Applied Digital Corp.

APLD

Exchange: Nasdaq
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001144879

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding Applied Digital Corp. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of APLD: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	252	1	282	+31
Shares	146.2M	3.36K	144.2M	−1.99M (−1.4%)
Value	$821.4M	$18.9K	$1.45B	+$630.6M (+76.8%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Applied Digital Corp. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to APLD in Q2 2025
Institution	Shares	Value	% of portfolio
Voloridge Investment Management, LLC	3,266,164	$32.9M	0.12%
Renaissance Technologies LLC	1,578,000	$15.9M	0.02%
HRT Financial LP	1,465,700	$14.8M	0.06%
Driehaus Capital Management LLC	1,047,749	$10.6M	0.08%
Tudor Investment Corp Et Al	942,008	$9.49M	0.07%
Shellback Capital, LP	900,000	$9.06M	0.60%
Y-Intercept (Hong Kong) Ltd	559,317	$5.63M	0.14%
FORA Capital, LLC	546,608	$5.50M	0.61%
Two Seas Capital LP	500,000	$5.04M	0.49%
Ardmore Road Asset Management LP	453,365	$4.57M	0.38%
Stifel Financial Corp	298,154	$3.00M	0.00%
EAM Investors, LLC	290,076	$2.92M	0.44%
ExodusPoint Capital Management, LP	281,435	$2.83M	0.03%
Neuberger Berman Group LLC	214,370	$2.16M	0.00%
XTX Topco Ltd	209,411	$2.11M	0.09%
Ghisallo Capital Management LLC	197,000	$1.98M	0.05%
Lisanti Capital Growth, LLC	172,365	$1.74M	0.48%
Tactive Advisors, LLC	168,301	$1.69M	0.55%
Jump Financial, LLC	160,587	$1.62M	0.02%
Advisory Services Network, LLC	88,769	$1.17M	0.02%
Uniting Wealth Partners, LLC	95,600	$962.7K	0.37%
Qsemble Capital Management, LP	69,152	$696.4K	0.07%
Chelsea Counsel Co	57,780	$581.8K	0.29%
Gsa Capital Partners LLP	52,871	$532.0K	0.04%
Marex Group plc	38,077	$383.4K	0.01%
Fox Run Management, L.L.C.	37,886	$381.5K	0.06%
Global Retirement Partners, LLC	33,875	$341.1K	0.01%
Legato Capital Management LLC	32,650	$328.8K	0.04%
Rockefeller Capital Management L.P.	30,088	$303.0K	0.00%
Ionic Capital Management LLC	30,000	$302.1K	0.34%
Cantor Fitzgerald, L. P.	26,279	$264.6K	0.01%
Jain Global LLC	22,505	$226.6K	0.00%
Sender Co & Partners, Inc.	21,657	$218.1K	0.06%
Connective Portfolio Management, LLC	20,000	$201.4K	0.43%
Sovereign Financial Group, Inc.	19,262	$194.0K	0.04%
Foundations Investment Advisors, LLC	18,631	$187.6K	0.00%
Lake Hills Wealth Management, LLC	18,224	$183.5K	0.11%
SLT Holdings LLC	17,500	$176.2K	0.13%
SummitTX Capital, L.P.	15,818	$159.3K	0.01%
Wealthfront Advisers LLC	12,256	$123.4K	0.00%
Noesis Capital Mangement Corp	12,000	$120.8K	0.02%
Lake Street Financial LLC	11,750	$118.3K	0.02%
Kovack Advisors, Inc.	11,535	$116.2K	0.01%
Mountain Capital Investment Advisors, Inc	11,666	$113.9K	0.02%
J.W. Cole Advisors, Inc.	10,740	$108.2K	0.00%
Chung Wu Investment Group, LLC	10,120	$101.9K	0.11%
JustInvest LLC	10,112	$101.8K	0.00%
Harvest Management LLC	10,000	$100.7K	0.05%
Corsair Capital Management, L.P.	10,000	$100.7K	0.02%
Royal Fund Management, LLC	8,150	$82.1K	0.01%
Ameritas Advisory Services, LLC	6,819	$68.7K	0.00%
Belvedere Trading LLC	6,626	$66.7K	0.01%
ORG Wealth Partners, LLC	6,790	$66.3K	0.02%
Hollencrest Capital Management	5,000	$50.4K	0.00%
Ameriflex Group, Inc.	4,000	$42.2K	0.02%
Northwestern Mutual Wealth Management Co	2,557	$25.7K	0.00%
Atlantic Union Bankshares Corp	2,515	$25.3K	0.00%
State of Wyoming	2,345	$23.6K	0.00%
Meeder Asset Management Inc	1,947	$19.6K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,700	$17.0K	0.00%
MAI Capital Management	1,000	$10.1K	0.00%
Strategic Wealth Partners, Ltd.	865	$8.71K	0.00%
Evolution Wealth Management Inc.	793	$7.99K	0.01%
Ronald Blue Trust, Inc.	710	$7.15K	0.00%
Ancora Advisors, LLC	600	$6.04K	0.00%
Armstrong Advisory Group, Inc	577	$5.81K	0.00%
Ritter Daniher Financial Advisory LLC	571	$5.75K	0.00%
Robinswood Financial LLC	500	$5.04K	0.00%
Delos Wealth Advisors, LLC	464	$4.67K	0.00%
Clear Street Markets LLC	274	$2.76K	0.00%
Legacy Investment Solutions, LLC	250	$2.52K	0.00%
Legacy Wealth Managment, LLC	250	$2.52K	0.00%
EverSource Wealth Advisors, LLC	199	$2.00K	0.00%
Bell Investment Advisors, Inc	187	$1.88K	0.00%
Aspect Partners, LLC	156	$1.57K	0.00%
Rialto Wealth Management, LLC	145	$1.46K	0.00%
Parkside Financial Bank & Trust	129	$1.30K	0.00%
Avion Wealth	106	$1.00K	0.00%
SWAN Capital LLC	98	$987	0.00%
Smartleaf Asset Management LLC	76	$788	0.00%
Principal Securities, Inc.	69	$695	0.00%
Marshall & Sterling Wealth Advisors Inc.	60	$604	0.00%
Salem Investment Counselors Inc	56	$564	0.00%
HighMark Wealth Management LLC	55	$556	0.00%
ORG Partners LLC	40	$390	0.00%
TFC Financial Management	26	$262	0.00%
Glenmede Investment Management, LP	24	$241	0.00%
Mount Yale Investment Advisors, LLC	10	$101	0.00%

Sold out (57)

Institutions that held Applied Digital Corp. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of APLD in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
D. E. Shaw & Co., Inc.	3,381,851	$19.0M
Pertento Partners LLP	2,235,113	$12.6M
Partners Capital Investment Group, LLP	1,543,210	$8.67M
Quantbot Technologies LP	877,888	$4.93M
Acuitas Investments, LLC	469,500	$2.64M
Royce & Associates LP	426,280	$2.40M
Nokomis Capital, L.L.C.	324,110	$1.82M
Honeycomb Asset Management LP	250,000	$1.41M
Galaxy Digital Capital Management GP LLC	175,155	$984.4K
Virtu Financial LLC	152,801	$859.0K
Jane Street Group, LLC	150,617	$846.5K
Scientech Research LLC	143,453	$806.2K
MetLife Investment Management	114,370	$642.8K
Corebridge Financial, Inc.	97,224	$546.4K
Prelude Capital Management, LLC	95,679	$537.7K
Wolverine Trading, LLC	90,300	$516.5K
Needham Investment Management LLC	85,000	$477.7K
Penn Capital Management Co Inc	78,104	$438.9K
CastleKnight Management LP	77,600	$436.1K
Quest Partners LLC	68,206	$383.3K
Cerity Partners LLC	67,609	$380.0K
Ameriprise Financial Inc	62,782	$352.8K
Evoke Wealth, LLC	36,200	$203.4K
Corton Capital Inc.	30,429	$171.0K
GTS Securities LLC	24,436	$137.3K
Numerai GP LLC	22,590	$127.0K
Farringdon Capital, Ltd.	22,345	$125.6K
Dakota Wealth Management	20,000	$112.4K
Prosperity Wealth Management, Inc.	19,150	$107.6K
Wellington Management Group LLP	19,056	$107.1K
Vontobel Holding Ltd.	16,500	$92.7K
Johnson Investment Counsel Inc	16,100	$90.5K
Old Mission Capital LLC	15,915	$89.4K
Lido Advisors, LLC	15,020	$84.4K
Wealthgarden F.S. LLC	15,000	$84.3K
Wealth Enhancement Advisory Services, LLC	13,778	$77.4K
Axq Capital, LP	13,462	$75.7K
HB Wealth Management, LLC	12,121	$68.1K
Mayfair Advisory Group, LLC	12,097	$68.0K
Envestnet Asset Management Inc	11,044	$62.1K
Pekin Hardy Strauss, Inc.	10,350	$58.2K
Semus Wealth Partners LLC	10,000	$56.2K
PFS Partners, LLC	4,267	$24.0K
MRP Capital Investments, LLC	2,000	$11.2K
Cresset Asset Management, LLC	1,478	$8.30K
Coldstream Capital Management Inc	1,435	$8.06K
Dogwood Wealth Management LLC	960	$5.39K
Clarity Asset Management, Inc.	600	$3.37K
Catherine Avery Investment Management LLC	569	$3.20K
First Pacific Financial	450	$2.53K
SJS Investment Consulting Inc.	306	$1.72K
Skopos Labs, Inc.	302	$1.70K
Hughes Financial Services, LLC	255	$1.55K
Hazlett, Burt & Watson, Inc.	150	$1.00K
Stephens Consulting, LLC	55	$310
IFP Advisors, Inc	0	$34
True Wealth Design, LLC	1	$6

Not filed for Q2 2025 yet (1)

Institutions that held Applied Digital Corp. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APLD in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Lindbrook Capital, LLC	3,362	$18.9K