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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, 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.

Institutional holdersQ2 2025: 282 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 heldQ2 2025: $1.45B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2025.

Institutions holding APLD in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
D.A. Davidson & Co.11,750$118.3K0.00%−1,800−13.3%Reduced
Lake Street Financial LLC11,750$118.3K0.02%+11,750New
LBMC Investment Advisors, LLC11,930$120.1K0.01%00.0%Unchanged
Noesis Capital Mangement Corp12,000$120.8K0.02%+12,000New
Nisa Investment Advisors, LLC12,021$121.1K0.00%−150−1.2%Reduced
Wealthfront Advisers LLC12,256$123.4K0.00%+12,256New
R Squared Ltd12,448$125.4K0.07%−4,312−25.7%Reduced
Principal Financial Group Inc12,473$125.6K0.00%−2,428−16.3%Reduced
STRS Ohio12,600$126.9K0.00%00.0%Unchanged
Mackenzie Financial Corp12,714$128.0K0.00%+730+6.1%Added
Toroso Investments, LLC13,165$132.6K0.00%−1,672,213−99.2%Reduced
Xponance, Inc.13,847$139.4K0.00%−1,298−8.6%Reduced
Stratos Wealth Partners, LTD.13,850$139.5K0.00%−19,775−58.8%Reduced
SummitTX Capital, L.P.15,818$159.3K0.01%+15,818New
Flagship Harbor Advisors, LLC15,930$160.4K0.01%+900+6.0%Added
FMR LLC16,043$161.6K0.00%+1,597+11.1%Added
SeaCrest Wealth Management, LLC16,101$162.1K0.02%−64,746−80.1%Reduced
Concurrent Investment Advisors, LLC16,109$162.2K0.00%00.0%Unchanged
Keebeck Wealth Management, LLC17,000$171.2K0.02%00.0%Unchanged
HighTower Advisors, LLC17,119$172.4K0.00%+1,455+9.3%Added
SLT Holdings LLC17,500$176.2K0.13%+17,500New
RSM US Wealth Management LLC17,557$176.8K0.00%+4,839+38.0%Added
Ameritas Investment Partners, Inc.18,062$181.9K0.01%−1,996−10.0%Reduced
Lake Hills Wealth Management, LLC18,224$183.5K0.11%+18,224New
Foundations Investment Advisors, LLC18,631$187.6K0.00%+18,631New
Victory Capital Management Inc19,151$192.9K0.00%−1,415−6.9%Reduced
Sovereign Financial Group, Inc.19,262$194.0K0.04%+19,262New
Avantax Advisory Services, Inc.19,499$196.4K0.00%−3,782−16.2%Reduced
GWM Advisors LLC19,587$197.2K0.00%−13,680−41.1%Reduced
Lighthouse Investment Partners, LLC20,000$201.4K0.01%−80,000−80.0%Reduced
Connective Portfolio Management, LLC20,000$201.4K0.43%+20,000New
AQR Capital Management LLC20,960$211.1K0.00%+2,015+10.6%Added
Captrust Financial Advisors21,320$214.7K0.00%−53,630−71.6%Reduced
Sender Co & Partners, Inc.21,657$218.1K0.06%+21,657New
Crumly & Associates Inc.21,691$218.4K0.05%−5,815−21.1%Reduced
CIBC World Markets Corp21,798$219.5K0.00%−22,238−50.5%Reduced
Jain Global LLC22,505$226.6K0.00%+22,505New
Prudential Financial Inc22,665$228.2K0.00%+8,445+59.4%Added
Pictet Asset Management Holding SA22,822$229.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC25,797$259.8K0.00%−3,761−12.7%Reduced
Cantor Fitzgerald, L. P.26,279$264.6K0.01%+26,279New
Teacher Retirement System of Texas27,252$274.4K0.00%+2,515+10.2%Added
NewEdge Wealth, LLC19,500$277.7K0.00%−20,000−50.6%Reduced
National Bank of Canada28,400$286.0K0.00%−164,000−85.2%Reduced
Sentinel Trust Co Lba29,350$296.0K0.03%00.0%Unchanged
Aire Advisors, LLC30,000$302.1K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC30,000$302.1K0.00%+4,820+19.1%Added
Ionic Capital Management LLC30,000$302.1K0.34%+30,000New
Rockefeller Capital Management L.P.30,088$303.0K0.00%+30,088New
Mercer Global Advisors Inc30,099$303.1K0.00%−12,293−29.0%Reduced
Resources Investment Advisors, LLC.30,509$307.2K0.00%+575+1.9%Added
Optiver Holding B.V.30,816$310.3K0.01%+29,539+2,313.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)31,071$312.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)32,053$322.8K0.01%+15,002+88.0%Added
Legato Capital Management LLC32,650$328.8K0.04%+32,650New
State Board of Administration of Florida Retirement System32,900$331.3K0.00%00.0%Unchanged
Global Retirement Partners, LLC33,875$341.1K0.01%+33,875New
Caitong International Asset Management Co., Ltd35,346$355.9K0.25%+35,274+48,991.7%Added
Jones Financial Companies LLLP34,803$361.3K0.00%+13,098+60.3%Added
ProShare Advisors LLC36,276$365.3K0.00%−6,684−15.6%Reduced
Fox Run Management, L.L.C.37,886$381.5K0.06%+37,886New
Marex Group plc38,077$383.4K0.01%+38,077New
Fiduciary Alliance LLC39,755$400.3K0.03%−7,700−16.2%Reduced
PFG Investments, LLC39,880$401.6K0.02%+25,850+184.2%Added
Police & Firemen's Retirement System of New Jersey40,207$404.9K0.00%−3,688−8.4%Reduced
Advisor Group Holdings, Inc.40,734$410.2K0.00%+13,294+48.4%Added
KLP Kapitalforvaltning AS41,500$417.9K0.00%+9,000+27.7%Added
SBI Securities Co., Ltd.41,900$421.9K0.01%+11,319+37.0%Added
HAP Trading, LLC41,989$422.8K0.18%−73,864−63.8%Reduced
Leonteq Securities AG44,195$445.0K0.03%+3,423+8.4%Added
New York State Common Retirement Fund49,619$499.7K0.00%−9,500−16.1%Reduced
Creative Planning52,103$524.7K0.00%+19,989+62.2%Added
Arizona State Retirement System52,392$527.6K0.00%+3,979+8.2%Added
Baker Avenue Asset Management, LP52,500$528.7K0.02%+24,600+88.2%Added
Gsa Capital Partners LLP52,871$532.0K0.04%+52,871New
SG Americas Securities, LLC54,343$547.0K0.00%+17,440+47.3%Added
Chelsea Counsel Co57,780$581.8K0.29%+57,780New
Ensign Peak Advisors, Inc60,700$611.2K0.00%+2,150+3.7%Added
Cetera Investment Advisers61,656$620.9K0.00%+23,360+61.0%Added
State of Wisconsin Investment Board64,997$654.5K0.00%−85,494−56.8%Reduced
Quantinno Capital Management LP68,417$689.0K0.00%+1,063+1.6%Added
Qsemble Capital Management, LP69,152$696.4K0.07%+69,152New
Cambridge Investment Research Advisors, Inc.70,580$711.0K0.00%+30,825+77.5%Added
Intech Investment Management LLC75,367$758.9K0.01%−44,599−37.2%Reduced
Clear Creek Financial Management, LLC78,383$789.3K0.08%+28,177+56.1%Added
Janus Henderson Group PLC78,700$792.9K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.90,000$906.3K0.30%−21,000−18.9%Reduced
Wealth Management Associates, Inc.94,560$952.2K0.37%−1,100−1.1%Reduced
Uniting Wealth Partners, LLC95,600$962.7K0.37%+95,600New
Manufacturers Life Insurance Company, The95,915$965.9K0.00%−1,908−2.0%Reduced
Shay Capital LLC99,500$1.00M0.23%+53,900+118.2%Added
Register Financial Advisors LLC111,000$1.12M0.49%−143,200−56.3%Reduced
Advisory Services Network, LLC88,769$1.17M0.02%+88,769New
Citigroup Inc118,171$1.19M0.00%−67,448−36.3%Reduced
Deutsche Bank AG126,661$1.28M0.00%−33,582−21.0%Reduced
Price T Rowe Associates Inc127,821$1.29M0.00%+1,651+1.3%Added
Caption Management, LLC134,800$1.36M0.12%−800−0.6%Reduced
Blair William & Co138,163$1.39M0.00%+41,253+42.6%Added
American Century Companies Inc144,478$1.45M0.00%−856,652−85.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.144,993$1.46M0.00%+30,507+26.6%Added