Gulfstream Capital

Public filings / APLD on Yahoo Finance (opens in a new tab)

APLD: insider buying, 13F holders, analyst moves

Applied Digital Corp - US

A summary of public filings about Applied Digital Corp - US. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.

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SEC Form 13F · Q2 2026

4 of our 100 managers hold APLD

Combined reported value $506.5M; 1 sold out since Q1 2026.

Holders among our 100 managers: 0 in Q3 2023, 4 in Q2 2026.

ManagerValue% of portfolioChange vs Q1 2026
Situational Awareness$469.0M2.33%Added
Tiger Global Management$33.0M0.14%New
Polen Capital$3.7M0.03%New
Third Point$821K0.02%New

All holders and who sold out

SEC Form 4

Recent insider trades in APLD

Filed (ET)InsiderTypeValueFiling
2026-10-15 17:02Nottenburg Richard N DirectorSale$682KSEC

As of the last site build. The live lookup shows 12 months of Form 4 filings.

Important information

Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.