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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, 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.

Institutional holdersQ2 2024: 136 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 heldQ2 2024: $504.2M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2024.

Institutions holding APLD in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC49$00.00%+49New
The PNC Financial Services Group, Inc.47$2800.00%−57−54.8%Reduced
Larson Financial Group LLC150$8930.00%+150New
CarsonAllaria Wealth Management, Ltd.200$1.19K0.00%00.0%Unchanged
Ancora Advisors, LLC200$1.19K0.00%+200New
Point72 Asia (Singapore) Pte. Ltd.231$1.37K0.00%+231New
Castleview Partners, LLC300$1.78K0.00%00.0%Unchanged
CWM, LLC503$3.00K0.00%00.0%Unchanged
Tucker Asset Management LLC732$4.36K0.00%00.0%Unchanged
Proequities, Inc.800$4.76K0.00%+500+166.7%Added
SRS Capital Advisors, Inc.854$5.08K0.00%+854New
Optiver Holding B.V.1,489$8.86K0.00%+1,489New
GHP Investment Advisors, Inc.2,000$11.9K0.00%+2,000New
GWM Advisors LLC2,500$14.9K0.00%+650+35.1%Added
FPC Investment Advisory, Inc.2,800$17.4K0.02%00.0%Unchanged
Amalgamated Bank3,065$18.0K0.00%+617+25.2%Added
FNY Investment Advisers, LLC6,500$38.0K0.03%+6,500New
FMR LLC6,564$39.1K0.00%−2,864−30.4%Reduced
California State Teachers Retirement System7,136$42.5K0.00%−83,950−92.2%Reduced
Ameritas Investment Partners, Inc.8,490$50.5K0.00%00.0%Unchanged
Headlands Technologies LLC8,749$52.1K0.01%+6,933+381.8%Added
Nisa Investment Advisors, LLC9,906$58.9K0.00%+35+0.4%Added
ARS Investment Partners, LLC10,000$59.5K0.01%+10,000New
Legal & General Group Plc10,168$60.5K0.00%−58,373−85.2%Reduced
Advisor Group Holdings, Inc.10,697$63.6K0.00%+8,611+412.8%Added
Victory Capital Management Inc11,323$67.4K0.00%−35−0.3%Reduced
ProShare Advisors LLC11,696$69.6K0.00%−3,992−25.4%Reduced
Principal Financial Group Inc12,180$72.5K0.00%+440+3.7%Added
Royal Bank of Canada12,320$73.0K0.00%+7,098+135.9%Added
Private Advisor Group, LLC14,900$88.7K0.00%+14,900New
Blair William & Co15,100$89.8K0.00%00.0%Unchanged
Fisher Asset Management, LLC16,000$95.2K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.17,618$104.8K0.00%+17,618New
Steward Partners Investment Advisory, LLC18,243$108.5K0.00%+168+0.9%Added
Crumly & Associates Inc.18,484$110.0K0.03%+18,484New
ICA Group Wealth Management, LLC18,750$111.6K0.07%+6,795+56.8%Added
Y-Intercept (Hong Kong) Ltd18,849$112.2K0.01%+18,849New
Beacon Pointe Advisors, LLC20,000$119.0K0.00%−20,030−50.0%Reduced
Vontobel Holding Ltd.20,235$120.4K0.00%+9,000+80.1%Added
L & S Advisors Inc20,500$122.0K0.01%+20,500New
State Board of Administration of Florida Retirement System21,300$126.7K0.00%+21,300New
Horizon Kinetics Asset Management LLC25,139$149.6K0.00%+1,571+6.7%Added
UBS Group AG26,463$157.5K0.00%−62,347−70.2%Reduced
Leonteq Securities AG27,620$164.3K0.02%+4,000+16.9%Added
Caption Management, LLC30,000$178.5K0.02%−40,000−57.1%Reduced
Aire Advisors, LLC30,000$178.5K0.04%00.0%Unchanged
Ci Investments Inc.30,580$182.0K0.00%+21,399+233.1%Added
Cannell Capital LLC30,622$182.2K0.04%+30,622New
Price T Rowe Associates Inc31,383$187.0K0.00%+7,365+30.7%Added
Tower Research Capital LLC (TRC)33,606$200.0K0.00%+30,597+1,016.8%Added
Wellington Management Group LLP34,371$204.5K0.00%−11,632−25.3%Reduced
Manufacturers Life Insurance Company, The37,641$224.0K0.00%+7,517+25.0%Added
New York State Common Retirement Fund39,519$235.1K0.00%−1,756−4.3%Reduced
Walleye Capital LLC40,002$238.0K0.00%+40,002New
Wolverine Trading, LLC41,040$244.2K0.00%+41,040New
Wells Fargo & Company42,509$252.9K0.00%+7,067+19.9%Added
JPMorgan Chase & Co47,581$283.1K0.00%+12,476+35.5%Added
Citigroup Inc50,094$298.1K0.00%+13,811+38.1%Added
State of Wisconsin Investment Board51,774$308.1K0.00%−79,142−60.5%Reduced
Corebridge Financial, Inc.52,982$315.2K0.00%+52,982New
Deutsche Bank AG55,050$327.5K0.00%+2,642+5.0%Added
MetLife Investment Management57,985$345.0K0.00%+15,023+35.0%Added
Barclays PLC58,149$346.0K0.00%−21,282−26.8%Reduced
LPL Financial LLC61,295$364.7K0.00%+32,834+115.4%Added
Commonwealth Equity Services, LLC66,688$397.0K0.00%+35,768+115.7%Added
Nishkama Capital, LLC67,941$404.2K0.06%+67,941New
Russell Investments Group, Ltd.68,587$408.1K0.00%+50,142+271.8%Added
IMC-Chicago, LLC91,034$541.7K0.02%+91,034New
Alliancebernstein L.P.94,110$560.0K0.00%+10,300+12.3%Added
Silphium Asset Management Ltd100,000$595.0K0.28%+100,000New
Bank of America Corp101,022$601.1K0.00%+63,408+168.6%Added
Squarepoint Ops LLC108,557$645.9K0.00%−101,033−48.2%Reduced
Covalis Capital LLP110,558$657.8K0.09%+110,558New
MRP Capital Investments, LLC119,875$713.3K0.67%+57,350+91.7%Added
Marshall Wace, LLP121,062$720.3K0.00%+121,062New
Rhumbline Advisers140,087$833.5K0.00%+32,336+30.0%Added
Invesco Ltd.149,896$891.9K0.00%+31,817+26.9%Added
BIT Capital GmbH175,052$1.04M0.09%−105,034−37.5%Reduced
Simplex Trading, LLC180,285$1.07M0.03%+174,780+3,174.9%Added
CastleKnight Management LP183,300$1.09M0.15%+76,600+71.8%Added
MYDA Advisors LLC189,500$1.13M0.34%+189,500New
Concentric Capital Strategies, LP189,530$1.13M0.07%+189,530New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main191,841$1.14M0.00%+128,255+201.7%Added
SEI Investments Co198,876$1.18M0.00%−6,576−3.2%Reduced
Gilder Gagnon Howe & Co LLC211,547$1.26M0.02%+211,547New
Nuveen Asset Management, LLC242,132$1.44M0.00%+33,071+15.8%Added
Morgan Stanley243,440$1.45M0.00%+8,840+3.8%Added
Point72 Asset Management, L.P.243,932$1.45M0.00%+243,932New
Harvey Partners, LLC250,000$1.49M0.18%00.0%Unchanged
Woodmont Investment Counsel LLC272,420$1.62M0.13%+22,101+8.8%Added
JT Stratford LLC282,402$1.68M0.31%−26,224−8.5%Reduced
Bank of New York Mellon Corp304,869$1.81M0.00%+80,958+36.2%Added
Group One Trading, L.P.311,075$1.85M0.06%+311,075New
Hunter Associates Investment Management LLC371,334$2.21M0.37%+42,689+13.0%Added
Thomist Capital Management, LP425,000$2.22M0.81%+425,000New
Thor Investment Management Inc385,848$2.30M1.80%+268,472+228.7%Added
Manatuck Hill Partners, LLC400,000$2.38M1.05%+400,000New
Register Financial Advisors LLC417,800$2.49M1.26%+94,400+29.2%Added
Collaborative Holdings Management LP425,000$2.53M5.77%+250,000+142.9%Added
Tudor Investment Corp Et Al444,050$2.64M0.03%+444,050New