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, Q4 2024
Institutional positions in Applied Digital Corp. as of Dec 31, 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
- 246
- +78 vs. Q3 2024
- Shares held
- 146.0M
- +10.2M (+7.5%) vs. Q3 2024
- Total value
- $1.12B
- −$3.92M (−0.4%) vs. Q3 2024
- New holders
- 108
- 81 more added
- Sold out
- 30
- 41 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,419,134 | $117.8M | 0.00% | +6,301,020+69.1% | Added |
| Hood River Capital Management LLC | 15,147,422 | $115.7M | 1.71% | +1,464,854+10.7% | Added |
| Vanguard Group Inc | 12,760,035 | $97.5M | 0.00% | +3,587,619+39.1% | Added |
| NVIDIA Corp | 7,716,050 | $59.0M | 19.36% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 6,563,147 | $50.1M | 16.70% | −3,621,163−35.6% | Reduced |
| Millennium Management LLC | 5,612,992 | $42.9M | 0.04% | −1,997,427−26.2% | Reduced |
| Clearfield Capital Management LP | 5,005,779 | $38.2M | 21.48% | −7,056,085−58.5% | Reduced |
| Geode Capital Management, LLC | 4,726,495 | $36.1M | 0.00% | +1,665,335+54.4% | Added |
| Van Eck Associates Corp | 4,404,313 | $33.6M | 0.04% | +2,344,572+113.8% | Added |
| State Street Corp | 4,124,457 | $31.5M | 0.00% | +1,787,190+76.5% | Added |
| Nomura Holdings Inc | 2,948,771 | $22.5M | 0.12% | −51,225−1.7% | Reduced |
| Pertento Partners LLP | 2,528,717 | $19.3M | 1.99% | +831,705+49.0% | Added |
| Morgan Stanley | 2,476,231 | $18.9M | 0.00% | +1,873,475+310.8% | Added |
| Plustick Management LLC | 2,185,000 | $16.7M | 10.51% | +135,411+6.6% | Added |
| Think Investments LP | 2,060,136 | $15.7M | 3.46% | +441,291+27.3% | Added |
| Voya Investment Management LLC | 1,911,526 | $14.6M | 0.02% | +50,228+2.7% | Added |
| Charles Schwab Investment Management Inc | 1,798,431 | $13.7M | 0.00% | +899,138+100.0% | Added |
| Northern Trust Corp | 1,793,700 | $13.7M | 0.00% | +807,681+81.9% | Added |
| Toroso Investments, LLC | 1,697,850 | $13.0M | 0.11% | +1,686,328+14,635.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,683,873 | $12.9M | 0.03% | −690,291−29.1% | Reduced |
| American Century Companies Inc | 1,681,077 | $12.8M | 0.01% | +1,681,077 | New |
| B. Riley Asset Management, LLC | 1,631,453 | $12.5M | 11.78% | 00.0% | Unchanged |
| Bank of America Corp | 1,560,961 | $11.9M | 0.00% | −333,172−17.6% | Reduced |
| Driehaus Capital Management LLC | 1,443,605 | $11.0M | 0.09% | +1,443,605 | New |
| Goldman Sachs Group Inc | 1,401,749 | $10.7M | 0.00% | +162,044+13.1% | Added |
| Alyeska Investment Group, L.P. | 1,400,000 | $10.7M | 0.04% | +1,400,000 | New |
| Marshall Wace, LLP | 1,301,365 | $9.94M | 0.01% | +1,301,365 | New |
| UBS Group AG | 1,167,411 | $8.92M | 0.00% | +983,409+534.5% | Added |
| D. E. Shaw & Co., Inc. | 1,046,595 | $8.00M | 0.01% | +1,046,595 | New |
| Exchange Traded Concepts, LLC | 1,002,090 | $7.66M | 0.16% | +273,666+37.6% | Added |
| BNP Paribas Arbitrage, SA | 962,569 | $7.35M | 0.01% | +962,569 | New |
| Vident Advisory, LLC | 942,646 | $7.20M | 0.13% | +241,123+34.4% | Added |
| Boothbay Fund Management, LLC | 903,970 | $6.91M | 0.21% | −32,000−3.4% | Reduced |
| Balyasny Asset Management LLC | 848,321 | $6.48M | 0.02% | +750,432+766.6% | Added |
| Group One Trading, L.P. | 840,519 | $6.42M | 0.22% | +10,774+1.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 830,000 | $6.34M | 0.11% | +830,000 | New |
| Shellback Capital, LP | 815,388 | $6.23M | 0.43% | +815,388 | New |
| Citadel Advisors LLC | 813,203 | $6.21M | 0.01% | −1,728,341−68.0% | Reduced |
| Nuveen Asset Management, LLC | 744,073 | $5.68M | 0.00% | +209,258+39.1% | Added |
| Deutsche Bank AG | 667,597 | $5.10M | 0.00% | +582,016+680.1% | Added |
| Two Seas Capital LP | 662,587 | $5.06M | 0.60% | +662,587 | New |
| Royce & Associates LP | 585,230 | $4.47M | 0.04% | −546,910−48.3% | Reduced |
| Yaupon Capital Management LP | 562,906 | $4.30M | 0.27% | +562,906 | New |
| SEI Investments Co | 524,718 | $4.01M | 0.01% | +88,090+20.2% | Added |
| Jane Street Group, LLC | 522,412 | $3.99M | 0.01% | +218,927+72.1% | Added |
| Nokomis Capital, L.L.C. | 494,482 | $3.78M | 1.74% | −2,282,497−82.2% | Reduced |
| Arete Wealth Advisors, LLC | 490,947 | $3.76M | 0.27% | +490,947 | New |
| Bank of New York Mellon Corp | 480,526 | $3.67M | 0.00% | +161,250+50.5% | Added |
| Susquehanna International Group, LLP | 478,873 | $3.66M | 0.01% | −23,819−4.7% | Reduced |
| EAM Investors, LLC | 476,511 | $3.64M | 0.52% | −9,886−2.0% | Reduced |
| Hunter Associates Investment Management LLC | 462,203 | $3.52M | 0.54% | +37,060+8.7% | Added |
| Shaolin Capital Management LLC | 433,200 | $3.31M | 0.10% | +433,200 | New |
| Renaissance Technologies LLC | 410,371 | $3.14M | 0.00% | −444,529−52.0% | Reduced |
| Moore Capital Management, LP | 408,300 | $3.12M | 0.06% | −1,443,552−78.0% | Reduced |
| Wolverine Asset Management LLC | 400,000 | $3.06M | 0.05% | +400,000 | New |
| Thor Investment Management Inc | 397,417 | $3.04M | 2.34% | +2,910+0.7% | Added |
| Portolan Capital Management, LLC | 365,398 | $2.79M | 0.19% | −306,856−45.6% | Reduced |
| Vennlight Capital Management, LP | 364,713 | $2.79M | 2.65% | +364,713 | New |
| Tudor Investment Corp Et Al | 359,873 | $2.75M | 0.03% | −173,837−32.6% | Reduced |
| Barclays PLC | 356,003 | $2.72M | 0.00% | −130,574−26.8% | Reduced |
| UBS Asset Management Americas Inc | 343,260 | $2.62M | 0.00% | +250,944+271.8% | Added |
| Aquatic Capital Management LLC | 340,796 | $2.60M | 0.07% | +340,796 | New |
| Swiss National Bank | 338,800 | $2.59M | 0.00% | +76,300+29.1% | Added |
| Highbridge Capital Management LLC | 333,300 | $2.55M | 0.10% | +333,300 | New |
| Aristeia Capital LLC | 333,300 | $2.55M | 0.09% | +333,300 | New |
| National Asset Management, Inc. | 321,606 | $2.46M | 0.08% | −67,399−17.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 320,500 | $2.45M | 0.01% | +320,500 | New |
| Quantbot Technologies LP | 296,734 | $2.27M | 0.08% | +262,473+766.1% | Added |
| SG Americas Securities, LLC | 265,792 | $2.03M | 0.01% | +214,133+414.5% | Added |
| Rhumbline Advisers | 258,892 | $1.98M | 0.00% | +105,428+68.7% | Added |
| IMC-Chicago, LLC | 258,874 | $1.98M | 0.05% | +258,874 | New |
| Two Sigma Investments, LP | 254,331 | $1.94M | 0.00% | +254,331 | New |
| Harvey Partners, LLC | 250,000 | $1.91M | 0.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 224,760 | $1.72M | 0.01% | +224,760 | New |
| JPMorgan Chase & Co | 222,383 | $1.70M | 0.00% | +166,028+294.6% | Added |
| Hudson Bay Capital Management LP | 213,606 | $1.63M | 0.01% | +213,606 | New |
| Register Financial Advisors LLC | 201,500 | $1.54M | 0.77% | −120,600−37.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 200,000 | $1.53M | 0.03% | +199,954+434,682.6% | Added |
| Sculptor Capital LP | 200,000 | $1.53M | 0.02% | +200,000 | New |
| Tenor Capital Management Co., L.P. | 200,000 | $1.53M | 0.02% | +200,000 | New |
| Squarepoint Ops LLC | 198,916 | $1.52M | 0.00% | −16,962−7.9% | Reduced |
| Citigroup Inc | 195,122 | $1.49M | 0.00% | +64,136+49.0% | Added |
| Alliancebernstein L.P. | 190,348 | $1.45M | 0.00% | +96,238+102.3% | Added |
| VGI Partners Ltd | 185,000 | $1.41M | 0.14% | +185,000 | New |
| LPL Financial LLC | 180,902 | $1.38M | 0.00% | +66,683+58.4% | Added |
| Main Management ETF Advisors, LLC | 175,152 | $1.34M | 0.06% | −15,744−8.2% | Reduced |
| Alight Capital Management LP | 175,000 | $1.34M | 0.45% | −25,000−12.5% | Reduced |
| Concentric Capital Strategies, LP | 173,365 | $1.32M | 0.08% | +173,365 | New |
| Legal & General Group Plc | 167,660 | $1.28M | 0.00% | +40,370+31.7% | Added |
| Calamos Advisors LLC | 166,600 | $1.27M | 0.01% | +166,600 | New |
| California State Teachers Retirement System | 162,561 | $1.24M | 0.00% | +64,425+65.6% | Added |
| Jump Financial, LLC | 151,240 | $1.16M | 0.02% | +151,240 | New |
| Capstone Investment Advisors, LLC | 133,300 | $1.02M | 0.01% | +133,300 | New |
| State of Wisconsin Investment Board | 131,352 | $1.00M | 0.00% | −42,464−24.4% | Reduced |
| Brevan Howard Capital Management LP | 126,957 | $970.0K | 0.02% | +126,957 | New |
| Wells Fargo & Company | 119,963 | $916.5K | 0.00% | +58,943+96.6% | Added |
| Wolverine Trading, LLC | 114,860 | $915.4K | 0.02% | +26,076+29.4% | Added |
| Shay Capital LLC | 117,679 | $899.1K | 0.22% | +117,679 | New |
| MetLife Investment Management | 116,104 | $887.0K | 0.00% | +47,798+70.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 114,000 | $871.0K | 0.35% | −3,000−2.6% | Reduced |