Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership186,720 shares
Latest Disclosed Value $ 47,944,094
Two Sigma Advisers, Lp reports 170.61% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 186,720 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $47,944,094 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 69,000 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 170.61% during the quarter. The current value of the position is $58,870,949 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)
2026-02-17 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 186,720 117,720 170.61 47,944 166.18 0.0932
2025-11-14 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 69,000 23,400 51.32 18,012 69.94 0.0360
2025-08-14 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,600 42,600 1,420.00 10,600 1,467.90 0.0217
2025-05-15 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,000 -1,300 -30.23 676 -34.31 0.0015
2025-02-14 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,300 -1,400 -24.56 1,030 -19.04 0.0024
2024-11-14 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,700 -20,200 -77.99 1,272 -74.70 0.0030
2024-08-14 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,900 19,000 275.36 5,025 268.60 0.0112
2024-05-15 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,900 -11,000 -61.45 1,363 -55.90 0.0032
2024-02-14 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,900 9,500 113.10 3,091 138.14 0.0072
2023-11-14 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,400 5,600 200.00 1,299 220.49 0.0033
2023-08-14 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,800 2,800 406 0.0010
2023-05-15 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -7,000 -100.00 0 -100.00
2023-02-14 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,000 -7,500 -51.72 882 -40.81 0.0025
2022-11-14 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 14,500 2,800 23.93 1,490 32.44 0.0043
2022-08-15 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,700 1,400 13.59 1,125 6.43 0.0032
2022-05-16 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,300 -3,100 -23.13 1,057 -23.18 0.0028
2022-02-14 2021-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,400 -1,700 -11.26 1,376 1.10 0.0034
2021-11-15 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 15,100 -4,300 -22.16 1,361 -22.98 0.0035
2021-08-16 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,400 -5,800 -23.02 1,767 -23.07 0.0047
2021-05-17 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 25,200 -2,500 -9.03 2,297 6.34 0.0063
2021-02-16 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,700 600 2.21 2,160 44.68 0.0058
2020-11-16 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 27,100 2,500 10.16 1,493 -2.74 0.0043
2020-09-15 2020-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,600 875 3.69 1,535 41.47 0.0045
2020-08-14 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 24,600 875 1,535 4,435.6402
2020-05-15 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 23,725 -9,100 -27.72 1,085 -50.43 0.0042
2020-02-14 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 32,825 27,500 516.43 2,189 624.83 0.0051
2019-11-14 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,325 5,325 302 0.0007
2018-02-14 2017-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -8,513 -100.00 0 -100.00
2017-11-14 2017-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,513 8,513 560 0.0016
2017-08-14 2017-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -17,013 -100.00 0 -100.00
2017-05-15 2017-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 17,013 -2,932 -14.70 1,052 -11.22 0.0034
2017-02-14 2016-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 19,945 19,945 0.00 1,185 0.0045
2016-05-16 2016-03-31 13F APPLIED INDUSTRIAL TECH Common Stock 03820C105 0 0 0 0.0000
2016-02-16 2015-12-31 13F APPLIED INDL TECHNOLOGIES IN COMMON STOCK 03820C105 0 0 0 0.0000
2015-11-16 2015-09-30 13F APPLIED INDUSTRIAL TECH COMMON STOCK 03820C105 0 -16,726 -100.00 0 -100.00
2016-02-09 2015-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN COMMON STOCK 03820C105 16,726 11,601 226.36 663 185.78 0.0051
2015-08-14 2015-06-30 13F APPLIED INDUSTRIAL TECH COMMON STOCK 03820C105 16,726 663
2016-02-09 2015-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,125 5,125 -58.08 232 -62.58 0.0018
2015-05-15 2015-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,125 233
2014-11-14 2014-09-30 13F APPLIED INDUSTRIAL TECH Common Stock 03820C105 0 -12,225 -100.00 0 -100.00
2016-02-09 2014-06-30 13F/A-1 APPLIED INDUSTRIAL TECH Common Stock 03820C105 12,225 3,900 46.85 620 54.61 0.0050
2014-08-14 2014-06-30 13F APPLIED INDUSTRIAL TECH Common Stock 03820C105 12,225 621
2014-05-15 2014-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,325 8,325 401 0.0036
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.