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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.

Institutional holdersQ3 2025: 369 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 1 institutionQ1 2022: 1 institutionQ2 2022: 51 institutionsQ3 2022: 62 institutionsQ4 2022: 66 institutionsQ1 2023: 74 institutionsQ2 2023: 127 institutionsQ3 2023: 131 institutionsQ4 2023: 136 institutionsQ1 2024: 116 institutionsQ2 2024: 136 institutionsQ3 2024: 170 institutionsQ4 2024: 246 institutionsQ1 2025: 252 institutionsQ2 2025: 282 institutionsQ3 2025: 369 institutionsQ4 2025: 438 institutionsQ1 2026: 459 institutionsQ2 2026: 567 institutions
Value heldQ3 2025: $4.09B
Q1 2021: $0Q2 2021: $0Q3 2021: $2.90MQ4 2021: $6.08MQ1 2022: $3.79MQ2 2022: $21.6MQ3 2022: $39.1MQ4 2022: $58.0MQ1 2023: $78.4MQ2 2023: $454.6MQ3 2023: $347.3MQ4 2023: $450.6MQ1 2024: $275.6MQ2 2024: $504.2MQ3 2024: $1.12BQ4 2024: $1.12BQ1 2025: $821.4MQ2 2025: $1.45BQ3 2025: $4.09BQ4 2025: $4.42BQ1 2026: $5.01BQ2 2026: $7.85B
Institutions holding APLD and their total value by quarter
QuarterHoldersValue
Q2 2026567$7.85B
Q1 2026459$5.01B
Q4 2025438$4.42B
Q3 2025369$4.09B
Q2 2025282$1.45B
Q1 2025252$821.4M
Q4 2024246$1.12B
Q3 2024170$1.12B
Q2 2024136$504.2M
Q1 2024116$275.6M
Q4 2023136$450.6M
Q3 2023131$347.3M
Q2 2023127$454.6M
Q1 202374$78.4M
Q4 202266$58.0M
Q3 202262$39.1M
Q2 202251$21.6M
Q1 20221$3.79M
Q4 20211$6.08M
Q3 20211$2.90M
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2025.

Institutions holding APLD in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Connective Portfolio Management, LLC20,000$443.0K0.78%00.0%Unchanged
Los Angeles Capital Management LLC19,099$438.1K0.00%+19,099New
Checchi Capital Advisers, LLC18,940$434.5K0.03%+18,940New
XTX Topco Ltd18,802$431.3K0.02%−190,609−91.0%Reduced
Wiley Bros.-Aintree Capital, LLC18,166$416.7K0.00%+18,166New
Ameritas Investment Partners, Inc.17,907$410.8K0.01%−155−0.9%Reduced
Tortoise Capital Advisors, L.L.C.17,840$409.3K0.01%+17,840New
Qsemble Capital Management, LP17,672$405.4K0.04%−51,480−74.4%Reduced
Susquehanna International Group, LLP17,347$397.9K0.00%−2,492,189−99.3%Reduced
Keebeck Wealth Management, LLC17,000$390.0K0.05%00.0%Unchanged
Xponance, Inc.16,692$382.9K0.00%+2,845+20.5%Added
Victory Financial Group, LLC14,265$376.6K0.05%+14,265New
Principal Financial Group Inc16,053$368.3K0.00%+3,580+28.7%Added
Flagship Harbor Advisors, LLC15,930$365.4K0.02%00.0%Unchanged
Bayesian Capital Management, LP15,600$357.9K0.07%+15,600New
Millington Financial Advisors, LLC10,000$342.4K0.17%00.0%Unchanged
Kovack Advisors, Inc.14,905$341.9K0.03%+3,370+29.2%Added
Arosa Capital Management LP14,000$321.2K0.49%+14,000New
J.W. Cole Advisors, Inc.13,931$319.6K0.01%+3,191+29.7%Added
Pacific Point Advisors, LLC13,900$318.9K0.19%+13,900New
Global Retirement Partners, LLC13,888$318.6K0.01%−19,987−59.0%Reduced
Mission Wealth Management, LP13,564$311.2K0.01%+13,564New
Thomist Capital Management, LP14,000$310.1K0.10%+14,000New
Cantor Fitzgerald, L. P.13,479$309.2K0.01%−12,800−48.7%Reduced
Chesapeake Capital Corp13,165$302.0K0.27%+13,165New
Chicago Partners Investment Group LLC8,776$301.3K0.01%+8,776New
Axq Capital, LP13,050$299.4K0.11%+13,050New
Mackenzie Financial Corp12,610$289.3K0.00%−104−0.8%Reduced
Limestone Investment Advisors LP12,567$288.3K0.13%+12,567New
NWF Advisory Services Inc.12,430$285.1K0.03%+12,430New
Noesis Capital Mangement Corp12,000$275.3K0.04%00.0%Unchanged
LBMC Investment Advisors, LLC11,930$273.7K0.02%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp11,848$271.8K0.00%+11,848New
Lake Street Financial LLC11,675$267.8K0.03%−75−0.6%Reduced
R Squared Ltd11,636$266.9K0.11%−812−6.5%Reduced
Dynamic Advisor Solutions LLC11,501$263.8K0.01%+11,501New
Mariner, LLC11,455$262.8K0.00%+11,455New
Compass Ion Advisors, LLC11,434$262.3K0.03%+1,034+9.9%Added
JustInvest LLC11,308$259.4K0.00%+1,196+11.8%Added
Worth Venture Partners, LLC11,250$258.1K0.76%+11,250New
Royal Fund Management, LLC11,050$253.5K0.03%+2,900+35.6%Added
Kingswood Wealth Advisors, LLC11,050$253.5K0.02%+11,050New
Richmond Investment Services, LLC10,890$249.8K0.05%+10,890New
Wedbush Securities Inc10,785$247.0K0.01%+585+5.7%Added
Gsa Capital Partners LLP10,663$245.0K0.02%−42,208−79.8%Reduced
PharVision Advisers, LLC10,647$244.2K0.14%+10,647New
Keynote Financial Services LLC10,349$237.4K0.14%+10,349New
Shelton Wealth Management, LLC10,313$236.6K0.11%+10,313New
Jump Financial, LLC10,258$235.3K0.00%−150,329−93.6%Reduced
Marex Group plc10,120$232.2K0.00%−27,957−73.4%Reduced
Swiss Life Asset Management Ltd10,107$231.9K0.00%+10,107New
Strategies Wealth Advisors, LLC10,020$229.9K0.02%+10,020New
111 Capital10,001$229.4K0.04%+10,001New
Hollencrest Capital Management10,000$229.4K0.01%+5,000+100.0%Added
Geneos Wealth Management Inc.9,926$227.7K0.01%+9,430+1,901.2%Added
Ethic Inc.9,834$225.6K0.00%+9,834New
Advisory Alpha, LLC8,290$219.4K0.01%+8,290New
Mayfair Advisory Group, LLC9,282$212.9K0.09%+9,282New
SRS Capital Advisors, Inc.9,221$211.5K0.00%+6,471+235.3%Added
Ci Investments Inc.9,165$210.0K0.00%−2,043−18.2%Reduced
Mann Financial Group, Inc.9,140$209.7K0.21%+9,140New
GTS Securities LLC9,045$207.5K0.01%+9,045New
Natixis8,990$206.2K0.00%00.0%Unchanged
Brookstone Capital Management8,954$205.4K0.00%+8,954New
Traynor Capital Management, Inc.8,881$203.7K0.01%+8,881New
Valeo Financial Advisors, LLC8,848$203.0K0.00%+8,848New
Independent Advisor Alliance8,808$202.1K0.01%+8,808New
Amundi7,239$200.6K0.00%+7,239New
Amalgamated Bank6,841$157.0K0.00%00.0%Unchanged
US Bancorp6,688$153.4K0.00%−272−3.9%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA6,500$149.1K0.04%00.0%Unchanged
IFP Advisors, Inc6,287$144.2K0.00%+6,287New
Belvedere Trading LLC6,283$144.1K0.01%−343−5.2%Reduced
Vontobel Holding Ltd.6,023$138.2K0.00%+6,023New
The PNC Financial Services Group, Inc.5,951$136.5K0.00%+408+7.4%Added
KBC Group NV5,913$136.0K0.00%00.0%Unchanged
CWM, LLC5,645$129.0K0.00%+2,815+99.5%Added
Advisory Services Network, LLC5,577$127.9K0.00%−83,192−93.7%Reduced
Ameritas Advisory Services, LLC5,500$126.2K0.01%−1,319−19.3%Reduced
Private Wealth Asset Management, LLC5,000$114.7K0.01%00.0%Unchanged
SJS Investment Consulting Inc.4,842$111.1K0.02%+4,842New
Sterling Capital Management LLC3,966$91.0K0.00%+2,496+169.8%Added
Northwestern Mutual Wealth Management Co3,911$89.7K0.00%+1,354+53.0%Added
Spire Wealth Management3,859$88.5K0.00%−960−19.9%Reduced
Newbridge Financial Services Group, Inc.3,500$80.3K0.01%+1,000+40.0%Added
CSS LLC2,786$63.9K0.00%−2,767−49.8%Reduced
Truvestments Capital LLC2,750$63.1K0.01%+500+22.2%Added
Advisors Asset Management, Inc.2,638$60.5K0.00%+2,638New
Atlantic Union Bankshares Corp2,515$57.7K0.00%00.0%Unchanged
State of Wyoming2,421$55.5K0.01%+76+3.2%Added
Federation des caisses Desjardins du Quebec2,391$54.8K0.00%−37−1.5%Reduced
Farther Finance Advisors, LLC2,306$52.9K0.00%+787+51.8%Added
RiverPark Advisors, LLC2,218$50.9K0.02%+2,218New
Cornerstone Planning Group LLC1,459$49.5K0.01%−246−14.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,982$45.0K0.00%+282+16.6%Added
CoreCap Advisors, LLC1,804$41.4K0.00%+1,002+124.9%Added
Allworth Financial LP1,746$40.1K0.00%+719+70.0%Added
Private Trust Co NA1,650$37.9K0.00%−50−2.9%Reduced
Evolution Wealth Management Inc.1,600$36.7K0.04%+807+101.8%Added
Quarry LP1,560$35.8K0.01%+299+23.7%Added