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, Q4 2023
Institutional positions in Applied Digital Corp. as of Dec 31, 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
- 136
- +7 vs. Q3 2023
- Shares held
- 66.8M
- +11.4M (+20.5%) vs. Q3 2023
- Total value
- $450.6M
- +$104.4M (+30.1%) vs. Q3 2023
- New holders
- 26
- 70 more added
- Sold out
- 19
- 26 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 8,584,355 | $57.9M | 1.59% | +994,788+13.1% | Added |
| Capital Research Global Investors | 7,337,288 | $49.5M | 0.01% | +5,945,559+427.2% | Added |
| BlackRock Inc. | 5,694,779 | $38.4M | 0.00% | +1,217,384+27.2% | Added |
| Oasis Management Co Ltd. | 4,928,129 | $33.2M | 11.26% | +940,075+23.6% | Added |
| Equitec Proprietary Markets, LLC | 4,168,657 | $28.1M | 30.39% | +3,359,845+415.4% | Added |
| Vanguard Group Inc | 3,628,588 | $24.5M | 0.00% | +293,046+8.8% | Added |
| Nokomis Capital, L.L.C. | 2,940,955 | $19.8M | 7.63% | +1,658,003+129.2% | Added |
| Portolan Capital Management, LLC | 2,124,236 | $14.3M | 1.25% | +1,100,007+107.4% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $13.7M | 4.97% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 1,917,534 | $12.9M | 2.92% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,534,469 | $10.3M | 0.00% | −102,934−6.3% | Reduced |
| State Street Corp | 1,509,949 | $10.2M | 0.00% | +221,280+17.2% | Added |
| Van Eck Associates Corp | 1,263,034 | $8.51M | 0.02% | +463,172+57.9% | Added |
| BIT Capital GmbH | 1,262,407 | $8.51M | 0.92% | −273,820−17.8% | Reduced |
| Squarepoint Ops LLC | 990,852 | $6.68M | 0.03% | +284,818+40.3% | Added |
| Boothbay Fund Management, LLC | 929,970 | $6.27M | 0.23% | +26,000+2.9% | Added |
| Emerald Advisers, LLC | 868,657 | $5.85M | 0.25% | −97,022−10.0% | Reduced |
| Exchange Traded Concepts, LLC | 849,174 | $5.72M | 0.15% | +209,692+32.8% | Added |
| Royce & Associates LP | 814,500 | $5.49M | 0.05% | +369,500+83.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 774,646 | $5.22M | 0.01% | +34,272+4.6% | Added |
| Northern Trust Corp | 727,750 | $4.91M | 0.00% | +107,984+17.4% | Added |
| Emerald Mutual Fund Advisers Trust | 688,626 | $4.64M | 0.25% | −215,688−23.9% | Reduced |
| Group One Trading, L.P. | 633,839 | $4.27M | 0.13% | +213,528+50.8% | Added |
| Vident Advisory, LLC | 592,186 | $3.99M | 0.10% | +363,966+159.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 540,720 | $3.64M | 0.02% | −450−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 534,700 | $3.60M | 0.00% | +50,042+10.3% | Added |
| National Asset Management, Inc. | 512,582 | $3.45M | 0.09% | +46,150+9.9% | Added |
| Plustick Management LLC | 490,000 | $3.30M | 2.81% | +70,000+16.7% | Added |
| Morgan Stanley | 418,627 | $2.82M | 0.00% | +277,524+196.7% | Added |
| Harvey Partners, LLC | 392,500 | $2.65M | 0.31% | 00.0% | Unchanged |
| Jane Street Group, LLC | 343,282 | $2.31M | 0.00% | −152,458−30.8% | Reduced |
| Massachusetts Financial Services Co | 320,362 | $2.16M | 0.00% | −43,433−11.9% | Reduced |
| Ardsley Advisory Partners LP | 300,000 | $2.03M | 0.44% | +250,000+500.0% | Added |
| Russell Investments Group, Ltd. | 265,929 | $1.79M | 0.00% | +161,250+154.0% | Added |
| Bank of New York Mellon Corp | 244,947 | $1.65M | 0.00% | +34,790+16.6% | Added |
| Woodmont Investment Counsel LLC | 240,170 | $1.62M | 0.15% | +51,101+27.0% | Added |
| Wasatch Advisors Inc | 235,201 | $1.59M | 0.01% | −486,147−67.4% | Reduced |
| Hunter Associates Investment Management LLC | 229,736 | $1.55M | 0.28% | +139,605+154.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 221,757 | $1.50M | 0.04% | +19,757+9.8% | Added |
| Redmond Asset Management, LLC | 221,638 | $1.49M | 0.48% | +120,195+118.5% | Added |
| SEI Investments Co | 212,720 | $1.43M | 0.00% | +707+0.3% | Added |
| CastleKnight Management LP | 211,900 | $1.43M | 0.23% | −1,378,084−86.7% | Reduced |
| Nuveen Asset Management, LLC | 209,061 | $1.41M | 0.00% | +20,636+11.0% | Added |
| JPMorgan Chase & Co | 187,514 | $1.26M | 0.00% | −55,983−23.0% | Reduced |
| Register Financial Advisors LLC | 185,900 | $1.25M | 0.84% | +41,000+28.3% | Added |
| Federated Hermes, Inc. | 164,572 | $1.11M | 0.00% | +43,540+36.0% | Added |
| Diker Management LLC | 150,000 | $1.01M | 0.84% | 00.0% | Unchanged |
| Invesco Ltd. | 147,495 | $994.1K | 0.00% | +22,597+18.1% | Added |
| Swiss National Bank | 146,600 | $988.1K | 0.00% | +9,500+6.9% | Added |
| Goldman Sachs Group Inc | 130,703 | $880.9K | 0.00% | −120,926−48.1% | Reduced |
| Barclays PLC | 127,312 | $858.1K | 0.00% | +103,724+439.7% | Added |
| Calamos Advisors LLC | 124,715 | $840.6K | 0.00% | +70,001+127.9% | Added |
| JT Stratford LLC | 119,847 | $807.8K | 0.18% | +119,847 | New |
| Rhumbline Advisers | 103,793 | $699.6K | 0.00% | +13,222+14.6% | Added |
| Voloridge Investment Management, LLC | 95,571 | $644.1K | 0.00% | −886,320−90.3% | Reduced |
| Citadel Advisors LLC | 85,426 | $575.8K | 0.00% | −209,036−71.0% | Reduced |
| Bank of America Corp | 84,756 | $571.3K | 0.00% | −21,057−19.9% | Reduced |
| UBS Asset Management Americas Inc | 82,481 | $555.9K | 0.00% | +53,881+188.4% | Added |
| Susquehanna International Group, LLP | 81,510 | $549.4K | 0.00% | +58,404+252.8% | Added |
| Credit Suisse AG | 81,415 | $548.7K | 0.00% | +19,617+31.7% | Added |
| California State Teachers Retirement System | 79,798 | $537.8K | 0.00% | +9,444+13.4% | Added |
| Smith, Moore & Co. | 74,700 | $503.5K | 0.06% | +74,700 | New |
| Legal & General Group Plc | 71,800 | $484.2K | 0.00% | +1,204+1.7% | Added |
| Alliancebernstein L.P. | 61,800 | $416.5K | 0.00% | +8,520+16.0% | Added |
| Cubist Systematic Strategies, LLC | 60,807 | $409.8K | 0.01% | +60,807 | New |
| State of Wisconsin Investment Board | 54,557 | $367.7K | 0.00% | −17,878−24.7% | Reduced |
| Potomac Capital Management, Inc. | 50,000 | $337.0K | 0.48% | +50,000 | New |
| Numerai GP LLC | 47,464 | $319.9K | 0.11% | −510,986−91.5% | Reduced |
| Occudo Quantitative Strategies LP | 45,937 | $309.6K | 0.04% | +45,937 | New |
| Cutler Group LP | 45,825 | $308.0K | 0.04% | +40,543+767.6% | Added |
| MetLife Investment Management | 42,962 | $289.6K | 0.00% | +6,331+17.3% | Added |
| Deutsche Bank AG | 40,781 | $274.9K | 0.00% | +9,330+29.7% | Added |
| American International Group, Inc. | 40,766 | $274.8K | 0.00% | +6,326+18.4% | Added |
| Janus Henderson Group PLC | 37,951 | $256.0K | 0.00% | +37,951 | New |
| New York State Common Retirement Fund | 37,677 | $253.9K | 0.00% | +15,708+71.5% | Added |
| Millrace Asset Group, Inc. | 36,074 | $243.0K | 0.24% | −121,239−77.1% | Reduced |
| Axq Capital, LP | 35,342 | $238.2K | 0.06% | +35,342 | New |
| Franklin Resources Inc | 34,731 | $234.1K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 33,125 | $223.3K | 0.24% | +33,125 | New |
| Voya Investment Management LLC | 32,797 | $221.1K | 0.00% | +5,286+19.2% | Added |
| Manufacturers Life Insurance Company, The | 32,006 | $215.7K | 0.00% | +4,949+18.3% | Added |
| Simplex Trading, LLC | 31,422 | $211.0K | 0.01% | −180,018−85.1% | Reduced |
| Verity Asset Management, Inc. | 30,702 | $206.9K | 0.13% | +30,702 | New |
| Aire Advisors, LLC | 30,000 | $202.2K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 29,444 | $198.5K | 0.00% | −789−2.6% | Reduced |
| Royal Bank of Canada | 28,535 | $193.0K | 0.00% | −16,777−37.0% | Reduced |
| SG Americas Securities, LLC | 27,770 | $187.0K | 0.00% | +27,770 | New |
| Nomura Holdings Inc | 27,163 | $183.1K | 0.00% | +27,163 | New |
| Wells Fargo & Company | 26,559 | $179.0K | 0.00% | +2,981+12.6% | Added |
| Wellington Management Group LLP | 25,941 | $174.8K | 0.00% | +3,825+17.3% | Added |
| Wolverine Trading, LLC | 22,417 | $151.1K | 0.00% | +8,205+57.7% | Added |
| Thompson Davis & Co., Inc. | 21,750 | $146.6K | 0.12% | −3,750−14.7% | Reduced |
| State Board of Administration of Florida Retirement System | 21,300 | $143.6K | 0.00% | +1,610+8.2% | Added |
| Leonteq Securities AG | 21,154 | $142.6K | 0.02% | +9,594+83.0% | Added |
| Price T Rowe Associates Inc | 20,836 | $141.0K | 0.00% | +5,335+34.4% | Added |
| Arizona State Retirement System | 20,801 | $140.2K | 0.00% | +3,038+17.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,792 | $133.4K | 0.00% | +19,792 | New |
| Cambridge Investment Research Advisors, Inc. | 19,550 | $132.0K | 0.00% | +8,665+79.6% | Added |
| Citigroup Inc | 19,490 | $131.4K | 0.00% | +4,642+31.3% | Added |
| LPL Financial LLC | 18,566 | $125.1K | 0.00% | +2,967+19.0% | Added |