Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionEULAV Asset Management
Latest Disclosed Ownership132,740 shares
Latest Disclosed Value $ 35,218,577
EULAV Asset Management reports 30.01% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 7, 2026 - EULAV Asset Management filed a 13F-HR form disclosing ownership of 132,740 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $35,218,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 102,100 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 30.01% during the quarter. The current value of the position is $41,851,595 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)
2026-05-07 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 132,740 30,640 30.01 35,219 34.34 1.1273
2026-02-11 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 102,100 2,000 2.00 26,216 0.33 0.6993
2025-10-28 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 100,100 16,100 19.17 26,131 33.83 0.6073
2025-08-12 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 84,000 14,200 20.34 19,526 24.14 0.4584
2025-04-30 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 69,800 14,400 25.99 15,729 18.56 0.3885
2025-01-28 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 55,400 10,100 22.30 13,267 31.26 0.3195
2024-11-08 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,300 22,000 94.42 10,108 123.61 0.2460
2024-08-13 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 4,520 -1.78 0.1222
2024-05-30 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 4,603 14.39 0.1266
2024-02-14 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 4,024 11.69 0.1244
2023-11-14 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 3,602 6.76 0.1317
2023-08-10 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 3,375 1.90 0.1258
2023-04-27 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 3,312 12.77 0.1305
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,936 22.59 0.1260
2022-11-04 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,395 6.87 0.1060
2022-07-22 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,241 -6.31 0.0925
2022-05-10 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,392 0.08 0.0712
2022-02-11 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,390 13.81 0.0603
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,100 -1.04 0.0554
2021-08-06 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,122 -0.09 0.0561
2021-04-30 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 2,124 16.90 0.0569
2021-02-16 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,817 41.51 0.0475
2020-11-05 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,284 -11.69 0.0379
2020-08-11 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,454 36.53 0.0476
2020-04-27 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,065 -31.47 0.0426
2020-02-13 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,554 17.46 0.0536
2019-11-12 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 0 0.00 1,323 -7.74 0.0488
2019-08-05 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,300 -4,700 -16.79 1,434 -14.49 0.0538
2019-05-13 2019-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 1,677 11.06 0.0691
2019-02-13 2018-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 1,510 -31.08 0.0754
2018-10-26 2018-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 2,191 11.56 0.0939
2018-08-14 2018-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 1,964 -3.77 0.0903
2018-05-09 2018-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 2,041 7.03 0.0976
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 1,907 3.53 0.0901
2017-11-14 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 0 0.00 1,842 11.43 0.0870
2017-08-14 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 28,000 8,100 40.70 1,653 34.28 0.0810
2017-05-11 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,900 2,000 11.17 1,231 15.80 0.0628
2017-02-14 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,900 -500 -2.72 1,063 23.60 0.0572
2016-11-10 2016-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 860 3.49 0.0455
2016-08-15 2016-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 831 4.01 0.0456
2016-05-12 2016-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 799 7.25 0.0446
2016-02-16 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 745 6.13 0.0408
2015-11-16 2015-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 702 -3.84 0.0399
2015-08-17 2015-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 730 -12.47 0.0383
2015-04-28 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 834 -0.60 0.0430
2015-01-14 2014-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 839 -0.12 0.0451
2014-11-17 2014-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 840 -9.97 0.0457
2014-07-30 2014-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 933 5.07 0.0500
2014-05-08 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 0 0.00 888 -1.66 0.0483
2014-02-18 2013-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 18,400 1,000 5.75 903 0.78 0.0492
2013-11-01 2013-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,400 4,000 29.85 896 38.27 0.0521
2013-08-14 2013-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,400 13,400 648 0.0395
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.