Skip to main content

COMPASS FINANCIAL MANAGEMENT LLC

Position in APLD — Applied Digital Corp.

CIK 2148724 TAMPA, FL

Position in APLD

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$210,745
New position
Shares Held
5,650
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#413
of 563 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Derivatives in APLD

reported options exposure · as of Jun 30, 2026
CallValue
$152,730
CallShares
6,100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Information Technology Services

Technology · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $7,359,787 across 12 Information Technology Services names. APLD ranks #4 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 APLD
Applied Digital Corp.
This page
5,650 $210,745

All Filings in APLD

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $152,730 6,100
2026-06-30 $210,745 5,650