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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 8,808 | $202.1K | 0.01% | +8,808 | New |
| Valeo Financial Advisors, LLC | 8,848 | $203.0K | 0.00% | +8,848 | New |
| Traynor Capital Management, Inc. | 8,881 | $203.7K | 0.01% | +8,881 | New |
| Brookstone Capital Management | 8,954 | $205.4K | 0.00% | +8,954 | New |
| Natixis | 8,990 | $206.2K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 9,045 | $207.5K | 0.01% | +9,045 | New |
| Mann Financial Group, Inc. | 9,140 | $209.7K | 0.21% | +9,140 | New |
| Ci Investments Inc. | 9,165 | $210.0K | 0.00% | −2,043−18.2% | Reduced |
| SRS Capital Advisors, Inc. | 9,221 | $211.5K | 0.00% | +6,471+235.3% | Added |
| Mayfair Advisory Group, LLC | 9,282 | $212.9K | 0.09% | +9,282 | New |
| Advisory Alpha, LLC | 8,290 | $219.4K | 0.01% | +8,290 | New |
| Ethic Inc. | 9,834 | $225.6K | 0.00% | +9,834 | New |
| Geneos Wealth Management Inc. | 9,926 | $227.7K | 0.01% | +9,430+1,901.2% | Added |
| Hollencrest Capital Management | 10,000 | $229.4K | 0.01% | +5,000+100.0% | Added |
| 111 Capital | 10,001 | $229.4K | 0.04% | +10,001 | New |
| Strategies Wealth Advisors, LLC | 10,020 | $229.9K | 0.02% | +10,020 | New |
| Swiss Life Asset Management Ltd | 10,107 | $231.9K | 0.00% | +10,107 | New |
| Marex Group plc | 10,120 | $232.2K | 0.00% | −27,957−73.4% | Reduced |
| Jump Financial, LLC | 10,258 | $235.3K | 0.00% | −150,329−93.6% | Reduced |
| Shelton Wealth Management, LLC | 10,313 | $236.6K | 0.11% | +10,313 | New |
| Keynote Financial Services LLC | 10,349 | $237.4K | 0.14% | +10,349 | New |
| PharVision Advisers, LLC | 10,647 | $244.2K | 0.14% | +10,647 | New |
| Gsa Capital Partners LLP | 10,663 | $245.0K | 0.02% | −42,208−79.8% | Reduced |
| Wedbush Securities Inc | 10,785 | $247.0K | 0.01% | +585+5.7% | Added |
| Richmond Investment Services, LLC | 10,890 | $249.8K | 0.05% | +10,890 | New |
| Royal Fund Management, LLC | 11,050 | $253.5K | 0.03% | +2,900+35.6% | Added |
| Kingswood Wealth Advisors, LLC | 11,050 | $253.5K | 0.02% | +11,050 | New |
| Worth Venture Partners, LLC | 11,250 | $258.1K | 0.76% | +11,250 | New |
| JustInvest LLC | 11,308 | $259.4K | 0.00% | +1,196+11.8% | Added |
| Compass Ion Advisors, LLC | 11,434 | $262.3K | 0.03% | +1,034+9.9% | Added |
| Mariner, LLC | 11,455 | $262.8K | 0.00% | +11,455 | New |
| Dynamic Advisor Solutions LLC | 11,501 | $263.8K | 0.01% | +11,501 | New |
| R Squared Ltd | 11,636 | $266.9K | 0.11% | −812−6.5% | Reduced |
| Lake Street Financial LLC | 11,675 | $267.8K | 0.03% | −75−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,848 | $271.8K | 0.00% | +11,848 | New |
| LBMC Investment Advisors, LLC | 11,930 | $273.7K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 12,000 | $275.3K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,430 | $285.1K | 0.03% | +12,430 | New |
| Limestone Investment Advisors LP | 12,567 | $288.3K | 0.13% | +12,567 | New |
| Mackenzie Financial Corp | 12,610 | $289.3K | 0.00% | −104−0.8% | Reduced |
| Axq Capital, LP | 13,050 | $299.4K | 0.11% | +13,050 | New |
| Chicago Partners Investment Group LLC | 8,776 | $301.3K | 0.01% | +8,776 | New |
| Chesapeake Capital Corp | 13,165 | $302.0K | 0.27% | +13,165 | New |
| Cantor Fitzgerald, L. P. | 13,479 | $309.2K | 0.01% | −12,800−48.7% | Reduced |
| Thomist Capital Management, LP | 14,000 | $310.1K | 0.10% | +14,000 | New |
| Mission Wealth Management, LP | 13,564 | $311.2K | 0.01% | +13,564 | New |
| Global Retirement Partners, LLC | 13,888 | $318.6K | 0.01% | −19,987−59.0% | Reduced |
| Pacific Point Advisors, LLC | 13,900 | $318.9K | 0.19% | +13,900 | New |
| J.W. Cole Advisors, Inc. | 13,931 | $319.6K | 0.01% | +3,191+29.7% | Added |
| Arosa Capital Management LP | 14,000 | $321.2K | 0.49% | +14,000 | New |
| Kovack Advisors, Inc. | 14,905 | $341.9K | 0.03% | +3,370+29.2% | Added |
| Millington Financial Advisors, LLC | 10,000 | $342.4K | 0.17% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 15,600 | $357.9K | 0.07% | +15,600 | New |
| Flagship Harbor Advisors, LLC | 15,930 | $365.4K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 16,053 | $368.3K | 0.00% | +3,580+28.7% | Added |
| Victory Financial Group, LLC | 14,265 | $376.6K | 0.05% | +14,265 | New |
| Xponance, Inc. | 16,692 | $382.9K | 0.00% | +2,845+20.5% | Added |
| Keebeck Wealth Management, LLC | 17,000 | $390.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,347 | $397.9K | 0.00% | −2,492,189−99.3% | Reduced |
| Qsemble Capital Management, LP | 17,672 | $405.4K | 0.04% | −51,480−74.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 17,840 | $409.3K | 0.01% | +17,840 | New |
| Ameritas Investment Partners, Inc. | 17,907 | $410.8K | 0.01% | −155−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,166 | $416.7K | 0.00% | +18,166 | New |
| XTX Topco Ltd | 18,802 | $431.3K | 0.02% | −190,609−91.0% | Reduced |
| Checchi Capital Advisers, LLC | 18,940 | $434.5K | 0.03% | +18,940 | New |
| Los Angeles Capital Management LLC | 19,099 | $438.1K | 0.00% | +19,099 | New |
| Connective Portfolio Management, LLC | 20,000 | $443.0K | 0.78% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19,506 | $447.5K | 0.01% | −22,394−53.4% | Reduced |
| RSM US Wealth Management LLC | 19,734 | $452.7K | 0.01% | +2,177+12.4% | Added |
| Verity Asset Management, Inc. | 20,029 | $459.5K | 0.15% | +20,029 | New |
| Public Employees Retirement Association of Colorado | 20,082 | $461.0K | 0.00% | +20,082 | New |
| Meadowbrook Wealth Management, LLC | 20,350 | $466.8K | 0.49% | +20,350 | New |
| Wealth Enhancement Advisory Services, LLC | 17,318 | $472.8K | 0.00% | +17,318 | New |
| Captrust Financial Advisors | 20,626 | $473.2K | 0.00% | −694−3.3% | Reduced |
| Cannell Capital LLC | 20,681 | $474.4K | 0.12% | +20,681 | New |
| Russell Investments Group, Ltd. | 20,945 | $480.5K | 0.00% | +18,894+921.2% | Added |
| Concurrent Investment Advisors, LLC | 21,014 | $482.1K | 0.01% | +4,905+30.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,069 | $483.3K | 0.00% | +21,069 | New |
| Steward Partners Investment Advisory, LLC | 21,151 | $485.2K | 0.00% | −4,646−18.0% | Reduced |
| Blair William & Co | 21,328 | $489.3K | 0.00% | −116,835−84.6% | Reduced |
| Crumly & Associates Inc. | 21,691 | $497.6K | 0.11% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 22,568 | $517.7K | 0.04% | +22,568 | New |
| McGuire Investment Group, LLC | 22,737 | $521.6K | 0.06% | +22,737 | New |
| CIBC Bancorp USA Inc. | 22,849 | $524.2K | 0.00% | +22,849 | New |
| Guggenheim Capital LLC | 23,381 | $536.4K | 0.00% | +23,381 | New |
| STRS Ohio | 23,700 | $543.7K | 0.00% | +11,100+88.1% | Added |
| Scientech Research LLC | 23,923 | $548.8K | 0.19% | +23,923 | New |
| Fifth Third Wealth Advisors LLC | 24,590 | $564.1K | 0.02% | +24,590 | New |
| AQR Capital Management LLC | 24,789 | $568.7K | 0.00% | +3,829+18.3% | Added |
| Wesbanco Bank Inc | 25,000 | $573.5K | 0.02% | +25,000 | New |
| Moore Capital Management, LP | 25,000 | $573.5K | 0.01% | +25,000 | New |
| SeaCrest Wealth Management, LLC | 20,619 | $576.1K | 0.06% | +4,518+28.1% | Added |
| Rockefeller Capital Management L.P. | 26,058 | $597.8K | 0.00% | −4,030−13.4% | Reduced |
| Teacher Retirement System of Texas | 26,240 | $601.9K | 0.00% | −1,012−3.7% | Reduced |
| Prosperity Wealth Management, Inc. | 27,000 | $619.4K | 0.21% | +27,000 | New |
| Prudential Financial Inc | 27,125 | $622.2K | 0.00% | +4,460+19.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 27,726 | $636.0K | 0.50% | +27,726 | New |
| NewEdge Wealth, LLC | 19,500 | $645.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,624 | $656.6K | 0.00% | +11,505+67.2% | Added |
| Sentinel Trust Co Lba | 29,350 | $673.0K | 0.07% | 00.0% | Unchanged |