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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 117,000 | $965.3K | 0.50% | +117,000 | New |
| Simplex Trading, LLC | 121,267 | $1.00M | 0.03% | −59,018−32.7% | Reduced |
| Legal & General Group Plc | 127,290 | $1.05M | 0.00% | +117,122+1,151.9% | Added |
| Citigroup Inc | 130,986 | $1.08M | 0.00% | +80,892+161.5% | Added |
| Rhumbline Advisers | 153,464 | $1.27M | 0.00% | +13,377+9.5% | Added |
| State of Wisconsin Investment Board | 173,816 | $1.43M | 0.00% | +122,042+235.7% | Added |
| UBS Group AG | 184,002 | $1.52M | 0.00% | +157,539+595.3% | Added |
| Main Management ETF Advisors, LLC | 190,896 | $1.57M | 0.07% | +190,896 | New |
| Alight Capital Management LP | 200,000 | $1.65M | 0.60% | −400,000−66.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 214,817 | $1.77M | 0.00% | +22,976+12.0% | Added |
| Squarepoint Ops LLC | 215,878 | $1.78M | 0.01% | +107,321+98.9% | Added |
| Gilder Gagnon Howe & Co LLC | 220,173 | $1.82M | 0.02% | +8,626+4.1% | Added |
| Scientech Research LLC | 234,605 | $1.94M | 0.39% | +234,605 | New |
| Virtu Financial LLC | 246,052 | $2.03M | 0.11% | +246,052 | New |
| Harvey Partners, LLC | 250,000 | $2.06M | 0.24% | 00.0% | Unchanged |
| Swiss National Bank | 262,500 | $2.17M | 0.00% | +262,500 | New |
| Walleye Capital LLC | 278,072 | $2.29M | 0.02% | +238,070+595.1% | Added |
| Jane Street Group, LLC | 303,485 | $2.50M | 0.00% | −1,383,576−82.0% | Reduced |
| Bank of New York Mellon Corp | 319,276 | $2.63M | 0.00% | +14,407+4.7% | Added |
| Register Financial Advisors LLC | 322,100 | $2.66M | 1.36% | −95,700−22.9% | Reduced |
| Fund 1 Investments, LLC | 322,437 | $2.66M | 0.41% | +322,437 | New |
| Caption Management, LLC | 327,492 | $2.70M | 0.29% | +297,492+991.6% | Added |
| National Asset Management, Inc. | 389,005 | $3.21M | 0.09% | −385,650−49.8% | Reduced |
| Thomist Capital Management, LP | 396,656 | $3.25M | 0.82% | −28,344−6.7% | Reduced |
| Thor Investment Management Inc | 394,507 | $3.25M | 2.38% | +8,659+2.2% | Added |
| Hunter Associates Investment Management LLC | 425,143 | $3.52M | 0.54% | +53,809+14.5% | Added |
| SEI Investments Co | 436,628 | $3.60M | 0.00% | +237,752+119.5% | Added |
| Northern Right Capital Management, L.P. | 442,500 | $3.65M | 1.36% | −32,500−6.8% | Reduced |
| EAM Investors, LLC | 486,397 | $4.01M | 0.60% | +486,397 | New |
| Barclays PLC | 486,577 | $4.01M | 0.00% | +428,428+736.8% | Added |
| Susquehanna International Group, LLP | 502,692 | $4.15M | 0.01% | −200,620−28.5% | Reduced |
| Tudor Investment Corp Et Al | 533,710 | $4.40M | 0.05% | +89,660+20.2% | Added |
| Nuveen Asset Management, LLC | 534,815 | $4.41M | 0.00% | +292,683+120.9% | Added |
| Voloridge Investment Management, LLC | 536,368 | $4.43M | 0.02% | +536,368 | New |
| Morgan Stanley | 602,756 | $4.97M | 0.00% | +359,316+147.6% | Added |
| Portolan Capital Management, LLC | 672,254 | $5.55M | 0.40% | −84,302−11.1% | Reduced |
| Vident Advisory, LLC | 701,523 | $5.79M | 0.15% | +69,903+11.1% | Added |
| Exchange Traded Concepts, LLC | 728,424 | $6.01M | 0.14% | +34,166+4.9% | Added |
| Group One Trading, L.P. | 829,745 | $6.85M | 0.27% | +518,670+166.7% | Added |
| Renaissance Technologies LLC | 854,900 | $7.05M | 0.01% | +854,900 | New |
| Charles Schwab Investment Management Inc | 899,293 | $7.42M | 0.00% | +240,554+36.5% | Added |
| Boothbay Fund Management, LLC | 935,970 | $7.72M | 0.24% | −12,755−1.3% | Reduced |
| Northern Trust Corp | 986,019 | $8.13M | 0.00% | +263,595+36.5% | Added |
| Royce & Associates LP | 1,132,140 | $9.34M | 0.08% | +15,763+1.4% | Added |
| Goldman Sachs Group Inc | 1,239,705 | $10.2M | 0.00% | +530,146+74.7% | Added |
| Paloma Partners Management Co | 1,341,583 | $11.1M | 0.59% | +1,341,583 | New |
| Findell Capital Management LLC | 1,400,000 | $11.6M | 6.01% | +1,400,000 | New |
| Think Investments LP | 1,618,845 | $13.4M | 2.61% | +1,618,845 | New |
| B. Riley Asset Management, LLC | 1,631,453 | $13.5M | 7.69% | 00.0% | Unchanged |
| Pertento Partners LLP | 1,697,012 | $14.0M | 1.70% | +1,032,904+155.5% | Added |
| Moore Capital Management, LP | 1,851,852 | $15.3M | 0.44% | +1,851,852 | New |
| Voya Investment Management LLC | 1,861,298 | $15.4M | 0.02% | −138,805−6.9% | Reduced |
| Bank of America Corp | 1,894,133 | $15.6M | 0.00% | +1,793,111+1,775.0% | Added |
| Plustick Management LLC | 2,049,589 | $16.9M | 12.83% | +164,589+8.7% | Added |
| Van Eck Associates Corp | 2,059,741 | $17.7M | 0.02% | −810,239−28.2% | Reduced |
| Citadel Advisors LLC | 2,541,544 | $19.1M | 0.02% | +2,541,544 | New |
| State Street Corp | 2,337,267 | $19.3M | 0.00% | +286,852+14.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,374,164 | $19.6M | 0.04% | +523,811+28.3% | Added |
| Nokomis Capital, L.L.C. | 2,776,979 | $22.9M | 10.24% | −2,835,406−50.5% | Reduced |
| Nomura Holdings Inc | 2,999,996 | $24.7M | 0.19% | −130.0% | Reduced |
| Geode Capital Management, LLC | 3,061,160 | $25.3M | 0.00% | +1,002,862+48.7% | Added |
| Sona Asset Management (US) LLC | 3,641,158 | $30.0M | 1.58% | +3,641,158 | New |
| Diameter Capital Partners LP | 6,327,161 | $52.2M | 11.30% | +6,327,161 | New |
| Millennium Management LLC | 7,610,419 | $62.8M | 0.05% | +6,654,057+695.8% | Added |
| NVIDIA Corp | 7,716,050 | $63.7M | 14.70% | +7,716,050 | New |
| BlackRock, Inc. | 9,118,114 | $75.2M | 0.00% | +9,118,114 | New |
| Vanguard Group Inc | 9,172,416 | $75.7M | 0.00% | +2,464,805+36.7% | Added |
| Oasis Management Co Ltd. | 10,184,310 | $84.0M | 30.76% | +3,086,420+43.5% | Added |
| Clearfield Capital Management LP | 12,061,864 | $99.5M | 61.79% | +7,611,770+171.0% | Added |
| Hood River Capital Management LLC | 13,682,568 | $112.9M | 1.82% | +4,086,337+42.6% | Added |
| Cowbird Capital LP | 0 | $0 | 0.00% | −1,351,296−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −1,307,465−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −632,000−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −610,000−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −501,310−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −462,053−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −282,402−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −272,420−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −243,932−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −189,530−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −175,052−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −121,062−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −110,558−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −91,034−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −67,941−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,849−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |