Vault-13

APPLIED THERAPEUTICS INC APLT

COM · Common Stock · CUSIP 03828A101

0 institutional holders -52 vs Q4 2025
—reported value*
0 new 0 added 0 reduced 51 sold out net sold ≈ $6.1m (-60.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 45Q4 22: 39Q1 23: 37Q2 23: 41Q3 23: 56Q4 23: 84Q1 24: 90Q2 24: 95Q3 24: 127Q4 24: 120Q1 25: 91Q2 25: 76Q3 25: 70Q4 25: 52Q1 26: 00Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202245
Q4 202239
Q1 202337
Q2 202341
Q3 202356
Q4 202384
Q1 202490
Q2 202495
Q3 2024127
Q4 2024120
Q1 202591
Q2 202576
Q3 202570
Q4 202552
Q1 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 59 bought or addedQ2 24: 47 cut or sold outQ3 24: 76 bought or addedQ3 24: 46 cut or sold outQ3 24Q4 24: 77 bought or addedQ4 24: 72 cut or sold outQ1 25: 38 bought or addedQ1 25: 70 cut or sold outQ1 25Q2 25: 29 bought or addedQ2 25: 59 cut or sold outQ3 25: 26 bought or addedQ3 25: 41 cut or sold outQ3 25Q4 25: 21 bought or addedQ4 25: 45 cut or sold outQ1 26: 0 bought or addedQ1 26: 51 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245947
Q3 20247646
Q4 20247772
Q1 20253870
Q2 20252959
Q3 20252641
Q4 20252145
Q1 2026051

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ2 25 calls: $131.1kQ2 25 puts: $76.4kQ2 25P/C 0.58Q3 25 calls: $682.1kQ3 25 puts: $210.7kQ3 25P/C 0.31Q4 25 calls: $33.1kQ4 25 puts: $39.5kQ4 25P/C 1.19Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$131.1k$76.4k0.58
Q3 2025$682.1k$210.7k0.31
Q4 2025$33.1k$39.5k1.19
Q1 2026$0$0—

Biggest buyers

None

Biggest sellers

T. Rowe Price Investment Management, Inc. Sold out -30,092,327-30.1m
Knoll Capital Management, LLC Sold out -6,050,000-6.0m
DELTEC ASSET MANAGEMENT LLC Sold out -3,847,449-3.8m
BlackRock, Inc. Sold out -3,251,462-3.3m
RENAISSANCE TECHNOLOGIES LLC Sold out -2,706,156-2.7m
Pathstone Holdings, LLC Sold out -2,643,540-2.6m
JANE STREET GROUP, LLC Sold out -2,087,404-2.1m
GEODE CAPITAL MANAGEMENT, LLC Sold out -1,492,903-1.5m
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -1,211,629-1.2m
MILLENNIUM MANAGEMENT LLC Sold out -1,051,846-1.1m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
T. Rowe Price Investment Management, Inc. 13G · institution +1.7 pts · filed 2025-11-14 14.9% +1.7 pts 21.4m 2025-11-14
Alyeska Investment Group, L.P. 13G · institution new · filed 2025-02-14 5.8% new 6.7m 2025-02-14

Fell to 5% or below in the last year: Venrock Healthcare Capital Partners III, L.P. (0.0%, 2026-08-14), Vestal Point Capital, LP (0.0%, 2026-02-17), Propel Bio Management, LLC (4.2%, 2025-12-31), ALEXANDRIA REAL ESTATE EQUITIES, INC. (4.3%, 2025-12-15)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change