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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rhumbline Advisers | 279,191 | $1.57M | 0.00% | +20,299+7.8% | Added |
| Verition Fund Management LLC | 296,164 | $1.66M | 0.01% | +296,164 | New |
| LPL Financial LLC | 299,779 | $1.68M | 0.00% | +118,877+65.7% | Added |
| Nokomis Capital, L.L.C. | 324,110 | $1.82M | 0.79% | −170,372−34.5% | Reduced |
| Swiss National Bank | 327,400 | $1.84M | 0.00% | −11,400−3.4% | Reduced |
| Aristeia Capital LLC | 333,300 | $1.87M | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 344,352 | $1.94M | 0.05% | +217,395+171.2% | Added |
| Parallax Volatility Advisers, L.P. | 420,925 | $2.37M | 0.08% | +220,925+110.5% | Added |
| Royce & Associates LP | 426,280 | $2.40M | 0.03% | −158,950−27.2% | Reduced |
| Thor Investment Management Inc | 426,475 | $2.40M | 1.76% | +29,058+7.3% | Added |
| Nuveen, LLC | 441,385 | $2.48M | 0.00% | +441,385 | New |
| Acuitas Investments, LLC | 469,500 | $2.64M | 2.25% | +469,500 | New |
| Millennium Management LLC | 520,158 | $2.92M | 0.00% | −5,092,834−90.7% | Reduced |
| Bank of New York Mellon Corp | 525,566 | $2.95M | 0.00% | +45,040+9.4% | Added |
| Hunter Associates Investment Management LLC | 535,921 | $3.02M | 0.47% | +73,718+15.9% | Added |
| SEI Investments Co | 605,611 | $3.40M | 0.00% | +80,893+15.4% | Added |
| National Asset Management, Inc. | 622,839 | $3.50M | 0.11% | +301,233+93.7% | Added |
| Bank of America Corp | 710,938 | $4.00M | 0.00% | −850,023−54.5% | Reduced |
| Susquehanna International Group, LLP | 756,299 | $4.25M | 0.01% | +277,426+57.9% | Added |
| Quantbot Technologies LP | 877,888 | $4.93M | 0.16% | +581,154+195.9% | Added |
| Boothbay Fund Management, LLC | 908,037 | $5.10M | 0.18% | +4,067+0.4% | Added |
| Vident Advisory, LLC | 973,245 | $5.47M | 0.08% | +30,599+3.2% | Added |
| American Century Companies Inc | 1,001,130 | $5.63M | 0.00% | −679,947−40.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,042,035 | $5.86M | 0.10% | +39,945+4.0% | Added |
| Arete Wealth Advisors, LLC | 1,065,432 | $5.99M | 0.46% | +574,485+117.0% | Added |
| Voya Investment Management LLC | 1,068,186 | $6.00M | 0.01% | −843,340−44.1% | Reduced |
| Marshall Wace, LLP | 1,194,967 | $6.72M | 0.01% | −106,398−8.2% | Reduced |
| Citadel Advisors LLC | 1,509,128 | $8.48M | 0.01% | +695,925+85.6% | Added |
| Partners Capital Investment Group, LLP | 1,543,210 | $8.67M | 0.15% | +1,543,210 | New |
| B. Riley Asset Management, LLC | 1,631,453 | $9.17M | 24.20% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,670,362 | $9.39M | 0.00% | +1,447,979+651.1% | Added |
| Toroso Investments, LLC | 1,685,378 | $9.47M | 0.08% | −12,472−0.7% | Reduced |
| Northern Trust Corp | 1,787,595 | $10.0M | 0.00% | −6,105−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,869,386 | $10.5M | 0.00% | +70,955+3.9% | Added |
| Morgan Stanley | 2,129,911 | $12.0M | 0.00% | −346,320−14.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,146,400 | $12.1M | 0.03% | +462,527+27.5% | Added |
| UBS Group AG | 2,186,286 | $12.3M | 0.00% | +1,018,875+87.3% | Added |
| Plustick Management LLC | 2,210,000 | $12.4M | 9.05% | +25,000+1.1% | Added |
| Pertento Partners LLP | 2,235,113 | $12.6M | 1.50% | −293,604−11.6% | Reduced |
| Goldman Sachs Group Inc | 2,276,227 | $12.8M | 0.00% | +874,478+62.4% | Added |
| Nomura Holdings Inc | 2,501,570 | $14.1M | 0.08% | −447,201−15.2% | Reduced |
| D. E. Shaw & Co., Inc. | 3,381,851 | $19.0M | 0.02% | +2,335,256+223.1% | Added |
| Situational Awareness LP | 4,035,600 | $22.7M | 4.15% | +4,035,600 | New |
| Van Eck Associates Corp | 4,122,704 | $23.2M | 0.03% | −281,609−6.4% | Reduced |
| State Street Corp | 4,160,990 | $23.4M | 0.00% | +36,533+0.9% | Added |
| Clearfield Capital Management LP | 4,176,179 | $23.5M | 30.80% | −829,600−16.6% | Reduced |
| Geode Capital Management, LLC | 5,339,441 | $30.0M | 0.00% | +612,946+13.0% | Added |
| NVIDIA Corp | 7,716,050 | $43.4M | 3.78% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 8,732,817 | $49.1M | 16.49% | +2,169,670+33.1% | Added |
| Vanguard Group Inc | 13,491,013 | $75.8M | 0.00% | +730,978+5.7% | Added |
| BlackRock, Inc. | 16,135,984 | $90.7M | 0.00% | +716,850+4.6% | Added |
| Hood River Capital Management LLC | 21,266,717 | $119.5M | 2.04% | +6,119,295+40.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −2,060,136−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,443,605−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −848,321−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −830,000−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −815,388−100.0% | Sold out |
| Two Seas Capital LP | 0 | $0 | 0.00% | −662,587−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −562,906−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −476,511−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −433,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −410,371−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −408,300−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −365,398−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −364,713−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −359,873−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −340,796−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −333,300−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −320,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −254,331−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −213,606−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Tenor Capital Management Co., L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −175,152−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −173,365−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −166,600−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −151,240−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −133,300−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −100,195−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −96,055−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −74,756−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −66,700−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −52,781−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −50,407−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −42,470−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −37,277−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Kitching Partners, LLC | 0 | $0 | 0.00% | −30,272−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −23,870−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −20,745−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,493−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −14,686−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,824−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −10,892−100.0% | Sold out |