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 $7.85B in total; superinvestors Tiger Global Management and Third Point hold it.
13F holders, Q1 2023
Institutional positions in Applied Digital Corp. as of Mar 31, 2023. 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
- 74
- +9 vs. Q4 2022
- Shares held
- 35.0M
- +5.15M (+17.3%) vs. Q4 2022
- Total value
- $78.4M
- +$23.5M (+42.7%) vs. Q4 2022
- New holders
- 18
- 24 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $7.85B |
| Q1 2026 | 459 | $5.01B |
| Q4 2025 | 438 | $4.42B |
| Q3 2025 | 369 | $4.09B |
| Q2 2025 | 282 | $1.45B |
| Q1 2025 | 252 | $821.4M |
| Q4 2024 | 246 | $1.12B |
| Q3 2024 | 170 | $1.12B |
| Q2 2024 | 136 | $504.2M |
| Q1 2024 | 116 | $275.6M |
| Q4 2023 | 136 | $450.6M |
| Q3 2023 | 131 | $347.3M |
| Q2 2023 | 127 | $454.6M |
| Q1 2023 | 74 | $78.4M |
| Q4 2022 | 66 | $58.0M |
| Q3 2022 | 62 | $39.1M |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 4,671,783 | $10.5M | 0.34% | +1,078,255+30.0% | Added |
| Oasis Management Co Ltd. | 4,460,322 | $9.99M | 1.88% | +57,413+1.3% | Added |
| Nokomis Capital, L.L.C. | 3,590,559 | $8.04M | 3.28% | +529,534+17.3% | Added |
| BlackRock Inc. | 3,262,270 | $7.31M | 0.00% | +392,767+13.7% | Added |
| Vanguard Group Inc | 2,270,363 | $5.09M | 0.00% | +76,937+3.5% | Added |
| B. Riley Asset Management, LLC | 1,950,686 | $4.37M | 1.81% | +525,000+36.8% | Added |
| Divisadero Street Capital Management, LP | 1,750,000 | $3.92M | 1.71% | +1,750,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,373,136 | $3.08M | 0.01% | +37,338+2.8% | Added |
| Creative Planning | 1,333,570 | $2.99M | 0.00% | +1,333,570 | New |
| Van Eck Associates Corp | 915,005 | $2.05M | 0.00% | −65,366−6.7% | Reduced |
| Exchange Traded Concepts, LLC | 897,539 | $2.01M | 0.06% | −36,611−3.9% | Reduced |
| State Street Corp | 896,519 | $2.01M | 0.00% | +398,569+80.0% | Added |
| Boothbay Fund Management, LLC | 861,470 | $1.93M | 0.06% | +475,000+122.9% | Added |
| Geode Capital Management, LLC | 848,579 | $1.90M | 0.00% | −4,133−0.5% | Reduced |
| Harvey Partners, LLC | 690,000 | $1.55M | 0.20% | −304,000−30.6% | Reduced |
| Equitec Proprietary Markets, LLC | 683,269 | $1.53M | 1.45% | −486,431−41.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 559,745 | $1.25M | 0.01% | −480−0.1% | Reduced |
| Northern Trust Corp | 455,312 | $1.02M | 0.00% | +16,951+3.9% | Added |
| Vident Investment Advisory, LLC | 325,295 | $728.7K | 0.02% | −17,406−5.1% | Reduced |
| National Asset Management, Inc. | 319,166 | $714.9K | 0.02% | +114,166+55.7% | Added |
| Bridgeway Capital Management, LLC | 275,000 | $616.0K | 0.02% | +25,000+10.0% | Added |
| Granite Point Capital Management, L.P. | 229,857 | $514.9K | 1.86% | −1,239,877−84.4% | Reduced |
| Bank of New York Mellon Corp | 160,757 | $360.1K | 0.00% | −1,147−0.7% | Reduced |
| Apis Capital Advisors, LLC | 160,000 | $358.4K | 0.38% | +160,000 | New |
| SEI Investments Co | 159,508 | $357.3K | 0.00% | −3,692−2.3% | Reduced |
| Alliancebernstein L.P. | 152,800 | $342.3K | 0.00% | −5,800−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 151,326 | $339.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 109,469 | $245.2K | 0.00% | −6,289−5.4% | Reduced |
| Truist Financial Corp | 100,000 | $224.0K | 0.00% | +100,000 | New |
| Thompson Siegel & Walmsley LLC | 99,169 | $222.0K | 0.00% | +99,169 | New |
| Rhumbline Advisers | 95,436 | $214.0K | 0.00% | +35,176+58.4% | Added |
| Trellus Management Company, LLC | 95,000 | $212.8K | 0.34% | +95,000 | New |
| Nuveen Asset Management, LLC | 92,399 | $207.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 91,100 | $204.0K | 0.00% | +10,200+12.6% | Added |
| Black Maple Capital Management LP | 85,818 | $192.2K | 0.24% | +85,818 | New |
| Arrowstreet Capital, Limited Partnership | 58,229 | $130.0K | 0.00% | −25,499−30.5% | Reduced |
| Jane Street Group, LLC | 53,433 | $119.7K | 0.00% | +53,433 | New |
| JPMorgan Chase & Co | 51,752 | $116.0K | 0.00% | +13,666+35.9% | Added |
| Citadel Advisors LLC | 48,027 | $107.6K | 0.00% | +48,027 | New |
| Deutsche Bank AG | 43,163 | $96.7K | 0.00% | +14,047+48.2% | Added |
| MetLife Investment Management | 40,989 | $91.8K | 0.00% | +40,989 | New |
| Morgan Stanley | 39,516 | $88.5K | 0.00% | +26,286+198.7% | Added |
| UBS Group AG | 38,531 | $86.3K | 0.00% | −67,414−63.6% | Reduced |
| Bank of America Corp | 37,969 | $85.1K | 0.00% | −13,179−25.8% | Reduced |
| New York State Common Retirement Fund | 34,676 | $77.7K | 0.00% | +510+1.5% | Added |
| Barclays PLC | 34,108 | $76.4K | 0.00% | +15,968+88.0% | Added |
| American International Group, Inc. | 32,605 | $73.0K | 0.00% | +650+2.0% | Added |
| Beacon Pointe Advisors, LLC | 31,439 | $70.4K | 0.00% | −8,500−21.3% | Reduced |
| Susquehanna International Group, LLP | 29,965 | $67.1K | 0.00% | +29,965 | New |
| Voya Investment Management LLC | 25,880 | $58.0K | 0.00% | −1,616−5.9% | Reduced |
| California State Teachers Retirement System | 25,117 | $56.3K | 0.00% | −1,852−6.9% | Reduced |
| HRT Financial LP | 19,425 | $43.0K | 0.00% | +19,425 | New |
| Manufacturers Life Insurance Company, The | 16,693 | $37.4K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 16,000 | $35.8K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 14,500 | $32.5K | 0.00% | +14,500 | New |
| Horizon Kinetics Asset Management LLC | 14,470 | $32.4K | 0.00% | +2,894+25.0% | Added |
| Goldman Sachs Group Inc | 14,373 | $32.2K | 0.00% | +14,373 | New |
| SG Americas Securities, LLC | 14,165 | $32.0K | 0.00% | +14,165 | New |
| Amalgamated Bank | 12,856 | $29.0K | 0.00% | −1,558−10.8% | Reduced |
| Price T Rowe Associates Inc | 12,677 | $29.0K | 0.00% | +1,804+16.6% | Added |
| Wells Fargo & Company | 12,006 | $26.9K | 0.00% | +12,006 | New |
| Nisa Investment Advisors, LLC | 10,908 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,825 | $24.0K | 0.00% | +6,141+131.1% | Added |
| Aire Advisors, LLC | 10,000 | $22.4K | 0.01% | +10,000 | New |
| Legal & General Group Plc | 7,085 | $15.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,460 | $12.2K | 0.00% | +928+20.5% | Added |
| Royal Bank of Canada | 5,675 | $12.0K | 0.00% | −8,789−60.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,205 | $11.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,556 | $10.2K | 0.00% | +4,556 | New |
| ICA Group Wealth Management, LLC | 841 | $1.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 503 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 67 | $150 | 0.00% | −460−87.3% | Reduced |
| Advisor Group Holdings, Inc. | 3 | $7 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 144 | $0 | 0.00% | −37−20.4% | Reduced |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −90,200−100.0% | Sold out |
| Voss Capital, LLC | 0 | $0 | 0.00% | −90,200−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −60,119−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −34,950−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −9,283−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Deep Field Asset Management LLC | – | – | – | – | Not filed |