APLD
Applied Digital Corp. · Technology · Information Technology Services
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones -1.9% ·
nuevas posiciones netas -9.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 120 | +11 | 111.41M | $4.19B | +19 | −7 |
| Q1 2026 | 111 | +4 | 106.16M | $2.51B | +11 | −8 |
| Q4 2025 | 107 | 0 | 109.18M | $2.68B | +2 | −1 |
| Q3 2025 | 17 | +3 | 81.03M | $1.86B | +3 | — |
| Q2 2025 | 11 | -1 | 44.55M | $448.65M | +1 | −2 |
| Q1 2025 | 9 | -3 | 16.27M | $91.45M | — | −3 |
| Q4 2024 | 12 | +4 | 19.22M | $146.87M | +5 | −1 |
| Q3 2024 | 7 | 0 | 14.16M | $114.91M | +2 | −2 |
| Q2 2024 | 7 | — | 3.46M | $20.60M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 14.75M | — | $148.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 14.38M | — | $144.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 14.38M | — | $144.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 14.38M | — | $144.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 14.38M | — | $144.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 14.38M | — | $144.84M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 5.01M | -6.2% | $50.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Geode Capital Management ✦ (pasivo) | 5.01M | -6.2% | $50.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (pasivo) | 4.12M | -1.1% | $41.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 3.37M | +123.0% | $33.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 3.37M | +123.0% | $33.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 1.58M | Nuevo | $15.89M | 0.0% | New | 1 | SEC ↗ |
| 25 | Marshall Wace ✦ | 654.19K | -45.2% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Marshall Wace ✦ | 654.19K | -45.2% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Millennium Management ✦ | 536.81K | +3.2% | $5.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 127.82K | +1.3% | $1.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 20.96K | +10.6% | $211,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 20.96K | +10.6% | $211,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 16.04K | — | $161,558 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 16.04K | — | $161,558 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $15.89M | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $19.01M | era 0.0% |
| Wellington Management | $107,095 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 292.10K acciones, $6,934 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.