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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 253,583 | $5.82M | 0.01% | +242,163+2,120.5% | Added |
| EAM Investors, LLC | 276,056 | $6.23M | 0.71% | −14,020−4.8% | Reduced |
| Arete Wealth Advisors, LLC | 274,725 | $6.30M | 0.39% | −134,149−32.8% | Reduced |
| Deutsche Bank AG | 278,033 | $6.38M | 0.00% | +151,372+119.5% | Added |
| SG Americas Securities, LLC | 281,871 | $6.47M | 0.02% | +227,528+418.7% | Added |
| Rhumbline Advisers | 310,265 | $7.12M | 0.01% | +40,230+14.9% | Added |
| Tudor Investment Corp Et Al | 312,011 | $7.16M | 0.05% | −629,997−66.9% | Reduced |
| Group One Trading, L.P. | 318,688 | $7.31M | 0.22% | −10,179−3.1% | Reduced |
| Aristeia Capital LLC | 320,169 | $7.34M | 0.23% | −13,131−3.9% | Reduced |
| Raymond James Financial Inc | 322,317 | $7.39M | 0.00% | +133,522+70.7% | Added |
| Stifel Financial Corp | 364,531 | $8.36M | 0.01% | +66,377+22.3% | Added |
| Millennium Management LLC | 370,461 | $8.50M | 0.01% | −166,350−31.0% | Reduced |
| Barclays PLC | 384,262 | $8.81M | 0.00% | +11,220+3.0% | Added |
| Swiss National Bank | 391,300 | $8.98M | 0.01% | +47,800+13.9% | Added |
| Lord, Abbett & Co. LLC | 398,455 | $9.14M | 0.03% | +398,455 | New |
| Thor Investment Management Inc | 422,866 | $9.70M | 5.84% | −26,972−6.0% | Reduced |
| Headlands Technologies LLC | 425,532 | $9.76M | 0.78% | +47,081+12.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 433,973 | $9.96M | 0.24% | −125,344−22.4% | Reduced |
| First Trust Advisors LP | 440,172 | $10.1M | 0.01% | +440,172 | New |
| Royal Bank of Canada | 456,923 | $10.5M | 0.00% | +126,799+38.4% | Added |
| LPL Financial LLC | 461,637 | $10.6M | 0.00% | +15,226+3.4% | Added |
| UBS Asset Management Americas Inc | 463,363 | $10.6M | 0.00% | +278,400+150.5% | Added |
| Hunter Associates Investment Management LLC | 502,820 | $11.5M | 1.60% | −86,273−14.6% | Reduced |
| Wellington Management Group LLP | 507,517 | $11.6M | 0.00% | +507,517 | New |
| Nuveen, LLC | 517,195 | $11.9M | 0.00% | +286,886+124.6% | Added |
| Clearfield Capital Management LP | 549,479 | $12.6M | 7.54% | −19,700−3.5% | Reduced |
| Nomura Holdings Inc | 591,266 | $13.6M | 0.06% | +208,122+54.3% | Added |
| Next Century Growth Investors LLC | 610,193 | $14.0M | 1.02% | +610,193 | New |
| Bank of New York Mellon Corp | 617,902 | $14.2M | 0.00% | +90,572+17.2% | Added |
| SEI Investments Co | 677,106 | $15.5M | 0.02% | +52,816+8.5% | Added |
| Voloridge Investment Management, LLC | 754,155 | $17.3M | 0.06% | −2,512,009−76.9% | Reduced |
| Vident Advisory, LLC | 760,604 | $17.4M | 0.17% | −201,230−20.9% | Reduced |
| Clear Street Group Inc. | 867,597 | $19.9M | 0.10% | +867,597 | New |
| Boothbay Fund Management, LLC | 906,203 | $20.8M | 0.54% | +1,225+0.1% | Added |
| Exchange Traded Concepts, LLC | 955,629 | $21.9M | 0.21% | +225,074+30.8% | Added |
| JPMorgan Chase & Co | 965,132 | $22.1M | 0.00% | −374,320−27.9% | Reduced |
| Oasis Management Co Ltd. | 1,032,817 | $23.7M | 4.09% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,397,421 | $32.1M | 0.23% | +349,672+33.4% | Added |
| Van Eck Associates Corp | 1,415,462 | $32.5M | 0.03% | −2,402,482−62.9% | Reduced |
| Voya Investment Management LLC | 1,464,909 | $33.6M | 0.03% | +1,173,929+403.4% | Added |
| Bank of America Corp | 1,490,650 | $34.2M | 0.00% | +1,166,903+360.4% | Added |
| Goldman Sachs Group Inc | 1,498,991 | $34.4M | 0.00% | −2,816,695−65.3% | Reduced |
| HRT Financial LP | 1,623,112 | $37.2M | 0.14% | +157,412+10.7% | Added |
| B. Riley Asset Management, LLC | 1,631,453 | $37.4M | 95.23% | 00.0% | Unchanged |
| Plustick Management LLC | 1,640,000 | $37.6M | 15.78% | −550,000−25.1% | Reduced |
| Marshall Wace, LLP | 1,681,848 | $38.6M | 0.04% | +1,027,655+157.1% | Added |
| Wells Fargo & Company | 1,811,950 | $41.6M | 0.01% | +1,634,199+919.4% | Added |
| Northern Trust Corp | 1,989,477 | $45.6M | 0.01% | +328,352+19.8% | Added |
| T. Rowe Price Investment Management, Inc. | 2,055,489 | $47.2M | 0.03% | +2,055,489 | New |
| Charles Schwab Investment Management Inc | 2,100,308 | $48.2M | 0.01% | +234,555+12.6% | Added |
| UBS Group AG | 2,122,830 | $48.7M | 0.01% | +1,850,705+680.1% | Added |
| Morgan Stanley | 2,585,357 | $59.3M | 0.00% | −1,339,122−34.1% | Reduced |
| Two Sigma Investments, LP | 3,031,154 | $69.5M | 0.11% | +3,031,154 | New |
| Renaissance Technologies LLC | 3,178,300 | $72.9M | 0.10% | +1,600,300+101.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,199,135 | $73.4M | 0.12% | +537,839+20.2% | Added |
| Citadel Advisors LLC | 3,971,115 | $91.1M | 0.07% | +605,889+18.0% | Added |
| Price T Rowe Associates Inc | 4,103,972 | $94.1M | 0.01% | +3,976,151+3,110.7% | Added |
| BNP Paribas Arbitrage, SA | 4,685,538 | $107.5M | 0.08% | −534,027−10.2% | Reduced |
| State Street Corp | 4,848,822 | $111.2M | 0.00% | +732,889+17.8% | Added |
| Geode Capital Management, LLC | 5,981,592 | $137.2M | 0.01% | +973,845+19.4% | Added |
| Situational Awareness LP | 6,064,155 | $139.1M | 6.20% | −527,645−8.0% | Reduced |
| Jane Street Group, LLC | 7,198,999 | $165.1M | 0.19% | +7,198,999 | New |
| NVIDIA Corp | 7,716,050 | $177.0M | 4.61% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,905,830 | $250.2M | 0.20% | +10,905,830 | New |
| Vanguard Group Inc | 17,722,174 | $406.5M | 0.01% | +3,339,062+23.2% | Added |
| BlackRock, Inc. | 18,509,611 | $424.6M | 0.01% | +3,762,543+25.5% | Added |
| Hood River Capital Management LLC | 21,046,654 | $482.8M | 5.70% | −812,377−3.7% | Reduced |
| Franklin Resources Inc | 31,255 | – | – | +31,255 | New |
| Johnson Investment Counsel Inc | 200 | – | – | +200 | New |
| Shellback Capital, LP | 0 | $0 | 0.00% | −900,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −677,075−100.0% | Sold out |
| Two Seas Capital LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −453,365−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −184,900−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −99,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −37,886−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −35,346−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −30,816−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −30,099−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −21,657−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −19,262−100.0% | Sold out |
| Lake Hills Wealth Management, LLC | 0 | $0 | 0.00% | −18,224−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −15,818−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −710−100.0% | Sold out |