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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 2 | $49 | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 4 | $98 | 0.00% | +4 | New |
| DV Trading LLC | 7 | $172 | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 8 | $196 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 11 | $270 | 0.00% | +11 | New |
| Walleye Capital LLC | 13 | $319 | 0.00% | −168,260−100.0% | Reduced |
| Comerica Bank | 16 | $392 | 0.00% | +16 | New |
| Bare Financial Services, Inc | 18 | $441 | 0.00% | +18 | New |
| TFC Financial Management | 22 | $540 | 0.00% | −4−15.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 24 | $587 | 0.00% | +24 | New |
| Strategic Advocates LLC | 25 | $602 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $613 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $687 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $981 | 0.00% | +40 | New |
| Avion Wealth | 64 | $1.00K | 0.00% | −42−39.6% | Reduced |
| Covestor Ltd | 26 | $1.00K | 0.00% | +9+52.9% | Added |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| Founders Capital Management | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $1.51K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 74 | $1.81K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $1.86K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $2.24K | 0.00% | +60 | New |
| Larson Financial Group LLC | 95 | $2.33K | 0.00% | −1,036−91.6% | Reduced |
| TD Capital Management LLC | 96 | $2.35K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 98 | $2.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $2.45K | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 100 | $2.45K | 0.00% | +100 | New |
| Triumph Capital Management | 102 | $2.50K | 0.00% | +102 | New |
| Silicon Valley Capital Partners | 110 | $2.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 115 | $2.82K | 0.00% | −133−53.6% | Reduced |
| Roble, Belko & Company, Inc | 123 | $3.00K | 0.00% | +12+10.8% | Added |
| Parkside Financial Bank & Trust | 129 | $3.16K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 130 | $3.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 132 | $3.24K | 0.00% | +132 | New |
| Marquette Asset Management, LLC | 134 | $3.29K | 0.00% | +78+139.3% | Added |
| Eastern Bank | 141 | $3.46K | 0.00% | +141 | New |
| LRI Investments, LLC | 145 | $3.56K | 0.00% | +49+51.0% | Added |
| Quadrant Capital Group LLC | 151 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 167 | $4.09K | 0.00% | +22+15.2% | Added |
| Bell Investment Advisors, Inc | 187 | $4.59K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 221 | $5.42K | 0.00% | +20+10.0% | Added |
| Delos Wealth Advisors, LLC | 232 | $5.69K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 240 | $6.00K | 0.01% | +240 | New |
| Caldwell Trust Co | 250 | $6.13K | 0.00% | +250 | New |
| Financial Consulate, Inc | 259 | $6.35K | 0.00% | +259 | New |
| Rothschild Investment LLC | 285 | $6.99K | 0.00% | −5−1.7% | Reduced |
| Quarry LP | 290 | $7.11K | 0.00% | −1,270−81.4% | Reduced |
| CVA Family Office, LLC | 300 | $7.36K | 0.00% | +150+100.0% | Added |
| Golden State Wealth Management, LLC | 310 | $7.60K | 0.00% | +310 | New |
| Creative Financial Designs Inc | 323 | $7.92K | 0.00% | +100+44.8% | Added |
| Valley National Advisers Inc | 350 | $8.00K | 0.00% | +200+133.3% | Added |
| Adirondack Trust Co | 345 | $8.46K | 0.00% | +345 | New |
| Bartlett & Co. Wealth Management LLC | 350 | $8.58K | 0.00% | −500−58.8% | Reduced |
| Smartleaf Asset Management LLC | 367 | $8.84K | 0.00% | +269+274.5% | Added |
| Tradewinds Capital Management, LLC | 370 | $9.07K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 400 | $9.81K | 0.01% | +400 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 400 | $10.0K | 0.00% | +400 | New |
| Curio Wealth, LLC | 406 | $10.4K | 0.00% | +6+1.5% | Added |
| Vision Financial Markets LLC | 445 | $10.9K | 0.01% | +445 | New |
| Signaturefd, LLC | 476 | $11.7K | 0.00% | +168+54.5% | Added |
| Graney & King, LLC | 492 | $12.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $12.3K | 0.00% | −500−50.0% | Reduced |
| Armstrong Advisory Group, Inc | 577 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 600 | $14.7K | 0.00% | +200+50.0% | Added |
| CIBC Private Wealth Group, LLC | 635 | $15.6K | 0.00% | +266+72.1% | Added |
| SHP Wealth Management | 650 | $15.9K | 0.00% | +650 | New |
| Vermillion & White Wealth Management Group, LLC | 650 | $15.9K | 0.01% | +650 | New |
| Bessemer Group Inc | 673 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 671 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 500 | $17.6K | 0.01% | +500 | New |
| NBC Securities, Inc. | 775 | $19.0K | 0.00% | +775 | New |
| Caitlin John, LLC | 796 | $19.5K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 800 | $19.6K | 0.02% | +400+100.0% | Added |
| Kemnay Advisory Services Inc. | 897 | $22.0K | 0.00% | +897 | New |
| Strategic Wealth Partners, Ltd. | 910 | $22.3K | 0.00% | +45+5.2% | Added |
| Pin Oak Investment Advisors Inc | 655 | $23.0K | 0.02% | +655 | New |
| MCF Advisors LLC | 942 | $23.1K | 0.00% | +208+28.3% | Added |
| N.E.W. Advisory Services LLC | 976 | $23.9K | 0.00% | +426+77.5% | Added |
| Sunbelt Securities, Inc. | 1,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $24.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $24.5K | 0.00% | +1,000 | New |
| Activest Wealth Management | 1,000 | $24.5K | 0.00% | +1,000 | New |
| Noble Wealth Management PBC | 1,000 | $24.5K | 0.01% | +1,000 | New |
| Ameriflex Group, Inc. | 1,000 | $24.5K | 0.01% | +1,000 | New |
| McMillan Office, Inc. | 1,000 | $24.5K | 0.00% | +1,000 | New |
| McGuire Capital Advisors Inc | 1,112 | $27.3K | 0.02% | +1,112 | New |
| Osbon Capital Management LLC | 1,150 | $28.2K | 0.03% | +1,150 | New |
| Parallel Advisors, LLC | 1,156 | $28.3K | 0.00% | +50+4.5% | Added |
| Elequin Capital LP | 1,216 | $29.8K | 0.00% | +1,216 | New |
| Strive Financial Group ,LLC | 1,253 | $30.7K | 0.02% | +1,253 | New |
| DAGCO, Inc. | 1,356 | $33.2K | 0.01% | +200+17.3% | Added |
| GAMMA Investing LLC | 1,376 | $33.7K | 0.00% | +642+87.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,423 | $34.9K | 0.00% | +1,423 | New |
| UMA Financial Services, Inc. | 1,452 | $35.6K | 0.00% | +1,452 | New |
| Center for Financial Planning, Inc. | 1,537 | $37.7K | 0.00% | +1,537 | New |
| Private Trust Co NA | 1,625 | $39.8K | 0.00% | −25−1.5% | Reduced |