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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 484,658 | $3.02M | 0.00% | +326,701+206.8% | Added |
| Jane Street Group, LLC | 495,740 | $3.09M | 0.00% | +424,713+598.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 541,170 | $3.38M | 0.02% | −16,060−2.9% | Reduced |
| Collaborative Holdings Management LP | 548,000 | $3.42M | 11.83% | +138,000+33.7% | Added |
| Numerai GP LLC | 558,450 | $3.48M | 1.16% | +439,719+370.3% | Added |
| Northern Trust Corp | 619,766 | $3.87M | 0.00% | +362,029+140.5% | Added |
| Exchange Traded Concepts, LLC | 639,482 | $3.99M | 0.11% | +271,197+73.6% | Added |
| Squarepoint Ops LLC | 706,034 | $4.41M | 0.02% | +390,274+123.6% | Added |
| Wasatch Advisors Inc | 721,348 | $4.50M | 0.03% | +1,077+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 740,374 | $4.62M | 0.01% | −31,860−4.1% | Reduced |
| Van Eck Associates Corp | 799,862 | $4.99M | 0.01% | +332,565+71.2% | Added |
| Equitec Proprietary Markets, LLC | 808,812 | $5.05M | 5.07% | +566,898+234.3% | Added |
| Millennium Management LLC | 893,581 | $5.58M | 0.01% | −524,361−37.0% | Reduced |
| Boothbay Fund Management, LLC | 903,970 | $5.64M | 0.20% | −48,290−5.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 904,314 | $5.64M | 0.34% | +311,995+52.7% | Added |
| Emerald Advisers, LLC | 965,679 | $6.03M | 0.29% | +209,280+27.7% | Added |
| Voloridge Investment Management, LLC | 981,891 | $6.13M | 0.03% | +397,220+67.9% | Added |
| Portolan Capital Management, LLC | 1,024,229 | $6.39M | 0.60% | −2,186,662−68.1% | Reduced |
| William Blair Investment Management, LLC | 1,152,940 | $7.19M | 0.02% | +606,347+110.9% | Added |
| Nokomis Capital, L.L.C. | 1,282,952 | $8.01M | 3.14% | +308,641+31.7% | Added |
| State Street Corp | 1,288,669 | $8.04M | 0.00% | +254,185+24.6% | Added |
| Capital Research Global Investors | 1,391,729 | $8.68M | 0.00% | +1,391,729 | New |
| BIT Capital GmbH | 1,536,227 | $9.59M | 1.28% | +1,352,474+736.0% | Added |
| CastleKnight Management LP | 1,589,984 | $9.92M | 1.69% | +503,384+46.3% | Added |
| Geode Capital Management, LLC | 1,637,403 | $10.2M | 0.00% | +762,367+87.1% | Added |
| Divisadero Street Capital Management, LP | 1,917,534 | $12.0M | 3.77% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 2,035,686 | $12.7M | 5.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,335,542 | $20.8M | 0.00% | +963,390+40.6% | Added |
| Oasis Management Co Ltd. | 3,988,054 | $24.9M | 6.69% | −217,469−5.2% | Reduced |
| BlackRock Inc. | 4,477,395 | $27.9M | 0.00% | +952,287+27.0% | Added |
| Hood River Capital Management LLC | 7,589,567 | $47.4M | 1.52% | +1,739,710+29.7% | Added |
| Creative Planning | 0 | $0 | 0.00% | −1,082,050−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −323,329−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −226,782−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −191,800−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −183,093−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −120,815−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −110,068−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −109,229−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −87,443−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −79,531−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −76,784−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −45,036−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −39,879−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −37,880−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −26,866−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −22,641−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −31,470−100.0% | Sold out |