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 $7.86B in total; superinvestors Tiger Global Management and Third Point hold it.
13F holders, Q2 2024
Institutional positions in Applied Digital Corp. as of Jun 30, 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
- 136
- +22 vs. Q1 2024
- Shares held
- 84.8M
- +20.0M (+30.9%) vs. Q1 2024
- Total value
- $504.2M
- +$228.9M (+83.2%) vs. Q1 2024
- New holders
- 43
- 59 more added
- Sold out
- 21
- 24 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $7.86B |
| Q1 2026 | 459 | $5.01B |
| Q4 2025 | 438 | $4.47B |
| Q3 2025 | 369 | $4.12B |
| Q2 2025 | 282 | $1.46B |
| Q1 2025 | 252 | $827.5M |
| Q4 2024 | 246 | $1.12B |
| Q3 2024 | 170 | $1.12B |
| Q2 2024 | 136 | $504.4M |
| Q1 2024 | 116 | $277.8M |
| Q4 2023 | 136 | $454.7M |
| Q3 2023 | 131 | $347.3M |
| Q2 2023 | 127 | $460.5M |
| Q1 2023 | 74 | $78.4M |
| Q4 2022 | 66 | $58.0M |
| Q3 2022 | 62 | $40.1M |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 9,596,231 | $57.1M | 1.18% | +771,699+8.7% | Added |
| Oasis Management Co Ltd. | 7,097,890 | $42.2M | 13.47% | +1,872,578+35.8% | Added |
| Vanguard Group Inc | 6,707,611 | $39.9M | 0.00% | +531,538+8.6% | Added |
| BlackRock Inc. | 6,353,071 | $37.8M | 0.00% | +405,097+6.8% | Added |
| Nokomis Capital, L.L.C. | 5,612,385 | $33.4M | 15.95% | +975,225+21.0% | Added |
| Clearfield Capital Management LP | 4,450,094 | $26.5M | 23.82% | +4,450,094 | New |
| Nomura Holdings Inc | 3,000,009 | $17.9M | 0.11% | +1,000,055+50.0% | Added |
| Van Eck Associates Corp | 2,869,980 | $17.1M | 0.02% | +443,699+18.3% | Added |
| Geode Capital Management, LLC | 2,058,298 | $12.2M | 0.00% | +274,979+15.4% | Added |
| State Street Corp | 2,050,415 | $12.2M | 0.00% | +176,537+9.4% | Added |
| Voya Investment Management LLC | 2,000,103 | $11.9M | 0.01% | +52,695+2.7% | Added |
| Plustick Management LLC | 1,885,000 | $11.2M | 10.11% | +1,205,000+177.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,850,353 | $11.0M | 0.03% | +1,850,353 | New |
| Jane Street Group, LLC | 1,687,061 | $10.0M | 0.01% | +1,626,459+2,683.8% | Added |
| B. Riley Asset Management, LLC | 1,631,453 | $9.71M | 4.86% | −404,233−19.9% | Reduced |
| Balyasny Asset Management LLC | 1,481,034 | $8.81M | 0.02% | +1,481,034 | New |
| Cowbird Capital LP | 1,351,296 | $8.04M | 9.24% | +1,351,296 | New |
| Castle Hook Partners LP | 1,307,465 | $7.78M | 0.27% | +1,307,465 | New |
| Royce & Associates LP | 1,116,377 | $6.64M | 0.06% | +253,557+29.4% | Added |
| Millennium Management LLC | 956,362 | $5.69M | 0.00% | +956,362 | New |
| Boothbay Fund Management, LLC | 948,725 | $5.64M | 0.17% | +14,420+1.5% | Added |
| National Asset Management, Inc. | 774,655 | $4.61M | 0.12% | +308,223+66.1% | Added |
| Portolan Capital Management, LLC | 756,556 | $4.50M | 0.37% | −449,764−37.3% | Reduced |
| Northern Trust Corp | 722,424 | $4.30M | 0.00% | −54,392−7.0% | Reduced |
| Goldman Sachs Group Inc | 709,559 | $4.22M | 0.00% | +247,480+53.6% | Added |
| Susquehanna International Group, LLP | 703,312 | $4.18M | 0.01% | −392,620−35.8% | Reduced |
| Exchange Traded Concepts, LLC | 694,258 | $4.13M | 0.11% | −164,938−19.2% | Reduced |
| Pertento Partners LLP | 664,108 | $3.95M | 0.50% | +664,108 | New |
| Charles Schwab Investment Management Inc | 658,739 | $3.92M | 0.00% | +37,871+6.1% | Added |
| Ardsley Advisory Partners LP | 632,000 | $3.76M | 0.68% | +57,000+9.9% | Added |
| Vident Advisory, LLC | 631,620 | $3.76M | 0.10% | −118,385−15.8% | Reduced |
| Metavasi Capital LP | 610,000 | $3.63M | 2.00% | +610,000 | New |
| Alight Capital Management LP | 600,000 | $3.57M | 0.88% | +600,000 | New |
| Fuller & Thaler Asset Management, Inc. | 501,310 | $2.98M | 0.01% | −24,260−4.6% | Reduced |
| Northern Right Capital Management, L.P. | 475,000 | $2.83M | 1.04% | +475,000 | New |
| J. Goldman & Co LP | 462,053 | $2.75M | 0.10% | +462,053 | New |
| Tudor Investment Corp Et Al | 444,050 | $2.64M | 0.03% | +444,050 | New |
| Collaborative Holdings Management LP | 425,000 | $2.53M | 5.77% | +250,000+142.9% | Added |
| Register Financial Advisors LLC | 417,800 | $2.49M | 1.26% | +94,400+29.2% | Added |
| Manatuck Hill Partners, LLC | 400,000 | $2.38M | 1.05% | +400,000 | New |
| Thor Investment Management Inc | 385,848 | $2.30M | 1.80% | +268,472+228.7% | Added |
| Thomist Capital Management, LP | 425,000 | $2.22M | 0.80% | +425,000 | New |
| Hunter Associates Investment Management LLC | 371,334 | $2.21M | 0.37% | +42,689+13.0% | Added |
| Group One Trading, L.P. | 311,075 | $1.85M | 0.06% | +311,075 | New |
| Bank of New York Mellon Corp | 304,869 | $1.81M | 0.00% | +80,958+36.2% | Added |
| JT Stratford LLC | 282,402 | $1.68M | 0.31% | −26,224−8.5% | Reduced |
| Woodmont Investment Counsel LLC | 272,420 | $1.62M | 0.13% | +22,101+8.8% | Added |
| Harvey Partners, LLC | 250,000 | $1.49M | 0.18% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 243,932 | $1.45M | 0.00% | +243,932 | New |
| Morgan Stanley | 243,440 | $1.45M | 0.00% | +8,840+3.8% | Added |
| Nuveen Asset Management, LLC | 242,132 | $1.44M | 0.00% | +33,071+15.8% | Added |
| Gilder Gagnon Howe & Co LLC | 211,547 | $1.26M | 0.02% | +211,547 | New |
| SEI Investments Co | 198,876 | $1.18M | 0.00% | −6,576−3.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 191,841 | $1.14M | 0.00% | +128,255+201.7% | Added |
| Concentric Capital Strategies, LP | 189,530 | $1.13M | 0.07% | +189,530 | New |
| MYDA Advisors LLC | 189,500 | $1.13M | 0.34% | +189,500 | New |
| CastleKnight Management LP | 183,300 | $1.09M | 0.15% | +76,600+71.8% | Added |
| Simplex Trading, LLC | 180,285 | $1.07M | 0.03% | +174,780+3,174.9% | Added |
| BIT Capital GmbH | 175,052 | $1.04M | 0.09% | −105,034−37.5% | Reduced |
| Invesco Ltd. | 149,896 | $891.9K | 0.00% | +31,817+26.9% | Added |
| Rhumbline Advisers | 140,087 | $833.5K | 0.00% | +32,336+30.0% | Added |
| Marshall Wace, LLP | 121,062 | $720.3K | 0.00% | +121,062 | New |
| MRP Capital Investments, LLC | 119,875 | $713.3K | 0.67% | +57,350+91.7% | Added |
| Covalis Capital LLP | 110,558 | $657.8K | 0.09% | +110,558 | New |
| Squarepoint Ops LLC | 108,557 | $645.9K | 0.00% | −101,033−48.2% | Reduced |
| Bank of America Corp | 101,022 | $601.1K | 0.00% | +63,408+168.6% | Added |
| Silphium Asset Management Ltd | 100,000 | $595.0K | 0.28% | +100,000 | New |
| Alliancebernstein L.P. | 94,110 | $560.0K | 0.00% | +10,300+12.3% | Added |
| IMC-Chicago, LLC | 91,034 | $541.7K | 0.02% | +91,034 | New |
| Russell Investments Group, Ltd. | 68,587 | $408.1K | 0.00% | +50,142+271.8% | Added |
| Nishkama Capital, LLC | 67,941 | $404.2K | 0.06% | +67,941 | New |
| Commonwealth Equity Services, LLC | 66,688 | $397.0K | 0.00% | +35,768+115.7% | Added |
| LPL Financial LLC | 61,295 | $364.7K | 0.00% | +32,834+115.4% | Added |
| Barclays PLC | 58,149 | $346.0K | 0.00% | −21,282−26.8% | Reduced |
| MetLife Investment Management | 57,985 | $345.0K | 0.00% | +15,023+35.0% | Added |
| Deutsche Bank AG | 55,050 | $327.5K | 0.00% | +2,642+5.0% | Added |
| Corebridge Financial, Inc. | 52,982 | $315.2K | 0.00% | +52,982 | New |
| State of Wisconsin Investment Board | 51,774 | $308.1K | 0.00% | −79,142−60.5% | Reduced |
| Citigroup Inc | 50,094 | $298.1K | 0.00% | +13,811+38.1% | Added |
| JPMorgan Chase & Co | 47,581 | $283.1K | 0.00% | +12,476+35.5% | Added |
| Wells Fargo & Company | 42,509 | $252.9K | 0.00% | +7,067+19.9% | Added |
| Wolverine Trading, LLC | 41,040 | $244.2K | 0.00% | +41,040 | New |
| Walleye Capital LLC | 40,002 | $238.0K | 0.00% | +40,002 | New |
| New York State Common Retirement Fund | 39,519 | $235.1K | 0.00% | −1,756−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 37,641 | $224.0K | 0.00% | +7,517+25.0% | Added |
| Wellington Management Group LLP | 34,371 | $204.5K | 0.00% | −11,632−25.3% | Reduced |
| Tower Research Capital LLC (TRC) | 33,606 | $200.0K | 0.00% | +30,597+1,016.8% | Added |
| Price T Rowe Associates Inc | 31,383 | $187.0K | 0.00% | +7,365+30.7% | Added |
| Cannell Capital LLC | 30,622 | $182.2K | 0.04% | +30,622 | New |
| Ci Investments Inc. | 30,580 | $182.0K | 0.00% | +21,399+233.1% | Added |
| Caption Management, LLC | 30,000 | $178.5K | 0.02% | −40,000−57.1% | Reduced |
| Aire Advisors, LLC | 30,000 | $178.5K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 27,620 | $164.3K | 0.02% | +4,000+16.9% | Added |
| UBS Group AG | 26,463 | $157.5K | 0.00% | −62,347−70.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 25,139 | $149.6K | 0.00% | +1,571+6.7% | Added |
| State Board of Administration of Florida Retirement System | 21,300 | $126.7K | 0.00% | +21,300 | New |
| L & S Advisors Inc | 20,500 | $122.0K | 0.01% | +20,500 | New |
| Vontobel Holding Ltd. | 20,235 | $120.4K | 0.00% | +9,000+80.1% | Added |
| Beacon Pointe Advisors, LLC | 20,000 | $119.0K | 0.00% | −20,030−50.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,849 | $112.2K | 0.01% | +18,849 | New |