Ticker · CUSIP 038169207
Holders (tracked)
17
Combined shares
25,028,026
Combined value
$613.69M
Last close
$31.53
Quarter
2025Q4
Price · 1Y$31.53+27.58 (+698.23%)H $41.35 · L $3.95 · Avg Vol 34.3M
Position opened
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
Price is +28.6% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
19 events
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−3,954,845 shares · 2025Q4Position
- Two Sigma Investments trimmed2026-02-17−2,714,036 shares · 2025Q4Position
- D.E. Shaw & Co. trimmed2026-02-17−2,699,280 shares · 2025Q4Position
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−79,146 shares · 2025Q4Position
- Steve Cohen (Point72) opened position2026-02-17+92,915 shares · 2025Q4Position
- +91,000 shares · 2025Q4Position
- T. Rowe Price trimmed2026-02-17−3,642,846 shares · 2025Q4Position
- Wellington Management added2026-02-17+123,062 shares · 2025Q4Position
- AQR Capital Management added2026-02-17+16,364 shares · 2025Q4Position
- Renaissance Technologies exited2026-02-12−3,178,300 shares · 2025Q4Position
- Norges Bank (Norway SWF) opened position2026-02-10+304,700 shares · 2025Q4Position
- −942,008 shares · 2025Q3Position
- Two Sigma Investments opened position2025-11-14+3,031,154 shares · 2025Q3Position
- D.E. Shaw & Co. opened position2025-11-14+10,905,830 shares · 2025Q3Position
- Wellington Management opened position2025-11-14+507,517 shares · 2025Q3Position
- AQR Capital Management added2025-11-14+3,829 shares · 2025Q3Position
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−166,350 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+3,976,151 shares · 2025Q3Position
- Renaissance Technologies added2025-11-13+1,600,300 shares · 2025Q3Position
Insider activity
Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
1
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-10 | Cummins Wes CEO; Chairman · Officer, Director | M | 100,000 | — | — |
| 04-10 | Cummins Wes CEO; Chairman · Officer, Director | F | 39,350 | $26.26 | $1.03M |
Follow-the-investor returns
If you'd copied each holder of APLD…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Izzy Englander (Millennium Mgmt) | 2022Q2 | $7.72 | +308.5% | $9.2M |
| Paul Tudor Jones (Tudor Investment) | 2023Q2 | $9.20 | +242.9% | $564K |
| Paul Tudor Jones (Tudor Investment) | 2023Q2 | $9.20 | +242.9% | $564K |
| AQR Capital Management | 2023Q2 | $15.47 | +103.9% | $1.3M |
| Two Sigma Investments | 2024Q4 | $21.66 | +45.6% | $10.0M |
| T. Rowe Price | 2022Q4 | $22.42 | +40.7% | $14.5M |
| Wellington Management | 2023Q2 | $22.83 | +38.1% | $19.9M |
| Steve Cohen (Point72) | 2024Q2 | $24.12 | +30.7% | $11.3M |
| Steve Cohen (Point72) | 2024Q2 | $24.12 | +30.7% | $11.3M |
| Steve Cohen (Point72) | 2024Q2 | $24.12 | +30.7% | $11.3M |
| D.E. Shaw & Co. | 2024Q4 | $24.26 | +30.0% | $53.3M |
| D.E. Shaw & Co. | 2024Q4 | $24.26 | +30.0% | $53.3M |
| D.E. Shaw & Co. | 2024Q4 | $24.26 | +30.0% | $53.3M |
| Ken Griffin (Citadel Advisors) | 2023Q1 | $24.49 | +28.7% | $144.1M |
| Ken Griffin (Citadel Advisors) | 2023Q1 | $24.49 | +28.7% | $144.1M |
| Ken Griffin (Citadel Advisors) | 2023Q1 | $24.49 | +28.7% | $144.1M |
| Norges Bank (Norway SWF) | 2025Q4 | $24.52 | +28.6% | $9.6M |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
New positions3
- Norges Bank (Norway SWF)+304,700$7.5M
- Steve Cohen (Point72)+92,915$2.3M
- Paul Tudor Jones (Tudor Investment)+91,000$2.2M
Added to2
- Wellington Management+123,062$3.0M
- AQR Capital Management+16,364$401K
Trimmed5
- Ken Griffin (Citadel Advisors)−3,954,845$97.0M
- Two Sigma Investments−2,714,036$66.5M
- D.E. Shaw & Co.−2,699,280$66.2M
- Izzy Englander (Millennium Mgmt)−79,146$1.9M
- T. Rowe Price−3,642,846$89K
Exited1
- Renaissance Technologies−3,178,300$72.9M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q2 | 4 | $676K |
| 2022Q3 | 4 | $1.2M |
| 2022Q4 | 4 | $5.5M |
| 2023Q1 | 5 | $7.7M |
| 2023Q2 | 11 | $56.0M |
| 2023Q3 | 8 | $39.2M |
| 2023Q4 | 7 | $44.5M |
| 2024Q1 | 8 | $31.2M |
| 2024Q2 | 10 | $52.1M |
| 2024Q3 | 10 | $117.0M |
| 2024Q4 | 12 | $99.4M |
| 2025Q1 | 10 | $52.1M |
| 2025Q2 | 9 | $139.1M |
| 2025Q3 | 14 | $855.3M |
| 2025Q4 | 17 | $613.7M |
Who owns APLD
17 super-investors · 2025Q4
Tracked stake
25.03M
shares
Combined value
$614M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New6Added2Trim9
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | D.E. Shaw & Co. | 8.21M | $201M |
| 2 | Ken Griffin Citadel Advisors | 6.35M | $156M |
| 3 | Ken Griffin Citadel Advisors | 4.57M | $112M |
| 4 | D.E. Shaw & Co. | 1.69M | $41M |
| 5 | D.E. Shaw & Co. | 1.18M | $29M |
| 6 | Wellington Management | 630.6K | $15M |
| 7 | T. Rowe Price | 461.1K | $11M |
| 8 | Steve Cohen Point72 | 423.7K | $10M |
| 9 | Steve Cohen Point72 | 357.4K | $9M |
| 10 | Two Sigma Investments | 317.1K | $8M |
| 11 | Norges Bank Norway SWF | 304.7K | $7M |
| 12 | Izzy Englander Millennium Mgmt | 291.3K | $7M |
| 13 | Steve Cohen Point72 | 92.9K | $2M |
| 14 | Paul Tudor Jones Tudor Investment | 73.1K | $2M |
| 15 | AQR Capital Management | 41.2K | $1M |
| 16 | Paul Tudor Jones Tudor Investment | 17.9K | $439K |
| 17 | Ken Griffin Citadel Advisors | 16.3K | $399K |
Recent moves
20 transactions
- +123,062 · 2025Q4
- TRIMT. Rowe Price−3,642,846 · 2025Q4
- +16,364 · 2025Q4
- −2,714,036 · 2025Q4
- +92,915 · 2025Q4
- −3,954,845 · 2025Q4
- TRIMD.E. Shaw & Co.−2,699,280 · 2025Q4
- +91,000 · 2025Q4
- −79,146 · 2025Q4
- −3,178,300 · 2025Q4
- +304,700 · 2025Q4
- −942,008 · 2025Q3
- +3,976,151 · 2025Q3
- +3,829 · 2025Q3
- +507,517 · 2025Q3
- +3,031,154 · 2025Q3
- +10,905,830 · 2025Q3
- −166,350 · 2025Q3
- +1,600,300 · 2025Q3
- +16,653 · 2025Q2
Embed this chart
Paste this iframe anywhere to embed the live APLD chart.
<iframe src="https://openstocks.me/embed/stocks/APLD" width="100%" height="480" frameborder="0" loading="lazy" title="APLD chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Explore related topics
- APLD insider tradingEvery Form 4 filing by APLD officers, directors, and 10%+ holders.
- APLD analyst target pricesWall Street consensus target, analyst-by-analyst breakdown, and revision history.
- Most popular hedge-fund stocksSee where this ticker ranks against the broader smart-money consensus.
- All insider tradingCross-ticker view of where corporate insiders are buying on the open market.
- Congress stock tradesReal-time PTR disclosures filed under the STOCK Act.
- Smart-money signalsComposite signals where institutional, insider and Congress flows converge.