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, 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
- $454.6M
- +$376.2M (+479.7%) 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 | $7.85B |
| 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, 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 |
|---|---|---|---|---|---|
| Harvey Partners, LLC | 433,044 | $4.05M | 0.50% | −256,956−37.2% | Reduced |
| Van Eck Associates Corp | 467,297 | $4.37M | 0.01% | −447,708−48.9% | Reduced |
| Plustick Management LLC | 515,000 | $4.82M | 4.03% | +515,000 | New |
| William Blair Investment Management, LLC | 546,593 | $5.11M | 0.02% | +546,593 | New |
| Fuller & Thaler Asset Management, Inc. | 557,230 | $5.21M | 0.03% | −2,515−0.4% | Reduced |
| Voloridge Investment Management, LLC | 584,671 | $5.47M | 0.03% | +584,671 | New |
| Emerald Mutual Fund Advisers Trust | 592,319 | $5.54M | 0.30% | +592,319 | New |
| Wasatch Advisors Inc | 720,271 | $6.73M | 0.04% | +720,271 | New |
| Emerald Advisers, LLC | 756,399 | $7.07M | 0.31% | +756,399 | New |
| Mirae Asset Global Investments Co., Ltd. | 772,234 | $7.22M | 0.02% | −600,902−43.8% | Reduced |
| EAM Investors, LLC | 774,423 | $7.24M | 1.34% | +774,423 | New |
| Geode Capital Management, LLC | 875,036 | $8.18M | 0.00% | +26,457+3.1% | Added |
| Boothbay Fund Management, LLC | 952,260 | $8.90M | 0.31% | +90,790+10.5% | Added |
| Nokomis Capital, L.L.C. | 974,311 | $9.11M | 3.33% | −2,616,248−72.9% | Reduced |
| State Street Corp | 1,034,484 | $9.67M | 0.00% | +137,965+15.4% | Added |
| Creative Planning | 1,082,050 | $10.1M | 0.01% | −251,520−18.9% | Reduced |
| CastleKnight Management LP | 1,086,600 | $10.2M | 2.08% | +1,086,600 | New |
| Millennium Management LLC | 1,417,942 | $13.3M | 0.01% | +1,417,942 | New |
| Divisadero Street Capital Management, LP | 1,917,534 | $17.9M | 5.34% | +167,534+9.6% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $19.0M | 6.99% | +85,000+4.4% | Added |
| Vanguard Group Inc | 2,372,152 | $22.2M | 0.00% | +101,789+4.5% | Added |
| National Asset Management, Inc. | 2,417,396 | $22.6M | 0.51% | +2,098,230+657.4% | Added |
| Portolan Capital Management, LLC | 3,210,891 | $30.0M | 2.66% | +3,210,891 | New |
| BlackRock Inc. | 3,525,108 | $33.0M | 0.00% | +262,838+8.1% | Added |
| Oasis Management Co Ltd. | 4,205,523 | $39.3M | 13.72% | −254,799−5.7% | Reduced |
| Hood River Capital Management LLC | 5,849,857 | $54.7M | 1.63% | +1,178,074+25.2% | Added |
| Meitav Dash Investments Ltd | 31,470 | – | – | +31,470 | New |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −229,857−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −31,439−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,373−100.0% | Sold out |