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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 29,382 | $674.0K | 0.01% | −1,127−3.7% | Reduced |
| SLT Holdings LLC | 30,000 | $688.2K | 0.45% | +12,500+71.4% | Added |
| Aire Advisors, LLC | 30,020 | $688.7K | 0.13% | +20+0.1% | Added |
| Yorktown Management & Research Co Inc | 30,350 | $696.2K | 0.56% | +30,350 | New |
| Foundations Investment Advisors, LLC | 31,031 | $711.9K | 0.01% | +12,400+66.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,378 | $719.8K | 0.02% | +31,378 | New |
| State Board of Administration of Florida Retirement System | 32,900 | $754.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 34,949 | $801.7K | 0.00% | +12,127+53.1% | Added |
| VGI Partners Ltd | 35,000 | $802.9K | 0.06% | +35,000 | New |
| Legato Capital Management LLC | 36,339 | $833.6K | 0.09% | +3,689+11.3% | Added |
| ProShare Advisors LLC | 36,652 | $840.8K | 0.00% | +376+1.0% | Added |
| Leonteq Securities AG | 36,730 | $842.6K | 0.05% | −7,465−16.9% | Reduced |
| Ensign Peak Advisors, Inc | 37,550 | $861.4K | 0.00% | −23,150−38.1% | Reduced |
| Lisanti Capital Growth, LLC | 37,735 | $865.6K | 0.21% | −134,630−78.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,335 | $879.4K | 0.00% | +7,264+23.4% | Added |
| Dimensional Fund Advisors LP | 38,643 | $886.5K | 0.00% | +38,643 | New |
| Wealthfront Advisers LLC | 38,678 | $887.3K | 0.00% | +26,422+215.6% | Added |
| TD Asset Management Inc | 39,324 | $902.1K | 0.00% | +39,324 | New |
| Advisor Group Holdings, Inc. | 52,836 | $905.6K | 0.00% | +12,102+29.7% | Added |
| American Century Companies Inc | 39,726 | $911.3K | 0.00% | −104,752−72.5% | Reduced |
| Fiduciary Alliance LLC | 39,755 | $912.0K | 0.06% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 40,300 | $924.5K | 0.22% | +40,300 | New |
| KLP Kapitalforvaltning AS | 41,500 | $952.0K | 0.00% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 27,695 | $953.3K | 0.41% | +27,695 | New |
| Jain Global LLC | 42,402 | $972.7K | 0.01% | +19,897+88.4% | Added |
| Morris Retirement Advisors, LLC | 42,636 | $978.1K | 0.43% | +42,636 | New |
| Brevan Howard Capital Management LP | 43,206 | $991.1K | 0.01% | −296,553−87.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 43,342 | $994.0K | 0.01% | +43,342 | New |
| Balyasny Asset Management LLC | 43,919 | $1.01M | 0.00% | +43,919 | New |
| FORA Capital, LLC | 44,181 | $1.01M | 0.18% | −502,427−91.9% | Reduced |
| Baker Avenue Asset Management, LP | 44,375 | $1.02M | 0.02% | −8,125−15.5% | Reduced |
| Kestra Private Wealth Services, LLC | 45,373 | $1.04M | 0.01% | +45,373 | New |
| Morse Asset Management, Inc | 46,519 | $1.07M | 0.21% | +46,519 | New |
| Toroso Investments, LLC | 47,616 | $1.09M | 0.00% | +34,451+261.7% | Added |
| GWM Advisors LLC | 48,808 | $1.12M | 0.01% | +29,221+149.2% | Added |
| Verition Fund Management LLC | 49,386 | $1.13M | 0.01% | −607,214−92.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 50,200 | $1.15M | 0.03% | −154,800−75.5% | Reduced |
| Wolverine Trading, LLC | 54,044 | $1.20M | 0.02% | +54,044 | New |
| Chelsea Counsel Co | 54,060 | $1.24M | 0.55% | −3,720−6.4% | Reduced |
| Colony Group, LLC | 54,095 | $1.24M | 0.00% | +54,095 | New |
| Twin Tree Management, LP | 54,518 | $1.25M | 0.06% | +54,518 | New |
| Citigroup Inc | 54,870 | $1.26M | 0.00% | −63,301−53.6% | Reduced |
| Intech Investment Management LLC | 55,302 | $1.27M | 0.01% | −20,065−26.6% | Reduced |
| Nisa Investment Advisors, LLC | 56,629 | $1.30M | 0.01% | +44,608+371.1% | Added |
| Concentric Capital Strategies, LP | 57,277 | $1.31M | 0.06% | +57,277 | New |
| Tower Research Capital LLC (TRC) | 57,339 | $1.32M | 0.04% | +25,286+78.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 59,519 | $1.37M | 0.01% | +19,312+48.0% | Added |
| Clear Creek Financial Management, LLC | 59,638 | $1.37M | 0.12% | −18,745−23.9% | Reduced |
| Quest Partners LLC | 59,658 | $1.37M | 0.09% | +59,658 | New |
| Arizona State Retirement System | 59,685 | $1.37M | 0.01% | +7,293+13.9% | Added |
| PFG Investments, LLC | 59,810 | $1.37M | 0.07% | +19,930+50.0% | Added |
| ExodusPoint Capital Management, LP | 66,912 | $1.53M | 0.02% | −214,523−76.2% | Reduced |
| Jones Financial Companies LLLP | 72,391 | $1.57M | 0.00% | +37,588+108.0% | Added |
| Creative Planning | 69,278 | $1.59M | 0.00% | +17,175+33.0% | Added |
| Lazard Asset Management LLC | 71,217 | $1.63M | 0.00% | −235,705−76.8% | Reduced |
| State of Wisconsin Investment Board | 74,482 | $1.71M | 0.00% | +9,485+14.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 74,904 | $1.72M | 0.54% | −15,096−16.8% | Reduced |
| Private Advisor Group, LLC | 86,727 | $1.99M | 0.01% | −92,035−51.5% | Reduced |
| Janus Henderson Group PLC | 87,429 | $2.00M | 0.00% | +8,729+11.1% | Added |
| LMR Partners LLP | 90,314 | $2.07M | 0.03% | +90,314 | New |
| Quantinno Capital Management LP | 91,345 | $2.10M | 0.01% | +22,928+33.5% | Added |
| Schonfeld Strategic Advisors LLC | 92,551 | $2.12M | 0.01% | +92,551 | New |
| Cambridge Investment Research Advisors, Inc. | 93,691 | $2.15M | 0.01% | +23,111+32.7% | Added |
| Wealth Management Associates, Inc. | 94,660 | $2.17M | 0.77% | +100+0.1% | Added |
| Register Financial Advisors LLC | 95,000 | $2.18M | 0.86% | −16,000−14.4% | Reduced |
| CAPROCK Group, Inc. | 137,765 | $2.20M | 0.05% | +137,765 | New |
| Commonwealth Equity Services, LLC | 104,554 | $2.40M | 0.00% | −63,334−37.7% | Reduced |
| Stratos Wealth Partners, LTD. | 105,782 | $2.43M | 0.03% | +91,932+663.8% | Added |
| Uniting Wealth Partners, LLC | 110,133 | $2.53M | 0.60% | +14,533+15.2% | Added |
| Manufacturers Life Insurance Company, The | 121,013 | $2.78M | 0.00% | +25,098+26.2% | Added |
| New York State Common Retirement Fund | 122,960 | $2.82M | 0.00% | +73,341+147.8% | Added |
| MetLife Investment Management | 124,991 | $2.87M | 0.01% | +124,991 | New |
| Vennlight Capital Management, LP | 125,000 | $2.87M | 3.73% | +125,000 | New |
| Cetera Investment Advisers | 128,111 | $2.94M | 0.00% | +66,455+107.8% | Added |
| Two Sigma Advisers, LP | 129,398 | $2.97M | 0.01% | +129,398 | New |
| Azora Capital LP | 130,777 | $3.00M | 0.14% | +130,777 | New |
| Neuberger Berman Group LLC | 131,599 | $3.02M | 0.00% | −82,771−38.6% | Reduced |
| State of New Jersey Common Pension Fund D | 134,880 | $3.09M | 0.01% | +134,880 | New |
| Agp Franklin, LLC | 136,848 | $3.14M | 1.53% | +136,848 | New |
| Algert Global LLC | 137,210 | $3.15M | 0.05% | +137,210 | New |
| Victory Capital Management Inc | 137,576 | $3.16M | 0.00% | +118,425+618.4% | Added |
| Virtu Financial LLC | 139,021 | $3.19M | 0.18% | +139,021 | New |
| Federated Hermes, Inc. | 139,671 | $3.20M | 0.01% | +139,671 | New |
| Gillson Capital LP | 160,600 | $3.68M | 0.32% | +160,600 | New |
| Invesco Ltd. | 163,299 | $3.75M | 0.00% | −56,459−25.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 164,191 | $3.77M | 0.00% | +19,198+13.2% | Added |
| Walleye Capital LLC | 168,273 | $3.86M | 0.03% | +158,956+1,706.1% | Added |
| Caption Management, LLC | 170,300 | $3.91M | 0.23% | +35,500+26.3% | Added |
| National Asset Management, Inc. | 170,661 | $3.91M | 0.19% | −34,137−16.7% | Reduced |
| FMR LLC | 178,443 | $4.09M | 0.00% | +162,400+1,012.3% | Added |
| Tactive Advisors, LLC | 182,387 | $4.18M | 1.18% | +14,086+8.4% | Added |
| California State Teachers Retirement System | 191,072 | $4.38M | 0.00% | +31,519+19.8% | Added |
| Ghisallo Capital Management LLC | 197,000 | $4.52M | 0.15% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 199,024 | $4.57M | 0.02% | −26,388−11.7% | Reduced |
| Nicholas Investment Partners, LP | 208,919 | $4.79M | 0.37% | +208,919 | New |
| Legal & General Group Plc | 217,205 | $4.98M | 0.00% | +23,111+11.9% | Added |
| Alliancebernstein L.P. | 218,398 | $5.01M | 0.00% | +20,061+10.1% | Added |
| Simplex Trading, LLC | 242,800 | $5.57M | 0.12% | −101,661−29.5% | Reduced |
| Harvey Partners, LLC | 250,000 | $5.74M | 0.52% | 00.0% | Unchanged |
| National Bank of Canada | 253,200 | $5.81M | 0.01% | +224,800+791.5% | Added |