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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, 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.

Institutional holdersQ1 2024: 116 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 heldQ1 2024: $275.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2023.

Institutions holding APLD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.104$4450.00%+104New
CarsonAllaria Wealth Management, Ltd.200$8560.00%−540−73.0%Reduced
Atticus Wealth Management, LLC281$1.20K0.00%+281New
Proequities, Inc.300$1.28K0.00%+300New
Castleview Partners, LLC300$1.28K0.00%+300New
CWM, LLC503$2.00K0.00%00.0%Unchanged
Tucker Asset Management LLC732$3.13K0.00%00.0%Unchanged
Headlands Technologies LLC1,816$7.77K0.00%+1,816New
GWM Advisors LLC1,850$7.92K0.00%−2,252−54.9%Reduced
FPC Investment Advisory, Inc.2,800$8.34K0.01%+2,800New
Advisor Group Holdings, Inc.2,086$8.93K0.00%−1,917−47.9%Reduced
Amalgamated Bank2,448$10.0K0.00%−8,906−78.4%Reduced
Tower Research Capital LLC (TRC)3,009$12.9K0.00%−5,008−62.5%Reduced
Metropolitan Life Insurance Co4,821$20.6K0.00%00.0%Unchanged
Simplex Trading, LLC5,505$23.0K0.00%−25,917−82.5%Reduced
Royal Bank of Canada5,222$23.0K0.00%−23,313−81.7%Reduced
Cutler Group LP6,496$27.0K0.01%−39,329−85.8%Reduced
Ameritas Investment Partners, Inc.8,490$36.3K0.00%00.0%Unchanged
Ci Investments Inc.9,181$39.0K0.00%+1,083+13.4%Added
FMR LLC9,428$40.4K0.00%+1,027+12.2%Added
Nisa Investment Advisors, LLC9,871$42.2K0.00%+53+0.5%Added
AQR Capital Management LLC10,531$45.1K0.00%−18,913−64.2%Reduced
Vontobel Holding Ltd.11,235$48.1K0.00%−5,265−31.9%Reduced
Victory Capital Management Inc11,358$48.6K0.00%+11,358New
Principal Financial Group Inc11,740$50.2K0.00%+11,740New
ICA Group Wealth Management, LLC11,955$51.2K0.01%00.0%Unchanged
Lincoln National Corp13,426$57.5K0.00%−3,332−19.9%Reduced
Axq Capital, LP14,642$62.7K0.02%−20,700−58.6%Reduced
Blair William & Co15,100$64.6K0.00%+15,100New
ProShare Advisors LLC15,688$67.1K0.00%+2,112+15.6%Added
Fisher Asset Management, LLC16,000$68.5K0.00%00.0%Unchanged
Thompson Davis & Co., Inc.18,000$77.0K0.05%−3,750−17.2%Reduced
Steward Partners Investment Advisory, LLC18,075$77.4K0.00%+1,008+5.9%Added
Russell Investments Group, Ltd.18,445$78.9K0.00%−247,484−93.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)19,792$84.7K0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC23,568$100.9K0.00%+6,284+36.4%Added
Leonteq Securities AG23,620$101.1K0.01%+2,466+11.7%Added
Price T Rowe Associates Inc24,018$103.0K0.00%+3,182+15.3%Added
Arizona State Retirement System25,156$107.7K0.00%+4,355+20.9%Added
LPL Financial LLC28,461$121.8K0.00%+9,895+53.3%Added
Aire Advisors, LLC30,000$128.4K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The30,124$128.9K0.00%−1,882−5.9%Reduced
Commonwealth Equity Services, LLC30,920$132.0K0.00%+20,212+188.8%Added
JPMorgan Chase & Co35,105$150.2K0.00%−152,409−81.3%Reduced
Wells Fargo & Company35,442$151.7K0.00%+8,883+33.4%Added
Citigroup Inc36,283$155.3K0.00%+16,793+86.2%Added
Bank of America Corp37,614$161.0K0.00%−47,142−55.6%Reduced
Janus Henderson Group PLC38,020$162.2K0.00%+69+0.2%Added
Beacon Pointe Advisors, LLC40,030$171.3K0.00%+40,030New
New York State Common Retirement Fund41,275$176.7K0.00%+3,598+9.5%Added
MetLife Investment Management42,962$183.9K0.00%00.0%Unchanged
American International Group, Inc.43,035$184.2K0.00%+2,269+5.6%Added
Wellington Management Group LLP46,003$196.9K0.00%+20,062+77.3%Added
Numerai GP LLC47,464$203.1K0.09%00.0%Unchanged
Capstone Investment Advisors, LLC51,746$221.5K0.00%+40,134+345.6%Added
Deutsche Bank AG52,408$224.3K0.00%+11,627+28.5%Added
Jane Street Group, LLC60,602$259.4K0.00%−282,680−82.3%Reduced
MRP Capital Investments, LLC62,525$267.6K0.27%+29,400+88.8%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main63,586$272.1K0.00%+63,586New
Ensign Peak Advisors, Inc68,210$291.9K0.00%+68,210New
Legal & General Group Plc68,541$293.4K0.00%−3,259−4.5%Reduced
Caption Management, LLC70,000$299.6K0.03%+70,000New
Barclays PLC79,431$340.0K0.00%−47,881−37.6%Reduced
UBS Asset Management Americas Inc82,481$353.0K0.00%00.0%Unchanged
Alliancebernstein L.P.83,810$358.7K0.00%+22,010+35.6%Added
Credit Suisse AG88,764$379.9K0.00%+7,349+9.0%Added
UBS Group AG88,810$380.1K0.00%+84,832+2,132.5%Added
California State Teachers Retirement System91,086$389.8K0.00%+11,288+14.1%Added
CastleKnight Management LP106,700$456.7K0.07%−105,200−49.6%Reduced
Rhumbline Advisers107,751$461.2K0.00%+3,958+3.8%Added
Thor Investment Management Inc117,376$502.4K0.40%+117,376New
Invesco Ltd.118,079$505.4K0.00%−29,416−19.9%Reduced
State of Wisconsin Investment Board130,916$560.3K0.00%+76,359+140.0%Added
Collaborative Holdings Management LP175,000$749.0K1.13%+175,000New
Thurston, Springer, Miller, Herd & Titak, Inc.179,495$768.2K0.31%+179,495New
Swiss National Bank180,600$773.0K0.00%+34,000+23.2%Added
SEI Investments Co205,452$879.3K0.00%−7,268−3.4%Reduced
Redmond Asset Management, LLC207,938$890.0K0.28%−13,700−6.2%Reduced
Nuveen Asset Management, LLC209,061$894.8K0.00%00.0%Unchanged
Squarepoint Ops LLC209,590$897.0K0.00%−781,262−78.8%Reduced
Bank of New York Mellon Corp223,911$958.3K0.00%−21,036−8.6%Reduced
Morgan Stanley234,600$1.00M0.00%−184,027−44.0%Reduced
Citadel Advisors LLC237,360$1.02M0.00%+151,934+177.9%Added
Harvey Partners, LLC250,000$1.07M0.12%−142,500−36.3%Reduced
Woodmont Investment Counsel LLC250,319$1.07M0.09%+10,149+4.2%Added
BIT Capital GmbH280,086$1.20M0.11%−982,321−77.8%Reduced
Prelude Capital Management, LLC306,254$1.31M0.09%+306,254New
JT Stratford LLC308,626$1.32M0.26%+188,779+157.5%Added
Register Financial Advisors LLC323,400$1.38M0.72%+137,500+74.0%Added
Hunter Associates Investment Management LLC328,645$1.39M0.23%+98,909+43.1%Added
Goldman Sachs Group Inc462,079$1.98M0.00%+331,376+253.5%Added
Fuller & Thaler Asset Management, Inc.525,570$2.25M0.01%−15,150−2.8%Reduced
Ardsley Advisory Partners LP575,000$2.46M0.35%+275,000+91.7%Added
Charles Schwab Investment Management Inc620,868$2.66M0.00%+86,168+16.1%Added
Mirae Asset Global Investments Co., Ltd.1,311,594$2.68M0.01%+536,948+69.3%Added
Plustick Management LLC680,000$2.91M2.77%+190,000+38.8%Added
National Asset Management, Inc.466,432$2.91M0.08%−46,150−9.0%Reduced
Vident Advisory, LLC750,005$3.21M0.07%+157,819+26.7%Added
Northern Trust Corp776,816$3.32M0.00%+49,066+6.7%Added
Exchange Traded Concepts, LLC859,196$3.68M0.10%+10,022+1.2%Added