Cross-institution positioning
Apr 29, 2026Reduction leaning. 1 reducing, 2 exited across 3 comparable institutions.
Source: Schedule 13 researchAIT Institutional Ownership
APPLIED INDUSTRIAL TECHNOLOGIES INC
Latest stored close $332.12 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
43/100
4 tracked · 3 comparable
Latest filing
Apr 29, 2026
Positive breadth
1 positive · 3 negative
Recent close
$332.12
Research confidence
Medium
Institutional Research 26/100 · 0 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Apr 29, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 43/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 3 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
40/100
Insiders
40/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 30, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 14, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Director or executive change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 13, 2026Revenue +8.8% YoY; Net income +5.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 57% through its reported 52-week range; +20.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Vanguard Capital Management.
Filed Apr 29, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Apr 29, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Jul 17, 2025
Direction locked
BlackRock
Filed Jan 22, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Fidelity / FMR
Filed May 12, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Jul 17, 2025
BlackRock
Filed Jan 22, 2024
Vanguard Group
Filed Mar 26, 2026
Fidelity / FMR
Filed May 12, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Wallace Peter C | AGrant, award, or other acquisition | Common Stock | 4 | $323.98 | Indirect | Oct 2, 2026 |
| Aug 26, 2026 | Wallace Peter C | SOpen-market or private sale | Common Stock | 1.9K | $340.45 | Direct | Aug 27, 2026 |
| Aug 18, 2026 | Vasquez Jason W | MExercise or conversion of derivative · derivative | Stock Appreciation Rights | 7.7K | $0.00 | Direct | Aug 20, 2026 |
| Aug 18, 2026 | Vasquez Jason W | FTax/price withholding or payment | Common Stock | 2.8K | $354.35 | Direct | Aug 20, 2026 |
| Aug 18, 2026 | Vasquez Jason W | MExercise or conversion of derivative | Common Stock | 7.7K | $53.87 | Direct | Aug 20, 2026 |
| Aug 18, 2026 | Wells David K. | SOpen-market or private sale | Common Stock | 1.8K | $355.10 | Direct | Aug 20, 2026 |
| Aug 11, 2026 | TOMCZIK PAMELA J | AGrant, award, or other acquisition | Common Stock | 234 | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Ploetz Jon S | AGrant, award, or other acquisition · derivative | Stock Appreciation Rights | 1.2K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Ploetz Jon S | FTax/price withholding or payment | Common Stock | 450 | $352.35 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Ploetz Jon S | AGrant, award, or other acquisition | Common Stock | 1.0K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Ploetz Jon S | AGrant, award, or other acquisition | Common Stock | 375 | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Wells David K. | AGrant, award, or other acquisition · derivative | Stock Appreciation Rights | 2.2K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Wells David K. | FTax/price withholding or payment | Common Stock | 887 | $352.35 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Wells David K. | AGrant, award, or other acquisition | Common Stock | 1.9K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Wells David K. | AGrant, award, or other acquisition | Common Stock | 651 | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Vasquez Jason W | AGrant, award, or other acquisition · derivative | Stock Appreciation Rights | 1.2K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Vasquez Jason W | FTax/price withholding or payment | Common Stock | 341 | $352.35 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Vasquez Jason W | AGrant, award, or other acquisition | Common Stock | 1.0K | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Vasquez Jason W | AGrant, award, or other acquisition | Common Stock | 375 | $0.00 | Direct | Aug 13, 2026 |
| Aug 11, 2026 | Wagner Richard M | AGrant, award, or other acquisition · derivative | Stock Appreciation Rights | 1.4K | $0.00 | Direct | Aug 13, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 14, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Aug 13, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 25, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Apr 28, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 27, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Oct 28, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Oct 24, 2025 | 8-K | 1.01, 1.02, 2.03, 9.01 | Material definitive agreement; Termination of material agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Oct 23, 2025 | 8-K | 5.07 | Shareholder vote results | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$5.0B
FY 2026
+8.8% YoY 10-K filed Aug 13, 2026
Operating income
$549.5M
FY 2026
+10.2% YoY 10-K filed Aug 13, 2026
Operating margin
11.1%
FY 2026
+0.1 pts YoY 10-K filed Aug 13, 2026
Net income
$414.5M
FY 2026
+5.5% YoY 10-K filed Aug 13, 2026
Diluted EPS
$10.95
FY 2026
+8.2% YoY 10-K filed Aug 13, 2026
Operating cash flow
$484.1M
FY 2026
-1.7% YoY 10-K filed Aug 13, 2026
Cash & equivalents
$418.7M
As of Sep 30, 2025
10-Q filed Oct 28, 2025
Long-term debt
$365.3M
As of Mar 31, 2026
-36.2% YoY 10-Q filed Apr 28, 2026
Assets
$3.0B
As of Jun 30, 2026
-5.2% YoY 10-K filed Aug 13, 2026
Liabilities
$1.1B
As of Jun 30, 2026
-13.7% YoY 10-K filed Aug 13, 2026
Stockholders’ equity
$1.9B
As of Jun 30, 2026
+0.9% YoY 10-K filed Aug 13, 2026
Shares outstanding
36.7M
As of Jul 31, 2026
-2.8% YoY 10-K filed Aug 13, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $1.3B | +7.3% |
| Ended Dec 31, 2025 | $1.2B | +8.4% |
| Ended Sep 30, 2025 | $1.2B | +9.2% |
| Ended Mar 31, 2025 | $1.2B | +1.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $5.0B | +8.8% |
| Ended Jun 30, 2025 | $4.6B | +1.9% |
| Ended Jun 30, 2024 | $4.5B | +1.5% |
| Ended Jun 30, 2023 | $4.4B | +15.8% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$315.82
View live quote ↗
52-week low
$238.34
Oct 14, 2025
52-week high
$374.80
Aug 13, 2026
Below 52-week high
15.7%
1W return
-3.3%
1M return
-12.7%
3M return
-0.1%
6M return
+23.5%
YTD return
+23.0%
1Y return
+20.2%
30-day volatility
23.0%
90-day volatility
24.8%
1Y max drawdown
-13.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 23 filing(s) · 20 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.7M | $332.12 | |||
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 29, 2026 filed · 29d Initial Schedule 13G | Initial Schedule 13G | 2.0M | 5.24% | $265.32 | $296.57 | $332.12 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -4.1M | 0.00% -10.93 pts | $255.65 | $260.51 | $332.12 |
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