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.
| 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, 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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 159,553 | $1.61M | 0.00% | −3,008−1.9% | Reduced |
| Jump Financial, LLC | 160,587 | $1.62M | 0.02% | +160,587 | New |
| Commonwealth Equity Services, LLC | 167,888 | $1.69M | 0.00% | −2,615−1.5% | Reduced |
| Tactive Advisors, LLC | 168,301 | $1.69M | 0.55% | +168,301 | New |
| Lisanti Capital Growth, LLC | 172,365 | $1.74M | 0.48% | +172,365 | New |
| Wells Fargo & Company | 177,751 | $1.79M | 0.00% | +43,119+32.0% | Added |
| Private Advisor Group, LLC | 178,762 | $1.80M | 0.01% | +107,072+149.4% | Added |
| Bulltick Wealth Management, LLC | 184,900 | $1.86M | 0.46% | +77,000+71.4% | Added |
| UBS Asset Management Americas Inc | 184,963 | $1.86M | 0.00% | +4,979+2.8% | Added |
| Raymond James Financial Inc | 188,795 | $1.90M | 0.00% | +47,565+33.7% | Added |
| Legal & General Group Plc | 194,094 | $1.95M | 0.00% | +27,823+16.7% | Added |
| Ghisallo Capital Management LLC | 197,000 | $1.98M | 0.05% | +197,000 | New |
| Alliancebernstein L.P. | 198,337 | $2.00M | 0.00% | −109−0.1% | Reduced |
| National Asset Management, Inc. | 204,798 | $2.06M | 0.10% | −418,041−67.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 205,000 | $2.06M | 0.08% | −215,925−51.3% | Reduced |
| XTX Topco Ltd | 209,411 | $2.11M | 0.09% | +209,411 | New |
| Neuberger Berman Group LLC | 214,370 | $2.16M | 0.00% | +214,370 | New |
| Invesco Ltd. | 219,758 | $2.21M | 0.00% | +26,969+14.0% | Added |
| Kestra Advisory Services, LLC | 225,412 | $2.27M | 0.01% | +8,000+3.7% | Added |
| Nuveen, LLC | 230,309 | $2.32M | 0.00% | −211,076−47.8% | Reduced |
| Harvey Partners, LLC | 250,000 | $2.52M | 0.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 270,035 | $2.72M | 0.00% | −9,156−3.3% | Reduced |
| UBS Group AG | 272,125 | $2.74M | 0.00% | −1,914,161−87.6% | Reduced |
| ExodusPoint Capital Management, LP | 281,435 | $2.83M | 0.03% | +281,435 | New |
| EAM Investors, LLC | 290,076 | $2.92M | 0.44% | +290,076 | New |
| Voya Investment Management LLC | 290,980 | $2.93M | 0.00% | −777,206−72.8% | Reduced |
| Stifel Financial Corp | 298,154 | $3.00M | 0.00% | +298,154 | New |
| Lazard Asset Management LLC | 306,922 | $3.09M | 0.00% | +306,692+133,344.3% | Added |
| Bank of America Corp | 323,747 | $3.26M | 0.00% | −387,191−54.5% | Reduced |
| Group One Trading, L.P. | 328,867 | $3.31M | 0.11% | +180,274+121.3% | Added |
| Royal Bank of Canada | 330,124 | $3.32M | 0.00% | +313,252+1,856.6% | Added |
| Aristeia Capital LLC | 333,300 | $3.36M | 0.09% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 339,759 | $3.42M | 0.04% | −4,593−1.3% | Reduced |
| Swiss National Bank | 343,500 | $3.46M | 0.00% | +16,100+4.9% | Added |
| Simplex Trading, LLC | 344,461 | $3.47M | 0.09% | +86,874+33.7% | Added |
| Barclays PLC | 373,042 | $3.76M | 0.00% | +106,645+40.0% | Added |
| Headlands Technologies LLC | 378,451 | $3.81M | 0.46% | +334,841+767.8% | Added |
| Nomura Holdings Inc | 383,144 | $3.86M | 0.03% | −2,118,426−84.7% | Reduced |
| Arete Wealth Advisors, LLC | 408,874 | $4.09M | 0.29% | −656,558−61.6% | Reduced |
| LPL Financial LLC | 446,411 | $4.50M | 0.00% | +146,632+48.9% | Added |
| Thor Investment Management Inc | 449,838 | $4.53M | 3.08% | +23,363+5.5% | Added |
| Ardmore Road Asset Management LP | 453,365 | $4.57M | 0.38% | +453,365 | New |
| Two Seas Capital LP | 500,000 | $5.04M | 0.49% | +500,000 | New |
| Bank of New York Mellon Corp | 527,330 | $5.31M | 0.00% | +1,764+0.3% | Added |
| Millennium Management LLC | 536,811 | $5.41M | 0.00% | +16,653+3.2% | Added |
| FORA Capital, LLC | 546,608 | $5.50M | 0.61% | +546,608 | New |
| Y-Intercept (Hong Kong) Ltd | 559,317 | $5.63M | 0.14% | +559,317 | New |
| Clearfield Capital Management LP | 569,179 | $5.73M | 4.41% | −3,607,000−86.4% | Reduced |
| Hunter Associates Investment Management LLC | 589,093 | $5.93M | 0.88% | +53,172+9.9% | Added |
| SEI Investments Co | 624,290 | $6.29M | 0.01% | +18,679+3.1% | Added |
| Marshall Wace, LLP | 654,193 | $6.59M | 0.01% | −540,774−45.3% | Reduced |
| Verition Fund Management LLC | 656,600 | $6.61M | 0.04% | +360,436+121.7% | Added |
| IMC-Chicago, LLC | 677,075 | $6.82M | 0.17% | +441,109+186.9% | Added |
| Exchange Traded Concepts, LLC | 730,555 | $7.36M | 0.09% | −311,480−29.9% | Reduced |
| Shellback Capital, LP | 900,000 | $9.06M | 0.60% | +900,000 | New |
| Boothbay Fund Management, LLC | 904,978 | $9.11M | 0.29% | −3,059−0.3% | Reduced |
| Tudor Investment Corp Et Al | 942,008 | $9.49M | 0.07% | +942,008 | New |
| Vident Advisory, LLC | 961,834 | $9.69M | 0.11% | −11,411−1.2% | Reduced |
| Oasis Management Co Ltd. | 1,032,817 | $10.4M | 2.47% | −7,700,000−88.2% | Reduced |
| Driehaus Capital Management LLC | 1,047,749 | $10.6M | 0.08% | +1,047,749 | New |
| JPMorgan Chase & Co | 1,339,452 | $13.5M | 0.00% | −330,910−19.8% | Reduced |
| HRT Financial LP | 1,465,700 | $14.8M | 0.06% | +1,465,700 | New |
| Renaissance Technologies LLC | 1,578,000 | $15.9M | 0.02% | +1,578,000 | New |
| B. Riley Asset Management, LLC | 1,631,453 | $16.4M | 67.44% | 00.0% | Unchanged |
| Northern Trust Corp | 1,661,125 | $16.7M | 0.00% | −126,470−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,865,753 | $18.8M | 0.00% | −3,633−0.2% | Reduced |
| Plustick Management LLC | 2,190,000 | $22.1M | 13.08% | −20,000−0.9% | Reduced |
| Susquehanna International Group, LLP | 2,509,536 | $25.3M | 0.04% | +1,753,237+231.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,661,296 | $26.8M | 0.05% | +514,896+24.0% | Added |
| Voloridge Investment Management, LLC | 3,266,164 | $32.9M | 0.12% | +3,266,164 | New |
| Citadel Advisors LLC | 3,365,226 | $33.9M | 0.03% | +1,856,098+123.0% | Added |
| Van Eck Associates Corp | 3,817,944 | $38.4M | 0.04% | −304,760−7.4% | Reduced |
| Morgan Stanley | 3,924,479 | $39.5M | 0.00% | +1,794,568+84.3% | Added |
| State Street Corp | 4,115,933 | $41.4M | 0.00% | −45,057−1.1% | Reduced |
| Goldman Sachs Group Inc | 4,315,686 | $43.5M | 0.01% | +2,039,459+89.6% | Added |
| Geode Capital Management, LLC | 5,007,747 | $50.4M | 0.00% | −331,694−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 5,219,565 | $52.6M | 0.04% | +5,198,223+24,356.8% | Added |
| Situational Awareness LP | 6,591,800 | $66.4M | 6.04% | +2,556,200+63.3% | Added |
| NVIDIA Corp | 7,716,050 | $77.7M | 1.79% | 00.0% | Unchanged |
| Vanguard Group Inc | 14,383,112 | $144.8M | 0.00% | +892,099+6.6% | Added |
| BlackRock, Inc. | 14,747,068 | $148.5M | 0.00% | −1,388,916−8.6% | Reduced |
| Hood River Capital Management LLC | 21,859,031 | $220.1M | 3.07% | +592,314+2.8% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −3,381,851−100.0% | Sold out |
| Pertento Partners LLP | 0 | $0 | 0.00% | −2,235,113−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −1,543,210−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −877,888−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −469,500−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −426,280−100.0% | Sold out |
| Nokomis Capital, L.L.C. | 0 | $0 | 0.00% | −324,110−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Galaxy Digital Capital Management GP LLC | 0 | $0 | 0.00% | −175,155−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −152,801−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −150,617−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −143,453−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −114,370−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −97,224−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −95,679−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −90,300−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −78,104−100.0% | Sold out |