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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 69,152 | $696.4K | 0.07% | +69,152 | New |
| Quantinno Capital Management LP | 68,417 | $689.0K | 0.00% | +1,063+1.6% | Added |
| State of Wisconsin Investment Board | 64,997 | $654.5K | 0.00% | −85,494−56.8% | Reduced |
| Cetera Investment Advisers | 61,656 | $620.9K | 0.00% | +23,360+61.0% | Added |
| Ensign Peak Advisors, Inc | 60,700 | $611.2K | 0.00% | +2,150+3.7% | Added |
| Chelsea Counsel Co | 57,780 | $581.8K | 0.29% | +57,780 | New |
| SG Americas Securities, LLC | 54,343 | $547.0K | 0.00% | +17,440+47.3% | Added |
| Gsa Capital Partners LLP | 52,871 | $532.0K | 0.04% | +52,871 | New |
| Baker Avenue Asset Management, LP | 52,500 | $528.7K | 0.02% | +24,600+88.2% | Added |
| Arizona State Retirement System | 52,392 | $527.6K | 0.00% | +3,979+8.2% | Added |
| Creative Planning | 52,103 | $524.7K | 0.00% | +19,989+62.2% | Added |
| New York State Common Retirement Fund | 49,619 | $499.7K | 0.00% | −9,500−16.1% | Reduced |
| Leonteq Securities AG | 44,195 | $445.0K | 0.03% | +3,423+8.4% | Added |
| HAP Trading, LLC | 41,989 | $422.8K | 0.18% | −73,864−63.8% | Reduced |
| SBI Securities Co., Ltd. | 41,900 | $421.9K | 0.01% | +11,319+37.0% | Added |
| KLP Kapitalforvaltning AS | 41,500 | $417.9K | 0.00% | +9,000+27.7% | Added |
| Advisor Group Holdings, Inc. | 40,734 | $410.2K | 0.00% | +13,294+48.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 40,207 | $404.9K | 0.00% | −3,688−8.4% | Reduced |
| PFG Investments, LLC | 39,880 | $401.6K | 0.02% | +25,850+184.2% | Added |
| Fiduciary Alliance LLC | 39,755 | $400.3K | 0.03% | −7,700−16.2% | Reduced |
| Marex Group plc | 38,077 | $383.4K | 0.01% | +38,077 | New |
| Fox Run Management, L.L.C. | 37,886 | $381.5K | 0.06% | +37,886 | New |
| ProShare Advisors LLC | 36,276 | $365.3K | 0.00% | −6,684−15.6% | Reduced |
| Jones Financial Companies LLLP | 34,803 | $361.3K | 0.00% | +13,098+60.3% | Added |
| Caitong International Asset Management Co., Ltd | 35,346 | $355.9K | 0.25% | +35,274+48,991.7% | Added |
| Global Retirement Partners, LLC | 33,875 | $341.1K | 0.01% | +33,875 | New |
| State Board of Administration of Florida Retirement System | 32,900 | $331.3K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 32,650 | $328.8K | 0.04% | +32,650 | New |
| Tower Research Capital LLC (TRC) | 32,053 | $322.8K | 0.01% | +15,002+88.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,071 | $312.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 30,816 | $310.3K | 0.01% | +29,539+2,313.2% | Added |
| Resources Investment Advisors, LLC. | 30,509 | $307.2K | 0.00% | +575+1.9% | Added |
| Mercer Global Advisors Inc | 30,099 | $303.1K | 0.00% | −12,293−29.0% | Reduced |
| Rockefeller Capital Management L.P. | 30,088 | $303.0K | 0.00% | +30,088 | New |
| Aire Advisors, LLC | 30,000 | $302.1K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 30,000 | $302.1K | 0.00% | +4,820+19.1% | Added |
| Ionic Capital Management LLC | 30,000 | $302.1K | 0.34% | +30,000 | New |
| Sentinel Trust Co Lba | 29,350 | $296.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 28,400 | $286.0K | 0.00% | −164,000−85.2% | Reduced |
| NewEdge Wealth, LLC | 19,500 | $277.7K | 0.00% | −20,000−50.6% | Reduced |
| Teacher Retirement System of Texas | 27,252 | $274.4K | 0.00% | +2,515+10.2% | Added |
| Cantor Fitzgerald, L. P. | 26,279 | $264.6K | 0.01% | +26,279 | New |
| Steward Partners Investment Advisory, LLC | 25,797 | $259.8K | 0.00% | −3,761−12.7% | Reduced |
| Pictet Asset Management Holding SA | 22,822 | $229.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,665 | $228.2K | 0.00% | +8,445+59.4% | Added |
| Jain Global LLC | 22,505 | $226.6K | 0.00% | +22,505 | New |
| CIBC World Markets Corp | 21,798 | $219.5K | 0.00% | −22,238−50.5% | Reduced |
| Crumly & Associates Inc. | 21,691 | $218.4K | 0.05% | −5,815−21.1% | Reduced |
| Sender Co & Partners, Inc. | 21,657 | $218.1K | 0.06% | +21,657 | New |
| Captrust Financial Advisors | 21,320 | $214.7K | 0.00% | −53,630−71.6% | Reduced |
| AQR Capital Management LLC | 20,960 | $211.1K | 0.00% | +2,015+10.6% | Added |
| Lighthouse Investment Partners, LLC | 20,000 | $201.4K | 0.01% | −80,000−80.0% | Reduced |
| Connective Portfolio Management, LLC | 20,000 | $201.4K | 0.43% | +20,000 | New |
| GWM Advisors LLC | 19,587 | $197.2K | 0.00% | −13,680−41.1% | Reduced |
| Avantax Advisory Services, Inc. | 19,499 | $196.4K | 0.00% | −3,782−16.2% | Reduced |
| Sovereign Financial Group, Inc. | 19,262 | $194.0K | 0.04% | +19,262 | New |
| Victory Capital Management Inc | 19,151 | $192.9K | 0.00% | −1,415−6.9% | Reduced |
| Foundations Investment Advisors, LLC | 18,631 | $187.6K | 0.00% | +18,631 | New |
| Lake Hills Wealth Management, LLC | 18,224 | $183.5K | 0.11% | +18,224 | New |
| Ameritas Investment Partners, Inc. | 18,062 | $181.9K | 0.01% | −1,996−10.0% | Reduced |
| RSM US Wealth Management LLC | 17,557 | $176.8K | 0.00% | +4,839+38.0% | Added |
| SLT Holdings LLC | 17,500 | $176.2K | 0.13% | +17,500 | New |
| HighTower Advisors, LLC | 17,119 | $172.4K | 0.00% | +1,455+9.3% | Added |
| Keebeck Wealth Management, LLC | 17,000 | $171.2K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,109 | $162.2K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,101 | $162.1K | 0.02% | −64,746−80.1% | Reduced |
| FMR LLC | 16,043 | $161.6K | 0.00% | +1,597+11.1% | Added |
| Flagship Harbor Advisors, LLC | 15,930 | $160.4K | 0.01% | +900+6.0% | Added |
| SummitTX Capital, L.P. | 15,818 | $159.3K | 0.01% | +15,818 | New |
| Stratos Wealth Partners, LTD. | 13,850 | $139.5K | 0.00% | −19,775−58.8% | Reduced |
| Xponance, Inc. | 13,847 | $139.4K | 0.00% | −1,298−8.6% | Reduced |
| Toroso Investments, LLC | 13,165 | $132.6K | 0.00% | −1,672,213−99.2% | Reduced |
| Mackenzie Financial Corp | 12,714 | $128.0K | 0.00% | +730+6.1% | Added |
| STRS Ohio | 12,600 | $126.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,473 | $125.6K | 0.00% | −2,428−16.3% | Reduced |
| R Squared Ltd | 12,448 | $125.4K | 0.07% | −4,312−25.7% | Reduced |
| Wealthfront Advisers LLC | 12,256 | $123.4K | 0.00% | +12,256 | New |
| Nisa Investment Advisors, LLC | 12,021 | $121.1K | 0.00% | −150−1.2% | Reduced |
| Noesis Capital Mangement Corp | 12,000 | $120.8K | 0.02% | +12,000 | New |
| LBMC Investment Advisors, LLC | 11,930 | $120.1K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,750 | $118.3K | 0.00% | −1,800−13.3% | Reduced |
| Lake Street Financial LLC | 11,750 | $118.3K | 0.02% | +11,750 | New |
| Kovack Advisors, Inc. | 11,535 | $116.2K | 0.01% | +11,535 | New |
| Squarepoint Ops LLC | 11,420 | $115.0K | 0.00% | −57,827−83.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 11,666 | $113.9K | 0.02% | +11,666 | New |
| Ci Investments Inc. | 11,208 | $113.0K | 0.00% | −5,458−32.7% | Reduced |
| Millington Financial Advisors, LLC | 10,000 | $109.3K | 0.06% | −7,438−42.7% | Reduced |
| J.W. Cole Advisors, Inc. | 10,740 | $108.2K | 0.00% | +10,740 | New |
| Compass Ion Advisors, LLC | 10,400 | $104.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,200 | $103.0K | 0.00% | −5,300−34.2% | Reduced |
| Chung Wu Investment Group, LLC | 10,120 | $101.9K | 0.11% | +10,120 | New |
| JustInvest LLC | 10,112 | $101.8K | 0.00% | +10,112 | New |
| Beacon Harbor Wealth Advisors, Inc. | 10,000 | $100.7K | 0.03% | 00.0% | Unchanged |
| Harvest Management LLC | 10,000 | $100.7K | 0.05% | +10,000 | New |
| Corsair Capital Management, L.P. | 10,000 | $100.7K | 0.02% | +10,000 | New |
| Walleye Capital LLC | 9,317 | $93.8K | 0.00% | −74,552−88.9% | Reduced |
| Natixis | 8,990 | $90.5K | 0.00% | +8,833+5,626.1% | Added |
| CIBC Private Wealth Group, LLC | 8,974 | $90.4K | 0.00% | +8,692+3,082.3% | Added |
| Royal Fund Management, LLC | 8,150 | $82.1K | 0.01% | +8,150 | New |
| US Bancorp | 6,960 | $70.1K | 0.00% | +1,272+22.4% | Added |