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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 73,790 | $1.81M | 0.04% | +73,790 | New |
| Pension & Wealth Management Advisors, Inc. | 74,904 | $1.84M | 0.54% | 00.0% | Unchanged |
| Intech Investment Management LLC | 75,099 | $1.84M | 0.02% | +19,797+35.8% | Added |
| Vennlight Capital Management, LP | 76,037 | $1.86M | 2.18% | −48,963−39.2% | Reduced |
| National Asset Management, Inc. | 79,203 | $1.94M | 0.09% | −91,458−53.6% | Reduced |
| TD Asset Management Inc | 83,134 | $2.04M | 0.00% | +43,810+111.4% | Added |
| Register Financial Advisors LLC | 84,500 | $2.07M | 0.81% | −10,500−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 84,574 | $2.07M | 0.00% | +31,738+60.1% | Added |
| GWM Advisors LLC | 88,336 | $2.17M | 0.01% | +39,528+81.0% | Added |
| Jones Financial Companies LLLP | 88,982 | $2.18M | 0.00% | +16,591+22.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,083 | $2.19M | 0.00% | −86,108−52.4% | Reduced |
| Point72 Asset Management, L.P. | 92,915 | $2.28M | 0.00% | +92,915 | New |
| Private Advisor Group, LLC | 93,225 | $2.29M | 0.01% | +6,498+7.5% | Added |
| State of New Jersey Common Pension Fund D | 94,433 | $2.32M | 0.01% | −40,447−30.0% | Reduced |
| Wealth Management Associates, Inc. | 95,310 | $2.34M | 0.81% | +650+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,700 | $2.35M | 0.01% | +2,009+2.1% | Added |
| Blackstone Group Inc. | 98,678 | $2.42M | 0.01% | +98,678 | New |
| Creative Planning | 99,286 | $2.43M | 0.00% | +30,008+43.3% | Added |
| Marathon Trading Investment Management LLC | 100,000 | $2.45M | 0.29% | +100,000 | New |
| Gillson Capital LP | 100,800 | $2.47M | 0.16% | −59,800−37.2% | Reduced |
| Nicholas Investment Partners, LP | 102,393 | $2.51M | 0.18% | −106,526−51.0% | Reduced |
| Victory Capital Management Inc | 104,009 | $2.55M | 0.00% | −33,567−24.4% | Reduced |
| Royal Fund Management, LLC | 105,820 | $2.59M | 0.24% | +94,770+857.6% | Added |
| Uniting Wealth Partners, LLC | 106,954 | $2.62M | 0.80% | −3,179−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 109,054 | $2.67M | 0.01% | +109,054 | New |
| Stratos Wealth Partners, LTD. | 110,288 | $2.70M | 0.03% | +4,506+4.3% | Added |
| Royal Bank of Canada | 111,326 | $2.73M | 0.00% | −345,597−75.6% | Reduced |
| CastleKnight Management LP | 111,300 | $2.73M | 0.16% | +111,300 | New |
| Clear Street Markets LLC | 114,000 | $2.80M | 0.50% | +114,000 | New |
| Landscape Capital Management, L.L.C. | 114,198 | $2.80M | 0.19% | +114,198 | New |
| Virtu Financial LLC | 115,953 | $2.84M | 0.11% | −23,068−16.6% | Reduced |
| Manufacturers Life Insurance Company, The | 116,062 | $2.85M | 0.00% | −4,951−4.1% | Reduced |
| National Bank of Canada | 121,000 | $2.97M | 0.00% | −132,200−52.2% | Reduced |
| Colony Group, LLC | 124,659 | $3.06M | 0.00% | +70,564+130.4% | Added |
| MetLife Investment Management | 131,222 | $3.22M | 0.02% | +6,231+5.0% | Added |
| New York State Common Retirement Fund | 131,239 | $3.22M | 0.00% | +8,279+6.7% | Added |
| Commonwealth Equity Services, LLC | 132,898 | $3.26M | 0.00% | +28,344+27.1% | Added |
| Agp Franklin, LLC | 137,767 | $3.38M | 1.58% | +919+0.7% | Added |
| CAPROCK Group, Inc. | 138,672 | $3.40M | 0.07% | +907+0.7% | Added |
| Cannon Capital Management, Inc. | 148,263 | $3.64M | 3.20% | +148,263 | New |
| Alight Capital Management LP | 150,000 | $3.68M | 0.99% | +150,000 | New |
| Algert Global LLC | 172,140 | $4.22M | 0.07% | +34,930+25.5% | Added |
| Tactive Advisors, LLC | 175,842 | $4.31M | 1.26% | −6,545−3.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 176,515 | $4.33M | 1.06% | +176,515 | New |
| Invesco Ltd. | 178,565 | $4.38M | 0.00% | +15,266+9.3% | Added |
| State of Wisconsin Investment Board | 182,267 | $4.47M | 0.01% | +107,785+144.7% | Added |
| Janus Henderson Group PLC | 187,604 | $4.60M | 0.00% | +100,175+114.6% | Added |
| Arete Wealth Advisors, LLC | 189,103 | $4.64M | 0.32% | −85,622−31.2% | Reduced |
| Kestra Advisory Services, LLC | 198,822 | $4.88M | 0.02% | −202−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 199,073 | $4.88M | 0.33% | +180,133+951.1% | Added |
| Arosa Capital Management LP | 200,000 | $4.90M | 3.15% | +186,000+1,328.6% | Added |
| FORA Capital, LLC | 201,508 | $4.94M | 0.60% | +157,327+356.1% | Added |
| Cetera Investment Advisers | 202,662 | $4.97M | 0.01% | +74,551+58.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 207,428 | $5.09M | 0.04% | +207,428 | New |
| ArrowMark Colorado Holdings LLC | 219,074 | $5.37M | 0.12% | +219,074 | New |
| Susquehanna International Group, LLP | 222,292 | $5.45M | 0.01% | +204,945+1,181.4% | Added |
| Simplex Trading, LLC | 233,669 | $5.73M | 0.16% | −9,131−3.8% | Reduced |
| Kennedy Capital Management, Inc. | 235,422 | $5.77M | 0.12% | +235,422 | New |
| California State Teachers Retirement System | 238,097 | $5.84M | 0.01% | +47,025+24.6% | Added |
| Legal & General Group Plc | 240,967 | $5.91M | 0.00% | +23,762+10.9% | Added |
| Man Group plc | 245,311 | $6.02M | 0.01% | +245,311 | New |
| Alliancebernstein L.P. | 249,629 | $6.12M | 0.00% | +31,231+14.3% | Added |
| First Trust Advisors LP | 249,737 | $6.12M | 0.00% | −190,435−43.3% | Reduced |
| 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 |
| Verition Fund Management LLC | 250,402 | $6.14M | 0.03% | +201,016+407.0% | Added |
| Squarepoint Ops LLC | 256,587 | $6.29M | 0.01% | +3,004+1.2% | Added |
| Millennium Management LLC | 291,315 | $7.14M | 0.01% | −79,146−21.4% | Reduced |
| Spear Advisors LLC | 293,256 | $7.19M | 5.04% | +293,256 | New |
| Rhumbline Advisers | 298,268 | $7.31M | 0.01% | −11,997−3.9% | Reduced |
| Deutsche Bank AG | 299,654 | $7.35M | 0.00% | +21,621+7.8% | Added |
| Marshall Wace, LLP | 302,940 | $7.43M | 0.01% | −1,378,908−82.0% | Reduced |
| Norges Bank | 304,700 | $7.47M | 0.00% | +304,700 | New |
| Bleakley Financial Group, LLC | 305,447 | $7.49M | 0.13% | +305,447 | New |
| Nomura Holdings Inc | 306,485 | $7.52M | 0.02% | −284,781−48.2% | Reduced |
| Two Sigma Investments, LP | 317,118 | $7.78M | 0.01% | −2,714,036−89.5% | Reduced |
| Driehaus Capital Management LLC | 321,371 | $7.88M | 0.05% | −1,076,050−77.0% | Reduced |
| Stifel Financial Corp | 324,474 | $7.96M | 0.01% | −40,057−11.0% | Reduced |
| FMR LLC | 336,086 | $8.24M | 0.00% | +157,643+88.3% | Added |
| Ameriprise Financial Inc | 356,401 | $8.74M | 0.00% | +356,401 | New |
| Raymond James Financial Inc | 360,648 | $8.84M | 0.00% | +38,331+11.9% | Added |
| Berkshire Capital Holdings Inc | 371,690 | $9.11M | 3.02% | +371,690 | New |
| Wells Fargo & Company | 378,132 | $9.27M | 0.00% | −1,433,818−79.1% | Reduced |
| Federated Hermes, Inc. | 394,173 | $9.67M | 0.02% | +254,502+182.2% | Added |
| Thor Investment Management Inc | 406,502 | $9.97M | 5.72% | −16,364−3.9% | Reduced |
| Citigroup Inc | 417,309 | $10.2M | 0.01% | +362,439+660.5% | Added |
| BIT Capital GmbH | 426,120 | $10.4M | 0.46% | +426,120 | New |
| UBS Asset Management Americas Inc | 440,175 | $10.8M | 0.00% | −23,188−5.0% | Reduced |
| Price T Rowe Associates Inc | 461,126 | $11.3M | 0.00% | −3,642,846−88.8% | Reduced |
| Hunter Associates Investment Management LLC | 495,038 | $12.1M | 1.62% | −7,782−1.5% | Reduced |
| B. Riley Financial, Inc. | 495,000 | $12.1M | 5.19% | +495,000 | New |
| Swiss National Bank | 496,400 | $12.2M | 0.01% | +105,100+26.9% | Added |
| Boothbay Fund Management, LLC | 496,820 | $12.2M | 0.32% | −409,383−45.2% | Reduced |
| Clearfield Capital Management LP | 514,379 | $12.6M | 6.81% | −35,100−6.4% | Reduced |
| Nuveen, LLC | 548,670 | $13.5M | 0.00% | +31,475+6.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 570,087 | $14.0M | 0.02% | +570,087 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 580,000 | $14.2M | 3.15% | +580,000 | New |
| LPL Financial LLC | 586,129 | $14.4M | 0.00% | +124,492+27.0% | Added |
| Jump Financial, LLC | 589,900 | $14.5M | 0.18% | +579,642+5,650.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 591,391 | $14.5M | 0.04% | +591,391 | New |