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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 49 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Glassman Wealth Services | 62 | $418 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 503 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 731 | $4.93K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 732 | $4.93K | 0.00% | −189−20.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 740 | $4.99K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,978 | $26.8K | 0.00% | −143,849−97.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,003 | $27.0K | 0.00% | +2,000+99.9% | Added |
| GWM Advisors LLC | 4,102 | $27.6K | 0.00% | +1,902+86.5% | Added |
| Metropolitan Life Insurance Co | 4,821 | $32.5K | 0.00% | +1,024+27.0% | Added |
| STRS Ohio | 8,100 | $54.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,017 | $54.0K | 0.00% | +6,347+380.1% | Added |
| Ci Investments Inc. | 8,098 | $55.0K | 0.00% | +2,447+43.3% | Added |
| FMR LLC | 8,401 | $56.6K | 0.00% | +2,425+40.6% | Added |
| Ameritas Investment Partners, Inc. | 8,490 | $57.2K | 0.00% | +1,761+26.2% | Added |
| Nisa Investment Advisors, LLC | 9,818 | $66.2K | 0.00% | −1,100−10.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,533 | $71.0K | 0.03% | +10,533 | New |
| Commonwealth Equity Services, LLC | 10,708 | $72.0K | 0.00% | −1,713−13.8% | Reduced |
| Engineers Gate Manager LP | 10,888 | $73.4K | 0.00% | +10,888 | New |
| Amalgamated Bank | 11,354 | $77.0K | 0.00% | +818+7.8% | Added |
| Capstone Investment Advisors, LLC | 11,612 | $78.3K | 0.00% | +11,612 | New |
| ICA Group Wealth Management, LLC | 11,955 | $80.6K | 0.02% | +11,955 | New |
| Chesapeake Capital Corp | 12,757 | $86.0K | 0.06% | +12,757 | New |
| ProShare Advisors LLC | 13,576 | $91.5K | 0.00% | +13,576 | New |
| Y-Intercept (Hong Kong) Ltd | 13,645 | $92.0K | 0.01% | +13,645 | New |
| Baader Bank INC | 15,000 | $101.1K | 0.01% | +15,000 | New |
| Jump Financial, LLC | 15,858 | $106.9K | 0.00% | +15,858 | New |
| Fisher Asset Management, LLC | 16,000 | $107.8K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,500 | $111.2K | 0.00% | +16,500 | New |
| XTX Topco Ltd | 16,503 | $111.2K | 0.02% | +5,588+51.2% | Added |
| Lincoln National Corp | 16,758 | $112.9K | 0.00% | +16,758 | New |
| Deerfield Management Company, L.P. (Series C) | 16,779 | $113.1K | 0.00% | +16,779 | New |
| Steward Partners Investment Advisory, LLC | 17,067 | $115.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 17,284 | $116.5K | 0.00% | +17,284 | New |
| Versor Investments LP | 18,000 | $121.3K | 0.02% | +18,000 | New |
| LPL Financial LLC | 18,566 | $125.1K | 0.00% | +2,967+19.0% | Added |
| Citigroup Inc | 19,490 | $131.4K | 0.00% | +4,642+31.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,550 | $132.0K | 0.00% | +8,665+79.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,792 | $133.4K | 0.00% | +19,792 | New |
| Arizona State Retirement System | 20,801 | $140.2K | 0.00% | +3,038+17.1% | Added |
| Price T Rowe Associates Inc | 20,836 | $141.0K | 0.00% | +5,335+34.4% | Added |
| Leonteq Securities AG | 21,154 | $142.6K | 0.02% | +9,594+83.0% | Added |
| State Board of Administration of Florida Retirement System | 21,300 | $143.6K | 0.00% | +1,610+8.2% | Added |
| Thompson Davis & Co., Inc. | 21,750 | $146.6K | 0.12% | −3,750−14.7% | Reduced |
| Wolverine Trading, LLC | 22,417 | $151.1K | 0.00% | +8,205+57.7% | Added |
| Wellington Management Group LLP | 25,941 | $174.8K | 0.00% | +3,825+17.3% | Added |
| Wells Fargo & Company | 26,559 | $179.0K | 0.00% | +2,981+12.6% | Added |
| Nomura Holdings Inc | 27,163 | $183.1K | 0.00% | +27,163 | New |
| SG Americas Securities, LLC | 27,770 | $187.0K | 0.00% | +27,770 | New |
| Royal Bank of Canada | 28,535 | $193.0K | 0.00% | −16,777−37.0% | Reduced |
| AQR Capital Management LLC | 29,444 | $198.5K | 0.00% | −789−2.6% | Reduced |
| Aire Advisors, LLC | 30,000 | $202.2K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 30,702 | $206.9K | 0.13% | +30,702 | New |
| Simplex Trading, LLC | 31,422 | $211.0K | 0.01% | −180,018−85.1% | Reduced |
| Manufacturers Life Insurance Company, The | 32,006 | $215.7K | 0.00% | +4,949+18.3% | Added |
| Voya Investment Management LLC | 32,797 | $221.1K | 0.00% | +5,286+19.2% | Added |
| MRP Capital Investments, LLC | 33,125 | $223.3K | 0.24% | +33,125 | New |
| Franklin Resources Inc | 34,731 | $234.1K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 35,342 | $238.2K | 0.06% | +35,342 | New |
| Millrace Asset Group, Inc. | 36,074 | $243.0K | 0.24% | −121,239−77.1% | Reduced |
| New York State Common Retirement Fund | 37,677 | $253.9K | 0.00% | +15,708+71.5% | Added |
| Janus Henderson Group PLC | 37,951 | $256.0K | 0.00% | +37,951 | New |
| American International Group, Inc. | 40,766 | $274.8K | 0.00% | +6,326+18.4% | Added |
| Deutsche Bank AG | 40,781 | $274.9K | 0.00% | +9,330+29.7% | Added |
| MetLife Investment Management | 42,962 | $289.6K | 0.00% | +6,331+17.3% | Added |
| Cutler Group LP | 45,825 | $308.0K | 0.04% | +40,543+767.6% | Added |
| Occudo Quantitative Strategies LP | 45,937 | $309.6K | 0.04% | +45,937 | New |
| Numerai GP LLC | 47,464 | $319.9K | 0.11% | −510,986−91.5% | Reduced |
| Potomac Capital Management, Inc. | 50,000 | $337.0K | 0.48% | +50,000 | New |
| State of Wisconsin Investment Board | 54,557 | $367.7K | 0.00% | −17,878−24.7% | Reduced |
| Cubist Systematic Strategies, LLC | 60,807 | $409.8K | 0.01% | +60,807 | New |
| Alliancebernstein L.P. | 61,800 | $416.5K | 0.00% | +8,520+16.0% | Added |
| Legal & General Group Plc | 71,800 | $484.2K | 0.00% | +1,204+1.7% | Added |
| Smith, Moore & Co. | 74,700 | $503.5K | 0.06% | +74,700 | New |
| California State Teachers Retirement System | 79,798 | $537.8K | 0.00% | +9,444+13.4% | Added |
| Credit Suisse AG | 81,415 | $548.7K | 0.00% | +19,617+31.7% | Added |
| Susquehanna International Group, LLP | 81,510 | $549.4K | 0.00% | +58,404+252.8% | Added |
| UBS Asset Management Americas Inc | 82,481 | $555.9K | 0.00% | +53,881+188.4% | Added |
| Bank of America Corp | 84,756 | $571.3K | 0.00% | −21,057−19.9% | Reduced |
| Citadel Advisors LLC | 85,426 | $575.8K | 0.00% | −209,036−71.0% | Reduced |
| Voloridge Investment Management, LLC | 95,571 | $644.1K | 0.00% | −886,320−90.3% | Reduced |
| Rhumbline Advisers | 103,793 | $699.6K | 0.00% | +13,222+14.6% | Added |
| JT Stratford LLC | 119,847 | $807.8K | 0.18% | +119,847 | New |
| Calamos Advisors LLC | 124,715 | $840.6K | 0.00% | +70,001+127.9% | Added |
| Barclays PLC | 127,312 | $858.1K | 0.00% | +103,724+439.7% | Added |
| Goldman Sachs Group Inc | 130,703 | $880.9K | 0.00% | −120,926−48.1% | Reduced |
| Swiss National Bank | 146,600 | $988.1K | 0.00% | +9,500+6.9% | Added |
| Invesco Ltd. | 147,495 | $994.1K | 0.00% | +22,597+18.1% | Added |
| Diker Management LLC | 150,000 | $1.01M | 0.84% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 164,572 | $1.11M | 0.00% | +43,540+36.0% | Added |
| Register Financial Advisors LLC | 185,900 | $1.25M | 0.84% | +41,000+28.3% | Added |
| JPMorgan Chase & Co | 187,514 | $1.26M | 0.00% | −55,983−23.0% | Reduced |
| Nuveen Asset Management, LLC | 209,061 | $1.41M | 0.00% | +20,636+11.0% | Added |
| CastleKnight Management LP | 211,900 | $1.43M | 0.23% | −1,378,084−86.7% | Reduced |
| SEI Investments Co | 212,720 | $1.43M | 0.00% | +707+0.3% | Added |
| Redmond Asset Management, LLC | 221,638 | $1.49M | 0.48% | +120,195+118.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 221,757 | $1.50M | 0.04% | +19,757+9.8% | Added |
| Hunter Associates Investment Management LLC | 229,736 | $1.55M | 0.28% | +139,605+154.9% | Added |
| Wasatch Advisors Inc | 235,201 | $1.59M | 0.01% | −486,147−67.4% | Reduced |