Situational Awareness Partners LP
· New
+$422M
Change
+13.5M
Date
Q1 2026
AP
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Situational Awareness Partners LP
· New
+$422M
Change
+13.5M
Date
Q1 2026
|
Situational Awareness Partners LP | New· Q1 2026 | +$422M | +13.5M | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$206M
Change
+6.6M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$206M | +6.6M | – | Q1 2026 | |||||
|
Dba Trading, LLC
· New
+$175M
Change
+5.6M
Date
Q1 2026
|
Dba Trading, LLC | New· Q1 2026 | +$175M | +5.6M | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Reduced
−$150M
Change
−4.8M
Δ Own
−58.6%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Reduced· Q1 2026 | −$150M | −4.8M | −58.6% | Q1 2026 | |||||
|
Vanguard
· Added
+$110M
Change
+3.5M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$110M | +3.5M | – | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Added
+$82M
Change
+2.6M
Date
Q1 2026
|
BNP Paribas Financial Markets | Added· Q1 2026 | +$82M | +2.6M | – | Q1 2026 | |||||
|
Situational Awareness LP
· Added
+$67M
Change
+2.1M
Date
Q1 2026
|
Situational Awareness LP | Added· Q1 2026 | +$67M | +2.1M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Reduced
−$64M
Change
−2.0M
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Reduced· Q1 2026 | −$64M | −2.0M | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$40M
Change
+1.3M
Δ Own
+402.2%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$40M | +1.3M | +402.2% | Q1 2026 | |||||
|
Jane Street Group, LLC
· New
+$39M
Change
+1.2M
Date
Q1 2026
|
Jane Street Group, LLC | New· Q1 2026 | +$39M | +1.2M | – | Q1 2026 | |||||
|
Hood River Capital Management LLC
· Added
+$32M
Change
+1.0M
Date
Q1 2026
|
Hood River Capital Management LLC | Added· Q1 2026 | +$32M | +1.0M | – | Q1 2026 | |||||
|
Value Aligned Research Advisors, LLC
· Added
+$32M
Change
+1.0M
Date
Q1 2026
|
Value Aligned Research Advisors, LLC | Added· Q1 2026 | +$32M | +1.0M | – | Q1 2026 | |||||
|
Quadrature Capital Ltd
· Exited
−$32M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Quadrature Capital Ltd | Exited· Q1 2026 | −$32M | −1.0M | −100.0% | Q1 2026 | |||||
|
Mirae Asset Global Etfs Holdings Ltd.
· Reduced
−$32M
Change
−1.0M
Date
Q1 2026
|
Mirae Asset Global Etfs Holdings Ltd. | Reduced· Q1 2026 | −$32M | −1.0M | – | Q1 2026 | |||||
|
Barclays PLC
· Added
+$30M
Change
+951K
Date
Q1 2026
|
Barclays PLC | Added· Q1 2026 | +$30M | +951K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Laltrello Laura
· Officer
Tax withholding or exercise payment (F)
-$1.5M
|
Laltrello Laura | Officer | Tax withholding or exercise payment (F) | $33.50 | -43K | -$1.5M | 474K | −8.4% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Zhang Jason Gechen
· Officer
2 operations
-$9.4M
|
Zhang Jason Gechen | Officer | 2 operations | $35.52 | -266K | -$9.4M | 2.2M | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Zhang Jason Gechen
· Officer
2 operations
675K
|
Zhang Jason Gechen | Officer | 2 operations | – | 675K | – | 2.4M | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Cummins Wes
· Director
Tax withholding or exercise payment (F)
-$14M
|
Cummins Wes | Director | Tax withholding or exercise payment (F) | $45.20 | -315K | -$14M | 4.8M | −6.2% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Cummins Wes
· Director
Grant (A)
800K
|
Cummins Wes | Director | Grant (A) | – | 800K | – | 5.1M | +18.6% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Mohmand Mohammad Saidal Lavanway
· Officer
Tax withholding or exercise payment (F)
-$8.7M
|
Mohmand Mohammad Saidal Lavanway | Officer | Tax withholding or exercise payment (F) | $45.20 | -193K | -$8.7M | 726K | −21.0% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Mohmand Mohammad Saidal Lavanway
· Officer
Grant (A)
490K
|
Mohmand Mohammad Saidal Lavanway | Officer | Grant (A) | – | 490K | – | 919K | +114.2% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Nottenburg Richard N.
· Director
Sell
−$432K
|
Nottenburg Richard N. | Director | Sell | $34.59 | −12K | −$432K | 208K | – | Apr 30, 2026 | Apr 30, 2026 | |||||||||
|
Nottenburg Richard N.
· Director
Sell
−$400K
|
Nottenburg Richard N. | Director | Sell | $32.00 | −12K | −$400K | 221K | – | Apr 28, 2026 | Apr 30, 2026 | |||||||||
|
Miller Douglas S.
· Director
Sell
−$350K
|
Miller Douglas S. | Director | Sell | $34.98 | −10K | −$350K | 185K | – | Apr 27, 2026 | Apr 28, 2026 | |||||||||
|
Cummins Wes
· Director
2 operations
0
|
Cummins Wes | Director | 2 operations | – | 0 | – | 300K | – | Apr 10, 2026 | Apr 14, 2026 | |||||||||
|
Cummins Wes
· Director
Tax withholding or exercise payment (F)
-$1.0M
|
Cummins Wes | Director | Tax withholding or exercise payment (F) | $26.26 | -39K | -$1.0M | 4.3M | – | Apr 10, 2026 | Apr 14, 2026 | |||||||||
|
Mohmand Mohammad Saidal Lavanway
· CFO
4 operations
0
|
Mohmand Mohammad Saidal Lavanway | CFO | 4 operations | – | 0 | – | 245K | – | Apr 4, 2026 | Apr 7, 2026 | |||||||||
|
Mohmand Mohammad Saidal Lavanway
· CFO
2 operations
-$892K
|
Mohmand Mohammad Saidal Lavanway | CFO | 2 operations | $24.56 | -36K | -$892K | 429K | – | Apr 4, 2026 | Apr 7, 2026 | |||||||||
|
Cummins Wes
· Director
2 operations
0
|
Cummins Wes | Director | 2 operations | – | 0 | – | 0 | – | Apr 4, 2026 | Apr 7, 2026 | |||||||||
N
A
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G
A
A
454 reporting institutions disclosed APLD position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.