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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 862,820 | $3.69M | 0.03% | +48,320+5.9% | Added |
| Boothbay Fund Management, LLC | 934,305 | $4.00M | 0.12% | +4,335+0.5% | Added |
| Susquehanna International Group, LLP | 1,095,932 | $4.69M | 0.01% | +1,014,422+1,244.5% | Added |
| Portolan Capital Management, LLC | 1,206,320 | $5.16M | 0.39% | −917,916−43.2% | Reduced |
| Geode Capital Management, LLC | 1,783,319 | $7.63M | 0.00% | +248,850+16.2% | Added |
| State Street Corp | 1,873,878 | $8.02M | 0.00% | +363,929+24.1% | Added |
| Voya Investment Management LLC | 1,947,408 | $8.33M | 0.01% | +1,914,611+5,837.8% | Added |
| Nomura Holdings Inc | 1,999,954 | $8.56M | 0.07% | +1,972,791+7,262.8% | Added |
| B. Riley Asset Management, LLC | 2,035,686 | $8.71M | 3.49% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,426,281 | $10.4M | 0.02% | +1,163,247+92.1% | Added |
| Equitec Proprietary Markets, LLC | 4,228,125 | $18.1M | 32.05% | +59,468+1.4% | Added |
| Nokomis Capital, L.L.C. | 4,637,160 | $19.8M | 8.76% | +1,696,205+57.7% | Added |
| Oasis Management Co Ltd. | 5,225,312 | $22.4M | 7.97% | +297,183+6.0% | Added |
| BlackRock Inc. | 5,947,974 | $25.5M | 0.00% | +253,195+4.4% | Added |
| Vanguard Group Inc | 6,176,073 | $26.4M | 0.00% | +2,547,485+70.2% | Added |
| Hood River Capital Management LLC | 8,824,532 | $37.8M | 0.84% | +240,177+2.8% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −7,337,288−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −1,917,534−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −868,657−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −688,626−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −633,839−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −320,362−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −235,201−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −221,757−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −164,572−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −124,715−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −95,571−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −74,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −60,807−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −45,937−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −36,074−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −34,731−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −30,702−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,770−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,417−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −19,550−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −16,779−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −12,757−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,888−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Potomac Capital Management, Inc. | – | – | – | – | Not filed |