Applied Digital Corp.
APLD- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001144879
In the last 90 days, Applied Digital Corp. insiders filed 0 open-market purchases and 1 sale; 582 institutions reported holding it in 13F filings for Q2 2026, worth $9.39B in total; superinvestors Tiger Global Management and Third Point hold it.
13F holders, Q2 2026
Institutional positions in Applied Digital Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 582
- +116 vs. Q1 2026
- Shares held
- 214.8M
- +17.6M (+8.9%) vs. Q1 2026
- Total value
- $9.39B
- +$3.64B (+63.4%) vs. Q1 2026
- New holders
- 179
- 162 more added
- Sold out
- 63
- 165 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 582 | $9.39B |
| Q1 2026 | 471 | $6.09B |
| Q4 2025 | 449 | $5.59B |
| Q3 2025 | 369 | $4.12B |
| Q2 2025 | 282 | $1.46B |
| Q1 2025 | 252 | $827.5M |
| Q4 2024 | 246 | $1.12B |
| Q3 2024 | 170 | $1.12B |
| Q2 2024 | 136 | $504.4M |
| Q1 2024 | 116 | $277.8M |
| Q4 2023 | 136 | $454.7M |
| Q3 2023 | 131 | $347.3M |
| Q2 2023 | 127 | $460.5M |
| Q1 2023 | 74 | $78.4M |
| Q4 2022 | 66 | $58.0M |
| Q3 2022 | 62 | $40.1M |
| Q2 2022 | 51 | $21.6M |
| Q1 2022 | 1 | $3.79M |
| Q4 2021 | 1 | $6.08M |
| Q3 2021 | 1 | $2.90M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 22,518,887 | $840.0M | 6.09% | −556,725−2.4% | Reduced |
| BlackRock, Inc. | 13,375,070 | $535.6M | 0.01% | −7,521,031−36.0% | Reduced |
| Vanguard Portfolio Management LLC | 13,728,812 | $512.1M | 0.02% | −1,078,983−7.3% | Reduced |
| Situational Awareness LP | 15,384,616 | $469.0M | 2.33% | +1,906,178+14.1% | Added |
| Vanguard Capital Management LLC | 11,555,819 | $431.0M | 0.01% | +780,138+7.2% | Added |
| Linden Advisors LP | – | $395.7M | 2.05% | – | – |
| D. E. Shaw & Co., Inc. | 3,033,821 | $392.0M | 0.24% | −365,120−10.7% | Reduced |
| Two Sigma Investments, LP | 10,299,117 | $384.2M | 0.29% | +8,706,515+546.7% | Added |
| Equitec Proprietary Markets, LLC | 8,373,964 | $312.3M | 77.22% | +8,373,964 | New |
| Goldman Sachs Group Inc | 6,980,959 | $260.4M | 0.03% | −1,023,407−12.8% | Reduced |
| Geode Capital Management, LLC | 4,877,618 | $221.7M | 0.01% | −1,533,841−23.9% | Reduced |
| State Street Corp | 4,482,378 | $213.7M | 0.01% | −1,086,150−19.5% | Reduced |
| Value Aligned Research Advisors, LLC | 5,546,030 | $206.9M | 1.24% | −1,122,281−16.8% | Reduced |
| Whitebox Advisors LLC | – | $201.9M | 3.26% | – | – |
| Oasis Management Co Ltd. | 5,007,317 | $186.8M | 20.15% | +3,974,500+384.8% | Added |
| BNP Paribas Arbitrage, SA | 3,278,874 | $176.4M | 0.09% | −155,182−4.5% | Reduced |
| DeepCurrents Investment Group LLC | – | $139.2M | 4.77% | – | New |
| Dba Trading, LLC | 5,576,235 | $132.4M | 66.54% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,516,146 | $131.2M | 0.16% | +517,162+17.2% | Added |
| Point72 Asset Management, L.P. | 789,009 | $128.2M | 0.20% | – | – |
| Norges Bank | 3,088,677 | $115.2M | 0.01% | +3,088,677 | New |
| Voloridge Investment Management, LLC | 3,033,280 | $113.1M | 0.48% | +2,949,313+3,512.5% | Added |
| Morgan Stanley | 2,947,256 | $109.9M | 0.01% | +44,117+1.5% | Added |
| UBS Group AG | 2,884,430 | $107.7M | 0.02% | −1,616,457−35.9% | Reduced |
| Bank of America Corp | 2,615,865 | $101.4M | 0.01% | −646,647−19.8% | Reduced |
| Graham Capital Management, L.P. | – | $97.1M | 2.60% | – | – |
| Context Capital Management, LLC | – | $90.8M | 1.83% | – | – |
| HRT Financial LP | 2,067,003 | $77.1M | 0.14% | +2,028,648+5,289.1% | Added |
| Ameriprise Financial Inc | 2,058,415 | $76.8M | 0.02% | +1,443,364+234.7% | Added |
| Barclays PLC | 1,842,002 | $68.7M | 0.02% | −286,751−13.5% | Reduced |
| Squarepoint Ops LLC | 1,795,876 | $67.0M | 0.13% | +1,592,197+781.7% | Added |
| Price T Rowe Associates Inc | 1,792,699 | $66.9M | 0.01% | +940,264+110.3% | Added |
| Charles Schwab Investment Management Inc | 1,683,299 | $62.8M | 0.01% | −478,979−22.2% | Reduced |
| Vanguard Fiduciary Trust Co | 1,613,276 | $60.2M | 0.01% | −72,840−4.3% | Reduced |
| Van Eck Associates Corp | 1,422,868 | $53.1M | 0.03% | −395,721−21.8% | Reduced |
| Northern Trust Corp | 1,381,815 | $51.5M | 0.01% | −737,728−34.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,015,055 | $51.3M | 0.15% | −160,587−13.7% | Reduced |
| Citadel Advisors LLC | 1,372,681 | $51.2M | 0.03% | +1,067,432+349.7% | Added |
| Balyasny Asset Management LLC | 1,336,486 | $49.9M | 0.09% | +790,269+144.7% | Added |
| Voya Investment Management LLC | 1,263,520 | $47.1M | 0.04% | −151,191−10.7% | Reduced |
| Jane Street Group, LLC | 1,242,028 | $46.3M | 0.03% | +5,691+0.5% | Added |
| SEI Investments Co | 1,238,933 | $46.2M | 0.04% | +145,232+13.3% | Added |
| Toroso Investments, LLC | 1,219,417 | $43.3M | 0.11% | +229,728+23.2% | Added |
| Bank of Montreal | 955,291 | $42.7M | 0.02% | +918,627+2,505.5% | Added |
| Millennium Management LLC | 1,065,869 | $41.2M | 0.03% | +979,631+1,136.0% | Added |
| Westfield Capital Management Co LP | 1,039,641 | $38.8M | 0.13% | +497,549+91.8% | Added |
| Wellington Management Group LLP | 1,014,085 | $37.8M | 0.01% | −214,540−17.5% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 885,000 | $33.0M | 0.14% | +885,000 | New |
| Susquehanna International Group, LLP | 836,833 | $31.2M | 0.03% | +664,389+385.3% | Added |
| LPL Financial LLC | 774,706 | $28.9M | 0.01% | +118,118+18.0% | Added |
| Bank of New York Mellon Corp | 846,042 | $28.3M | 0.00% | −53,722−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 732,722 | $27.3M | 0.14% | +711,879+3,415.4% | Added |
| Citigroup Inc | 727,344 | $27.2M | 0.01% | −418,596−36.5% | Reduced |
| FMR LLC | 161,916 | $26.3M | 0.00% | −276,116−63.0% | Reduced |
| Qube Research & Technologies Ltd | 694,074 | $25.9M | 0.03% | +694,074 | New |
| UBS Asset Management Americas Inc | 581,255 | $21.7M | 0.00% | +143,308+32.7% | Added |
| Swiss National Bank | 516,100 | $19.3M | 0.01% | +18,100+3.6% | Added |
| Clearfield Capital Management LP | 514,379 | $19.2M | 13.46% | 00.0% | Unchanged |
| Raymond James Financial Inc | 500,376 | $18.7M | 0.01% | +83,216+19.9% | Added |
| Vident Advisory, LLC | 484,806 | $18.1M | 0.13% | −95,912−16.5% | Reduced |
| Jump Financial, LLC | 482,743 | $18.0M | 0.16% | −177,738−26.9% | Reduced |
| Plustick Management LLC | 475,000 | $17.7M | 7.51% | −165,000−25.8% | Reduced |
| Hunter Associates Investment Management LLC | 457,830 | $17.1M | 1.97% | −44,855−8.9% | Reduced |
| Driehaus Capital Management LLC | 450,395 | $16.8M | 0.10% | +450,395 | New |
| Thrivent Financial for Lutherans | – | $16.3M | 0.03% | – | – |
| Colony Group, LLC | 428,376 | $16.0M | 0.02% | +319,453+293.3% | Added |
| Algert Global LLC | 423,550 | $15.8M | 0.19% | +111,072+35.5% | Added |
| Gillson Capital LP | 519,964 | $15.8M | 0.93% | +265,067+104.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | – | $15.1M | 0.64% | – | New |
| Voleon Capital Management LP | 391,803 | $14.6M | 0.27% | +136,062+53.2% | Added |
| BIT Capital GmbH | 386,458 | $14.4M | 0.49% | −9,624−2.4% | Reduced |
| Nuveen, LLC | 362,936 | $13.5M | 0.00% | −233,330−39.1% | Reduced |
| IMC-Chicago, LLC | 359,607 | $13.4M | 0.12% | +291,010+424.2% | Added |
| Bleakley Financial Group, LLC | 307,459 | $11.5M | 0.15% | −510.0% | Reduced |
| Spear Advisors LLC | 300,897 | $11.2M | 3.85% | +49,011+19.5% | Added |
| California State Teachers Retirement System | 298,175 | $11.1M | 0.01% | +6,870+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 293,266 | $10.9M | 0.01% | +188,195+179.1% | Added |
| Thames Capital Management LLC | 288,167 | $10.7M | 0.88% | +288,167 | New |
| Clarity Financial LLC | 282,075 | $10.5M | 0.90% | +282,075 | New |
| Thor Investment Management Inc | 279,271 | $10.4M | 5.93% | −125,143−30.9% | Reduced |
| Krane Funds Advisors LLC | 270,730 | $10.1M | 0.36% | +202,656+297.7% | Added |
| Shannon River Fund Management LLC | 265,474 | $9.90M | 0.88% | +265,474 | New |
| Vanguard Asset Management, Ltd | 246,566 | $9.20M | 0.01% | +21,006+9.3% | Added |
| Invesco Ltd. | 244,822 | $9.13M | 0.00% | +64,235+35.6% | Added |
| SG Americas Securities, LLC | 233,809 | $8.72M | 0.01% | +165,329+241.4% | Added |
| TFR Capital, LLC. | 233,428 | $8.71M | 2.45% | −139,532−37.4% | Reduced |
| Marshall Wace, LLP | 222,537 | $8.30M | 0.01% | +195,837+733.5% | Added |
| Catalyst Funds Management Pty Ltd | 220,700 | $8.23M | 0.46% | +220,700 | New |
| LMR Partners LLP | 218,013 | $8.13M | 0.06% | +218,013 | New |
| Dimensional Fund Advisors LP | 217,016 | $8.09M | 0.00% | +134,048+161.6% | Added |
| Rhumbline Advisers | 213,557 | $7.97M | 0.01% | −76,768−26.4% | Reduced |
| State of Wisconsin Investment Board | 210,301 | $7.84M | 0.02% | −28,149−11.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 206,051 | $7.69M | 0.04% | +66,519+47.7% | Added |
| State Board of Administration of Florida Retirement System | 205,591 | $7.67M | 0.01% | +154,807+304.8% | Added |
| Legal & General Group Plc | 202,771 | $7.56M | 0.00% | +3,164+1.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 199,988 | $7.46M | 0.01% | −446,063−69.0% | Reduced |
| Gabelli Funds LLC | – | $7.39M | 0.05% | – | – |
| Creative Planning | 196,091 | $7.31M | 0.00% | +56,702+40.7% | Added |
| Steamboat Capital Partners, LLC | 193,105 | $7.20M | 1.54% | +193,105 | New |
| Russell Investments Group, Ltd. | 190,912 | $7.12M | 0.01% | +148,420+349.3% | Added |