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, Q3 2023
Institutional positions in Applied Digital Corp. as of Sep 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
- 131
- +4 vs. Q2 2023
- Shares held
- 55.7M
- +7.01M (+14.4%) vs. Q2 2023
- Total value
- $347.3M
- −$107.2M (−23.6%) vs. Q2 2023
- New holders
- 30
- 52 more added
- Sold out
- 26
- 38 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 7,589,567 | $47.4M | 1.52% | +1,739,710+29.7% | Added |
| BlackRock Inc. | 4,477,395 | $27.9M | 0.00% | +952,287+27.0% | Added |
| Oasis Management Co Ltd. | 3,988,054 | $24.9M | 6.69% | −217,469−5.2% | Reduced |
| Vanguard Group Inc | 3,335,542 | $20.8M | 0.00% | +963,390+40.6% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $12.7M | 5.06% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 1,917,534 | $12.0M | 3.77% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,637,403 | $10.2M | 0.00% | +762,367+87.1% | Added |
| CastleKnight Management LP | 1,589,984 | $9.92M | 1.69% | +503,384+46.3% | Added |
| BIT Capital GmbH | 1,536,227 | $9.59M | 1.28% | +1,352,474+736.0% | Added |
| Capital Research Global Investors | 1,391,729 | $8.68M | 0.00% | +1,391,729 | New |
| State Street Corp | 1,288,669 | $8.04M | 0.00% | +254,185+24.6% | Added |
| Nokomis Capital, L.L.C. | 1,282,952 | $8.01M | 3.14% | +308,641+31.7% | Added |
| William Blair Investment Management, LLC | 1,152,940 | $7.19M | 0.02% | +606,347+110.9% | Added |
| Portolan Capital Management, LLC | 1,024,229 | $6.39M | 0.60% | −2,186,662−68.1% | Reduced |
| Voloridge Investment Management, LLC | 981,891 | $6.13M | 0.03% | +397,220+67.9% | Added |
| Emerald Advisers, LLC | 965,679 | $6.03M | 0.29% | +209,280+27.7% | Added |
| Emerald Mutual Fund Advisers Trust | 904,314 | $5.64M | 0.34% | +311,995+52.7% | Added |
| Boothbay Fund Management, LLC | 903,970 | $5.64M | 0.20% | −48,290−5.1% | Reduced |
| Millennium Management LLC | 893,581 | $5.58M | 0.01% | −524,361−37.0% | Reduced |
| Equitec Proprietary Markets, LLC | 808,812 | $5.05M | 5.07% | +566,898+234.3% | Added |
| Van Eck Associates Corp | 799,862 | $4.99M | 0.01% | +332,565+71.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 740,374 | $4.62M | 0.01% | −31,860−4.1% | Reduced |
| Wasatch Advisors Inc | 721,348 | $4.50M | 0.03% | +1,077+0.1% | Added |
| Squarepoint Ops LLC | 706,034 | $4.41M | 0.02% | +390,274+123.6% | Added |
| Exchange Traded Concepts, LLC | 639,482 | $3.99M | 0.11% | +271,197+73.6% | Added |
| Northern Trust Corp | 619,766 | $3.87M | 0.00% | +362,029+140.5% | Added |
| Numerai GP LLC | 558,450 | $3.48M | 1.16% | +439,719+370.3% | Added |
| Collaborative Holdings Management LP | 548,000 | $3.42M | 11.83% | +138,000+33.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 541,170 | $3.38M | 0.02% | −16,060−2.9% | Reduced |
| Jane Street Group, LLC | 495,740 | $3.09M | 0.00% | +424,713+598.0% | Added |
| Charles Schwab Investment Management Inc | 484,658 | $3.02M | 0.00% | +326,701+206.8% | Added |
| National Asset Management, Inc. | 466,432 | $2.91M | 0.08% | −1,950,964−80.7% | Reduced |
| Royce & Associates LP | 445,000 | $2.78M | 0.03% | +445,000 | New |
| Group One Trading, L.P. | 420,311 | $2.62M | 0.10% | +420,311 | New |
| Plustick Management LLC | 420,000 | $2.62M | 2.06% | −95,000−18.4% | Reduced |
| Harvey Partners, LLC | 392,500 | $2.45M | 0.31% | −40,544−9.4% | Reduced |
| Massachusetts Financial Services Co | 363,795 | $2.27M | 0.00% | +363,795 | New |
| Marshall Wace, LLP | 321,800 | $2.01M | 0.00% | +66,605+26.1% | Added |
| Citadel Advisors LLC | 294,462 | $1.84M | 0.00% | +293,375+26,989.4% | Added |
| EAM Investors, LLC | 280,749 | $1.75M | 0.34% | −493,674−63.7% | Reduced |
| Goldman Sachs Group Inc | 251,629 | $1.57M | 0.00% | +251,629 | New |
| JPMorgan Chase & Co | 243,497 | $1.52M | 0.00% | +190,584+360.2% | Added |
| Vident Advisory, LLC | 228,220 | $1.42M | 0.04% | +228,220 | New |
| SEI Investments Co | 212,013 | $1.32M | 0.00% | −62,221−22.7% | Reduced |
| Simplex Trading, LLC | 211,440 | $1.32M | 0.05% | +211,440 | New |
| Bank of New York Mellon Corp | 210,157 | $1.31M | 0.00% | −12,753−5.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 202,000 | $1.26M | 0.03% | +202,000 | New |
| Woodmont Investment Counsel LLC | 189,069 | $1.18M | 0.12% | −39,390−17.2% | Reduced |
| Nuveen Asset Management, LLC | 188,425 | $1.18M | 0.00% | −120,591−39.0% | Reduced |
| Boulder Hill Capital Management LP | 186,016 | $1.16M | 0.72% | +186,016 | New |
| HN Saltoro Capital, LP | 171,000 | $1.07M | 2.75% | +171,000 | New |
| Millrace Asset Group, Inc. | 157,313 | $982.0K | 1.21% | +157,313 | New |
| Diker Management LLC | 150,000 | $936.0K | 0.84% | +150,000 | New |
| UBS Group AG | 147,827 | $922.4K | 0.00% | +83,493+129.8% | Added |
| Register Financial Advisors LLC | 144,900 | $904.2K | 0.66% | +143,900+14,390.0% | Added |
| Morgan Stanley | 141,103 | $880.5K | 0.00% | −252,300−64.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 139,926 | $873.0K | 0.01% | −97,603−41.1% | Reduced |
| Swiss National Bank | 137,100 | $855.5K | 0.00% | +137,100 | New |
| Invesco Ltd. | 124,898 | $779.4K | 0.00% | +56,049+81.4% | Added |
| Federated Hermes, Inc. | 121,032 | $755.2K | 0.00% | +121,032 | New |
| Bank of America Corp | 105,813 | $660.3K | 0.00% | −41,809−28.3% | Reduced |
| Russell Investments Group, Ltd. | 104,679 | $653.2K | 0.00% | −179,639−63.2% | Reduced |
| Redmond Asset Management, LLC | 101,443 | $633.0K | 0.23% | +101,443 | New |
| Precept Management LLC | 100,000 | $624.0K | 1.47% | +80,000+400.0% | Added |
| Verition Fund Management LLC | 93,340 | $582.4K | 0.01% | +93,340 | New |
| Rhumbline Advisers | 90,571 | $565.2K | 0.00% | −1,447−1.6% | Reduced |
| Hunter Associates Investment Management LLC | 90,131 | $562.0K | 0.11% | +26,008+40.6% | Added |
| Trellus Management Company, LLC | 80,000 | $499.2K | 0.96% | +4,126+5.4% | Added |
| Centiva Capital, LP | 74,786 | $466.7K | 0.02% | +74,786 | New |
| State of Wisconsin Investment Board | 72,435 | $452.0K | 0.00% | +72,435 | New |
| Legal & General Group Plc | 70,596 | $440.5K | 0.00% | +62,454+767.1% | Added |
| California State Teachers Retirement System | 70,354 | $439.0K | 0.00% | +47,657+210.0% | Added |
| Credit Suisse AG | 61,798 | $385.6K | 0.00% | +61,798 | New |
| Calamos Advisors LLC | 54,714 | $341.4K | 0.00% | −135,767−71.3% | Reduced |
| Alliancebernstein L.P. | 53,280 | $332.5K | 0.00% | −29,900−35.9% | Reduced |
| Ardsley Advisory Partners LP | 50,000 | $312.0K | 0.08% | −354,500−87.6% | Reduced |
| Apis Capital Advisors, LLC | 46,000 | $287.0K | 0.37% | −201,000−81.4% | Reduced |
| Royal Bank of Canada | 45,312 | $283.0K | 0.00% | +39,740+713.2% | Added |
| MetLife Investment Management | 36,631 | $228.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 34,731 | $216.7K | 0.00% | +34,731 | New |
| American International Group, Inc. | 34,440 | $214.9K | 0.00% | +1,598+4.9% | Added |
| Deutsche Bank AG | 31,451 | $196.3K | 0.00% | +4,233+15.6% | Added |
| AQR Capital Management LLC | 30,233 | $188.7K | 0.00% | +16,702+123.4% | Added |
| Aire Advisors, LLC | 30,000 | $187.2K | 0.05% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 30,000 | $187.2K | 0.17% | +10,000+50.0% | Added |
| UBS Asset Management Americas Inc | 28,600 | $178.5K | 0.00% | +28,600 | New |
| Voya Investment Management LLC | 27,511 | $171.7K | 0.00% | +750+2.8% | Added |
| Manufacturers Life Insurance Company, The | 27,057 | $168.8K | 0.00% | +180+0.7% | Added |
| Thompson Davis & Co., Inc. | 25,500 | $159.1K | 0.20% | −36,000−58.5% | Reduced |
| Barclays PLC | 23,588 | $147.2K | 0.00% | +10,002+73.6% | Added |
| Wells Fargo & Company | 23,578 | $147.1K | 0.00% | −40,118−63.0% | Reduced |
| Susquehanna International Group, LLP | 23,106 | $144.2K | 0.00% | −52,952−69.6% | Reduced |
| Wellington Management Group LLP | 22,116 | $138.0K | 0.00% | −33,192−60.0% | Reduced |
| New York State Common Retirement Fund | 21,969 | $137.1K | 0.00% | −5,774−20.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,690 | $122.9K | 0.00% | +320+1.7% | Added |
| Gsa Capital Partners LLP | 18,434 | $115.0K | 0.01% | +18,434 | New |
| Arizona State Retirement System | 17,763 | $110.8K | 0.00% | +17,763 | New |
| Steward Partners Investment Advisory, LLC | 17,067 | $106.5K | 0.00% | +3,067+21.9% | Added |
| Worth Venture Partners, LLC | 16,914 | $105.5K | 0.06% | +978+6.1% | Added |
| Fisher Asset Management, LLC | 16,000 | $99.8K | 0.00% | 00.0% | Unchanged |