Applied Industrial Technologies, Inc.
DE ˙ DB ˙ US03820C1053
266,20 € ↑3,80 (1,45%)
2026-06-04
AKTIENPREIS
SecurityDE:AT4 / Applied Industrial Technologies, Inc.
InstitutionAlgert Global Llc
Latest Disclosed Ownership79,022 shares
Latest Disclosed Value $ 20,966
Algert Global Llc reports 20.18% increase in ownership of AT4 / Applied Industrial Technologies, Inc.

On May 14, 2026 - Algert Global Llc filed a 13F-HR form disclosing ownership of 79,022 shares of Applied Industrial Technologies, Inc. (DE:AT4) valued at $17,700,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 65,753 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 20.18% during the quarter. The current value of the position is $21,035,656 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 79,022 13,269 20.18 21 25.00 0.3154
2026-02-17 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 65,753 3,220 5.15 17 0.00 0.2632
2025-11-14 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 62,533 2,183 3.62 16 14.29 0.2732
2025-08-14 2025-06-30 13F PPLIED INDL TECHNOLOGIES IN COM 03820C105 60,350 4,616 8.28 14 16.67 0.2938
2025-05-13 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 55,734 8,187 17.22 13 9.09 0.3106
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 47,547 16,401 52.66 11 83.33 0.2679
2024-11-12 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 31,146 -3,305 -9.59 7 0.00 0.1869
2024-08-15 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 34,451 12,314 55.63 7 50.00 0.2222
2024-05-15 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 22,137 -4,132 -15.73 4 0.00 0.1712
2024-02-14 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 26,269 -32,584 -55.37 5 -55.56 0.1827
2023-11-13 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 58,853 -12,852 -17.92 9 -10.00 0.4278
2023-08-14 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 71,705 6,834 10.53 10 11.11 0.4520
2023-05-12 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 64,871 28,837 80.03 9 125.00 0.4352
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 36,034 -11,208 -23.72 5 -99.92 0.2516
2022-11-15 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 47,242 8,796 22.88 4,856 31.35 0.2935
2022-08-15 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 38,446 25,740 202.58 3,697 183.51 0.2779
2022-05-16 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,706 9,853 345.36 1,304 345.05 0.0854
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,853 -2,100 -42.40 293 -34.30 0.0366
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,953 4,953 446 0.0593
2019-11-13 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -15,117 -100.00 0 -100.00
2019-08-14 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,117 -8,863 -36.96 930 -34.78 0.3437
2019-05-01 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,980 -52,941 -68.83 1,426 -65.63 0.8148
2019-02-01 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 76,921 5,613 7.87 4,149 -25.65 1.1567
2018-11-14 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 71,308 -919 -1.27 5,580 10.12 1.2033
2018-08-01 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 72,227 7,694 11.92 5,067 7.72 1.0520
2018-05-02 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 64,533 12,551 24.14 4,704 32.88 0.9113
2018-02-01 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 51,982 2,238 4.50 3,540 8.16 0.8357
2017-11-16 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 49,744 12,026 31.88 3,273 46.97 0.7484
2017-07-31 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 37,718 19,299 104.78 2,227 95.52 0.6253
2017-05-02 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,419 18,419 1,139 0.3078
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.