Cummins Wes → Applied Digital Corp. APLD

Stake: 7.60% Shares: 21,154,050 CUSIP: 038169207 Class: Common Stock, par value $0.001 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 27/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: -16.8%

Passive Schedule 13G filer baseline
High conviction ownership stake (7.6%)
Held by 3 tracked 13F institutional managers
13 NPORT-P mutual funds holding CUSIP
Short interest building (+15.6% vs prior settlement)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

2 transactions

2 buys · 0 sales · 0 awards/exercises

Issuer Cluster

3 13D/G filings on this issuer

2 other filings besides this one

Filer Track Record

2 filings by this filer

1 other filing in the data moat

Short Interest · settle 2026-10-15

DTC 2.23

65,470,743 shares short · +15.6% vs prior

Institutional Consensus · 2026-06-30

Held by elite portfolio managers

3 holders · $55.26M

Point72 Asset MgmtThird PointTiger Global

Post-Filing Returns · since 2026-01-06 on APLD

+1 day

-2.3%

+5 days

+26.3%

+30 days

-8.0%

+60 days

-10.7%

+90 days

-16.8%

+180 days

+10.7%

Anchor price 30.26 on closest trading day on/after 2026-01-06. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-10-16	Cummins Wes	director, officer	Buy	55,803	$18.04	$1.01M
2026-10-16	Zhang Jason Gechen	officer	Buy	300,000	$18.86	$5.66M

Other 13D/G Filings on Applied Digital Corp.

Filed	Form	Filer	Stake	Shares
2026-07-08	SCHEDULE 13D/A	Cummins Wes	7.60%	22,042,487	view →
2022-12-05	SC	Applied Blockchain, Inc.	—	—	view →

Other Filings by Cummins Wes

Filed	Form	Issuer	Stake	Shares
2026-07-08	SCHEDULE 13D/A	Applied Digital Corp. APLD	7.60%	22,042,487	view →

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