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, Q2 2023
Institutional positions in Applied Digital Corp. as of Jun 30, 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
- 127
- +53 vs. Q1 2023
- Shares held
- 48.7M
- +13.6M (+39.0%) vs. Q1 2023
- Total value
- $460.5M
- +$382.1M (+487.3%) vs. Q1 2023
- New holders
- 58
- 35 more added
- Sold out
- 5
- 30 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 5,849,857 | $54.7M | 1.63% | +1,178,074+25.2% | Added |
| Oasis Management Co Ltd. | 4,205,523 | $39.3M | 13.70% | −254,799−5.7% | Reduced |
| BlackRock Inc. | 3,525,108 | $33.0M | 0.00% | +262,838+8.1% | Added |
| Portolan Capital Management, LLC | 3,210,891 | $30.0M | 2.66% | +3,210,891 | New |
| National Asset Management, Inc. | 2,417,396 | $22.6M | 0.51% | +2,098,230+657.4% | Added |
| Vanguard Group Inc | 2,372,152 | $22.2M | 0.00% | +101,789+4.5% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $19.0M | 6.99% | +85,000+4.4% | Added |
| Divisadero Street Capital Management, LP | 1,917,534 | $17.9M | 5.34% | +167,534+9.6% | Added |
| Millennium Management LLC | 1,417,942 | $13.3M | 0.01% | +1,417,942 | New |
| CastleKnight Management LP | 1,086,600 | $10.2M | 2.08% | +1,086,600 | New |
| Creative Planning | 1,082,050 | $10.1M | 0.01% | −251,520−18.9% | Reduced |
| State Street Corp | 1,034,484 | $9.67M | 0.00% | +137,965+15.4% | Added |
| Nokomis Capital, L.L.C. | 974,311 | $9.11M | 3.33% | −2,616,248−72.9% | Reduced |
| Boothbay Fund Management, LLC | 952,260 | $8.90M | 0.27% | +90,790+10.5% | Added |
| Geode Capital Management, LLC | 875,036 | $8.18M | 0.00% | +26,457+3.1% | Added |
| EAM Investors, LLC | 774,423 | $7.24M | 1.34% | +774,423 | New |
| Mirae Asset Global Investments Co., Ltd. | 772,234 | $7.22M | 0.02% | −600,902−43.8% | Reduced |
| Emerald Advisers, LLC | 756,399 | $7.07M | 0.31% | +756,399 | New |
| Wasatch Advisors Inc | 720,271 | $6.73M | 0.04% | +720,271 | New |
| Meitav Dash Investments Ltd | 31,470 | $5.96M | 0.05% | +31,470 | New |
| Emerald Mutual Fund Advisers Trust | 592,319 | $5.54M | 0.30% | +592,319 | New |
| Voloridge Investment Management, LLC | 584,671 | $5.47M | 0.03% | +584,671 | New |
| Fuller & Thaler Asset Management, Inc. | 557,230 | $5.21M | 0.03% | −2,515−0.4% | Reduced |
| William Blair Investment Management, LLC | 546,593 | $5.11M | 0.02% | +546,593 | New |
| Plustick Management LLC | 515,000 | $4.82M | 4.03% | +515,000 | New |
| Van Eck Associates Corp | 467,297 | $4.37M | 0.01% | −447,708−48.9% | Reduced |
| Harvey Partners, LLC | 433,044 | $4.05M | 0.50% | −256,956−37.2% | Reduced |
| Collaborative Holdings Management LP | 410,000 | $3.83M | 15.10% | +410,000 | New |
| Ardsley Advisory Partners LP | 404,500 | $3.78M | 0.85% | +404,500 | New |
| Morgan Stanley | 393,403 | $3.68M | 0.00% | +353,887+895.6% | Added |
| Exchange Traded Concepts, LLC | 368,285 | $3.44M | 0.08% | −529,254−59.0% | Reduced |
| Vident Investment Advisory, LLC | 323,329 | $3.02M | 0.10% | −1,966−0.6% | Reduced |
| Squarepoint Ops LLC | 315,760 | $2.95M | 0.02% | +315,760 | New |
| Nuveen Asset Management, LLC | 309,016 | $2.89M | 0.00% | +216,617+234.4% | Added |
| Russell Investments Group, Ltd. | 284,318 | $2.66M | 0.01% | +284,318 | New |
| SEI Investments Co | 274,234 | $2.56M | 0.00% | +114,726+71.9% | Added |
| Northern Trust Corp | 257,737 | $2.41M | 0.00% | −197,575−43.4% | Reduced |
| Marshall Wace, LLP | 255,195 | $2.39M | 0.01% | +255,195 | New |
| Apis Capital Advisors, LLC | 247,000 | $2.31M | 2.33% | +87,000+54.4% | Added |
| Equitec Proprietary Markets, LLC | 241,914 | $2.26M | 1.60% | −441,355−64.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 237,529 | $2.22M | 0.04% | +138,360+139.5% | Added |
| Woodmont Investment Counsel LLC | 228,459 | $2.14M | 0.22% | +228,459 | New |
| Tudor Investment Corp Et Al | 226,782 | $2.12M | 0.03% | +226,782 | New |
| Bank of New York Mellon Corp | 222,910 | $2.08M | 0.00% | +62,153+38.7% | Added |
| Renaissance Technologies LLC | 200,000 | $1.87M | 0.00% | +108,900+119.5% | Added |
| Jump Financial, LLC | 191,800 | $1.79M | 0.07% | +191,800 | New |
| Calamos Advisors LLC | 190,481 | $1.78M | 0.01% | +190,481 | New |
| BIT Capital GmbH | 183,753 | $1.72M | 0.20% | +183,753 | New |
| G2 Investment Partners Management LLC | 183,093 | $1.71M | 0.42% | +183,093 | New |
| Bridgeway Capital Management, LLC | 175,000 | $1.64M | 0.04% | −100,000−36.4% | Reduced |
| Charles Schwab Investment Management Inc | 157,957 | $1.48M | 0.00% | +6,631+4.4% | Added |
| Bank of America Corp | 147,622 | $1.38M | 0.00% | +109,653+288.8% | Added |
| Moody Aldrich Partners LLC | 120,815 | $1.13M | 0.22% | +120,815 | New |
| Numerai GP LLC | 118,731 | $1.11M | 0.23% | +118,731 | New |
| Occudo Quantitative Strategies LP | 110,068 | $1.03M | 0.11% | +110,068 | New |
| Arrowstreet Capital, Limited Partnership | 109,229 | $1.02M | 0.00% | +51,000+87.6% | Added |
| Rhumbline Advisers | 92,018 | $860.4K | 0.00% | −3,418−3.6% | Reduced |
| Goldentree Asset Management LP | 87,443 | $817.6K | 0.07% | +87,443 | New |
| Alliancebernstein L.P. | 83,180 | $777.7K | 0.00% | −69,620−45.6% | Reduced |
| Kettle Hill Capital Management, LLC | 79,531 | $743.6K | 0.15% | +79,531 | New |
| Virtu Financial LLC | 76,784 | $718.0K | 0.05% | +76,784 | New |
| Susquehanna International Group, LLP | 76,058 | $711.1K | 0.00% | +46,093+153.8% | Added |
| Trellus Management Company, LLC | 75,874 | $709.4K | 1.09% | −19,126−20.1% | Reduced |
| Jane Street Group, LLC | 71,027 | $664.1K | 0.00% | +17,594+32.9% | Added |
| Invesco Ltd. | 68,849 | $643.7K | 0.00% | −40,620−37.1% | Reduced |
| UBS Group AG | 64,334 | $601.5K | 0.00% | +25,803+67.0% | Added |
| Wells Fargo & Company | 63,696 | $595.6K | 0.00% | +51,690+430.5% | Added |
| Hunter Associates Investment Management LLC | 64,123 | $594.0K | 0.12% | +64,123 | New |
| Thompson Davis & Co., Inc. | 61,500 | $575.0K | 0.65% | +61,500 | New |
| Needham Investment Management LLC | 60,000 | $561.0K | 0.09% | +60,000 | New |
| Wellington Management Group LLP | 55,308 | $517.1K | 0.00% | +55,308 | New |
| JPMorgan Chase & Co | 52,913 | $494.7K | 0.00% | +1,161+2.2% | Added |
| Walleye Capital LLC | 45,036 | $421.1K | 0.01% | +45,036 | New |
| Engineers Gate Manager LP | 39,879 | $372.9K | 0.01% | +39,879 | New |
| SG Americas Securities, LLC | 37,880 | $354.0K | 0.00% | +23,715+167.4% | Added |
| MetLife Investment Management | 36,631 | $342.5K | 0.00% | −4,358−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 34,401 | $322.0K | 0.00% | +34,401 | New |
| American International Group, Inc. | 32,842 | $307.1K | 0.00% | +237+0.7% | Added |
| Aire Advisors, LLC | 30,000 | $280.5K | 0.07% | +20,000+200.0% | Added |
| Wolverine Trading, LLC | 32,210 | $268.6K | 0.00% | +32,210 | New |
| Citigroup Inc | 28,518 | $266.6K | 0.00% | +28,451+42,464.2% | Added |
| New York State Common Retirement Fund | 27,743 | $259.4K | 0.00% | −6,933−20.0% | Reduced |
| Deuterium Capital Management, LLC | 26,906 | $256.7K | 0.35% | +26,906 | New |
| Deutsche Bank AG | 27,218 | $254.5K | 0.00% | −15,945−36.9% | Reduced |
| Manufacturers Life Insurance Company, The | 26,877 | $251.3K | 0.00% | +10,184+61.0% | Added |
| Man Group plc | 26,866 | $251.2K | 0.00% | +26,866 | New |
| Voya Investment Management LLC | 26,761 | $250.2K | 0.00% | +881+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 23,600 | $220.7K | 0.00% | +23,600 | New |
| California State Teachers Retirement System | 22,697 | $212.2K | 0.00% | −2,420−9.6% | Reduced |
| US Bancorp | 22,641 | $211.7K | 0.00% | +22,641 | New |
| LPL Financial LLC | 22,149 | $207.1K | 0.00% | +22,149 | New |
| GWM Advisors LLC | 21,600 | $202.0K | 0.00% | +21,600 | New |
| Sassicaia Capital Advisers LLC | 21,600 | $202.0K | 0.17% | +21,600 | New |
| XTX Topco Ltd | 21,551 | $201.5K | 0.04% | +21,551 | New |
| Black Maple Capital Management LP | 20,000 | $187.0K | 0.22% | −65,818−76.7% | Reduced |
| Precept Management LLC | 20,000 | $187.0K | 0.40% | +20,000 | New |
| State Board of Administration of Florida Retirement System | 19,370 | $181.1K | 0.00% | +19,370 | New |
| STRS Ohio | 16,900 | $158.0K | 0.00% | +16,900 | New |
| Fisher Asset Management, LLC | 16,000 | $149.6K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 15,936 | $149.0K | 0.08% | +15,936 | New |