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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, Q1 2025

Institutional positions in Applied Digital Corp. as of Mar 31, 2025. 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
252
+8 vs. Q4 2024
Shares held
146.2M
+902.1K (+0.6%) vs. Q4 2024
Total value
$821.4M
−$288.4M (−26.0%) vs. Q4 2024
New holders
70
105 more added
Sold out
62
47 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 252 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 1 institutionQ1 2022: 1 institutionQ2 2022: 51 institutionsQ3 2022: 62 institutionsQ4 2022: 66 institutionsQ1 2023: 74 institutionsQ2 2023: 127 institutionsQ3 2023: 131 institutionsQ4 2023: 136 institutionsQ1 2024: 116 institutionsQ2 2024: 136 institutionsQ3 2024: 170 institutionsQ4 2024: 246 institutionsQ1 2025: 252 institutionsQ2 2025: 282 institutionsQ3 2025: 369 institutionsQ4 2025: 438 institutionsQ1 2026: 459 institutionsQ2 2026: 567 institutions
Value heldQ1 2025: $821.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $2.90MQ4 2021: $6.08MQ1 2022: $3.79MQ2 2022: $21.6MQ3 2022: $39.1MQ4 2022: $58.0MQ1 2023: $78.4MQ2 2023: $454.6MQ3 2023: $347.3MQ4 2023: $450.6MQ1 2024: $275.6MQ2 2024: $504.2MQ3 2024: $1.12BQ4 2024: $1.12BQ1 2025: $821.4MQ2 2025: $1.45BQ3 2025: $4.09BQ4 2025: $4.42BQ1 2026: $5.01BQ2 2026: $7.85B
Institutions holding APLD and their total value by quarter
QuarterHoldersValue
Q2 2026567$7.85B
Q1 2026459$5.01B
Q4 2025438$4.42B
Q3 2025369$4.09B
Q2 2025282$1.45B
Q1 2025252$821.4M
Q4 2024246$1.12B
Q3 2024170$1.12B
Q2 2024136$504.2M
Q1 2024116$275.6M
Q4 2023136$450.6M
Q3 2023131$347.3M
Q2 2023127$454.6M
Q1 202374$78.4M
Q4 202266$58.0M
Q3 202262$39.1M
Q2 202251$21.6M
Q1 20221$3.79M
Q4 20211$6.08M
Q3 20211$2.90M
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2024.

Institutions holding APLD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hood River Capital Management LLC21,266,717$119.5M2.04%+6,119,295+40.4%Added
BlackRock, Inc.16,135,984$90.7M0.00%+716,850+4.6%Added
Vanguard Group Inc13,491,013$75.8M0.00%+730,978+5.7%Added
Oasis Management Co Ltd.8,732,817$49.1M16.49%+2,169,670+33.1%Added
NVIDIA Corp7,716,050$43.4M3.78%00.0%Unchanged
Geode Capital Management, LLC5,339,441$30.0M0.00%+612,946+13.0%Added
Clearfield Capital Management LP4,176,179$23.5M30.80%−829,600−16.6%Reduced
State Street Corp4,160,990$23.4M0.00%+36,533+0.9%Added
Van Eck Associates Corp4,122,704$23.2M0.03%−281,609−6.4%Reduced
Situational Awareness LP4,035,600$22.7M4.15%+4,035,600New
D. E. Shaw & Co., Inc.3,381,851$19.0M0.02%+2,335,256+223.1%Added
Nomura Holdings Inc2,501,570$14.1M0.08%−447,201−15.2%Reduced
Goldman Sachs Group Inc2,276,227$12.8M0.00%+874,478+62.4%Added
Pertento Partners LLP2,235,113$12.6M1.50%−293,604−11.6%Reduced
Plustick Management LLC2,210,000$12.4M9.05%+25,000+1.1%Added
UBS Group AG2,186,286$12.3M0.00%+1,018,875+87.3%Added
Mirae Asset Global ETFs Holdings Ltd.2,146,400$12.1M0.03%+462,527+27.5%Added
Morgan Stanley2,129,911$12.0M0.00%−346,320−14.0%Reduced
Charles Schwab Investment Management Inc1,869,386$10.5M0.00%+70,955+3.9%Added
Northern Trust Corp1,787,595$10.0M0.00%−6,105−0.3%Reduced
Toroso Investments, LLC1,685,378$9.47M0.08%−12,472−0.7%Reduced
JPMorgan Chase & Co1,670,362$9.39M0.00%+1,447,979+651.1%Added
B. Riley Asset Management, LLC1,631,453$9.17M24.20%00.0%Unchanged
Partners Capital Investment Group, LLP1,543,210$8.67M0.15%+1,543,210New
Citadel Advisors LLC1,509,128$8.48M0.01%+695,925+85.6%Added
Marshall Wace, LLP1,194,967$6.72M0.01%−106,398−8.2%Reduced
Voya Investment Management LLC1,068,186$6.00M0.01%−843,340−44.1%Reduced
Arete Wealth Advisors, LLC1,065,432$5.99M0.46%+574,485+117.0%Added
Exchange Traded Concepts, LLC1,042,035$5.86M0.10%+39,945+4.0%Added
American Century Companies Inc1,001,130$5.63M0.00%−679,947−40.4%Reduced
Vident Advisory, LLC973,245$5.47M0.08%+30,599+3.2%Added
Boothbay Fund Management, LLC908,037$5.10M0.18%+4,067+0.4%Added
Quantbot Technologies LP877,888$4.93M0.16%+581,154+195.9%Added
Susquehanna International Group, LLP756,299$4.25M0.01%+277,426+57.9%Added
Bank of America Corp710,938$4.00M0.00%−850,023−54.5%Reduced
National Asset Management, Inc.622,839$3.50M0.11%+301,233+93.7%Added
SEI Investments Co605,611$3.40M0.00%+80,893+15.4%Added
Hunter Associates Investment Management LLC535,921$3.02M0.47%+73,718+15.9%Added
Bank of New York Mellon Corp525,566$2.95M0.00%+45,040+9.4%Added
Millennium Management LLC520,158$2.92M0.00%−5,092,834−90.7%Reduced
Acuitas Investments, LLC469,500$2.64M2.25%+469,500New
Nuveen, LLC441,385$2.48M0.00%+441,385New
Thor Investment Management Inc426,475$2.40M1.76%+29,058+7.3%Added
Royce & Associates LP426,280$2.40M0.03%−158,950−27.2%Reduced
Parallax Volatility Advisers, L.P.420,925$2.37M0.08%+220,925+110.5%Added
Brevan Howard Capital Management LP344,352$1.94M0.05%+217,395+171.2%Added
Aristeia Capital LLC333,300$1.87M0.06%00.0%Unchanged
Swiss National Bank327,400$1.84M0.00%−11,400−3.4%Reduced
Nokomis Capital, L.L.C.324,110$1.82M0.79%−170,372−34.5%Reduced
LPL Financial LLC299,779$1.68M0.00%+118,877+65.7%Added
Verition Fund Management LLC296,164$1.66M0.01%+296,164New
Rhumbline Advisers279,191$1.57M0.00%+20,299+7.8%Added
Barclays PLC266,397$1.50M0.00%−89,606−25.2%Reduced
Simplex Trading, LLC257,587$1.45M0.05%+257,587New
Register Financial Advisors LLC254,200$1.43M0.74%+52,700+26.2%Added
Harvey Partners, LLC250,000$1.41M0.17%00.0%Unchanged
Honeycomb Asset Management LP250,000$1.41M0.67%+250,000New
IMC-Chicago, LLC235,966$1.33M0.05%−22,908−8.8%Reduced
Kestra Advisory Services, LLC217,412$1.22M0.01%−7,348−3.3%Reduced
Alliancebernstein L.P.198,446$1.12M0.00%+8,098+4.3%Added
Invesco Ltd.192,789$1.08M0.00%+83,333+76.1%Added
National Bank of Canada192,400$1.08M0.00%+91,800+91.3%Added
Citigroup Inc185,619$1.04M0.00%−9,503−4.9%Reduced
UBS Asset Management Americas Inc179,984$1.01M0.00%−163,276−47.6%Reduced
Galaxy Digital Capital Management GP LLC175,155$984.4K1.50%+175,155New
Commonwealth Equity Services, LLC170,503$958.0K0.00%+64,233+60.4%Added
Legal & General Group Plc166,271$934.4K0.00%−1,389−0.8%Reduced
California State Teachers Retirement System162,561$913.6K0.00%00.0%Unchanged
Deutsche Bank AG160,243$900.6K0.00%−507,354−76.0%Reduced
Virtu Financial LLC152,801$859.0K0.05%+152,801New
Jane Street Group, LLC150,617$846.5K0.00%−371,795−71.2%Reduced
State of Wisconsin Investment Board150,491$845.8K0.00%+19,139+14.6%Added
Group One Trading, L.P.148,593$835.1K0.03%−691,926−82.3%Reduced
Scientech Research LLC143,453$806.2K0.21%+143,453New
Raymond James Financial Inc141,230$793.7K0.00%+141,230New
Caption Management, LLC135,600$762.1K0.03%+43,959+48.0%Added
Wells Fargo & Company134,632$756.6K0.00%+14,669+12.2%Added
Price T Rowe Associates Inc126,170$710.0K0.00%+49,920+65.5%Added
Russell Investments Group, Ltd.122,570$688.8K0.00%+27,782+29.3%Added
Intech Investment Management LLC119,966$674.2K0.01%+63,354+111.9%Added
HAP Trading, LLC115,853$651.1K0.23%+76,924+197.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114,486$643.4K0.00%+44,595+63.8%Added
MetLife Investment Management114,370$642.8K0.00%−1,734−1.5%Reduced
Pension & Wealth Management Advisors, Inc.111,000$623.8K0.23%−3,000−2.6%Reduced
Bulltick Wealth Management, LLC107,900$606.4K0.16%+18,775+21.1%Added
Lighthouse Investment Partners, LLC100,000$562.0K0.03%+100,000New
Manufacturers Life Insurance Company, The97,823$549.8K0.00%+31,474+47.4%Added
Corebridge Financial, Inc.97,224$546.4K0.00%+1,899+2.0%Added
Blair William & Co96,910$544.6K0.00%+14,650+17.8%Added
Prelude Capital Management, LLC95,679$537.7K0.05%+95,679New
Wealth Management Associates, Inc.95,660$537.6K0.23%+19,450+25.5%Added
Wolverine Trading, LLC90,300$516.5K0.02%−24,560−21.4%Reduced
Needham Investment Management LLC85,000$477.7K0.04%+85,000New
Walleye Capital LLC83,869$471.3K0.01%+81,471+3,397.5%Added
SeaCrest Wealth Management, LLC80,847$454.4K0.05%+4,107+5.4%Added
Janus Henderson Group PLC78,700$449.8K0.00%00.0%Unchanged
Penn Capital Management Co Inc78,104$438.9K0.04%+78,104New
CastleKnight Management LP77,600$436.1K0.05%−10,000−11.4%Reduced
Captrust Financial Advisors74,950$421.2K0.00%+44,153+143.4%Added
Private Advisor Group, LLC71,690$402.9K0.00%+13,635+23.5%Added