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, Q1 2024
Institutional positions in Applied Digital Corp. as of Mar 31, 2024. 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
- 116
- −19 vs. Q4 2023
- Shares held
- 64.9M
- −1.92M (−2.9%) vs. Q4 2023
- Total value
- $275.6M
- −$174.6M (−38.8%) vs. Q4 2023
- New holders
- 17
- 54 more added
- Sold out
- 36
- 32 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 8,824,532 | $37.8M | 0.84% | +240,177+2.8% | Added |
| Vanguard Group Inc | 6,176,073 | $26.4M | 0.00% | +2,547,485+70.2% | Added |
| BlackRock Inc. | 5,947,974 | $25.5M | 0.00% | +253,195+4.4% | Added |
| Oasis Management Co Ltd. | 5,225,312 | $22.4M | 7.97% | +297,183+6.0% | Added |
| Nokomis Capital, L.L.C. | 4,637,160 | $19.8M | 8.76% | +1,696,205+57.7% | Added |
| Equitec Proprietary Markets, LLC | 4,228,125 | $18.1M | 32.05% | +59,468+1.4% | Added |
| Van Eck Associates Corp | 2,426,281 | $10.4M | 0.02% | +1,163,247+92.1% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $8.71M | 3.49% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,999,954 | $8.56M | 0.07% | +1,972,791+7,262.8% | Added |
| Voya Investment Management LLC | 1,947,408 | $8.33M | 0.01% | +1,914,611+5,837.8% | Added |
| State Street Corp | 1,873,878 | $8.02M | 0.00% | +363,929+24.1% | Added |
| Geode Capital Management, LLC | 1,783,319 | $7.63M | 0.00% | +248,850+16.2% | Added |
| Portolan Capital Management, LLC | 1,206,320 | $5.16M | 0.39% | −917,916−43.2% | Reduced |
| Susquehanna International Group, LLP | 1,095,932 | $4.69M | 0.01% | +1,014,422+1,244.5% | Added |
| Boothbay Fund Management, LLC | 934,305 | $4.00M | 0.12% | +4,335+0.5% | Added |
| Royce & Associates LP | 862,820 | $3.69M | 0.03% | +48,320+5.9% | Added |
| Exchange Traded Concepts, LLC | 859,196 | $3.68M | 0.10% | +10,022+1.2% | Added |
| Northern Trust Corp | 776,816 | $3.32M | 0.00% | +49,066+6.7% | Added |
| Vident Advisory, LLC | 750,005 | $3.21M | 0.07% | +157,819+26.7% | Added |
| National Asset Management, Inc. | 466,432 | $2.91M | 0.08% | −46,150−9.0% | Reduced |
| Plustick Management LLC | 680,000 | $2.91M | 2.77% | +190,000+38.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,311,594 | $2.68M | 0.01% | +536,948+69.3% | Added |
| Charles Schwab Investment Management Inc | 620,868 | $2.66M | 0.00% | +86,168+16.1% | Added |
| Ardsley Advisory Partners LP | 575,000 | $2.46M | 0.35% | +275,000+91.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 525,570 | $2.25M | 0.01% | −15,150−2.8% | Reduced |
| Goldman Sachs Group Inc | 462,079 | $1.98M | 0.00% | +331,376+253.5% | Added |
| Hunter Associates Investment Management LLC | 328,645 | $1.39M | 0.23% | +98,909+43.1% | Added |
| Register Financial Advisors LLC | 323,400 | $1.38M | 0.72% | +137,500+74.0% | Added |
| JT Stratford LLC | 308,626 | $1.32M | 0.26% | +188,779+157.5% | Added |
| Prelude Capital Management, LLC | 306,254 | $1.31M | 0.09% | +306,254 | New |
| BIT Capital GmbH | 280,086 | $1.20M | 0.11% | −982,321−77.8% | Reduced |
| Woodmont Investment Counsel LLC | 250,319 | $1.07M | 0.09% | +10,149+4.2% | Added |
| Harvey Partners, LLC | 250,000 | $1.07M | 0.12% | −142,500−36.3% | Reduced |
| Citadel Advisors LLC | 237,360 | $1.02M | 0.00% | +151,934+177.9% | Added |
| Morgan Stanley | 234,600 | $1.00M | 0.00% | −184,027−44.0% | Reduced |
| Bank of New York Mellon Corp | 223,911 | $958.3K | 0.00% | −21,036−8.6% | Reduced |
| Squarepoint Ops LLC | 209,590 | $897.0K | 0.00% | −781,262−78.8% | Reduced |
| Nuveen Asset Management, LLC | 209,061 | $894.8K | 0.00% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 207,938 | $890.0K | 0.28% | −13,700−6.2% | Reduced |
| SEI Investments Co | 205,452 | $879.3K | 0.00% | −7,268−3.4% | Reduced |
| Swiss National Bank | 180,600 | $773.0K | 0.00% | +34,000+23.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 179,495 | $768.2K | 0.31% | +179,495 | New |
| Collaborative Holdings Management LP | 175,000 | $749.0K | 1.13% | +175,000 | New |
| State of Wisconsin Investment Board | 130,916 | $560.3K | 0.00% | +76,359+140.0% | Added |
| Invesco Ltd. | 118,079 | $505.4K | 0.00% | −29,416−19.9% | Reduced |
| Thor Investment Management Inc | 117,376 | $502.4K | 0.40% | +117,376 | New |
| Rhumbline Advisers | 107,751 | $461.2K | 0.00% | +3,958+3.8% | Added |
| CastleKnight Management LP | 106,700 | $456.7K | 0.07% | −105,200−49.6% | Reduced |
| California State Teachers Retirement System | 91,086 | $389.8K | 0.00% | +11,288+14.1% | Added |
| UBS Group AG | 88,810 | $380.1K | 0.00% | +84,832+2,132.5% | Added |
| Credit Suisse AG | 88,764 | $379.9K | 0.00% | +7,349+9.0% | Added |
| Alliancebernstein L.P. | 83,810 | $358.7K | 0.00% | +22,010+35.6% | Added |
| UBS Asset Management Americas Inc | 82,481 | $353.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 79,431 | $340.0K | 0.00% | −47,881−37.6% | Reduced |
| Caption Management, LLC | 70,000 | $299.6K | 0.03% | +70,000 | New |
| Legal & General Group Plc | 68,541 | $293.4K | 0.00% | −3,259−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 68,210 | $291.9K | 0.00% | +68,210 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 63,586 | $272.1K | 0.00% | +63,586 | New |
| MRP Capital Investments, LLC | 62,525 | $267.6K | 0.27% | +29,400+88.8% | Added |
| Jane Street Group, LLC | 60,602 | $259.4K | 0.00% | −282,680−82.3% | Reduced |
| Deutsche Bank AG | 52,408 | $224.3K | 0.00% | +11,627+28.5% | Added |
| Capstone Investment Advisors, LLC | 51,746 | $221.5K | 0.00% | +40,134+345.6% | Added |
| Numerai GP LLC | 47,464 | $203.1K | 0.09% | 00.0% | Unchanged |
| Wellington Management Group LLP | 46,003 | $196.9K | 0.00% | +20,062+77.3% | Added |
| American International Group, Inc. | 43,035 | $184.2K | 0.00% | +2,269+5.6% | Added |
| MetLife Investment Management | 42,962 | $183.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 41,275 | $176.7K | 0.00% | +3,598+9.5% | Added |
| Beacon Pointe Advisors, LLC | 40,030 | $171.3K | 0.00% | +40,030 | New |
| Janus Henderson Group PLC | 38,020 | $162.2K | 0.00% | +69+0.2% | Added |
| Bank of America Corp | 37,614 | $161.0K | 0.00% | −47,142−55.6% | Reduced |
| Citigroup Inc | 36,283 | $155.3K | 0.00% | +16,793+86.2% | Added |
| Wells Fargo & Company | 35,442 | $151.7K | 0.00% | +8,883+33.4% | Added |
| JPMorgan Chase & Co | 35,105 | $150.2K | 0.00% | −152,409−81.3% | Reduced |
| Commonwealth Equity Services, LLC | 30,920 | $132.0K | 0.00% | +20,212+188.8% | Added |
| Manufacturers Life Insurance Company, The | 30,124 | $128.9K | 0.00% | −1,882−5.9% | Reduced |
| Aire Advisors, LLC | 30,000 | $128.4K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 28,461 | $121.8K | 0.00% | +9,895+53.3% | Added |
| Arizona State Retirement System | 25,156 | $107.7K | 0.00% | +4,355+20.9% | Added |
| Price T Rowe Associates Inc | 24,018 | $103.0K | 0.00% | +3,182+15.3% | Added |
| Leonteq Securities AG | 23,620 | $101.1K | 0.01% | +2,466+11.7% | Added |
| Horizon Kinetics Asset Management LLC | 23,568 | $100.9K | 0.00% | +6,284+36.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,792 | $84.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,445 | $78.9K | 0.00% | −247,484−93.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,075 | $77.4K | 0.00% | +1,008+5.9% | Added |
| Thompson Davis & Co., Inc. | 18,000 | $77.0K | 0.05% | −3,750−17.2% | Reduced |
| Fisher Asset Management, LLC | 16,000 | $68.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,688 | $67.1K | 0.00% | +2,112+15.6% | Added |
| Blair William & Co | 15,100 | $64.6K | 0.00% | +15,100 | New |
| Axq Capital, LP | 14,642 | $62.7K | 0.02% | −20,700−58.6% | Reduced |
| Lincoln National Corp | 13,426 | $57.5K | 0.00% | −3,332−19.9% | Reduced |
| ICA Group Wealth Management, LLC | 11,955 | $51.2K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,740 | $50.2K | 0.00% | +11,740 | New |
| Victory Capital Management Inc | 11,358 | $48.6K | 0.00% | +11,358 | New |
| Vontobel Holding Ltd. | 11,235 | $48.1K | 0.00% | −5,265−31.9% | Reduced |
| AQR Capital Management LLC | 10,531 | $45.1K | 0.00% | −18,913−64.2% | Reduced |
| Nisa Investment Advisors, LLC | 9,871 | $42.2K | 0.00% | +53+0.5% | Added |
| FMR LLC | 9,428 | $40.4K | 0.00% | +1,027+12.2% | Added |
| Ci Investments Inc. | 9,181 | $39.0K | 0.00% | +1,083+13.4% | Added |
| Ameritas Investment Partners, Inc. | 8,490 | $36.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,496 | $27.0K | 0.01% | −39,329−85.8% | Reduced |