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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.

Institutional holdersQ3 2023: 131 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 1 institutionQ1 2022: 1 institutionQ2 2022: 51 institutionsQ3 2022: 62 institutionsQ4 2022: 66 institutionsQ1 2023: 74 institutionsQ2 2023: 127 institutionsQ3 2023: 131 institutionsQ4 2023: 136 institutionsQ1 2024: 116 institutionsQ2 2024: 136 institutionsQ3 2024: 170 institutionsQ4 2024: 246 institutionsQ1 2025: 252 institutionsQ2 2025: 282 institutionsQ3 2025: 369 institutionsQ4 2025: 438 institutionsQ1 2026: 459 institutionsQ2 2026: 567 institutions
Value heldQ3 2023: $347.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $2.90MQ4 2021: $6.08MQ1 2022: $3.79MQ2 2022: $21.6MQ3 2022: $39.1MQ4 2022: $58.0MQ1 2023: $78.4MQ2 2023: $454.6MQ3 2023: $347.3MQ4 2023: $450.6MQ1 2024: $275.6MQ2 2024: $504.2MQ3 2024: $1.12BQ4 2024: $1.12BQ1 2025: $821.4MQ2 2025: $1.45BQ3 2025: $4.09BQ4 2025: $4.42BQ1 2026: $5.01BQ2 2026: $7.85B
Institutions holding APLD and their total value by quarter
QuarterHoldersValue
Q2 2026567$7.85B
Q1 2026459$5.01B
Q4 2025438$4.42B
Q3 2025369$4.09B
Q2 2025282$1.45B
Q1 2025252$821.4M
Q4 2024246$1.12B
Q3 2024170$1.12B
Q2 2024136$504.2M
Q1 2024116$275.6M
Q4 2023136$450.6M
Q3 2023131$347.3M
Q2 2023127$454.6M
Q1 202374$78.4M
Q4 202266$58.0M
Q3 202262$39.1M
Q2 202251$21.6M
Q1 20221$3.79M
Q4 20211$6.08M
Q3 20211$2.90M
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2023.

Institutions holding APLD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC49$00.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.2$00.00%+2New
Glassman Wealth Services62$3870.00%00.0%Unchanged
CWM, LLC503$3.00K0.00%00.0%Unchanged
MCF Advisors LLC731$4.56K0.00%+731New
CarsonAllaria Wealth Management, Ltd.740$4.62K0.00%+740New
Tucker Asset Management LLC921$5.75K0.00%+671+268.4%Added
Tower Research Capital LLC (TRC)1,670$10.4K0.00%−8,658−83.8%Reduced
Advisor Group Holdings, Inc.2,003$12.5K0.00%+1,646+461.1%Added
GWM Advisors LLC2,200$13.7K0.00%−19,400−89.8%Reduced
Metropolitan Life Insurance Co3,797$23.7K0.00%00.0%Unchanged
State of Wyoming3,864$24.1K0.01%+3,864New
Cutler Group LP5,282$32.0K0.01%+3,982+306.3%Added
Ci Investments Inc.5,651$35.0K0.00%+2,590+84.6%Added
FMR LLC5,976$37.3K0.00%+330+5.8%Added
Ameritas Investment Partners, Inc.6,729$42.0K0.00%+1,524+29.3%Added
STRS Ohio8,100$50.0K0.00%−8,800−52.1%Reduced
Belvedere Trading LLC8,876$55.4K0.01%−4,197−32.1%Reduced
Deuterium Capital Management, LLC10,000$62.4K0.15%−16,906−62.8%Reduced
Amalgamated Bank10,536$66.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.10,885$68.0K0.00%+10,885New
XTX Topco Ltd10,915$68.1K0.01%−10,636−49.4%Reduced
Nisa Investment Advisors, LLC10,918$68.1K0.00%00.0%Unchanged
Leonteq Securities AG11,560$72.1K0.01%+11,560New
Great Lakes Advisors, LLC11,661$72.8K0.00%+74+0.6%Added
International Assets Investment Management, LLC12,250$74.2K0.01%+12,250New
Commonwealth Equity Services, LLC12,421$78.0K0.00%−21,980−63.9%Reduced
Wolverine Trading, LLC14,212$88.7K0.00%−17,998−55.9%Reduced
Citigroup Inc14,848$92.7K0.00%−13,670−47.9%Reduced
Price T Rowe Associates Inc15,501$97.0K0.00%+1,370+9.7%Added
LPL Financial LLC15,599$97.3K0.00%−6,550−29.6%Reduced
Fisher Asset Management, LLC16,000$99.8K0.00%00.0%Unchanged
Worth Venture Partners, LLC16,914$105.5K0.06%+978+6.1%Added
Steward Partners Investment Advisory, LLC17,067$106.5K0.00%+3,067+21.9%Added
Arizona State Retirement System17,763$110.8K0.00%+17,763New
Gsa Capital Partners LLP18,434$115.0K0.01%+18,434New
State Board of Administration of Florida Retirement System19,690$122.9K0.00%+320+1.7%Added
New York State Common Retirement Fund21,969$137.1K0.00%−5,774−20.8%Reduced
Wellington Management Group LLP22,116$138.0K0.00%−33,192−60.0%Reduced
Susquehanna International Group, LLP23,106$144.2K0.00%−52,952−69.6%Reduced
Wells Fargo & Company23,578$147.1K0.00%−40,118−63.0%Reduced
Barclays PLC23,588$147.2K0.00%+10,002+73.6%Added
Thompson Davis & Co., Inc.25,500$159.1K0.20%−36,000−58.5%Reduced
Manufacturers Life Insurance Company, The27,057$168.8K0.00%+180+0.7%Added
Voya Investment Management LLC27,511$171.7K0.00%+750+2.8%Added
UBS Asset Management Americas Inc28,600$178.5K0.00%+28,600New
Aire Advisors, LLC30,000$187.2K0.05%00.0%Unchanged
Black Maple Capital Management LP30,000$187.2K0.17%+10,000+50.0%Added
AQR Capital Management LLC30,233$188.7K0.00%+16,702+123.4%Added
Deutsche Bank AG31,451$196.3K0.00%+4,233+15.6%Added
American International Group, Inc.34,440$214.9K0.00%+1,598+4.9%Added
Franklin Resources Inc34,731$216.7K0.00%+34,731New
MetLife Investment Management36,631$228.6K0.00%00.0%Unchanged
Royal Bank of Canada45,312$283.0K0.00%+39,740+713.2%Added
Apis Capital Advisors, LLC46,000$287.0K0.37%−201,000−81.4%Reduced
Ardsley Advisory Partners LP50,000$312.0K0.08%−354,500−87.6%Reduced
Alliancebernstein L.P.53,280$332.5K0.00%−29,900−35.9%Reduced
Calamos Advisors LLC54,714$341.4K0.00%−135,767−71.3%Reduced
Credit Suisse AG61,798$385.6K0.00%+61,798New
California State Teachers Retirement System70,354$439.0K0.00%+47,657+210.0%Added
Legal & General Group Plc70,596$440.5K0.00%+62,454+767.1%Added
State of Wisconsin Investment Board72,435$452.0K0.00%+72,435New
Centiva Capital, LP74,786$466.7K0.02%+74,786New
Trellus Management Company, LLC80,000$499.2K0.96%+4,126+5.4%Added
Hunter Associates Investment Management LLC90,131$562.0K0.11%+26,008+40.6%Added
Rhumbline Advisers90,571$565.2K0.00%−1,447−1.6%Reduced
Verition Fund Management LLC93,340$582.4K0.01%+93,340New
Precept Management LLC100,000$624.0K1.47%+80,000+400.0%Added
Redmond Asset Management, LLC101,443$633.0K0.23%+101,443New
Russell Investments Group, Ltd.104,679$653.2K0.00%−179,639−63.2%Reduced
Bank of America Corp105,813$660.3K0.00%−41,809−28.3%Reduced
Federated Hermes, Inc.121,032$755.2K0.00%+121,032New
Invesco Ltd.124,898$779.4K0.00%+56,049+81.4%Added
Swiss National Bank137,100$855.5K0.00%+137,100New
Thompson Siegel & Walmsley LLC139,926$873.0K0.01%−97,603−41.1%Reduced
Morgan Stanley141,103$880.5K0.00%−252,300−64.1%Reduced
Register Financial Advisors LLC144,900$904.2K0.66%+143,900+14,390.0%Added
UBS Group AG147,827$922.4K0.00%+83,493+129.8%Added
Diker Management LLC150,000$936.0K0.84%+150,000New
Millrace Asset Group, Inc.157,313$982.0K1.21%+157,313New
HN Saltoro Capital, LP171,000$1.07M2.75%+171,000New
Boulder Hill Capital Management LP186,016$1.16M0.72%+186,016New
Nuveen Asset Management, LLC188,425$1.18M0.00%−120,591−39.0%Reduced
Woodmont Investment Counsel LLC189,069$1.18M0.12%−39,390−17.2%Reduced
Weiss Multi-Strategy Advisers LLC202,000$1.26M0.03%+202,000New
Bank of New York Mellon Corp210,157$1.31M0.00%−12,753−5.7%Reduced
Simplex Trading, LLC211,440$1.32M0.05%+211,440New
SEI Investments Co212,013$1.32M0.00%−62,221−22.7%Reduced
Vident Advisory, LLC228,220$1.42M0.04%+228,220New
JPMorgan Chase & Co243,497$1.52M0.00%+190,584+360.2%Added
Goldman Sachs Group Inc251,629$1.57M0.00%+251,629New
EAM Investors, LLC280,749$1.75M0.34%−493,674−63.7%Reduced
Citadel Advisors LLC294,462$1.84M0.00%+293,375+26,989.4%Added
Marshall Wace, LLP321,800$2.01M0.00%+66,605+26.1%Added
Massachusetts Financial Services Co363,795$2.27M0.00%+363,795New
Harvey Partners, LLC392,500$2.45M0.31%−40,544−9.4%Reduced
Plustick Management LLC420,000$2.62M2.06%−95,000−18.4%Reduced
Group One Trading, L.P.420,311$2.62M0.10%+420,311New
Royce & Associates LP445,000$2.78M0.03%+445,000New
National Asset Management, Inc.466,432$2.91M0.08%−1,950,964−80.7%Reduced