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, Q4 2025
Institutional positions in Applied Digital Corp. as of Dec 31, 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
- 438
- +71 vs. Q3 2025
- Shares held
- 180.2M
- +2.03M (+1.1%) vs. Q3 2025
- Total value
- $4.42B
- +$334.7M (+8.2%) vs. Q3 2025
- New holders
- 134
- 166 more added
- Sold out
- 63
- 97 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,168,082 | $592.6M | 0.01% | +6,445,908+36.4% | Added |
| Hood River Capital Management LLC | 22,037,431 | $540.4M | 5.92% | +990,777+4.7% | Added |
| BlackRock, Inc. | 20,840,202 | $511.0M | 0.01% | +2,330,591+12.6% | Added |
| Situational Awareness LP | 11,339,060 | $278.0M | 7.10% | +5,274,905+87.0% | Added |
| D. E. Shaw & Co., Inc. | 8,206,550 | $201.2M | 0.15% | −2,699,280−24.8% | Reduced |
| Geode Capital Management, LLC | 6,285,820 | $154.2M | 0.01% | +304,228+5.1% | Added |
| Value Aligned Research Advisors, LLC | 5,643,550 | $138.4M | 2.83% | +5,643,550 | New |
| State Street Corp | 5,430,644 | $133.2M | 0.00% | +581,822+12.0% | Added |
| T. Rowe Price Investment Management, Inc. | 4,209,702 | $103.2M | 0.07% | +2,154,213+104.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,013,947 | $98.4M | 0.15% | +814,812+25.5% | Added |
| Marex Group plc | 3,904,759 | $95.7M | 1.04% | +3,894,639+38,484.6% | Added |
| Bank of America Corp | 3,808,281 | $93.4M | 0.01% | +2,317,631+155.5% | Added |
| UBS Group AG | 3,730,040 | $91.5M | 0.02% | +1,607,210+75.7% | Added |
| Morgan Stanley | 3,561,014 | $87.3M | 0.01% | +975,657+37.7% | Added |
| Charles Schwab Investment Management Inc | 2,200,210 | $53.9M | 0.01% | +99,902+4.8% | Added |
| Northern Trust Corp | 2,059,055 | $50.5M | 0.01% | +69,578+3.5% | Added |
| Van Eck Associates Corp | 1,686,193 | $41.3M | 0.03% | +270,731+19.1% | Added |
| B. Riley Asset Management, LLC | 1,631,453 | $40.0M | 100.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,414,162 | $34.7M | 0.00% | −84,829−5.7% | Reduced |
| JPMorgan Chase & Co | 1,209,201 | $29.6M | 0.00% | +244,069+25.3% | Added |
| HSBC Holdings PLC | 1,167,779 | $29.5M | 0.02% | +1,167,779 | New |
| Voya Investment Management LLC | 1,193,343 | $29.3M | 0.03% | −271,566−18.5% | Reduced |
| Barclays PLC | 1,177,375 | $28.9M | 0.01% | +793,113+206.4% | Added |
| Westfield Capital Management Co LP | 1,034,397 | $25.4M | 0.11% | +1,034,397 | New |
| Lord, Abbett & Co. LLC | 1,027,093 | $25.2M | 0.08% | +628,638+157.8% | Added |
| Quadrature Capital Ltd | 1,015,481 | $24.9M | 0.25% | +1,015,481 | New |
| Plustick Management LLC | 1,000,000 | $24.5M | 10.85% | −640,000−39.0% | Reduced |
| Franklin Resources Inc | 872,669 | $21.4M | 0.01% | +841,414+2,692.1% | Added |
| SEI Investments Co | 822,083 | $20.2M | 0.02% | +144,977+21.4% | Added |
| Bank of New York Mellon Corp | 819,232 | $20.1M | 0.00% | +201,330+32.6% | Added |
| BNP Paribas Arbitrage, SA | 813,106 | $19.9M | 0.01% | −3,872,432−82.6% | Reduced |
| Next Century Growth Investors LLC | 797,237 | $19.5M | 1.36% | +187,044+30.7% | Added |
| Oasis Management Co Ltd. | 732,817 | $18.0M | 2.36% | −300,000−29.0% | Reduced |
| Voloridge Investment Management, LLC | 671,842 | $16.5M | 0.06% | −82,313−10.9% | Reduced |
| Exchange Traded Concepts, LLC | 648,282 | $15.9M | 0.13% | −307,347−32.2% | Reduced |
| Vident Advisory, LLC | 641,152 | $15.7M | 0.15% | −119,452−15.7% | Reduced |
| Wellington Management Group LLP | 630,579 | $15.5M | 0.00% | +123,062+24.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 591,391 | $14.5M | 0.04% | +591,391 | New |
| Jump Financial, LLC | 589,900 | $14.5M | 0.18% | +579,642+5,650.6% | Added |
| LPL Financial LLC | 586,129 | $14.4M | 0.00% | +124,492+27.0% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 580,000 | $14.2M | 3.15% | +580,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 570,087 | $14.0M | 0.02% | +570,087 | New |
| Nuveen, LLC | 548,670 | $13.5M | 0.00% | +31,475+6.1% | Added |
| Clearfield Capital Management LP | 514,379 | $12.6M | 6.81% | −35,100−6.4% | Reduced |
| Boothbay Fund Management, LLC | 496,820 | $12.2M | 0.32% | −409,383−45.2% | Reduced |
| Swiss National Bank | 496,400 | $12.2M | 0.01% | +105,100+26.9% | Added |
| B. Riley Financial, Inc. | 495,000 | $12.1M | 5.19% | +495,000 | New |
| Hunter Associates Investment Management LLC | 495,038 | $12.1M | 1.62% | −7,782−1.5% | Reduced |
| Price T Rowe Associates Inc | 461,126 | $11.3M | 0.00% | −3,642,846−88.8% | Reduced |
| UBS Asset Management Americas Inc | 440,175 | $10.8M | 0.00% | −23,188−5.0% | Reduced |
| BIT Capital GmbH | 426,120 | $10.4M | 0.46% | +426,120 | New |
| Citigroup Inc | 417,309 | $10.2M | 0.01% | +362,439+660.5% | Added |
| Thor Investment Management Inc | 406,502 | $9.97M | 5.72% | −16,364−3.9% | Reduced |
| Federated Hermes, Inc. | 394,173 | $9.67M | 0.02% | +254,502+182.2% | Added |
| Wells Fargo & Company | 378,132 | $9.27M | 0.00% | −1,433,818−79.1% | Reduced |
| Berkshire Capital Holdings Inc | 371,690 | $9.11M | 3.02% | +371,690 | New |
| Raymond James Financial Inc | 360,648 | $8.84M | 0.00% | +38,331+11.9% | Added |
| Ameriprise Financial Inc | 356,401 | $8.74M | 0.00% | +356,401 | New |
| FMR LLC | 336,086 | $8.24M | 0.00% | +157,643+88.3% | Added |
| Stifel Financial Corp | 324,474 | $7.96M | 0.01% | −40,057−11.0% | Reduced |
| Driehaus Capital Management LLC | 321,371 | $7.88M | 0.05% | −1,076,050−77.0% | Reduced |
| Two Sigma Investments, LP | 317,118 | $7.78M | 0.01% | −2,714,036−89.5% | Reduced |
| Nomura Holdings Inc | 306,485 | $7.52M | 0.02% | −284,781−48.2% | Reduced |
| Bleakley Financial Group, LLC | 305,447 | $7.49M | 0.13% | +305,447 | New |
| Norges Bank | 304,700 | $7.47M | 0.00% | +304,700 | New |
| Marshall Wace, LLP | 302,940 | $7.43M | 0.01% | −1,378,908−82.0% | Reduced |
| Deutsche Bank AG | 299,654 | $7.35M | 0.00% | +21,621+7.8% | Added |
| Rhumbline Advisers | 298,268 | $7.31M | 0.01% | −11,997−3.9% | Reduced |
| Spear Advisors LLC | 293,256 | $7.19M | 5.04% | +293,256 | New |
| Millennium Management LLC | 291,315 | $7.14M | 0.01% | −79,146−21.4% | Reduced |
| Squarepoint Ops LLC | 256,587 | $6.29M | 0.01% | +3,004+1.2% | Added |
| Verition Fund Management LLC | 250,402 | $6.14M | 0.03% | +201,016+407.0% | Added |
| Harvey Partners, LLC | 250,000 | $6.13M | 0.55% | 00.0% | Unchanged |
| Caption Management, LLC | 250,000 | $6.13M | 0.27% | +79,700+46.8% | Added |
| First Trust Advisors LP | 249,737 | $6.12M | 0.00% | −190,435−43.3% | Reduced |
| Alliancebernstein L.P. | 249,629 | $6.12M | 0.00% | +31,231+14.3% | Added |
| Man Group plc | 245,311 | $6.02M | 0.01% | +245,311 | New |
| Legal & General Group Plc | 240,967 | $5.91M | 0.00% | +23,762+10.9% | Added |
| California State Teachers Retirement System | 238,097 | $5.84M | 0.01% | +47,025+24.6% | Added |
| Kennedy Capital Management, Inc. | 235,422 | $5.77M | 0.12% | +235,422 | New |
| Simplex Trading, LLC | 233,669 | $5.73M | 0.16% | −9,131−3.8% | Reduced |
| Susquehanna International Group, LLP | 222,292 | $5.45M | 0.01% | +204,945+1,181.4% | Added |
| ArrowMark Colorado Holdings LLC | 219,074 | $5.37M | 0.12% | +219,074 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 207,428 | $5.09M | 0.04% | +207,428 | New |
| Cetera Investment Advisers | 202,662 | $4.97M | 0.01% | +74,551+58.2% | Added |
| FORA Capital, LLC | 201,508 | $4.94M | 0.60% | +157,327+356.1% | Added |
| Arosa Capital Management LP | 200,000 | $4.90M | 3.15% | +186,000+1,328.6% | Added |
| Checchi Capital Advisers, LLC | 199,073 | $4.88M | 0.33% | +180,133+951.1% | Added |
| Kestra Advisory Services, LLC | 198,822 | $4.88M | 0.02% | −202−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 189,103 | $4.64M | 0.32% | −85,622−31.2% | Reduced |
| Janus Henderson Group PLC | 187,604 | $4.60M | 0.00% | +100,175+114.6% | Added |
| State of Wisconsin Investment Board | 182,267 | $4.47M | 0.01% | +107,785+144.7% | Added |
| Invesco Ltd. | 178,565 | $4.38M | 0.00% | +15,266+9.3% | Added |
| Caitong International Asset Management Co., Ltd | 176,515 | $4.33M | 1.06% | +176,515 | New |
| Tactive Advisors, LLC | 175,842 | $4.31M | 1.26% | −6,545−3.6% | Reduced |
| Algert Global LLC | 172,140 | $4.22M | 0.07% | +34,930+25.5% | Added |
| Alight Capital Management LP | 150,000 | $3.68M | 0.99% | +150,000 | New |
| Cannon Capital Management, Inc. | 148,263 | $3.64M | 3.20% | +148,263 | New |
| CAPROCK Group, Inc. | 138,672 | $3.40M | 0.07% | +907+0.7% | Added |
| Agp Franklin, LLC | 137,767 | $3.38M | 1.58% | +919+0.7% | Added |