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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 240,170 | $1.62M | 0.15% | +51,101+27.0% | Added |
| Bank of New York Mellon Corp | 244,947 | $1.65M | 0.00% | +34,790+16.6% | Added |
| Russell Investments Group, Ltd. | 265,929 | $1.79M | 0.00% | +161,250+154.0% | Added |
| Ardsley Advisory Partners LP | 300,000 | $2.03M | 0.44% | +250,000+500.0% | Added |
| Massachusetts Financial Services Co | 320,362 | $2.16M | 0.00% | −43,433−11.9% | Reduced |
| Jane Street Group, LLC | 343,282 | $2.31M | 0.00% | −152,458−30.8% | Reduced |
| Harvey Partners, LLC | 392,500 | $2.65M | 0.31% | 00.0% | Unchanged |
| Morgan Stanley | 418,627 | $2.82M | 0.00% | +277,524+196.7% | Added |
| Plustick Management LLC | 490,000 | $3.30M | 2.81% | +70,000+16.7% | Added |
| National Asset Management, Inc. | 512,582 | $3.45M | 0.09% | +46,150+9.9% | Added |
| Charles Schwab Investment Management Inc | 534,700 | $3.60M | 0.00% | +50,042+10.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 540,720 | $3.64M | 0.02% | −450−0.1% | Reduced |
| Vident Advisory, LLC | 592,186 | $3.99M | 0.10% | +363,966+159.5% | Added |
| Group One Trading, L.P. | 633,839 | $4.27M | 0.13% | +213,528+50.8% | Added |
| Emerald Mutual Fund Advisers Trust | 688,626 | $4.64M | 0.25% | −215,688−23.9% | Reduced |
| Northern Trust Corp | 727,750 | $4.91M | 0.00% | +107,984+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 774,646 | $5.22M | 0.01% | +34,272+4.6% | Added |
| Royce & Associates LP | 814,500 | $5.49M | 0.05% | +369,500+83.0% | Added |
| Exchange Traded Concepts, LLC | 849,174 | $5.72M | 0.15% | +209,692+32.8% | Added |
| Emerald Advisers, LLC | 868,657 | $5.85M | 0.25% | −97,022−10.0% | Reduced |
| Boothbay Fund Management, LLC | 929,970 | $6.27M | 0.23% | +26,000+2.9% | Added |
| Squarepoint Ops LLC | 990,852 | $6.68M | 0.03% | +284,818+40.3% | Added |
| BIT Capital GmbH | 1,262,407 | $8.51M | 0.92% | −273,820−17.8% | Reduced |
| Van Eck Associates Corp | 1,263,034 | $8.51M | 0.02% | +463,172+57.9% | Added |
| State Street Corp | 1,509,949 | $10.2M | 0.00% | +221,280+17.2% | Added |
| Geode Capital Management, LLC | 1,534,469 | $10.3M | 0.00% | −102,934−6.3% | Reduced |
| Divisadero Street Capital Management, LP | 1,917,534 | $12.9M | 2.92% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 2,035,686 | $13.7M | 4.97% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 2,124,236 | $14.3M | 1.25% | +1,100,007+107.4% | Added |
| Nokomis Capital, L.L.C. | 2,940,955 | $19.8M | 7.63% | +1,658,003+129.2% | Added |
| Vanguard Group Inc | 3,628,588 | $24.5M | 0.00% | +293,046+8.8% | Added |
| Equitec Proprietary Markets, LLC | 4,168,657 | $28.1M | 30.39% | +3,359,845+415.4% | Added |
| Oasis Management Co Ltd. | 4,928,129 | $33.2M | 11.26% | +940,075+23.6% | Added |
| BlackRock Inc. | 5,694,779 | $38.4M | 0.00% | +1,217,384+27.2% | Added |
| Capital Research Global Investors | 7,337,288 | $49.5M | 0.01% | +5,945,559+427.2% | Added |
| Hood River Capital Management LLC | 8,584,355 | $57.9M | 1.59% | +994,788+13.1% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,152,940−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −893,581−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −548,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −321,800−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −280,749−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −186,016−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −171,000−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −139,926−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −93,340−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −74,786−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,434−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −16,914−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −11,661−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Precept Management LLC | – | – | – | – | Not filed |
| Trellus Management Company, LLC | – | – | – | – | Not filed |