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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 15,003 | $367.9K | 0.00% | −8,378−35.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,100 | $370.3K | 0.02% | +4,050+36.7% | Added |
| Prosperity Wealth Management, Inc. | 15,600 | $382.5K | 0.13% | −11,400−42.2% | Reduced |
| CIBC World Markets Corp | 15,735 | $385.8K | 0.00% | +15,735 | New |
| Ensign Peak Advisors, Inc | 15,750 | $386.2K | 0.00% | −21,800−58.1% | Reduced |
| Chicago Partners Investment Group LLC | 10,325 | $389.1K | 0.01% | +1,549+17.7% | Added |
| Geneos Wealth Management Inc. | 15,961 | $391.4K | 0.01% | +6,035+60.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,056 | $395.1K | 0.00% | −4,262−24.6% | Reduced |
| Citadel Advisors LLC | 16,270 | $398.9K | 0.00% | −3,954,845−99.6% | Reduced |
| Visionary Wealth Advisors | 16,277 | $399.1K | 0.02% | +16,277 | New |
| Blair William & Co | 16,859 | $413.4K | 0.00% | −4,469−21.0% | Reduced |
| NWF Advisory Services Inc. | 17,160 | $420.8K | 0.05% | +4,730+38.1% | Added |
| Kovack Advisors, Inc. | 17,669 | $433.2K | 0.02% | +2,764+18.5% | Added |
| Legato Capital Management LLC | 17,720 | $434.5K | 0.04% | −18,619−51.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,823 | $444.8K | 0.00% | +15,823 | New |
| Harbor Capital Advisors, Inc. | 18,417 | $452.0K | 0.04% | +18,417 | New |
| Shay Capital LLC | 18,525 | $454.2K | 0.07% | +18,525 | New |
| Xponance, Inc. | 18,561 | $455.1K | 0.00% | +1,869+11.2% | Added |
| Brevan Howard Capital Management LP | 18,689 | $458.3K | 0.01% | −24,517−56.7% | Reduced |
| Amundi | 19,359 | $474.7K | 0.00% | +12,120+167.4% | Added |
| Ameritas Investment Partners, Inc. | 19,692 | $482.8K | 0.01% | +1,785+10.0% | Added |
| NewEdge Wealth, LLC | 19,772 | $484.8K | 0.01% | +272+1.4% | Added |
| Quad-Cities Investment Group, LLC | 20,063 | $491.9K | 0.20% | +20,063 | New |
| Public Employees Retirement Association of Colorado | 20,082 | $492.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20,204 | $495.4K | 0.00% | −51,013−71.6% | Reduced |
| Genesis Financial Group, LLC | 20,300 | $497.8K | 0.29% | +20,300 | New |
| RSM US Wealth Management LLC | 21,255 | $511.8K | 0.01% | +1,521+7.7% | Added |
| SLT Holdings LLC | 21,000 | $514.9K | 0.34% | −9,000−30.0% | Reduced |
| Crumly & Associates Inc. | 21,270 | $521.5K | 0.11% | −421−1.9% | Reduced |
| Thomist Capital Management, LP | 21,700 | $522.5K | 0.14% | +7,700+55.0% | Added |
| Toroso Investments, LLC | 21,314 | $522.6K | 0.00% | −26,302−55.2% | Reduced |
| Concurrent Investment Advisors, LLC | 21,332 | $523.1K | 0.01% | +318+1.5% | Added |
| Foundations Investment Advisors, LLC | 21,851 | $535.8K | 0.01% | −9,180−29.6% | Reduced |
| Victory Financial Group, LLC | 22,101 | $541.9K | 0.07% | +7,836+54.9% | Added |
| Hollencrest Capital Management | 22,704 | $556.7K | 0.02% | +12,704+127.0% | Added |
| McGuire Investment Group, LLC | 22,737 | $557.5K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,792 | $583.4K | 0.00% | +23,792 | New |
| Redwood Wealth Management Group, LLC | 23,823 | $584.1K | 0.24% | +23,823 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,172 | $592.7K | 0.00% | +6,006+33.1% | Added |
| Knights of Columbus Asset Advisors LLC | 24,368 | $597.5K | 0.03% | +24,368 | New |
| Steward Partners Investment Advisory, LLC | 26,115 | $640.3K | 0.00% | +4,964+23.5% | Added |
| Rockefeller Capital Management L.P. | 26,130 | $640.7K | 0.00% | +72+0.3% | Added |
| Oxinas Partners Wealth Management LLC | 27,065 | $663.6K | 0.32% | +27,065 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,559 | $675.7K | 0.00% | +6,490+30.8% | Added |
| Clear Street Group Inc. | 27,788 | $681.4K | 0.00% | −839,809−96.8% | Reduced |
| Thoroughbred Financial Services, LLC | 27,838 | $682.0K | 0.04% | +27,838 | New |
| Teachers Retirement System of the State of Kentucky | 28,983 | $711.0K | 0.01% | −14,359−33.1% | Reduced |
| Quent Capital, LLC | 29,000 | $711.1K | 0.05% | +29,000 | New |
| Sentinel Trust Co Lba | 29,350 | $720.0K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 29,502 | $723.4K | 0.02% | +9,996+51.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 29,846 | $731.8K | 0.54% | +2,120+7.6% | Added |
| SummitTX Capital, L.P. | 29,997 | $735.5K | 0.02% | +29,997 | New |
| Yorktown Management & Research Co Inc | 30,350 | $744.2K | 0.59% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30,375 | $744.8K | 0.02% | −14,000−31.5% | Reduced |
| Resources Investment Advisors, LLC. | 30,470 | $747.1K | 0.01% | +1,088+3.7% | Added |
| Mission Wealth Management, LP | 30,634 | $751.1K | 0.02% | +17,070+125.8% | Added |
| HighTower Advisors, LLC | 32,043 | $785.7K | 0.00% | +3,419+11.9% | Added |
| Russell Investments Group, Ltd. | 32,663 | $800.9K | 0.00% | +11,718+55.9% | Added |
| Morse Asset Management, Inc | 33,195 | $813.9K | 0.16% | −13,324−28.6% | Reduced |
| SG Americas Securities, LLC | 33,372 | $818.0K | 0.00% | −248,499−88.2% | Reduced |
| STRS Ohio | 33,400 | $819.0K | 0.00% | +9,700+40.9% | Added |
| State Board of Administration of Florida Retirement System | 35,000 | $858.2K | 0.00% | +2,100+6.4% | Added |
| Balboa Wealth Partners | 35,550 | $871.7K | 0.14% | +35,550 | New |
| Wealthfront Advisers LLC | 36,904 | $904.9K | 0.00% | −1,774−4.6% | Reduced |
| XTX Topco Ltd | 37,883 | $928.9K | 0.02% | +19,081+101.5% | Added |
| Fortress Wealth Group, LLC | 27,727 | $939.4K | 0.36% | +32+0.1% | Added |
| Captrust Financial Advisors | 39,238 | $962.1K | 0.00% | +18,612+90.2% | Added |
| Fiduciary Alliance LLC | 39,555 | $969.9K | 0.06% | −200−0.5% | Reduced |
| AQR Capital Management LLC | 41,153 | $1.01M | 0.00% | +16,364+66.0% | Added |
| Mariner, LLC | 41,416 | $1.02M | 0.00% | +29,961+261.6% | Added |
| ProShare Advisors LLC | 44,078 | $1.08M | 0.00% | +7,426+20.3% | Added |
| Pictet Asset Management Holding SA | 44,362 | $1.09M | 0.00% | +9,413+26.9% | Added |
| VGI Partners Ltd | 44,400 | $1.09M | 0.06% | +9,400+26.9% | Added |
| Twin Tree Management, LP | 45,767 | $1.12M | 0.11% | −8,751−16.1% | Reduced |
| Chelsea Counsel Co | 48,575 | $1.19M | 0.51% | −5,485−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 49,786 | $1.22M | 0.00% | −6,843−12.1% | Reduced |
| Concentric Capital Strategies, LP | 50,199 | $1.23M | 0.06% | −7,078−12.4% | Reduced |
| Dupree Financial Group, LLC | 51,400 | $1.26M | 0.46% | +51,400 | New |
| Feynman Point Asset Management LLC | 51,860 | $1.27M | 2.54% | +51,860 | New |
| Prime Capital Investment Advisors, LLC | 52,356 | $1.28M | 0.02% | +52,356 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,530 | $1.29M | 0.00% | +14,195+37.0% | Added |
| KLP Kapitalforvaltning AS | 53,700 | $1.32M | 0.01% | +12,200+29.4% | Added |
| Bannerstone Capital Management, LLC | 54,035 | $1.32M | 1.27% | +54,035 | New |
| Morris Retirement Advisors, LLC | 54,254 | $1.33M | 0.56% | +11,618+27.2% | Added |
| Envestnet Asset Management Inc | 54,811 | $1.34M | 0.00% | +54,811 | New |
| Kestra Private Wealth Services, LLC | 55,462 | $1.36M | 0.02% | +10,089+22.2% | Added |
| ExodusPoint Capital Management, LP | 56,922 | $1.40M | 0.02% | −9,990−14.9% | Reduced |
| Los Angeles Capital Management LLC | 41,513 | $1.41M | 0.00% | +22,414+117.4% | Added |
| International Assets Investment Management, LLC | 57,520 | $1.41M | 0.10% | +57,520 | New |
| Prudential Financial Inc | 59,980 | $1.44M | 0.00% | +32,855+121.1% | Added |
| Jain Global LLC | 59,522 | $1.46M | 0.01% | +17,120+40.4% | Added |
| Quest Partners LLC | 59,679 | $1.46M | 0.08% | +210.0% | Added |
| Headlands Technologies LLC | 59,771 | $1.47M | 0.12% | −365,761−86.0% | Reduced |
| Handelsbanken Fonder AB | 59,800 | $1.47M | 0.00% | +59,800 | New |
| Engle Capital Management, L.P. | 59,900 | $1.47M | 0.57% | +59,900 | New |
| Clear Creek Financial Management, LLC | 63,788 | $1.56M | 0.13% | +4,150+7.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 64,049 | $1.57M | 0.01% | +4,530+7.6% | Added |
| Arizona State Retirement System | 69,859 | $1.71M | 0.01% | +10,174+17.0% | Added |
| TFR Capital, LLC. | 71,006 | $1.74M | 0.58% | +71,006 | New |
| PFG Investments, LLC | 71,060 | $1.74M | 0.08% | +11,250+18.8% | Added |