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, Q3 2025
Institutional positions in Applied Digital Corp. as of Sep 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
- 369
- +91 vs. Q2 2025
- Shares held
- 178.3M
- +34.2M (+23.7%) vs. Q2 2025
- Total value
- $4.09B
- +$2.64B (+181.7%) vs. Q2 2025
- New holders
- 127
- 119 more added
- Sold out
- 36
- 82 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 21,046,654 | $482.8M | 5.70% | −812,377−3.7% | Reduced |
| BlackRock, Inc. | 18,509,611 | $424.6M | 0.01% | +3,762,543+25.5% | Added |
| Vanguard Group Inc | 17,722,174 | $406.5M | 0.01% | +3,339,062+23.2% | Added |
| D. E. Shaw & Co., Inc. | 10,905,830 | $250.2M | 0.20% | +10,905,830 | New |
| NVIDIA Corp | 7,716,050 | $177.0M | 4.61% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,198,999 | $165.1M | 0.19% | +7,198,999 | New |
| Situational Awareness LP | 6,064,155 | $139.1M | 6.20% | −527,645−8.0% | Reduced |
| Geode Capital Management, LLC | 5,981,592 | $137.2M | 0.01% | +973,845+19.4% | Added |
| State Street Corp | 4,848,822 | $111.2M | 0.00% | +732,889+17.8% | Added |
| BNP Paribas Arbitrage, SA | 4,685,538 | $107.5M | 0.08% | −534,027−10.2% | Reduced |
| Price T Rowe Associates Inc | 4,103,972 | $94.1M | 0.01% | +3,976,151+3,110.7% | Added |
| Citadel Advisors LLC | 3,971,115 | $91.1M | 0.07% | +605,889+18.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,199,135 | $73.4M | 0.12% | +537,839+20.2% | Added |
| Renaissance Technologies LLC | 3,178,300 | $72.9M | 0.10% | +1,600,300+101.4% | Added |
| Two Sigma Investments, LP | 3,031,154 | $69.5M | 0.11% | +3,031,154 | New |
| Morgan Stanley | 2,585,357 | $59.3M | 0.00% | −1,339,122−34.1% | Reduced |
| UBS Group AG | 2,122,830 | $48.7M | 0.01% | +1,850,705+680.1% | Added |
| Charles Schwab Investment Management Inc | 2,100,308 | $48.2M | 0.01% | +234,555+12.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,055,489 | $47.2M | 0.03% | +2,055,489 | New |
| Northern Trust Corp | 1,989,477 | $45.6M | 0.01% | +328,352+19.8% | Added |
| Wells Fargo & Company | 1,811,950 | $41.6M | 0.01% | +1,634,199+919.4% | Added |
| Marshall Wace, LLP | 1,681,848 | $38.6M | 0.04% | +1,027,655+157.1% | Added |
| Plustick Management LLC | 1,640,000 | $37.6M | 15.78% | −550,000−25.1% | Reduced |
| B. Riley Asset Management, LLC | 1,631,453 | $37.4M | 95.23% | 00.0% | Unchanged |
| HRT Financial LP | 1,623,112 | $37.2M | 0.14% | +157,412+10.7% | Added |
| Goldman Sachs Group Inc | 1,498,991 | $34.4M | 0.00% | −2,816,695−65.3% | Reduced |
| Bank of America Corp | 1,490,650 | $34.2M | 0.00% | +1,166,903+360.4% | Added |
| Voya Investment Management LLC | 1,464,909 | $33.6M | 0.03% | +1,173,929+403.4% | Added |
| Van Eck Associates Corp | 1,415,462 | $32.5M | 0.03% | −2,402,482−62.9% | Reduced |
| Driehaus Capital Management LLC | 1,397,421 | $32.1M | 0.23% | +349,672+33.4% | Added |
| Oasis Management Co Ltd. | 1,032,817 | $23.7M | 4.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 965,132 | $22.1M | 0.00% | −374,320−27.9% | Reduced |
| Exchange Traded Concepts, LLC | 955,629 | $21.9M | 0.21% | +225,074+30.8% | Added |
| Boothbay Fund Management, LLC | 906,203 | $20.8M | 0.54% | +1,225+0.1% | Added |
| Clear Street Group Inc. | 867,597 | $19.9M | 0.10% | +867,597 | New |
| Vident Advisory, LLC | 760,604 | $17.4M | 0.17% | −201,230−20.9% | Reduced |
| Voloridge Investment Management, LLC | 754,155 | $17.3M | 0.06% | −2,512,009−76.9% | Reduced |
| SEI Investments Co | 677,106 | $15.5M | 0.02% | +52,816+8.5% | Added |
| Bank of New York Mellon Corp | 617,902 | $14.2M | 0.00% | +90,572+17.2% | Added |
| Next Century Growth Investors LLC | 610,193 | $14.0M | 1.02% | +610,193 | New |
| Nomura Holdings Inc | 591,266 | $13.6M | 0.06% | +208,122+54.3% | Added |
| Clearfield Capital Management LP | 549,479 | $12.6M | 7.54% | −19,700−3.5% | Reduced |
| Nuveen, LLC | 517,195 | $11.9M | 0.00% | +286,886+124.6% | Added |
| Wellington Management Group LLP | 507,517 | $11.6M | 0.00% | +507,517 | New |
| Hunter Associates Investment Management LLC | 502,820 | $11.5M | 1.60% | −86,273−14.6% | Reduced |
| UBS Asset Management Americas Inc | 463,363 | $10.6M | 0.00% | +278,400+150.5% | Added |
| LPL Financial LLC | 461,637 | $10.6M | 0.00% | +15,226+3.4% | Added |
| Royal Bank of Canada | 456,923 | $10.5M | 0.00% | +126,799+38.4% | Added |
| First Trust Advisors LP | 440,172 | $10.1M | 0.01% | +440,172 | New |
| Y-Intercept (Hong Kong) Ltd | 433,973 | $9.96M | 0.24% | −125,344−22.4% | Reduced |
| Headlands Technologies LLC | 425,532 | $9.76M | 0.78% | +47,081+12.4% | Added |
| Thor Investment Management Inc | 422,866 | $9.70M | 5.84% | −26,972−6.0% | Reduced |
| Lord, Abbett & Co. LLC | 398,455 | $9.14M | 0.03% | +398,455 | New |
| Swiss National Bank | 391,300 | $8.98M | 0.01% | +47,800+13.9% | Added |
| Barclays PLC | 384,262 | $8.81M | 0.00% | +11,220+3.0% | Added |
| Millennium Management LLC | 370,461 | $8.50M | 0.01% | −166,350−31.0% | Reduced |
| Stifel Financial Corp | 364,531 | $8.36M | 0.01% | +66,377+22.3% | Added |
| Raymond James Financial Inc | 322,317 | $7.39M | 0.00% | +133,522+70.7% | Added |
| Aristeia Capital LLC | 320,169 | $7.34M | 0.23% | −13,131−3.9% | Reduced |
| Group One Trading, L.P. | 318,688 | $7.31M | 0.22% | −10,179−3.1% | Reduced |
| Tudor Investment Corp Et Al | 312,011 | $7.16M | 0.05% | −629,997−66.9% | Reduced |
| Rhumbline Advisers | 310,265 | $7.12M | 0.01% | +40,230+14.9% | Added |
| SG Americas Securities, LLC | 281,871 | $6.47M | 0.02% | +227,528+418.7% | Added |
| Deutsche Bank AG | 278,033 | $6.38M | 0.00% | +151,372+119.5% | Added |
| Arete Wealth Advisors, LLC | 274,725 | $6.30M | 0.39% | −134,149−32.8% | Reduced |
| EAM Investors, LLC | 276,056 | $6.23M | 0.71% | −14,020−4.8% | Reduced |
| Squarepoint Ops LLC | 253,583 | $5.82M | 0.01% | +242,163+2,120.5% | Added |
| National Bank of Canada | 253,200 | $5.81M | 0.01% | +224,800+791.5% | Added |
| Harvey Partners, LLC | 250,000 | $5.74M | 0.52% | 00.0% | Unchanged |
| Simplex Trading, LLC | 242,800 | $5.57M | 0.12% | −101,661−29.5% | Reduced |
| Alliancebernstein L.P. | 218,398 | $5.01M | 0.00% | +20,061+10.1% | Added |
| Legal & General Group Plc | 217,205 | $4.98M | 0.00% | +23,111+11.9% | Added |
| Nicholas Investment Partners, LP | 208,919 | $4.79M | 0.37% | +208,919 | New |
| Kestra Advisory Services, LLC | 199,024 | $4.57M | 0.02% | −26,388−11.7% | Reduced |
| Ghisallo Capital Management LLC | 197,000 | $4.52M | 0.15% | 00.0% | Unchanged |
| California State Teachers Retirement System | 191,072 | $4.38M | 0.00% | +31,519+19.8% | Added |
| Tactive Advisors, LLC | 182,387 | $4.18M | 1.18% | +14,086+8.4% | Added |
| FMR LLC | 178,443 | $4.09M | 0.00% | +162,400+1,012.3% | Added |
| National Asset Management, Inc. | 170,661 | $3.91M | 0.19% | −34,137−16.7% | Reduced |
| Caption Management, LLC | 170,300 | $3.91M | 0.23% | +35,500+26.3% | Added |
| Walleye Capital LLC | 168,273 | $3.86M | 0.03% | +158,956+1,706.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 164,191 | $3.77M | 0.00% | +19,198+13.2% | Added |
| Invesco Ltd. | 163,299 | $3.75M | 0.00% | −56,459−25.7% | Reduced |
| Gillson Capital LP | 160,600 | $3.68M | 0.32% | +160,600 | New |
| Federated Hermes, Inc. | 139,671 | $3.20M | 0.01% | +139,671 | New |
| Virtu Financial LLC | 139,021 | $3.19M | 0.18% | +139,021 | New |
| Victory Capital Management Inc | 137,576 | $3.16M | 0.00% | +118,425+618.4% | Added |
| Algert Global LLC | 137,210 | $3.15M | 0.05% | +137,210 | New |
| Agp Franklin, LLC | 136,848 | $3.14M | 1.53% | +136,848 | New |
| State of New Jersey Common Pension Fund D | 134,880 | $3.09M | 0.01% | +134,880 | New |
| Neuberger Berman Group LLC | 131,599 | $3.02M | 0.00% | −82,771−38.6% | Reduced |
| Azora Capital LP | 130,777 | $3.00M | 0.14% | +130,777 | New |
| Two Sigma Advisers, LP | 129,398 | $2.97M | 0.01% | +129,398 | New |
| Cetera Investment Advisers | 128,111 | $2.94M | 0.00% | +66,455+107.8% | Added |
| Vennlight Capital Management, LP | 125,000 | $2.87M | 3.73% | +125,000 | New |
| MetLife Investment Management | 124,991 | $2.87M | 0.01% | +124,991 | New |
| New York State Common Retirement Fund | 122,960 | $2.82M | 0.00% | +73,341+147.8% | Added |
| Manufacturers Life Insurance Company, The | 121,013 | $2.78M | 0.00% | +25,098+26.2% | Added |
| Uniting Wealth Partners, LLC | 110,133 | $2.53M | 0.60% | +14,533+15.2% | Added |
| Stratos Wealth Partners, LTD. | 105,782 | $2.43M | 0.03% | +91,932+663.8% | Added |