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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 144 | $0 | 0.00% | −37−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 3 | $7 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 67 | $150 | 0.00% | −460−87.3% | Reduced |
| CWM, LLC | 503 | $1.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 841 | $1.88K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,556 | $10.2K | 0.00% | +4,556 | New |
| Ameritas Investment Partners, Inc. | 5,205 | $11.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,675 | $12.0K | 0.00% | −8,789−60.8% | Reduced |
| FMR LLC | 5,460 | $12.2K | 0.00% | +928+20.5% | Added |
| Legal & General Group Plc | 7,085 | $15.9K | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 10,000 | $22.4K | 0.01% | +10,000 | 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 |
| Wells Fargo & Company | 12,006 | $26.9K | 0.00% | +12,006 | 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 |
| SG Americas Securities, LLC | 14,165 | $32.0K | 0.00% | +14,165 | New |
| Goldman Sachs Group Inc | 14,373 | $32.2K | 0.00% | +14,373 | New |
| Horizon Kinetics Asset Management LLC | 14,470 | $32.4K | 0.00% | +2,894+25.0% | Added |
| Smith, Moore & Co. | 14,500 | $32.5K | 0.00% | +14,500 | New |
| Fisher Asset Management, LLC | 16,000 | $35.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,693 | $37.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 19,425 | $43.0K | 0.00% | +19,425 | New |
| California State Teachers Retirement System | 25,117 | $56.3K | 0.00% | −1,852−6.9% | Reduced |
| Voya Investment Management LLC | 25,880 | $58.0K | 0.00% | −1,616−5.9% | Reduced |
| Susquehanna International Group, LLP | 29,965 | $67.1K | 0.00% | +29,965 | New |
| Beacon Pointe Advisors, LLC | 31,439 | $70.4K | 0.00% | −8,500−21.3% | Reduced |
| American International Group, Inc. | 32,605 | $73.0K | 0.00% | +650+2.0% | Added |
| Barclays PLC | 34,108 | $76.4K | 0.00% | +15,968+88.0% | Added |
| New York State Common Retirement Fund | 34,676 | $77.7K | 0.00% | +510+1.5% | Added |
| Bank of America Corp | 37,969 | $85.1K | 0.00% | −13,179−25.8% | Reduced |
| UBS Group AG | 38,531 | $86.3K | 0.00% | −67,414−63.6% | Reduced |
| Morgan Stanley | 39,516 | $88.5K | 0.00% | +26,286+198.7% | Added |
| MetLife Investment Management | 40,989 | $91.8K | 0.00% | +40,989 | New |
| Deutsche Bank AG | 43,163 | $96.7K | 0.00% | +14,047+48.2% | Added |
| Citadel Advisors LLC | 48,027 | $107.6K | 0.00% | +48,027 | New |
| JPMorgan Chase & Co | 51,752 | $116.0K | 0.00% | +13,666+35.9% | Added |
| Jane Street Group, LLC | 53,433 | $119.7K | 0.00% | +53,433 | New |
| Arrowstreet Capital, Limited Partnership | 58,229 | $130.0K | 0.00% | −25,499−30.5% | Reduced |
| Black Maple Capital Management LP | 85,818 | $192.2K | 0.24% | +85,818 | New |
| Renaissance Technologies LLC | 91,100 | $204.0K | 0.00% | +10,200+12.6% | Added |
| Nuveen Asset Management, LLC | 92,399 | $207.0K | 0.00% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 95,000 | $212.8K | 0.34% | +95,000 | New |
| Rhumbline Advisers | 95,436 | $214.0K | 0.00% | +35,176+58.4% | Added |
| Thompson Siegel & Walmsley LLC | 99,169 | $222.0K | 0.00% | +99,169 | New |
| Truist Financial Corp | 100,000 | $224.0K | 0.00% | +100,000 | New |
| Invesco Ltd. | 109,469 | $245.2K | 0.00% | −6,289−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 151,326 | $339.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 152,800 | $342.3K | 0.00% | −5,800−3.7% | Reduced |
| SEI Investments Co | 159,508 | $357.3K | 0.00% | −3,692−2.3% | Reduced |
| Apis Capital Advisors, LLC | 160,000 | $358.4K | 0.38% | +160,000 | New |
| Bank of New York Mellon Corp | 160,757 | $360.1K | 0.00% | −1,147−0.7% | Reduced |
| Granite Point Capital Management, L.P. | 229,857 | $514.9K | 1.86% | −1,239,877−84.4% | Reduced |
| Bridgeway Capital Management, LLC | 275,000 | $616.0K | 0.02% | +25,000+10.0% | Added |
| National Asset Management, Inc. | 319,166 | $714.9K | 0.02% | +114,166+55.7% | Added |
| Vident Investment Advisory, LLC | 325,295 | $728.7K | 0.02% | −17,406−5.1% | Reduced |
| Northern Trust Corp | 455,312 | $1.02M | 0.00% | +16,951+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 559,745 | $1.25M | 0.01% | −480−0.1% | Reduced |
| Equitec Proprietary Markets, LLC | 683,269 | $1.53M | 1.45% | −486,431−41.6% | Reduced |
| Harvey Partners, LLC | 690,000 | $1.55M | 0.20% | −304,000−30.6% | Reduced |
| Geode Capital Management, LLC | 848,579 | $1.90M | 0.00% | −4,133−0.5% | Reduced |
| Boothbay Fund Management, LLC | 861,470 | $1.93M | 0.06% | +475,000+122.9% | Added |
| State Street Corp | 896,519 | $2.01M | 0.00% | +398,569+80.0% | Added |
| Exchange Traded Concepts, LLC | 897,539 | $2.01M | 0.06% | −36,611−3.9% | Reduced |
| Van Eck Associates Corp | 915,005 | $2.05M | 0.00% | −65,366−6.7% | Reduced |
| Creative Planning | 1,333,570 | $2.99M | 0.00% | +1,333,570 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,373,136 | $3.08M | 0.01% | +37,338+2.8% | Added |
| Divisadero Street Capital Management, LP | 1,750,000 | $3.92M | 1.71% | +1,750,000 | New |
| B. Riley Asset Management, LLC | 1,950,686 | $4.37M | 1.81% | +525,000+36.8% | Added |
| Vanguard Group Inc | 2,270,363 | $5.09M | 0.00% | +76,937+3.5% | Added |
| BlackRock Inc. | 3,262,270 | $7.31M | 0.00% | +392,767+13.7% | Added |
| Nokomis Capital, L.L.C. | 3,590,559 | $8.04M | 3.28% | +529,534+17.3% | Added |
| Oasis Management Co Ltd. | 4,460,322 | $9.99M | 1.88% | +57,413+1.3% | Added |
| Hood River Capital Management LLC | 4,671,783 | $10.5M | 0.34% | +1,078,255+30.0% | Added |
| 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 |