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 |
|---|---|---|---|---|---|
| Evolution Wealth Management Inc. | 1,700 | $41.7K | 0.03% | +100+6.3% | Added |
| CrossGen Wealth, LLC | 1,755 | $43.0K | 0.04% | +1,755 | New |
| Centiva Capital, LP | 1,895 | $46.5K | 0.00% | +1,895 | New |
| Natixis | 1,926 | $47.2K | 0.00% | −7,064−78.6% | Reduced |
| Whipplewood Advisors, LLC | 1,950 | $47.8K | 0.03% | +400+25.8% | Added |
| Vermillion Wealth Management, Inc. | 1,980 | $48.5K | 0.02% | +1,980 | New |
| Clearstead Advisors, LLC | 1,994 | $48.9K | 0.00% | +1,994 | New |
| MRP Capital Investments, LLC | 2,000 | $49.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,000 | $49.0K | 0.00% | +2,000 | New |
| Optima Capital LLC | 2,000 | $49.0K | 0.02% | +2,000 | New |
| Cornerstone Planning Group LLC | 1,309 | $52.6K | 0.01% | −150−10.3% | Reduced |
| Danske Bank A/S | 2,200 | $53.9K | 0.00% | +2,200 | New |
| Root Financial Partners, LLC | 2,234 | $54.8K | 0.00% | +2,161+2,960.3% | Added |
| CoreCap Advisors, LLC | 2,416 | $59.2K | 0.00% | +612+33.9% | Added |
| Tucker Asset Management LLC | 2,922 | $71.6K | 0.02% | +2,922 | New |
| Federation des caisses Desjardins du Quebec | 3,069 | $75.2K | 0.00% | +678+28.4% | Added |
| Greenline Wealth Management LLC | 3,206 | $78.6K | 0.08% | +3,206 | New |
| Atlantic Union Bankshares Corp | 3,306 | $81.1K | 0.00% | +791+31.5% | Added |
| Spire Wealth Management | 3,325 | $81.5K | 0.00% | −534−13.8% | Reduced |
| State of Wyoming | 3,326 | $81.6K | 0.01% | +905+37.4% | Added |
| SJS Investment Consulting Inc. | 3,365 | $82.5K | 0.01% | −1,477−30.5% | Reduced |
| Truvestments Capital LLC | 3,476 | $85.2K | 0.02% | +726+26.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,497 | $86.0K | 0.00% | +1,515+76.4% | Added |
| RiverPark Advisors, LLC | 3,793 | $93.0K | 0.03% | +1,575+71.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,800 | $93.2K | 0.01% | +300+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,089 | $100.3K | 0.00% | +178+4.6% | Added |
| Vontobel Holding Ltd. | 4,283 | $105.0K | 0.00% | −1,740−28.9% | Reduced |
| Sterling Capital Management LLC | 4,480 | $109.8K | 0.00% | +514+13.0% | Added |
| Alphadyne Asset Management LP | 4,576 | $112.2K | 0.01% | +4,576 | New |
| Allworth Financial LP | 4,751 | $116.5K | 0.00% | +3,005+172.1% | Added |
| Global Retirement Partners, LLC | 4,845 | $118.8K | 0.00% | −9,043−65.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,920 | $120.6K | 0.00% | −4,301−46.6% | Reduced |
| Private Wealth Asset Management, LLC | 5,000 | $122.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,045 | $123.7K | 0.00% | +5,045 | New |
| Omega Financial Group, LLC | 5,734 | $140.6K | 0.05% | +5,734 | New |
| SageView Advisory Group, LLC | 5,856 | $143.6K | 0.00% | +5,856 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 6,227 | $152.7K | 0.00% | +6,227 | New |
| Advisors Asset Management, Inc. | 6,246 | $153.2K | 0.00% | +3,608+136.8% | Added |
| Benson Wealth Management INC | 6,558 | $160.8K | 0.18% | +6,558 | New |
| CWM, LLC | 6,743 | $165.0K | 0.00% | +1,098+19.5% | Added |
| US Bancorp | 7,021 | $172.2K | 0.00% | +333+5.0% | Added |
| Amalgamated Bank | 7,472 | $183.0K | 0.00% | +631+9.2% | Added |
| KBC Group NV | 7,450 | $183.0K | 0.00% | +1,537+26.0% | Added |
| IFP Advisors, Inc | 7,795 | $191.1K | 0.00% | +1,508+24.0% | Added |
| Mackenzie Financial Corp | 8,366 | $201.1K | 0.00% | −4,244−33.7% | Reduced |
| Keynote Financial Services LLC | 8,216 | $201.5K | 0.11% | −2,133−20.6% | Reduced |
| Janney Montgomery Scott LLC | 8,265 | $203.0K | 0.00% | +8,265 | New |
| AE Wealth Management LLC | 8,289 | $203.2K | 0.00% | +8,289 | New |
| bLong Financial, LLC | 8,300 | $203.5K | 0.14% | +8,300 | New |
| Dudley Capital Management, LLC | 8,300 | $203.5K | 0.09% | +8,300 | New |
| Farther Finance Advisors, LLC | 8,317 | $203.9K | 0.00% | +6,011+260.7% | Added |
| Teacher Retirement System of Texas | 8,328 | $204.2K | 0.00% | −17,912−68.3% | Reduced |
| CIBC World Markets Inc. | 8,700 | $213.3K | 0.00% | +8,700 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,900 | $218.2K | 0.05% | +2,400+36.9% | Added |
| Cerity Partners LLC | 8,908 | $218.4K | 0.00% | +8,908 | New |
| Rafferty Asset Management, LLC | 8,912 | $218.5K | 0.00% | +8,912 | New |
| Optiver Holding B.V. | 8,954 | $219.6K | 0.00% | +8,954 | New |
| Integrated Quantitative Investments LLC | 8,982 | $220.2K | 0.05% | +8,982 | New |
| Harbour Investments, Inc. | 9,044 | $221.8K | 0.00% | +8,011+775.5% | Added |
| Golden State Equity Partners | 9,089 | $222.9K | 0.04% | +9,089 | New |
| Mann Financial Group, Inc. | 9,140 | $224.1K | 0.22% | 00.0% | Unchanged |
| Lake Street Financial LLC | 9,175 | $225.0K | 0.03% | −2,500−21.4% | Reduced |
| Wedbush Securities Inc | 9,165 | $225.0K | 0.01% | −1,620−15.0% | Reduced |
| Independent Advisor Alliance | 9,215 | $226.0K | 0.01% | +407+4.6% | Added |
| Bridgefront Capital, LLC | 9,264 | $227.2K | 0.06% | +9,264 | New |
| Brookstone Capital Management | 9,275 | $227.4K | 0.00% | +321+3.6% | Added |
| ProCore Advisors, LLC | 9,406 | $230.6K | 0.24% | +9,406 | New |
| Mangrove Partners | 9,643 | $236.4K | 0.02% | +9,643 | New |
| Strategies Wealth Advisors, LLC | 10,020 | $245.7K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 10,231 | $250.9K | 0.00% | +397+4.0% | Added |
| Quantinno Capital Management LP | 10,272 | $251.9K | 0.00% | −81,073−88.8% | Reduced |
| Wealthspire Advisors, LLC | 10,276 | $252.0K | 0.00% | +8,976+690.5% | Added |
| Cresset Asset Management, LLC | 10,608 | $260.1K | 0.00% | +10,608 | New |
| Mayfair Advisory Group, LLC | 9,282 | $260.9K | 0.10% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,695 | $262.2K | 0.01% | +10,695 | New |
| Dynamic Advisor Solutions LLC | 10,845 | $265.9K | 0.01% | −656−5.7% | Reduced |
| Neuberger Berman Group LLC | 11,026 | $270.4K | 0.00% | −120,573−91.6% | Reduced |
| Gsa Capital Partners LLP | 11,190 | $274.0K | 0.02% | +527+4.9% | Added |
| M&T Bank Corp | 11,216 | $275.3K | 0.00% | +11,216 | New |
| Valeo Financial Advisors, LLC | 11,533 | $282.8K | 0.01% | +2,685+30.3% | Added |
| Shelton Wealth Management, LLC | 11,925 | $292.4K | 0.13% | +1,612+15.6% | Added |
| LBMC Investment Advisors, LLC | 11,930 | $292.5K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 12,005 | $294.4K | 0.00% | +1,898+18.8% | Added |
| Tower Research Capital LLC (TRC) | 12,038 | $295.2K | 0.01% | −45,301−79.0% | Reduced |
| Bank of Montreal | 12,374 | $303.4K | 0.00% | +12,374 | New |
| JustInvest LLC | 12,966 | $317.9K | 0.00% | +1,658+14.7% | Added |
| Principal Financial Group Inc | 13,121 | $321.7K | 0.00% | −2,932−18.3% | Reduced |
| Chesapeake Capital Corp | 13,165 | $322.8K | 0.27% | 00.0% | Unchanged |
| Krilogy Financial LLC | 9,023 | $326.5K | 0.01% | +9,023 | New |
| R Squared Ltd | 13,403 | $328.6K | 0.15% | +1,767+15.2% | Added |
| Leonteq Securities AG | 13,641 | $334.5K | 0.02% | −23,089−62.9% | Reduced |
| Equitable Holdings, Inc. | 13,965 | $342.4K | 0.00% | +13,965 | New |
| Flagship Harbor Advisors, LLC | 13,980 | $342.8K | 0.02% | −1,950−12.2% | Reduced |
| Verity Asset Management, Inc. | 14,205 | $348.3K | 0.15% | −5,824−29.1% | Reduced |
| Assetmark, Inc | 14,223 | $348.7K | 0.00% | +14,223 | New |
| Engineers Gate Manager LP | 14,229 | $348.9K | 0.00% | +14,229 | New |
| Millington Financial Advisors, LLC | 10,000 | $349.5K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,564 | $357.1K | 0.00% | +8,613+144.7% | Added |
| Richmond Investment Services, LLC | 14,682 | $360.0K | 0.06% | +3,792+34.8% | Added |
| Abel Hall, LLC | 14,736 | $361.3K | 0.08% | +14,736 | New |