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 |
|---|---|---|---|---|---|
| Nokomis Capital, L.L.C. | 494,482 | $3.78M | 1.74% | −2,282,497−82.2% | Reduced |
| Jane Street Group, LLC | 522,412 | $3.99M | 0.01% | +218,927+72.1% | Added |
| SEI Investments Co | 524,718 | $4.01M | 0.01% | +88,090+20.2% | Added |
| Yaupon Capital Management LP | 562,906 | $4.30M | 0.27% | +562,906 | New |
| Royce & Associates LP | 585,230 | $4.47M | 0.04% | −546,910−48.3% | Reduced |
| Two Seas Capital LP | 662,587 | $5.06M | 0.60% | +662,587 | New |
| Deutsche Bank AG | 667,597 | $5.10M | 0.00% | +582,016+680.1% | Added |
| Nuveen Asset Management, LLC | 744,073 | $5.68M | 0.00% | +209,258+39.1% | Added |
| Citadel Advisors LLC | 813,203 | $6.21M | 0.01% | −1,728,341−68.0% | Reduced |
| Shellback Capital, LP | 815,388 | $6.23M | 0.43% | +815,388 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 830,000 | $6.34M | 0.11% | +830,000 | New |
| Group One Trading, L.P. | 840,519 | $6.42M | 0.22% | +10,774+1.3% | Added |
| Balyasny Asset Management LLC | 848,321 | $6.48M | 0.02% | +750,432+766.6% | Added |
| Boothbay Fund Management, LLC | 903,970 | $6.91M | 0.21% | −32,000−3.4% | Reduced |
| Vident Advisory, LLC | 942,646 | $7.20M | 0.13% | +241,123+34.4% | Added |
| BNP Paribas Arbitrage, SA | 962,569 | $7.35M | 0.01% | +962,569 | New |
| Exchange Traded Concepts, LLC | 1,002,090 | $7.66M | 0.16% | +273,666+37.6% | Added |
| D. E. Shaw & Co., Inc. | 1,046,595 | $8.00M | 0.01% | +1,046,595 | New |
| UBS Group AG | 1,167,411 | $8.92M | 0.00% | +983,409+534.5% | Added |
| Marshall Wace, LLP | 1,301,365 | $9.94M | 0.01% | +1,301,365 | New |
| Alyeska Investment Group, L.P. | 1,400,000 | $10.7M | 0.04% | +1,400,000 | New |
| Goldman Sachs Group Inc | 1,401,749 | $10.7M | 0.00% | +162,044+13.1% | Added |
| Driehaus Capital Management LLC | 1,443,605 | $11.0M | 0.09% | +1,443,605 | New |
| Bank of America Corp | 1,560,961 | $11.9M | 0.00% | −333,172−17.6% | Reduced |
| B. Riley Asset Management, LLC | 1,631,453 | $12.5M | 11.78% | 00.0% | Unchanged |
| American Century Companies Inc | 1,681,077 | $12.8M | 0.01% | +1,681,077 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,683,873 | $12.9M | 0.03% | −690,291−29.1% | Reduced |
| Toroso Investments, LLC | 1,697,850 | $13.0M | 0.11% | +1,686,328+14,635.7% | Added |
| Northern Trust Corp | 1,793,700 | $13.7M | 0.00% | +807,681+81.9% | Added |
| Charles Schwab Investment Management Inc | 1,798,431 | $13.7M | 0.00% | +899,138+100.0% | Added |
| Voya Investment Management LLC | 1,911,526 | $14.6M | 0.02% | +50,228+2.7% | Added |
| Think Investments LP | 2,060,136 | $15.7M | 3.46% | +441,291+27.3% | Added |
| Plustick Management LLC | 2,185,000 | $16.7M | 10.51% | +135,411+6.6% | Added |
| Morgan Stanley | 2,476,231 | $18.9M | 0.00% | +1,873,475+310.8% | Added |
| Pertento Partners LLP | 2,528,717 | $19.3M | 1.99% | +831,705+49.0% | Added |
| Nomura Holdings Inc | 2,948,771 | $22.5M | 0.12% | −51,225−1.7% | Reduced |
| State Street Corp | 4,124,457 | $31.5M | 0.00% | +1,787,190+76.5% | Added |
| Van Eck Associates Corp | 4,404,313 | $33.6M | 0.04% | +2,344,572+113.8% | Added |
| Geode Capital Management, LLC | 4,726,495 | $36.1M | 0.00% | +1,665,335+54.4% | Added |
| Clearfield Capital Management LP | 5,005,779 | $38.2M | 21.48% | −7,056,085−58.5% | Reduced |
| Millennium Management LLC | 5,612,992 | $42.9M | 0.04% | −1,997,427−26.2% | Reduced |
| Oasis Management Co Ltd. | 6,563,147 | $50.1M | 16.70% | −3,621,163−35.6% | Reduced |
| NVIDIA Corp | 7,716,050 | $59.0M | 19.36% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,760,035 | $97.5M | 0.00% | +3,587,619+39.1% | Added |
| Hood River Capital Management LLC | 15,147,422 | $115.7M | 1.71% | +1,464,854+10.7% | Added |
| BlackRock, Inc. | 15,419,134 | $117.8M | 0.00% | +6,301,020+69.1% | Added |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −6,327,161−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −3,641,158−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,341,583−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −442,500−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −322,437−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −246,052−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −234,605−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −214,817−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −121,267−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −66,250−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,246−100.0% | Sold out |
| Cannell Capital LLC | 0 | $0 | 0.00% | −42,161−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,120−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −16,492−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,651−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −7,658−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Jade Capital Advisors, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |