Applied Digital Corp.

APLD

Exchange: Nasdaq
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001144879

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Applied Digital Corp. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of APLD: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	116	2	136	+22
Shares	64.9M	95.3K	84.8M	+20.0M (+30.9%)
Value	$275.6M	$406.9K	$504.2M	+$228.9M (+83.2%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Applied Digital Corp. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to APLD in Q2 2024
Institution	Shares	Value	% of portfolio
Clearfield Capital Management LP	4,450,094	$26.5M	23.82%
Mirae Asset Global ETFs Holdings Ltd.	1,850,353	$11.0M	0.03%
Balyasny Asset Management LLC	1,481,034	$8.81M	0.02%
Cowbird Capital LP	1,351,296	$8.04M	9.24%
Castle Hook Partners LP	1,307,465	$7.78M	0.27%
Millennium Management LLC	956,362	$5.69M	0.00%
Pertento Partners LLP	664,108	$3.95M	0.50%
Metavasi Capital LP	610,000	$3.63M	2.00%
Alight Capital Management LP	600,000	$3.57M	0.88%
Northern Right Capital Management, L.P.	475,000	$2.83M	1.04%
J. Goldman & Co LP	462,053	$2.75M	0.10%
Tudor Investment Corp Et Al	444,050	$2.64M	0.03%
Manatuck Hill Partners, LLC	400,000	$2.38M	1.05%
Thomist Capital Management, LP	425,000	$2.22M	0.81%
Group One Trading, L.P.	311,075	$1.85M	0.06%
Point72 Asset Management, L.P.	243,932	$1.45M	0.00%
Gilder Gagnon Howe & Co LLC	211,547	$1.26M	0.02%
Concentric Capital Strategies, LP	189,530	$1.13M	0.07%
MYDA Advisors LLC	189,500	$1.13M	0.34%
Marshall Wace, LLP	121,062	$720.3K	0.00%
Covalis Capital LLP	110,558	$657.8K	0.09%
Silphium Asset Management Ltd	100,000	$595.0K	0.28%
IMC-Chicago, LLC	91,034	$541.7K	0.02%
Nishkama Capital, LLC	67,941	$404.2K	0.06%
Corebridge Financial, Inc.	52,982	$315.2K	0.00%
Wolverine Trading, LLC	41,040	$244.2K	0.00%
Walleye Capital LLC	40,002	$238.0K	0.00%
Cannell Capital LLC	30,622	$182.2K	0.04%
State Board of Administration of Florida Retirement System	21,300	$126.7K	0.00%
L & S Advisors Inc	20,500	$122.0K	0.01%
Y-Intercept (Hong Kong) Ltd	18,849	$112.2K	0.01%
Crumly & Associates Inc.	18,484	$110.0K	0.03%
Resources Investment Advisors, LLC.	17,618	$104.8K	0.00%
Private Advisor Group, LLC	14,900	$88.7K	0.00%
ARS Investment Partners, LLC	10,000	$59.5K	0.01%
FNY Investment Advisers, LLC	6,500	$38.0K	0.03%
GHP Investment Advisors, Inc.	2,000	$11.9K	0.00%
Optiver Holding B.V.	1,489	$8.86K	0.00%
SRS Capital Advisors, Inc.	854	$5.08K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	231	$1.37K	0.00%
Ancora Advisors, LLC	200	$1.19K	0.00%
Larson Financial Group LLC	150	$893	0.00%
Lazard Asset Management LLC	49	$0	0.00%

Sold out (21)

Institutions that held Applied Digital Corp. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of APLD in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Equitec Proprietary Markets, LLC	4,228,125	$18.1M
Mirae Asset Global Investments Co., Ltd.	1,311,594	$2.68M
Prelude Capital Management, LLC	306,254	$1.31M
Citadel Advisors LLC	237,360	$1.02M
Redmond Asset Management, LLC	207,938	$890.0K
Swiss National Bank	180,600	$773.0K
Thurston, Springer, Miller, Herd & Titak, Inc.	179,495	$768.2K
UBS Asset Management Americas Inc	82,481	$353.0K
Ensign Peak Advisors, Inc	68,210	$291.9K
Capstone Investment Advisors, LLC	51,746	$221.5K
Numerai GP LLC	47,464	$203.1K
American International Group, Inc.	43,035	$184.2K
Janus Henderson Group PLC	38,020	$162.2K
Arizona State Retirement System	25,156	$107.7K
Zurcher Kantonalbank (Zurich Cantonalbank)	19,792	$84.7K
Thompson Davis & Co., Inc.	18,000	$77.0K
Axq Capital, LP	14,642	$62.7K
Lincoln National Corp	13,426	$57.5K
AQR Capital Management LLC	10,531	$45.1K
Metropolitan Life Insurance Co	4,821	$20.6K
Atticus Wealth Management, LLC	281	$1.20K

Not filed for Q2 2024 yet (2)

Institutions that held Applied Digital Corp. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APLD in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	88,764	$379.9K
Cutler Group LP	6,496	$27.0K