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.
| 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, 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 |
|---|---|---|---|---|---|
| J. Goldman & Co LP | 462,053 | $2.75M | 0.10% | +462,053 | New |
| Northern Right Capital Management, L.P. | 475,000 | $2.83M | 1.04% | +475,000 | New |
| Fuller & Thaler Asset Management, Inc. | 501,310 | $2.98M | 0.01% | −24,260−4.6% | Reduced |
| Alight Capital Management LP | 600,000 | $3.57M | 0.88% | +600,000 | New |
| Metavasi Capital LP | 610,000 | $3.63M | 2.00% | +610,000 | New |
| Vident Advisory, LLC | 631,620 | $3.76M | 0.10% | −118,385−15.8% | Reduced |
| Ardsley Advisory Partners LP | 632,000 | $3.76M | 0.68% | +57,000+9.9% | Added |
| Charles Schwab Investment Management Inc | 658,739 | $3.92M | 0.00% | +37,871+6.1% | Added |
| Pertento Partners LLP | 664,108 | $3.95M | 0.50% | +664,108 | New |
| Exchange Traded Concepts, LLC | 694,258 | $4.13M | 0.11% | −164,938−19.2% | Reduced |
| Susquehanna International Group, LLP | 703,312 | $4.18M | 0.01% | −392,620−35.8% | Reduced |
| Goldman Sachs Group Inc | 709,559 | $4.22M | 0.00% | +247,480+53.6% | Added |
| Northern Trust Corp | 722,424 | $4.30M | 0.00% | −54,392−7.0% | Reduced |
| Portolan Capital Management, LLC | 756,556 | $4.50M | 0.37% | −449,764−37.3% | Reduced |
| National Asset Management, Inc. | 774,655 | $4.61M | 0.12% | +308,223+66.1% | Added |
| Boothbay Fund Management, LLC | 948,725 | $5.64M | 0.18% | +14,420+1.5% | Added |
| Millennium Management LLC | 956,362 | $5.69M | 0.00% | +956,362 | New |
| Royce & Associates LP | 1,116,377 | $6.64M | 0.06% | +253,557+29.4% | Added |
| Castle Hook Partners LP | 1,307,465 | $7.78M | 0.27% | +1,307,465 | New |
| Cowbird Capital LP | 1,351,296 | $8.04M | 9.24% | +1,351,296 | New |
| Balyasny Asset Management LLC | 1,481,034 | $8.81M | 0.02% | +1,481,034 | New |
| B. Riley Asset Management, LLC | 1,631,453 | $9.71M | 4.88% | −404,233−19.9% | Reduced |
| Jane Street Group, LLC | 1,687,061 | $10.0M | 0.01% | +1,626,459+2,683.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,850,353 | $11.0M | 0.03% | +1,850,353 | New |
| Plustick Management LLC | 1,885,000 | $11.2M | 10.11% | +1,205,000+177.2% | Added |
| Voya Investment Management LLC | 2,000,103 | $11.9M | 0.01% | +52,695+2.7% | Added |
| State Street Corp | 2,050,415 | $12.2M | 0.00% | +176,537+9.4% | Added |
| Geode Capital Management, LLC | 2,058,298 | $12.2M | 0.00% | +274,979+15.4% | Added |
| Van Eck Associates Corp | 2,869,980 | $17.1M | 0.02% | +443,699+18.3% | Added |
| Nomura Holdings Inc | 3,000,009 | $17.9M | 0.11% | +1,000,055+50.0% | Added |
| Clearfield Capital Management LP | 4,450,094 | $26.5M | 23.82% | +4,450,094 | New |
| Nokomis Capital, L.L.C. | 5,612,385 | $33.4M | 15.95% | +975,225+21.0% | Added |
| BlackRock Inc. | 6,353,071 | $37.8M | 0.00% | +405,097+6.8% | Added |
| Vanguard Group Inc | 6,707,611 | $39.9M | 0.00% | +531,538+8.6% | Added |
| Oasis Management Co Ltd. | 7,097,890 | $42.2M | 14.13% | +1,872,578+35.8% | Added |
| Hood River Capital Management LLC | 9,596,231 | $57.1M | 1.18% | +771,699+8.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −179,495−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −4,228,125−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,311,594−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −306,254−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −237,360−100.0% | Sold out |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −207,938−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −180,600−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −82,481−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −68,210−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −51,746−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −47,464−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −43,035−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −38,020−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −25,156−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −19,792−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,642−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,821−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |