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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 132,898 | $3.26M | 0.00% | +28,344+27.1% | Added |
| New York State Common Retirement Fund | 131,239 | $3.22M | 0.00% | +8,279+6.7% | Added |
| MetLife Investment Management | 131,222 | $3.22M | 0.02% | +6,231+5.0% | Added |
| Colony Group, LLC | 124,659 | $3.06M | 0.00% | +70,564+130.4% | Added |
| National Bank of Canada | 121,000 | $2.97M | 0.00% | −132,200−52.2% | Reduced |
| Manufacturers Life Insurance Company, The | 116,062 | $2.85M | 0.00% | −4,951−4.1% | Reduced |
| Virtu Financial LLC | 115,953 | $2.84M | 0.11% | −23,068−16.6% | Reduced |
| Landscape Capital Management, L.L.C. | 114,198 | $2.80M | 0.19% | +114,198 | New |
| Clear Street Markets LLC | 114,000 | $2.80M | 0.50% | +114,000 | New |
| CastleKnight Management LP | 111,300 | $2.73M | 0.16% | +111,300 | New |
| Royal Bank of Canada | 111,326 | $2.73M | 0.00% | −345,597−75.6% | Reduced |
| Stratos Wealth Partners, LTD. | 110,288 | $2.70M | 0.03% | +4,506+4.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 109,054 | $2.67M | 0.01% | +109,054 | New |
| Uniting Wealth Partners, LLC | 106,954 | $2.62M | 0.80% | −3,179−2.9% | Reduced |
| Royal Fund Management, LLC | 105,820 | $2.59M | 0.24% | +94,770+857.6% | Added |
| Victory Capital Management Inc | 104,009 | $2.55M | 0.00% | −33,567−24.4% | Reduced |
| Nicholas Investment Partners, LP | 102,393 | $2.51M | 0.18% | −106,526−51.0% | Reduced |
| Gillson Capital LP | 100,800 | $2.47M | 0.16% | −59,800−37.2% | Reduced |
| Marathon Trading Investment Management LLC | 100,000 | $2.45M | 0.29% | +100,000 | New |
| Creative Planning | 99,286 | $2.43M | 0.00% | +30,008+43.3% | Added |
| Blackstone Group Inc. | 98,678 | $2.42M | 0.01% | +98,678 | New |
| Cambridge Investment Research Advisors, Inc. | 95,700 | $2.35M | 0.01% | +2,009+2.1% | Added |
| Wealth Management Associates, Inc. | 95,310 | $2.34M | 0.81% | +650+0.7% | Added |
| State of New Jersey Common Pension Fund D | 94,433 | $2.32M | 0.01% | −40,447−30.0% | Reduced |
| Private Advisor Group, LLC | 93,225 | $2.29M | 0.01% | +6,498+7.5% | Added |
| Point72 Asset Management, L.P. | 92,915 | $2.28M | 0.00% | +92,915 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,083 | $2.19M | 0.00% | −86,108−52.4% | Reduced |
| Jones Financial Companies LLLP | 88,982 | $2.18M | 0.00% | +16,591+22.9% | Added |
| GWM Advisors LLC | 88,336 | $2.17M | 0.01% | +39,528+81.0% | Added |
| Advisor Group Holdings, Inc. | 84,574 | $2.07M | 0.00% | +31,738+60.1% | Added |
| Register Financial Advisors LLC | 84,500 | $2.07M | 0.81% | −10,500−11.1% | Reduced |
| TD Asset Management Inc | 83,134 | $2.04M | 0.00% | +43,810+111.4% | Added |
| National Asset Management, Inc. | 79,203 | $1.94M | 0.09% | −91,458−53.6% | Reduced |
| Vennlight Capital Management, LP | 76,037 | $1.86M | 2.18% | −48,963−39.2% | Reduced |
| Intech Investment Management LLC | 75,099 | $1.84M | 0.02% | +19,797+35.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 74,904 | $1.84M | 0.54% | 00.0% | Unchanged |
| Voleon Capital Management LP | 73,790 | $1.81M | 0.04% | +73,790 | New |
| PFG Investments, LLC | 71,060 | $1.74M | 0.08% | +11,250+18.8% | Added |
| TFR Capital, LLC. | 71,006 | $1.74M | 0.58% | +71,006 | New |
| Arizona State Retirement System | 69,859 | $1.71M | 0.01% | +10,174+17.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 64,049 | $1.57M | 0.01% | +4,530+7.6% | Added |
| Clear Creek Financial Management, LLC | 63,788 | $1.56M | 0.13% | +4,150+7.0% | Added |
| Engle Capital Management, L.P. | 59,900 | $1.47M | 0.57% | +59,900 | New |
| Handelsbanken Fonder AB | 59,800 | $1.47M | 0.00% | +59,800 | New |
| Headlands Technologies LLC | 59,771 | $1.47M | 0.12% | −365,761−86.0% | Reduced |
| Quest Partners LLC | 59,679 | $1.46M | 0.08% | +210.0% | Added |
| Jain Global LLC | 59,522 | $1.46M | 0.01% | +17,120+40.4% | Added |
| Prudential Financial Inc | 59,980 | $1.44M | 0.00% | +32,855+121.1% | Added |
| International Assets Investment Management, LLC | 57,520 | $1.41M | 0.10% | +57,520 | New |
| Los Angeles Capital Management LLC | 41,513 | $1.41M | 0.00% | +22,414+117.4% | Added |
| ExodusPoint Capital Management, LP | 56,922 | $1.40M | 0.02% | −9,990−14.9% | Reduced |
| Kestra Private Wealth Services, LLC | 55,462 | $1.36M | 0.02% | +10,089+22.2% | Added |
| Envestnet Asset Management Inc | 54,811 | $1.34M | 0.00% | +54,811 | New |
| Morris Retirement Advisors, LLC | 54,254 | $1.33M | 0.56% | +11,618+27.2% | Added |
| Bannerstone Capital Management, LLC | 54,035 | $1.32M | 1.27% | +54,035 | New |
| KLP Kapitalforvaltning AS | 53,700 | $1.32M | 0.01% | +12,200+29.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,530 | $1.29M | 0.00% | +14,195+37.0% | Added |
| Prime Capital Investment Advisors, LLC | 52,356 | $1.28M | 0.02% | +52,356 | New |
| Feynman Point Asset Management LLC | 51,860 | $1.27M | 2.54% | +51,860 | New |
| Dupree Financial Group, LLC | 51,400 | $1.26M | 0.46% | +51,400 | New |
| Concentric Capital Strategies, LP | 50,199 | $1.23M | 0.06% | −7,078−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 49,786 | $1.22M | 0.00% | −6,843−12.1% | Reduced |
| Chelsea Counsel Co | 48,575 | $1.19M | 0.51% | −5,485−10.1% | Reduced |
| Twin Tree Management, LP | 45,767 | $1.12M | 0.11% | −8,751−16.1% | Reduced |
| VGI Partners Ltd | 44,400 | $1.09M | 0.06% | +9,400+26.9% | Added |
| Pictet Asset Management Holding SA | 44,362 | $1.09M | 0.00% | +9,413+26.9% | Added |
| ProShare Advisors LLC | 44,078 | $1.08M | 0.00% | +7,426+20.3% | Added |
| Mariner, LLC | 41,416 | $1.02M | 0.00% | +29,961+261.6% | Added |
| AQR Capital Management LLC | 41,153 | $1.01M | 0.00% | +16,364+66.0% | Added |
| Fiduciary Alliance LLC | 39,555 | $969.9K | 0.06% | −200−0.5% | Reduced |
| Captrust Financial Advisors | 39,238 | $962.1K | 0.00% | +18,612+90.2% | Added |
| Fortress Wealth Group, LLC | 27,727 | $939.4K | 0.36% | +32+0.1% | Added |
| XTX Topco Ltd | 37,883 | $928.9K | 0.02% | +19,081+101.5% | Added |
| Wealthfront Advisers LLC | 36,904 | $904.9K | 0.00% | −1,774−4.6% | Reduced |
| Balboa Wealth Partners | 35,550 | $871.7K | 0.14% | +35,550 | New |
| State Board of Administration of Florida Retirement System | 35,000 | $858.2K | 0.00% | +2,100+6.4% | Added |
| STRS Ohio | 33,400 | $819.0K | 0.00% | +9,700+40.9% | Added |
| SG Americas Securities, LLC | 33,372 | $818.0K | 0.00% | −248,499−88.2% | Reduced |
| Morse Asset Management, Inc | 33,195 | $813.9K | 0.16% | −13,324−28.6% | Reduced |
| Russell Investments Group, Ltd. | 32,663 | $800.9K | 0.00% | +11,718+55.9% | Added |
| HighTower Advisors, LLC | 32,043 | $785.7K | 0.00% | +3,419+11.9% | Added |
| Mission Wealth Management, LP | 30,634 | $751.1K | 0.02% | +17,070+125.8% | Added |
| Resources Investment Advisors, LLC. | 30,470 | $747.1K | 0.01% | +1,088+3.7% | Added |
| Baker Avenue Asset Management, LP | 30,375 | $744.8K | 0.02% | −14,000−31.5% | Reduced |
| Yorktown Management & Research Co Inc | 30,350 | $744.2K | 0.59% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 29,997 | $735.5K | 0.02% | +29,997 | New |
| White Knight Strategic Wealth Advisors, LLC | 29,846 | $731.8K | 0.54% | +2,120+7.6% | Added |
| SBI Securities Co., Ltd. | 29,502 | $723.4K | 0.02% | +9,996+51.2% | Added |
| Sentinel Trust Co Lba | 29,350 | $720.0K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 29,000 | $711.1K | 0.05% | +29,000 | New |
| Teachers Retirement System of the State of Kentucky | 28,983 | $711.0K | 0.01% | −14,359−33.1% | Reduced |
| Thoroughbred Financial Services, LLC | 27,838 | $682.0K | 0.04% | +27,838 | New |
| Clear Street Group Inc. | 27,788 | $681.4K | 0.00% | −839,809−96.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,559 | $675.7K | 0.00% | +6,490+30.8% | Added |
| Oxinas Partners Wealth Management LLC | 27,065 | $663.6K | 0.32% | +27,065 | New |
| Rockefeller Capital Management L.P. | 26,130 | $640.7K | 0.00% | +72+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 26,115 | $640.3K | 0.00% | +4,964+23.5% | Added |
| Knights of Columbus Asset Advisors LLC | 24,368 | $597.5K | 0.03% | +24,368 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,172 | $592.7K | 0.00% | +6,006+33.1% | Added |
| Redwood Wealth Management Group, LLC | 23,823 | $584.1K | 0.24% | +23,823 | New |