds | $72.3B |
| MICROSOFT CORPMSFT | 121 funds | $48.3B |
| ADVANCED MICRO DEVICESAMD | 121 funds | $6.8B |
| MICRON TECHNOLOGY INCMU | 120 funds | $9.3B |
| ALPHABET INC-CL AGOOGL | 119 funds | $31.1B |
| BROADCOM INCAVGO | 119 funds | $24.8B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $22.2B |
| ALPHABET INC-CL CGOOG | 118 funds | $21.4B |
| TESLA INCTSLA | 118 funds | $14.2B |
| APPLE INCAAPL | 117 funds | $57.4B |
| ELI LILLY & COLLY | 117 funds | $12.4B |
Ranked by how many of APLD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.