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, Q4 2022
Institutional positions in Applied Digital Corp. as of Dec 31, 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
- 66
- +4 vs. Q3 2022
- Shares held
- 31.5M
- +8.54M (+37.2%) vs. Q3 2022
- Total value
- $58.0M
- +$18.9M (+48.5%) vs. Q3 2022
- New holders
- 13
- 34 more added
- Sold out
- 9
- 10 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 567 | $7.86B |
| Q1 2026 | 459 | $5.01B |
| Q4 2025 | 438 | $4.47B |
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oasis Management Co Ltd. | 4,402,909 | $8.10M | 1.74% | +62,678+1.4% | Added |
| Hood River Capital Management LLC | 3,593,528 | $6.61M | 0.24% | +368,078+11.4% | Added |
| Nokomis Capital, L.L.C. | 3,061,025 | $5.63M | 2.38% | +1,076,604+54.3% | Added |
| BlackRock Inc. | 2,869,503 | $5.28M | 0.00% | +2,215,739+338.9% | Added |
| Vanguard Group Inc | 2,193,426 | $4.04M | 0.00% | +2,157,314+5,974.0% | Added |
| Deep Field Asset Management LLC | 1,671,276 | $3.08M | 5.33% | −695,468−29.4% | Reduced |
| Granite Point Capital Management, L.P. | 1,469,734 | $2.70M | 3.26% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 1,425,686 | $2.62M | 1.17% | +555,000+63.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,335,798 | $2.46M | 0.01% | +1,216,617+1,020.8% | Added |
| Equitec Proprietary Markets, LLC | 1,169,700 | $2.15M | 1.26% | −162,851−12.2% | Reduced |
| Harvey Partners, LLC | 994,000 | $1.83M | 0.24% | −903,332−47.6% | Reduced |
| Van Eck Associates Corp | 980,371 | $1.80M | 0.00% | +282,118+40.4% | Added |
| Exchange Traded Concepts, LLC | 934,150 | $1.72M | 0.05% | +934,150 | New |
| Geode Capital Management, LLC | 852,712 | $1.57M | 0.00% | +424,349+99.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 560,225 | $1.03M | 0.01% | +7,000+1.3% | Added |
| State Street Corp | 497,950 | $916.2K | 0.00% | +157,167+46.1% | Added |
| Northern Trust Corp | 438,361 | $806.6K | 0.00% | +389,202+791.7% | Added |
| Boothbay Fund Management, LLC | 386,470 | $711.1K | 0.02% | +386,470 | New |
| Vident Investment Advisory, LLC | 342,701 | $630.6K | 0.02% | −2,800−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 250,000 | $460.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 205,000 | $377.2K | 0.01% | +205,000 | New |
| SEI Investments Co | 163,200 | $300.3K | 0.00% | +163,200 | New |
| Bank of New York Mellon Corp | 161,904 | $297.9K | 0.00% | +145,652+896.2% | Added |
| Alliancebernstein L.P. | 158,600 | $291.8K | 0.00% | +5,800+3.8% | Added |
| Charles Schwab Investment Management Inc | 151,326 | $278.4K | 0.00% | +133,605+753.9% | Added |
| Invesco Ltd. | 115,758 | $213.0K | 0.00% | +9,104+8.5% | Added |
| UBS Group AG | 105,945 | $194.9K | 0.00% | +84,825+401.6% | Added |
| Nuveen Asset Management, LLC | 92,399 | $170.0K | 0.00% | +81,132+720.1% | Added |
| Rock Creek Group, LP | 90,200 | $166.0K | 0.02% | −59,800−39.9% | Reduced |
| Voss Capital, LLC | 90,200 | $166.0K | 0.03% | −59,800−39.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 83,728 | $154.0K | 0.00% | −13,355−13.8% | Reduced |
| Renaissance Technologies LLC | 80,900 | $149.0K | 0.00% | +58,500+261.2% | Added |
| Rhumbline Advisers | 60,260 | $111.0K | 0.00% | +47,367+367.4% | Added |
| Penserra Capital Management LLC | 60,119 | $110.0K | 0.00% | +15,165+33.7% | Added |
| Bank of America Corp | 51,148 | $94.1K | 0.00% | +49,823+3,760.2% | Added |
| Beacon Pointe Advisors, LLC | 39,939 | $73.5K | 0.00% | +39,939 | New |
| JPMorgan Chase & Co | 38,086 | $70.0K | 0.00% | +33,773+783.1% | Added |
| Ergoteles LLC | 34,950 | $64.3K | 0.00% | +34,950 | New |
| New York State Common Retirement Fund | 34,166 | $62.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 31,955 | $58.8K | 0.00% | +28,126+734.6% | Added |
| Deutsche Bank AG | 29,116 | $53.6K | 0.00% | +25,825+784.7% | Added |
| Voya Investment Management LLC | 27,496 | $50.6K | 0.00% | +27,496 | New |
| California State Teachers Retirement System | 26,969 | $49.6K | 0.00% | +23,785+747.0% | Added |
| Barclays PLC | 18,140 | $33.4K | 0.00% | +17,798+5,204.1% | Added |
| Manufacturers Life Insurance Company, The | 16,693 | $30.7K | 0.00% | +16,693 | New |
| Fisher Asset Management, LLC | 16,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,414 | $27.0K | 0.00% | +5,697+65.4% | Added |
| Royal Bank of Canada | 14,464 | $27.0K | 0.00% | +5,694+64.9% | Added |
| Morgan Stanley | 13,230 | $24.3K | 0.00% | +12,582+1,941.7% | Added |
| Horizon Kinetics Asset Management LLC | 11,576 | $21.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,908 | $20.0K | 0.00% | +5,408+98.3% | Added |
| Price T Rowe Associates Inc | 10,873 | $20.0K | 0.00% | +10,873 | New |
| Allspring Global Investments Holdings, LLC | 9,283 | $17.1K | 0.00% | −203−2.1% | Reduced |
| Legal & General Group Plc | 7,085 | $13.0K | 0.00% | +7,085 | New |
| Ameritas Investment Partners, Inc. | 5,205 | $12.2K | 0.00% | +4,600+760.3% | Added |
| Tower Research Capital LLC (TRC) | 4,684 | $9.00K | 0.00% | −1,834−28.1% | Reduced |
| FMR LLC | 4,532 | $8.34K | 0.00% | +1,227+37.1% | Added |
| Lindbrook Capital, LLC | 2,999 | $5.52K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 841 | $1.55K | 0.00% | +841 | New |
| CWM, LLC | 503 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 527 | $970 | 0.00% | +403+325.0% | Added |
| Global Retirement Partners, LLC | 200 | $368 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 166 | $305 | 0.00% | +166 | New |
| Credit Suisse AG | 3 | $6 | 0.00% | −40−93.0% | Reduced |
| Advisor Group Holdings, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 181 | $0 | 0.00% | +181 | New |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −591,554−100.0% | Sold out |
| Alta Fundamental Advisers LLC | 0 | $0 | 0.00% | −393,621−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,583−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,606−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,516−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,226−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,265−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −17−100.0% | Sold out |