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 $7.86B in total; superinvestors Tiger Global Management and Third Point hold it.
13F holders, Q2 2025
Institutional positions in Applied Digital Corp. as of Jun 30, 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
- 282
- +31 vs. Q1 2025
- Shares held
- 144.2M
- −1.99M (−1.4%) vs. Q1 2025
- Total value
- $1.45B
- +$630.6M (+76.8%) vs. Q1 2025
- New holders
- 88
- 85 more added
- Sold out
- 57
- 80 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $7.86B |
| Q1 2026 | 459 | $5.01B |
| Q4 2025 | 438 | $4.47B |
| Q3 2025 | 369 | $4.12B |
| Q2 2025 | 282 | $1.46B |
| Q1 2025 | 252 | $827.5M |
| Q4 2024 | 246 | $1.12B |
| Q3 2024 | 170 | $1.12B |
| Q2 2024 | 136 | $504.4M |
| Q1 2024 | 116 | $277.8M |
| Q4 2023 | 136 | $454.7M |
| Q3 2023 | 131 | $347.3M |
| Q2 2023 | 127 | $460.5M |
| Q1 2023 | 74 | $78.4M |
| Q4 2022 | 66 | $58.0M |
| Q3 2022 | 62 | $40.1M |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 21,859,031 | $220.1M | 3.07% | +592,314+2.8% | Added |
| BlackRock, Inc. | 14,747,068 | $148.5M | 0.00% | −1,388,916−8.6% | Reduced |
| Vanguard Group Inc | 14,383,112 | $144.8M | 0.00% | +892,099+6.6% | Added |
| NVIDIA Corp | 7,716,050 | $77.7M | 1.79% | 00.0% | Unchanged |
| Situational Awareness LP | 6,591,800 | $66.4M | 6.04% | +2,556,200+63.3% | Added |
| BNP Paribas Arbitrage, SA | 5,219,565 | $52.6M | 0.04% | +5,198,223+24,356.8% | Added |
| Geode Capital Management, LLC | 5,007,747 | $50.4M | 0.00% | −331,694−6.2% | Reduced |
| Goldman Sachs Group Inc | 4,315,686 | $43.5M | 0.01% | +2,039,459+89.6% | Added |
| State Street Corp | 4,115,933 | $41.4M | 0.00% | −45,057−1.1% | Reduced |
| Morgan Stanley | 3,924,479 | $39.5M | 0.00% | +1,794,568+84.3% | Added |
| Van Eck Associates Corp | 3,817,944 | $38.4M | 0.04% | −304,760−7.4% | Reduced |
| Citadel Advisors LLC | 3,365,226 | $33.9M | 0.03% | +1,856,098+123.0% | Added |
| Voloridge Investment Management, LLC | 3,266,164 | $32.9M | 0.12% | +3,266,164 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,661,296 | $26.8M | 0.05% | +514,896+24.0% | Added |
| Susquehanna International Group, LLP | 2,509,536 | $25.3M | 0.04% | +1,753,237+231.8% | Added |
| Plustick Management LLC | 2,190,000 | $22.1M | 13.08% | −20,000−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,865,753 | $18.8M | 0.00% | −3,633−0.2% | Reduced |
| Northern Trust Corp | 1,661,125 | $16.7M | 0.00% | −126,470−7.1% | Reduced |
| B. Riley Asset Management, LLC | 1,631,453 | $16.4M | 67.44% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,578,000 | $15.9M | 0.02% | +1,578,000 | New |
| HRT Financial LP | 1,465,700 | $14.8M | 0.06% | +1,465,700 | New |
| JPMorgan Chase & Co | 1,339,452 | $13.5M | 0.00% | −330,910−19.8% | Reduced |
| Driehaus Capital Management LLC | 1,047,749 | $10.6M | 0.08% | +1,047,749 | New |
| Oasis Management Co Ltd. | 1,032,817 | $10.4M | 2.44% | −7,700,000−88.2% | Reduced |
| Vident Advisory, LLC | 961,834 | $9.69M | 0.11% | −11,411−1.2% | Reduced |
| Tudor Investment Corp Et Al | 942,008 | $9.49M | 0.07% | +942,008 | New |
| Boothbay Fund Management, LLC | 904,978 | $9.11M | 0.28% | −3,059−0.3% | Reduced |
| Shellback Capital, LP | 900,000 | $9.06M | 0.60% | +900,000 | New |
| Exchange Traded Concepts, LLC | 730,555 | $7.36M | 0.09% | −311,480−29.9% | Reduced |
| IMC-Chicago, LLC | 677,075 | $6.82M | 0.17% | +441,109+186.9% | Added |
| Verition Fund Management LLC | 656,600 | $6.61M | 0.04% | +360,436+121.7% | Added |
| Marshall Wace, LLP | 654,193 | $6.59M | 0.01% | −540,774−45.3% | Reduced |
| SEI Investments Co | 624,290 | $6.29M | 0.01% | +18,679+3.1% | Added |
| Hunter Associates Investment Management LLC | 589,093 | $5.93M | 0.88% | +53,172+9.9% | Added |
| Clearfield Capital Management LP | 569,179 | $5.73M | 4.41% | −3,607,000−86.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 559,317 | $5.63M | 0.14% | +559,317 | New |
| FORA Capital, LLC | 546,608 | $5.50M | 0.61% | +546,608 | New |
| Millennium Management LLC | 536,811 | $5.41M | 0.00% | +16,653+3.2% | Added |
| Bank of New York Mellon Corp | 527,330 | $5.31M | 0.00% | +1,764+0.3% | Added |
| Two Seas Capital LP | 500,000 | $5.04M | 0.49% | +500,000 | New |
| Ardmore Road Asset Management LP | 453,365 | $4.57M | 0.38% | +453,365 | New |
| Thor Investment Management Inc | 449,838 | $4.53M | 3.08% | +23,363+5.5% | Added |
| LPL Financial LLC | 446,411 | $4.50M | 0.00% | +146,632+48.9% | Added |
| Arete Wealth Advisors, LLC | 408,874 | $4.09M | 0.29% | −656,558−61.6% | Reduced |
| Nomura Holdings Inc | 383,144 | $3.86M | 0.03% | −2,118,426−84.7% | Reduced |
| Headlands Technologies LLC | 378,451 | $3.81M | 0.46% | +334,841+767.8% | Added |
| Barclays PLC | 373,042 | $3.76M | 0.00% | +106,645+40.0% | Added |
| Simplex Trading, LLC | 344,461 | $3.47M | 0.09% | +86,874+33.7% | Added |
| Swiss National Bank | 343,500 | $3.46M | 0.00% | +16,100+4.9% | Added |
| Brevan Howard Capital Management LP | 339,759 | $3.42M | 0.04% | −4,593−1.3% | Reduced |
| Aristeia Capital LLC | 333,300 | $3.36M | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 330,124 | $3.32M | 0.00% | +313,252+1,856.6% | Added |
| Group One Trading, L.P. | 328,867 | $3.31M | 0.11% | +180,274+121.3% | Added |
| Bank of America Corp | 323,747 | $3.26M | 0.00% | −387,191−54.5% | Reduced |
| Lazard Asset Management LLC | 306,922 | $3.09M | 0.00% | +306,692+133,344.3% | Added |
| Stifel Financial Corp | 298,154 | $3.00M | 0.00% | +298,154 | New |
| Voya Investment Management LLC | 290,980 | $2.93M | 0.00% | −777,206−72.8% | Reduced |
| EAM Investors, LLC | 290,076 | $2.92M | 0.44% | +290,076 | New |
| ExodusPoint Capital Management, LP | 281,435 | $2.83M | 0.03% | +281,435 | New |
| UBS Group AG | 272,125 | $2.74M | 0.00% | −1,914,161−87.6% | Reduced |
| Rhumbline Advisers | 270,035 | $2.72M | 0.00% | −9,156−3.3% | Reduced |
| Harvey Partners, LLC | 250,000 | $2.52M | 0.25% | 00.0% | Unchanged |
| Nuveen, LLC | 230,309 | $2.32M | 0.00% | −211,076−47.8% | Reduced |
| Kestra Advisory Services, LLC | 225,412 | $2.27M | 0.01% | +8,000+3.7% | Added |
| Invesco Ltd. | 219,758 | $2.21M | 0.00% | +26,969+14.0% | Added |
| Neuberger Berman Group LLC | 214,370 | $2.16M | 0.00% | +214,370 | New |
| XTX Topco Ltd | 209,411 | $2.11M | 0.09% | +209,411 | New |
| Parallax Volatility Advisers, L.P. | 205,000 | $2.06M | 0.08% | −215,925−51.3% | Reduced |
| National Asset Management, Inc. | 204,798 | $2.06M | 0.10% | −418,041−67.1% | Reduced |
| Alliancebernstein L.P. | 198,337 | $2.00M | 0.00% | −109−0.1% | Reduced |
| Ghisallo Capital Management LLC | 197,000 | $1.98M | 0.05% | +197,000 | New |
| Legal & General Group Plc | 194,094 | $1.95M | 0.00% | +27,823+16.7% | Added |
| Raymond James Financial Inc | 188,795 | $1.90M | 0.00% | +47,565+33.7% | Added |
| UBS Asset Management Americas Inc | 184,963 | $1.86M | 0.00% | +4,979+2.8% | Added |
| Bulltick Wealth Management, LLC | 184,900 | $1.86M | 0.46% | +77,000+71.4% | Added |
| Private Advisor Group, LLC | 178,762 | $1.80M | 0.01% | +107,072+149.4% | Added |
| Wells Fargo & Company | 177,751 | $1.79M | 0.00% | +43,119+32.0% | Added |
| Lisanti Capital Growth, LLC | 172,365 | $1.74M | 0.48% | +172,365 | New |
| Tactive Advisors, LLC | 168,301 | $1.69M | 0.55% | +168,301 | New |
| Commonwealth Equity Services, LLC | 167,888 | $1.69M | 0.00% | −2,615−1.5% | Reduced |
| Jump Financial, LLC | 160,587 | $1.62M | 0.02% | +160,587 | New |
| California State Teachers Retirement System | 159,553 | $1.61M | 0.00% | −3,008−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,993 | $1.46M | 0.00% | +30,507+26.6% | Added |
| American Century Companies Inc | 144,478 | $1.45M | 0.00% | −856,652−85.6% | Reduced |
| Blair William & Co | 138,163 | $1.39M | 0.00% | +41,253+42.6% | Added |
| Caption Management, LLC | 134,800 | $1.36M | 0.12% | −800−0.6% | Reduced |
| Price T Rowe Associates Inc | 127,821 | $1.29M | 0.00% | +1,651+1.3% | Added |
| Deutsche Bank AG | 126,661 | $1.28M | 0.00% | −33,582−21.0% | Reduced |
| Citigroup Inc | 118,171 | $1.19M | 0.00% | −67,448−36.3% | Reduced |
| Advisory Services Network, LLC | 88,769 | $1.17M | 0.02% | +88,769 | New |
| Register Financial Advisors LLC | 111,000 | $1.12M | 0.49% | −143,200−56.3% | Reduced |
| Shay Capital LLC | 99,500 | $1.00M | 0.23% | +53,900+118.2% | Added |
| Manufacturers Life Insurance Company, The | 95,915 | $965.9K | 0.00% | −1,908−2.0% | Reduced |
| Uniting Wealth Partners, LLC | 95,600 | $962.7K | 0.37% | +95,600 | New |
| Wealth Management Associates, Inc. | 94,560 | $952.2K | 0.37% | −1,100−1.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 90,000 | $906.3K | 0.30% | −21,000−18.9% | Reduced |
| Janus Henderson Group PLC | 78,700 | $792.9K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 78,383 | $789.3K | 0.08% | +28,177+56.1% | Added |
| Intech Investment Management LLC | 75,367 | $758.9K | 0.01% | −44,599−37.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,580 | $711.0K | 0.00% | +30,825+77.5% | Added |