466 tracked 13F filers disclose a position in APLD as of the latest SEC 13F filings, a combined $6.0B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | $840.0M | 22.5M | ▼−2.4% Reduced · −557K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $496.1M | 20.9M | ▲+0.3% Added · +56K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $351.5M | 14.8M | →First observed position No prior filed position | 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 | →First observed position No prior filed position | Q1 2026 | |
| 7 | EQUITEC PROPRIETARY MARKETS, LLC | $312.3M | 8.4M | ▲New +8.4M sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $190.0M | 8.0M | ▲+466% Added · +6.6M sh | Q1 2026 | |
| 9 | Value Aligned Research Advisors, LLC | $158.3M | 6.7M | ▲+18% Added · +1.0M sh | Q1 2026 | |
| 10 | DBA TRADING, LLC | $132.4M | 5.6M | —Held | Q2 2026 | |
| 11 | Oasis Management Co Ltd. | $186.8M | 5.0M | ▲+385% Added · +4.0M sh | Q2 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $221.7M | 4.9M | ▼−24% Reduced · −1.5M sh | Q2 2026 | |
| 13 | UBS Group AG | $106.9M | 4.5M | ▲+21% Added · +771K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $167.2M | 4.5M | ▼−20% Reduced · −1.1M sh | Q2 2026 | |
| 15 | BNP PARIBAS FINANCIAL MARKETS | $81.5M | 3.4M | ▲+322% Added · +2.6M sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $80.7M | 3.4M | ▼−59% Reduced · −4.8M sh | Q1 2026 | |
| 17 | Marex Group plc | $80.4M | 3.4M | ▼−13% Reduced · −520K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $77.5M | 3.3M | ▼−14% Reduced · −546K sh | Q1 2026 | |
| 19 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $113.1M | 3.0M | ▲36× Added · +2.9M sh | Q2 2026 | |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71.2M | 3.0M | ▼−25% Reduced · −1.0M sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $68.9M | 2.9M | ▼−18% Reduced · −658K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.3M | 2.2M | ▼−1.7% Reduced · −38K sh | Q1 2026 | |
| 23 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▼−49% Reduced · −2.0M sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $50.5M | 2.1M | ▲+81% Added · +951K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $50.3M | 2.1M | ▲+2.9% Added · +60K 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.
Last quarter, 6 funds opened a new position in APLD and 30 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 267 funds | $348.3B |
| MICROSOFT CORPMSFT | 262 funds | $233.3B |
| AMAZON.COM INCAMZN | 260 funds | $174.3B |
| ALPHABET INC-CL AGOOGL | 254 funds | $143.9B |
| META PLATFORMS INC-CLASS AMETA | 253 funds | $98.0B |
| APPLE INCAAPL | 251 funds | $264.8B |
| BROADCOM INCAVGO | 250 funds | $136.8B |
| ADVANCED MICRO DEVICESAMD | 250 funds | $33.6B |
| ALPHABET INC-CL CGOOG | 248 funds | $108.7B |
| MICRON TECHNOLOGY INCMU | 248 funds | $37.0B |
| ELI LILLY & COLLY | 246 funds | $72.8B |
| JPMORGAN CHASE & COJPM | 246 funds | $56.0B |
Ranked by how many of APLD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Nottenburg Richard N | Director | Sell (S) | 75K | $2.3M |
| 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 |
| Jan 29, 2026 | HASTINGS CHUCK | Director | Sell (S) | 46K | $1.8M |
| Jan 16, 2026 | Cummins Wes | CEO; Chairman, Director | Sell (S) | 165K | $6.0M |
| Jan 15, 2026 | Nottenburg Richard N | Director | Sell (S) | 12K | $425K |
| Jan 14, 2026 | Nottenburg Richard N | Director | Sell (S) | 12K | $409K |
| Jan 12, 2026 | MILLER DOUGLAS S | Director | Sell (S) | 10K | $385K |
| Nov 28, 2025 | MILLER DOUGLAS S | Director | Sell (S) | 8K | $216K |
| Nov 24, 2025 | Benson Ella G. | Director | Sell (S) | 9K | $199K |
| Oct 31, 2025 | Nottenburg Richard N | Director | Sell (S) | 9K | $337K |
| Class | 13F holders | Value held |
|---|---|---|
| APLDthis pagecs | 466 funds | $6.0B |
| APLD 2.75 06/01/30SDBCV | 27 funds | $952.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for APLD
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.
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.