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, Q3 2024
Institutional positions in Applied Digital Corp. as of Sep 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
- 170
- +36 vs. Q2 2024
- Shares held
- 135.9M
- +57.5M (+73.3%) vs. Q2 2024
- Total value
- $1.12B
- +$653.8M (+140.2%) vs. Q2 2024
- New holders
- 63
- 62 more added
- Sold out
- 27
- 29 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 13,682,568 | $112.9M | 1.82% | +4,086,337+42.6% | Added |
| Clearfield Capital Management LP | 12,061,864 | $99.5M | 61.79% | +7,611,770+171.0% | Added |
| Oasis Management Co Ltd. | 10,184,310 | $84.0M | 30.76% | +3,086,420+43.5% | Added |
| Vanguard Group Inc | 9,172,416 | $75.7M | 0.00% | +2,464,805+36.7% | Added |
| BlackRock, Inc. | 9,118,114 | $75.2M | 0.00% | +9,118,114 | New |
| NVIDIA Corp | 7,716,050 | $63.7M | 14.70% | +7,716,050 | New |
| Millennium Management LLC | 7,610,419 | $62.8M | 0.05% | +6,654,057+695.8% | Added |
| Diameter Capital Partners LP | 6,327,161 | $52.2M | 11.30% | +6,327,161 | New |
| Sona Asset Management (US) LLC | 3,641,158 | $30.0M | 1.58% | +3,641,158 | New |
| Geode Capital Management, LLC | 3,061,160 | $25.3M | 0.00% | +1,002,862+48.7% | Added |
| Nomura Holdings Inc | 2,999,996 | $24.7M | 0.19% | −130.0% | Reduced |
| Nokomis Capital, L.L.C. | 2,776,979 | $22.9M | 10.24% | −2,835,406−50.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,374,164 | $19.6M | 0.04% | +523,811+28.3% | Added |
| State Street Corp | 2,337,267 | $19.3M | 0.00% | +286,852+14.0% | Added |
| Citadel Advisors LLC | 2,541,544 | $19.1M | 0.02% | +2,541,544 | New |
| Van Eck Associates Corp | 2,059,741 | $17.7M | 0.02% | −810,239−28.2% | Reduced |
| Plustick Management LLC | 2,049,589 | $16.9M | 12.83% | +164,589+8.7% | Added |
| Bank of America Corp | 1,894,133 | $15.6M | 0.00% | +1,793,111+1,775.0% | Added |
| Voya Investment Management LLC | 1,861,298 | $15.4M | 0.02% | −138,805−6.9% | Reduced |
| Moore Capital Management, LP | 1,851,852 | $15.3M | 0.44% | +1,851,852 | New |
| Pertento Partners LLP | 1,697,012 | $14.0M | 1.70% | +1,032,904+155.5% | Added |
| B. Riley Asset Management, LLC | 1,631,453 | $13.5M | 7.69% | 00.0% | Unchanged |
| Think Investments LP | 1,618,845 | $13.4M | 2.61% | +1,618,845 | New |
| Findell Capital Management LLC | 1,400,000 | $11.6M | 6.01% | +1,400,000 | New |
| Paloma Partners Management Co | 1,341,583 | $11.1M | 0.59% | +1,341,583 | New |
| Goldman Sachs Group Inc | 1,239,705 | $10.2M | 0.00% | +530,146+74.7% | Added |
| Royce & Associates LP | 1,132,140 | $9.34M | 0.08% | +15,763+1.4% | Added |
| Northern Trust Corp | 986,019 | $8.13M | 0.00% | +263,595+36.5% | Added |
| Boothbay Fund Management, LLC | 935,970 | $7.72M | 0.24% | −12,755−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 899,293 | $7.42M | 0.00% | +240,554+36.5% | Added |
| Renaissance Technologies LLC | 854,900 | $7.05M | 0.01% | +854,900 | New |
| Group One Trading, L.P. | 829,745 | $6.85M | 0.27% | +518,670+166.7% | Added |
| Exchange Traded Concepts, LLC | 728,424 | $6.01M | 0.14% | +34,166+4.9% | Added |
| Vident Advisory, LLC | 701,523 | $5.79M | 0.15% | +69,903+11.1% | Added |
| Portolan Capital Management, LLC | 672,254 | $5.55M | 0.40% | −84,302−11.1% | Reduced |
| Morgan Stanley | 602,756 | $4.97M | 0.00% | +359,316+147.6% | Added |
| Voloridge Investment Management, LLC | 536,368 | $4.43M | 0.02% | +536,368 | New |
| Nuveen Asset Management, LLC | 534,815 | $4.41M | 0.00% | +292,683+120.9% | Added |
| Tudor Investment Corp Et Al | 533,710 | $4.40M | 0.05% | +89,660+20.2% | Added |
| Susquehanna International Group, LLP | 502,692 | $4.15M | 0.01% | −200,620−28.5% | Reduced |
| Barclays PLC | 486,577 | $4.01M | 0.00% | +428,428+736.8% | Added |
| EAM Investors, LLC | 486,397 | $4.01M | 0.60% | +486,397 | New |
| Northern Right Capital Management, L.P. | 442,500 | $3.65M | 1.36% | −32,500−6.8% | Reduced |
| SEI Investments Co | 436,628 | $3.60M | 0.00% | +237,752+119.5% | Added |
| Hunter Associates Investment Management LLC | 425,143 | $3.52M | 0.54% | +53,809+14.5% | Added |
| Thor Investment Management Inc | 394,507 | $3.25M | 2.38% | +8,659+2.2% | Added |
| Thomist Capital Management, LP | 396,656 | $3.25M | 0.82% | −28,344−6.7% | Reduced |
| National Asset Management, Inc. | 389,005 | $3.21M | 0.09% | −385,650−49.8% | Reduced |
| Caption Management, LLC | 327,492 | $2.70M | 0.29% | +297,492+991.6% | Added |
| Fund 1 Investments, LLC | 322,437 | $2.66M | 0.41% | +322,437 | New |
| Register Financial Advisors LLC | 322,100 | $2.66M | 1.36% | −95,700−22.9% | Reduced |
| Bank of New York Mellon Corp | 319,276 | $2.63M | 0.00% | +14,407+4.7% | Added |
| Jane Street Group, LLC | 303,485 | $2.50M | 0.00% | −1,383,576−82.0% | Reduced |
| Walleye Capital LLC | 278,072 | $2.29M | 0.02% | +238,070+595.1% | Added |
| Swiss National Bank | 262,500 | $2.17M | 0.00% | +262,500 | New |
| Harvey Partners, LLC | 250,000 | $2.06M | 0.24% | 00.0% | Unchanged |
| Virtu Financial LLC | 246,052 | $2.03M | 0.11% | +246,052 | New |
| Scientech Research LLC | 234,605 | $1.94M | 0.39% | +234,605 | New |
| Gilder Gagnon Howe & Co LLC | 220,173 | $1.82M | 0.02% | +8,626+4.1% | Added |
| Squarepoint Ops LLC | 215,878 | $1.78M | 0.01% | +107,321+98.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 214,817 | $1.77M | 0.00% | +22,976+12.0% | Added |
| Alight Capital Management LP | 200,000 | $1.65M | 0.60% | −400,000−66.7% | Reduced |
| Main Management ETF Advisors, LLC | 190,896 | $1.57M | 0.07% | +190,896 | New |
| UBS Group AG | 184,002 | $1.52M | 0.00% | +157,539+595.3% | Added |
| State of Wisconsin Investment Board | 173,816 | $1.43M | 0.00% | +122,042+235.7% | Added |
| Rhumbline Advisers | 153,464 | $1.27M | 0.00% | +13,377+9.5% | Added |
| Citigroup Inc | 130,986 | $1.08M | 0.00% | +80,892+161.5% | Added |
| Legal & General Group Plc | 127,290 | $1.05M | 0.00% | +117,122+1,151.9% | Added |
| Simplex Trading, LLC | 121,267 | $1.00M | 0.03% | −59,018−32.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 117,000 | $965.3K | 0.50% | +117,000 | New |
| LPL Financial LLC | 114,219 | $942.3K | 0.00% | +52,924+86.3% | Added |
| CastleKnight Management LP | 107,600 | $887.7K | 0.10% | −75,700−41.3% | Reduced |
| Omers Administration Corp | 98,500 | $812.6K | 0.01% | +98,500 | New |
| California State Teachers Retirement System | 98,136 | $809.6K | 0.00% | +91,000+1,275.2% | Added |
| Balyasny Asset Management LLC | 97,889 | $807.6K | 0.00% | −1,383,145−93.4% | Reduced |
| Alliancebernstein L.P. | 94,110 | $776.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 93,925 | $774.9K | 0.00% | −55,971−37.3% | Reduced |
| UBS Asset Management Americas Inc | 92,316 | $761.6K | 0.00% | +92,316 | New |
| Wolverine Trading, LLC | 88,784 | $727.1K | 0.02% | +47,744+116.3% | Added |
| Deutsche Bank AG | 85,581 | $706.0K | 0.00% | +30,531+55.5% | Added |
| Russell Investments Group, Ltd. | 79,484 | $655.7K | 0.00% | +10,897+15.9% | Added |
| Commonwealth Equity Services, LLC | 68,528 | $565.0K | 0.00% | +1,840+2.8% | Added |
| MetLife Investment Management | 68,306 | $563.5K | 0.00% | +10,321+17.8% | Added |
| Quadrature Capital Ltd | 66,250 | $545.2K | 0.01% | +66,250 | New |
| Corebridge Financial, Inc. | 62,873 | $518.7K | 0.00% | +9,891+18.7% | Added |
| Wells Fargo & Company | 61,020 | $503.4K | 0.00% | +18,511+43.5% | Added |
| Jefferies Financial Group Inc. | 58,000 | $478.5K | 0.01% | +58,000 | New |
| JPMorgan Chase & Co | 56,355 | $464.9K | 0.00% | +8,774+18.4% | Added |
| SG Americas Securities, LLC | 51,659 | $426.0K | 0.00% | +51,659 | New |
| HRT Financial LP | 48,246 | $398.0K | 0.00% | +48,246 | New |
| Janus Henderson Group PLC | 45,500 | $374.7K | 0.00% | +45,500 | New |
| Ameriprise Financial Inc | 43,835 | $361.6K | 0.00% | +43,835 | New |
| Walleye Trading LLC | 43,106 | $355.6K | 0.01% | +43,106 | New |
| Manufacturers Life Insurance Company, The | 43,064 | $355.3K | 0.00% | +5,423+14.4% | Added |
| Royal Bank of Canada | 42,416 | $350.0K | 0.00% | +30,096+244.3% | Added |
| Cannell Capital LLC | 42,161 | $347.8K | 0.08% | +11,539+37.7% | Added |
| Private Advisor Group, LLC | 38,700 | $319.3K | 0.00% | +23,800+159.7% | Added |
| Price T Rowe Associates Inc | 38,467 | $318.0K | 0.00% | +7,084+22.6% | Added |
| Wellington Management Group LLP | 37,411 | $308.6K | 0.00% | +3,040+8.8% | Added |
| Quantbot Technologies LP | 34,261 | $282.7K | 0.01% | +34,261 | New |