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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, 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.

Institutional holdersQ4 2023: 136 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 heldQ4 2023: $450.6M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q3 2023.

Institutions holding APLD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Versor Investments LP18,000$121.3K0.02%+18,000New
Horizon Kinetics Asset Management LLC17,284$116.5K0.00%+17,284New
Steward Partners Investment Advisory, LLC17,067$115.0K0.00%00.0%Unchanged
Deerfield Management Company, L.P. (Series C)16,779$113.1K0.00%+16,779New
Lincoln National Corp16,758$112.9K0.00%+16,758New
XTX Topco Ltd16,503$111.2K0.02%+5,588+51.2%Added
Vontobel Holding Ltd.16,500$111.2K0.00%+16,500New
Fisher Asset Management, LLC16,000$107.8K0.00%00.0%Unchanged
Jump Financial, LLC15,858$106.9K0.00%+15,858New
Baader Bank INC15,000$101.1K0.01%+15,000New
Y-Intercept (Hong Kong) Ltd13,645$92.0K0.01%+13,645New
ProShare Advisors LLC13,576$91.5K0.00%+13,576New
Chesapeake Capital Corp12,757$86.0K0.06%+12,757New
ICA Group Wealth Management, LLC11,955$80.6K0.02%+11,955New
Capstone Investment Advisors, LLC11,612$78.3K0.00%+11,612New
Amalgamated Bank11,354$77.0K0.00%+818+7.8%Added
Engineers Gate Manager LP10,888$73.4K0.00%+10,888New
Commonwealth Equity Services, LLC10,708$72.0K0.00%−1,713−13.8%Reduced
Sherbrooke Park Advisers LLC10,533$71.0K0.03%+10,533New
Nisa Investment Advisors, LLC9,818$66.2K0.00%−1,100−10.1%Reduced
Ameritas Investment Partners, Inc.8,490$57.2K0.00%+1,761+26.2%Added
FMR LLC8,401$56.6K0.00%+2,425+40.6%Added
Ci Investments Inc.8,098$55.0K0.00%+2,447+43.3%Added
Tower Research Capital LLC (TRC)8,017$54.0K0.00%+6,347+380.1%Added
STRS Ohio8,100$54.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co4,821$32.5K0.00%+1,024+27.0%Added
GWM Advisors LLC4,102$27.6K0.00%+1,902+86.5%Added
Advisor Group Holdings, Inc.4,003$27.0K0.00%+2,000+99.9%Added
UBS Group AG3,978$26.8K0.00%−143,849−97.3%Reduced
CarsonAllaria Wealth Management, Ltd.740$4.99K0.00%00.0%Unchanged
Tucker Asset Management LLC732$4.93K0.00%−189−20.5%Reduced
MCF Advisors LLC731$4.93K0.00%00.0%Unchanged
CWM, LLC503$3.00K0.00%00.0%Unchanged
Glassman Wealth Services62$4180.00%00.0%Unchanged
Lazard Asset Management LLC49$00.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.1$00.00%−1−50.0%Reduced
William Blair Investment Management, LLC0$00.00%−1,152,940−100.0%Sold out
Millennium Management LLC0$00.00%−893,581−100.0%Sold out
Collaborative Holdings Management LP0$00.00%−548,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−321,800−100.0%Sold out
EAM Investors, LLC0$00.00%−280,749−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−186,016−100.0%Sold out
HN Saltoro Capital, LP0$00.00%−171,000−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−139,926−100.0%Sold out
Verition Fund Management LLC0$00.00%−93,340−100.0%Sold out
Centiva Capital, LP0$00.00%−74,786−100.0%Sold out
Apis Capital Advisors, LLC0$00.00%−46,000−100.0%Sold out
Black Maple Capital Management LP0$00.00%−30,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−18,434−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−16,914−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−12,250−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−11,661−100.0%Sold out
Deuterium Capital Management, LLC0$00.00%−10,000−100.0%Sold out
Belvedere Trading LLC0$00.00%−8,876−100.0%Sold out
State of Wyoming0$00.00%−3,864−100.0%Sold out
Precept Management LLC––––Not filed
Trellus Management Company, LLC––––Not filed