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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 32,500 | $268.1K | 0.03% | +32,500 | New |
| Aire Advisors, LLC | 30,000 | $247.5K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 29,951 | $247.1K | 0.00% | +29,951 | New |
| Jade Capital Advisors, LLC | 28,559 | $235.6K | 0.15% | +28,559 | New |
| Cerity Partners LLC | 27,368 | $225.8K | 0.00% | +27,368 | New |
| Steward Partners Investment Advisory, LLC | 26,615 | $219.6K | 0.00% | +8,372+45.9% | Added |
| Advisor Group Holdings, Inc. | 25,170 | $207.7K | 0.00% | +14,473+135.3% | Added |
| Harvest Investment Services, LLC | 25,000 | $206.3K | 0.07% | +25,000 | New |
| Horizon Kinetics Asset Management LLC | 23,870 | $196.9K | 0.00% | −1,269−5.0% | Reduced |
| New York State Common Retirement Fund | 23,319 | $192.4K | 0.00% | −16,200−41.0% | Reduced |
| ProShare Advisors LLC | 22,220 | $183.3K | 0.00% | +10,524+90.0% | Added |
| State Board of Administration of Florida Retirement System | 21,300 | $175.7K | 0.00% | 00.0% | Unchanged |
| MYDA Advisors LLC | 21,000 | $173.3K | 0.05% | −168,500−88.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,780 | $171.4K | 0.00% | +20,780 | New |
| Ci Investments Inc. | 20,311 | $168.0K | 0.00% | −10,269−33.6% | Reduced |
| Beacon Pointe Advisors, LLC | 20,000 | $165.0K | 0.00% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 20,000 | $165.0K | 0.05% | +20,000 | New |
| Symmetry Investments LP | 20,000 | $165.0K | 0.04% | +20,000 | New |
| Cetera Investment Advisers | 19,602 | $161.7K | 0.00% | +19,602 | New |
| Victory Capital Management Inc | 19,535 | $161.2K | 0.00% | +8,212+72.5% | Added |
| Resources Investment Advisors, LLC. | 18,568 | $153.2K | 0.00% | +950+5.4% | Added |
| Crumly & Associates Inc. | 18,484 | $152.5K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 18,120 | $149.5K | 0.00% | +18,120 | New |
| PEAK6 Investments LLC | 17,705 | $146.1K | 0.01% | +17,705 | New |
| Belvedere Trading LLC | 16,492 | $136.1K | 0.01% | +16,492 | New |
| Fisher Asset Management, LLC | 16,000 | $132.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 15,235 | $125.7K | 0.00% | −5,000−24.7% | Reduced |
| Blair William & Co | 15,100 | $124.6K | 0.00% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 15,000 | $123.8K | 0.12% | +15,000 | New |
| Leonteq Securities AG | 14,619 | $120.6K | 0.01% | −13,001−47.1% | Reduced |
| Intech Investment Management LLC | 13,996 | $115.5K | 0.00% | +13,996 | New |
| Pictet Asset Management Holding SA | 13,267 | $109.5K | 0.00% | +13,267 | New |
| FMR LLC | 13,071 | $107.8K | 0.00% | +6,507+99.1% | Added |
| Tower Research Capital LLC (TRC) | 12,767 | $105.3K | 0.00% | −20,839−62.0% | Reduced |
| HighTower Advisors, LLC | 12,000 | $99.0K | 0.00% | +12,000 | New |
| Ameritas Investment Partners, Inc. | 11,912 | $98.3K | 0.00% | +3,422+40.3% | Added |
| Toroso Investments, LLC | 11,522 | $95.1K | 0.00% | +11,522 | New |
| Chesapeake Capital Corp | 11,522 | $94.4K | 0.09% | +11,522 | New |
| Wealth Enhancement Advisory Services, LLC | 10,651 | $87.9K | 0.00% | +10,651 | New |
| Principal Financial Group Inc | 10,083 | $83.2K | 0.00% | −2,097−17.2% | Reduced |
| Nisa Investment Advisors, LLC | 10,082 | $83.2K | 0.00% | +176+1.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 10,000 | $83.0K | 0.02% | +10,000 | New |
| Penserra Capital Management LLC | 7,658 | $63.0K | 0.00% | +7,658 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,146 | $59.0K | 0.00% | +7,146 | New |
| Twin Tree Management, LP | 4,619 | $38.1K | 0.00% | +4,619 | New |
| Acadian Asset Management LLC | 4,291 | $35.0K | 0.00% | +4,291 | New |
| GWM Advisors LLC | 4,035 | $33.3K | 0.00% | +1,535+61.4% | Added |
| Amalgamated Bank | 3,065 | $25.0K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 2,800 | $19.9K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,000 | $16.5K | 0.02% | −117,875−98.3% | Reduced |
| Bryn Mawr Trust Co | 2,000 | $16.5K | 0.00% | +2,000 | New |
| FNY Investment Advisers, LLC | 1,650 | $13.0K | 0.01% | −4,850−74.6% | Reduced |
| State of Wyoming | 1,389 | $11.5K | 0.00% | +1,389 | New |
| Reuter James Wealth Management, LLC | 1,000 | $8.25K | 0.00% | +1,000 | New |
| Proequities, Inc. | 800 | $6.60K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 796 | $6.57K | 0.00% | +796 | New |
| Tucker Asset Management LLC | 732 | $6.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 674 | $6.00K | 0.00% | +171+34.0% | Added |
| Optiver Holding B.V. | 557 | $4.59K | 0.00% | −932−62.6% | Reduced |
| Headlands Technologies LLC | 523 | $4.32K | 0.00% | −8,226−94.0% | Reduced |
| Truvestments Capital LLC | 250 | $2.06K | 0.00% | +250 | New |
| Sterling Capital Management LLC | 185 | $1.53K | 0.00% | +185 | New |
| Larson Financial Group LLC | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 53 | $437 | 0.00% | +53 | New |
| The PNC Financial Services Group, Inc. | 47 | $388 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 46 | $380 | 0.00% | +46 | New |
| Founders Capital Management | 25 | $206 | 0.00% | +25 | New |
| GAMMA Investing LLC | 24 | $198 | 0.00% | +24 | New |
| Capital Performance Advisors LLP | 12 | $99 | 0.00% | +12 | New |
| Lazard Asset Management LLC | 49 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |