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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; 567 institutions reported holding it in 13F filings for Q2 2026, worth $7.86B in total; superinvestors Tiger Global Management and Third Point hold it.

13F holders, Q3 2022

Institutional positions in Applied Digital Corp. as of Sep 30, 2022. 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
62
+11 vs. Q2 2022
Shares held
23.0M
+2.40M (+11.6%) vs. Q2 2022
Total value
$39.1M
+$17.5M (+80.8%) vs. Q2 2022
New holders
17
18 more added
Sold out
6
19 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 62 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 1 institutionQ1 2022: 1 institutionQ2 2022: 51 institutionsQ3 2022: 62 institutionsQ4 2022: 66 institutionsQ1 2023: 74 institutionsQ2 2023: 127 institutionsQ3 2023: 131 institutionsQ4 2023: 136 institutionsQ1 2024: 116 institutionsQ2 2024: 136 institutionsQ3 2024: 170 institutionsQ4 2024: 246 institutionsQ1 2025: 252 institutionsQ2 2025: 282 institutionsQ3 2025: 369 institutionsQ4 2025: 438 institutionsQ1 2026: 459 institutionsQ2 2026: 567 institutions
Value heldQ3 2022: $40.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $2.90MQ4 2021: $6.08MQ1 2022: $3.79MQ2 2022: $21.6MQ3 2022: $40.1MQ4 2022: $58.0MQ1 2023: $78.4MQ2 2023: $460.5MQ3 2023: $347.3MQ4 2023: $454.7MQ1 2024: $277.8MQ2 2024: $504.4MQ3 2024: $1.12BQ4 2024: $1.12BQ1 2025: $827.5MQ2 2025: $1.46BQ3 2025: $4.12BQ4 2025: $4.47BQ1 2026: $5.01BQ2 2026: $7.86B
Institutions holding APLD and their total value by quarter
QuarterHoldersValue
Q2 2026567$7.86B
Q1 2026459$5.01B
Q4 2025438$4.47B
Q3 2025369$4.12B
Q2 2025282$1.46B
Q1 2025252$827.5M
Q4 2024246$1.12B
Q3 2024170$1.12B
Q2 2024136$504.4M
Q1 2024116$277.8M
Q4 2023136$454.7M
Q3 2023131$347.3M
Q2 2023127$460.5M
Q1 202374$78.4M
Q4 202266$58.0M
Q3 202262$40.1M
Q2 202251$21.6M
Q1 20221$3.79M
Q4 20211$6.08M
Q3 20211$2.90M
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2022.

Institutions holding APLD in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oasis Management Co Ltd.4,340,231$7.38M1.27%+1,785,018+69.9%Added
Hood River Capital Management LLC3,225,450$5.48M0.21%+198,582+6.6%Added
Deep Field Asset Management LLC2,366,744$4.02M7.41%+32,000+1.4%Added
Nokomis Capital, L.L.C.1,984,421$3.37M1.51%+404,166+25.6%Added
Harvey Partners, LLC1,897,332$3.23M0.48%−808,502−29.9%Reduced
Granite Point Capital Management, L.P.1,469,734$2.50M2.62%−1,616−0.1%Reduced
Equitec Proprietary Markets, LLC1,332,551$2.27M1.00%−258,215−16.2%Reduced
B. Riley Asset Management, LLC870,686$1.48M0.83%+100,000+13.0%Added
Van Eck Associates Corp698,253$1.19M0.00%+677,709+3,298.8%Added
BlackRock Inc.653,764$1.11M0.00%+369,353+129.9%Added
Verition Fund Management LLC591,554$1.01M0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.553,225$940.0K0.01%+6,725+1.2%Added
Geode Capital Management, LLC428,363$728.0K0.00%+428,363New
Alta Fundamental Advisers LLC393,621$669.0K0.29%00.0%Unchanged
Vident Investment Advisory, LLC345,501$587.0K0.02%+345,501New
State Street Corp340,783$579.0K0.00%+120,110+54.4%Added
Bridgeway Capital Management, LLC250,000$425.0K0.01%+250,000New
Alliancebernstein L.P.152,800$260.0K0.00%+152,800New
Rock Creek Group, LP150,000$255.0K0.03%−10,000−6.3%Reduced
Voss Capital, LLC150,000$255.0K0.07%−10,000−6.3%Reduced
Mirae Asset Global Investments Co., Ltd.119,181$203.0K0.00%+119,181New
Invesco Ltd.106,654$181.0K0.00%+68,692+180.9%Added
Arrowstreet Capital, Limited Partnership97,083$165.0K0.00%+97,083New
Northern Trust Corp49,159$83.0K0.00%+4,445+9.9%Added
Penserra Capital Management LLC44,954$76.0K0.00%+44,954New
Vanguard Group Inc36,112$61.0K0.00%+7,353+25.6%Added
New York State Common Retirement Fund34,166$58.0K0.00%−57,634−62.8%Reduced
Millennium Management LLC26,583$45.0K0.00%−288,801−91.6%Reduced
Jane Street Group, LLC24,606$42.0K0.00%+24,606New
Renaissance Technologies LLC22,400$38.0K0.00%−5,700−20.3%Reduced
UBS Group AG21,120$36.0K0.00%+21,120New
Virtu Financial LLC20,516$35.0K0.00%+9,682+89.4%Added
Charles Schwab Investment Management Inc17,721$31.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp16,252$27.0K0.00%−8,753−35.0%Reduced
Fisher Asset Management, LLC16,000$27.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP15,226$26.0K0.00%+15,226New
Bayesian Capital Management, LP13,265$23.0K0.00%+13,265New
Rhumbline Advisers12,893$22.0K0.00%−1,459−10.2%Reduced
Horizon Kinetics Asset Management LLC11,576$20.0K0.00%+11,576New
Nuveen Asset Management, LLC11,267$18.0K0.00%+11,267New
KCL Capital, L.P.10,000$17.0K0.00%−30,000−75.0%Reduced
Allspring Global Investments Holdings, LLC9,486$16.0K0.00%+9,486New
Amalgamated Bank8,717$15.0K0.00%+9+0.1%Added
Royal Bank of Canada8,770$14.0K0.00%+8,725+19,388.9%Added
Nisa Investment Advisors, LLC5,500$12.0K0.00%+5,500New
Tower Research Capital LLC (TRC)6,518$11.0K0.00%+5,549+572.7%Added
JPMorgan Chase & Co4,313$7.00K0.00%00.0%Unchanged
American International Group, Inc.3,829$7.00K0.00%+53+1.4%Added
Deutsche Bank AG3,291$6.00K0.00%−537−14.0%Reduced
FMR LLC3,305$6.00K0.00%+3,305New
California State Teachers Retirement System3,184$5.00K0.00%−265−7.7%Reduced
Lindbrook Capital, LLC2,999$5.00K0.00%00.0%Unchanged
Bank of America Corp1,325$2.00K0.00%−54−3.9%Reduced
CWM, LLC503$1.00K0.00%00.0%Unchanged
Barclays PLC342$1.00K0.00%−63−15.6%Reduced
Ameritas Investment Partners, Inc.605$1.00K0.00%+605New
Citigroup Inc124$00.00%−360−74.4%Reduced
Morgan Stanley648$00.00%−412−38.9%Reduced
Wells Fargo & Company17$00.00%−79−82.3%Reduced
Credit Suisse AG43$00.00%+39+975.0%Added
Advisor Group Holdings, Inc.3$00.00%−55−94.8%Reduced
Global Retirement Partners, LLC200$00.00%00.0%Unchanged
Anson Funds Management LP0$00.00%−1,343,380−100.0%Sold out
B. Riley Financial, Inc.0$00.00%−61,426−100.0%Sold out
Advisory Services Network, LLC0$00.00%−24,515−100.0%Sold out
National Asset Management, Inc.0$00.00%−18,200−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−14,365−100.0%Sold out
Victory Capital Management Inc0$00.00%−10,175−100.0%Sold out