Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership41,726 shares
Latest Disclosed Value $ 11,070,742
Engineers Gate Manager LP reports 70.68% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 41,726 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $11,070,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,447 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 70.68% during the quarter. The current value of the position is $13,076,511 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)
2026-05-15 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 41,726 17,279 70.68 11,071 76.36 0.1384
2026-02-17 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,447 -6,521 -21.06 6,277 -22.35 0.0744
2025-11-14 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 30,968 -31,922 -50.76 8,084 -44.70 0.0926
2025-08-14 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 62,890 47,329 304.15 14,619 316.94 0.1819
2025-05-15 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,561 6,025 63.18 3,507 53.57 0.0591
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,536 3,159 49.54 2,284 60.55 0.0397
2024-11-14 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,377 -4,583 -41.82 1,423 -33.11 0.0278
2024-08-14 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,960 -1,094 -9.08 2,126 -10.71 0.0479
2024-05-15 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,054 10,360 611.57 2,381 715.41 0.0627
2024-02-14 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,694 -41,469 -96.08 293 -95.62 0.0084
2023-11-14 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 43,163 2,681 6.62 6,673 13.82 0.2467
2023-08-14 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 40,482 5,915 17.11 5,863 19.34 0.2216
2023-05-15 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 34,567 30,761 808.22 4,913 925.68 0.2053
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,806 -1,662 -30.40 480 -14.77 0.0288
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,468 -2,870 -34.42 562 -29.93 0.0350
2022-08-15 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,338 3,718 80.48 802 69.20 0.0294
2022-05-16 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,620 4,620 474 0.0185
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -5,809 -100.00 0 -100.00
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,809 2,939 102.40 524 100.77 0.0299
2021-08-16 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,870 2,870 261 0.0168
2021-02-16 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -4,341 -100.00 0 -100.00
2020-11-16 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,341 -11,661 -72.87 239 -76.05 0.0112
2020-08-17 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 16,002 16,002 268.62 998 317.57 0.0508
2020-02-14 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -13,832 -100.00 0 -100.00
2019-11-14 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,832 13,832 786 0.0399
2019-08-14 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -21,272 -100.00 0 -100.00
2019-05-15 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 21,272 -1,943 -8.37 1,265 1.04 0.0766
2019-02-14 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,215 23,215 9.13 1,252 -1.03 0.1002
2015-11-16 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -9,080 -100.00 0 -100.00
2015-08-14 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,080 9,080 360 0.0352
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.