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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
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,500$19.7K0.01%+500+16.7%Added
Lindbrook Capital, LLC3,362$18.9K0.00%+205+6.5%Added
SRS Capital Advisors, Inc.3,127$17.6K0.00%+3,127New
Newbridge Financial Services Group, Inc.2,500$14.1K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,250$12.6K0.00%+700+45.2%Added
MRP Capital Investments, LLC2,000$11.2K0.01%00.0%Unchanged
GAMMA Investing LLC1,704$9.58K0.00%+988+138.0%Added
Whipplewood Advisors, LLC272$8.71K0.01%+272New
Private Trust Co NA1,500$8.43K0.00%+1,500New
Cresset Asset Management, LLC1,478$8.30K0.00%+1,478New
Coldstream Capital Management Inc1,435$8.06K0.00%+1,435New
Optiver Holding B.V.1,277$7.18K0.00%+1,177+1,177.0%Added
Truvestments Capital LLC1,271$7.14K0.00%+1,021+408.4%Added
Sterling Capital Management LLC1,217$6.84K0.00%−778−39.0%Reduced
Evelyn Partners Investment Management Services Ltd1,142$6.42K0.00%00.0%Unchanged
Harbour Investments, Inc.1,000$5.62K0.00%+700+233.3%Added
Dogwood Wealth Management LLC960$5.39K0.00%00.0%Unchanged
Farther Finance Advisors, LLC854$5.20K0.00%+854New
Quarry LP901$5.06K0.00%+901New
Hantz Financial Services, Inc.970$5.00K0.00%+970New
Cornerstone Planning Group LLC1,105$4.51K0.00%+1,105New
Clarity Asset Management, Inc.600$3.37K0.00%+500+500.0%Added
CoreCap Advisors, LLC597$3.35K0.00%+597New
Catherine Avery Investment Management LLC569$3.20K0.00%00.0%Unchanged
Graney & King, LLC492$2.77K0.00%00.0%Unchanged
First Pacific Financial450$2.53K0.00%+450New
Tradewinds Capital Management, LLC370$2.08K0.00%+370New
Bessemer Group Inc470$2.00K0.00%00.0%Unchanged
Rothschild Investment LLC340$1.91K0.00%+120+54.5%Added
SJS Investment Consulting Inc.306$1.72K0.00%+306New
Skopos Labs, Inc.302$1.70K0.00%−321−51.5%Reduced
Hughes Financial Services, LLC255$1.55K0.00%+255New
CIBC Private Wealth Group, LLC282$1.43K0.00%+282New
Fortitude Family Office, LLC223$1.25K0.00%+223New
Parallel Advisors, LLC209$1.18K0.00%+187+850.0%Added
Creative Financial Designs Inc205$1.15K0.00%+205New
Koesten, Hirschmann & Crabtree, INC.200$1.12K0.00%00.0%Unchanged
Roble, Belko & Company, Inc89$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC230$1.00K0.00%+181+369.4%Added
Hazlett, Burt & Watson, Inc.150$1.00K0.00%+150New
Signaturefd, LLC164$9220.00%−201−55.1%Reduced
Natixis157$8670.00%+157New
TD Capital Management LLC96$5400.00%+96New
Allworth Financial LP108$4910.00%−1,892−94.6%Reduced
Larson Financial Group LLC78$4380.00%+78New
Caitong International Asset Management Co., Ltd72$4050.00%+72New
Stephens Consulting, LLC55$3100.00%+55New
Founders Capital Management25$1410.00%00.0%Unchanged
IFP Advisors, Inc0$340.00%0Unchanged
True Wealth Design, LLC1$60.00%+1New
Covestor Ltd18$00.00%00.0%Unchanged
TSFG, LLC75$00.00%+75New
Proequities, Inc.0$00.00%−800−100.0%Sold out
Think Investments LP0$00.00%−2,060,136−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−1,443,605−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−1,400,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−848,321−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−830,000−100.0%Sold out
Shellback Capital, LP0$00.00%−815,388−100.0%Sold out
Two Seas Capital LP0$00.00%−662,587−100.0%Sold out
Yaupon Capital Management LP0$00.00%−562,906−100.0%Sold out
EAM Investors, LLC0$00.00%−476,511−100.0%Sold out
Shaolin Capital Management LLC0$00.00%−433,200−100.0%Sold out
Renaissance Technologies LLC0$00.00%−410,371−100.0%Sold out
Moore Capital Management, LP0$00.00%−408,300−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−400,000−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−365,398−100.0%Sold out
Vennlight Capital Management, LP0$00.00%−364,713−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−359,873−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−340,796−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−333,300−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−320,500−100.0%Sold out
Two Sigma Investments, LP0$00.00%−254,331−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−213,606−100.0%Sold out
Sculptor Capital LP0$00.00%−200,000−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−200,000−100.0%Sold out
VGI Partners Ltd0$00.00%−185,000−100.0%Sold out
Main Management ETF Advisors, LLC0$00.00%−175,152−100.0%Sold out
Alight Capital Management LP0$00.00%−175,000−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−173,365−100.0%Sold out
Calamos Advisors LLC0$00.00%−166,600−100.0%Sold out
Jump Financial, LLC0$00.00%−151,240−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−133,300−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−100,195−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−96,055−100.0%Sold out
Thomist Capital Management, LP0$00.00%−74,756−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−66,700−100.0%Sold out
Entropy Technologies, LP0$00.00%−52,781−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−50,407−100.0%Sold out
Algert Global LLC0$00.00%−42,470−100.0%Sold out
Walleye Trading LLC0$00.00%−37,277−100.0%Sold out
Smith, Moore & Co.0$00.00%−37,000−100.0%Sold out
Kitching Partners, LLC0$00.00%−30,272−100.0%Sold out
Horizon Kinetics Asset Management LLC0$00.00%−23,870−100.0%Sold out
DnB Asset Management AS0$00.00%−20,745−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−19,493−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−15,000−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−14,686−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−13,824−100.0%Sold out
Gunderson Capital Management Inc.0$00.00%−10,892−100.0%Sold out