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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 23,792 | $583.4K | 0.00% | +23,792 | New |
| McGuire Investment Group, LLC | 22,737 | $557.5K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22,704 | $556.7K | 0.02% | +12,704+127.0% | Added |
| Victory Financial Group, LLC | 22,101 | $541.9K | 0.07% | +7,836+54.9% | Added |
| Foundations Investment Advisors, LLC | 21,851 | $535.8K | 0.01% | −9,180−29.6% | Reduced |
| Concurrent Investment Advisors, LLC | 21,332 | $523.1K | 0.01% | +318+1.5% | Added |
| Toroso Investments, LLC | 21,314 | $522.6K | 0.00% | −26,302−55.2% | Reduced |
| Thomist Capital Management, LP | 21,700 | $522.5K | 0.14% | +7,700+55.0% | Added |
| Crumly & Associates Inc. | 21,270 | $521.5K | 0.11% | −421−1.9% | Reduced |
| SLT Holdings LLC | 21,000 | $514.9K | 0.34% | −9,000−30.0% | Reduced |
| RSM US Wealth Management LLC | 21,255 | $511.8K | 0.01% | +1,521+7.7% | Added |
| Genesis Financial Group, LLC | 20,300 | $497.8K | 0.29% | +20,300 | New |
| Lazard Asset Management LLC | 20,204 | $495.4K | 0.00% | −51,013−71.6% | Reduced |
| Public Employees Retirement Association of Colorado | 20,082 | $492.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 20,063 | $491.9K | 0.20% | +20,063 | New |
| NewEdge Wealth, LLC | 19,772 | $484.8K | 0.01% | +272+1.4% | Added |
| Ameritas Investment Partners, Inc. | 19,692 | $482.8K | 0.01% | +1,785+10.0% | Added |
| Amundi | 19,359 | $474.7K | 0.00% | +12,120+167.4% | Added |
| Brevan Howard Capital Management LP | 18,689 | $458.3K | 0.01% | −24,517−56.7% | Reduced |
| Xponance, Inc. | 18,561 | $455.1K | 0.00% | +1,869+11.2% | Added |
| Shay Capital LLC | 18,525 | $454.2K | 0.07% | +18,525 | New |
| Harbor Capital Advisors, Inc. | 18,417 | $452.0K | 0.04% | +18,417 | New |
| Allspring Global Investments Holdings, LLC | 15,823 | $444.8K | 0.00% | +15,823 | New |
| Legato Capital Management LLC | 17,720 | $434.5K | 0.04% | −18,619−51.2% | Reduced |
| Kovack Advisors, Inc. | 17,669 | $433.2K | 0.02% | +2,764+18.5% | Added |
| NWF Advisory Services Inc. | 17,160 | $420.8K | 0.05% | +4,730+38.1% | Added |
| Blair William & Co | 16,859 | $413.4K | 0.00% | −4,469−21.0% | Reduced |
| Visionary Wealth Advisors | 16,277 | $399.1K | 0.02% | +16,277 | New |
| Citadel Advisors LLC | 16,270 | $398.9K | 0.00% | −3,954,845−99.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,056 | $395.1K | 0.00% | −4,262−24.6% | Reduced |
| Geneos Wealth Management Inc. | 15,961 | $391.4K | 0.01% | +6,035+60.8% | Added |
| Chicago Partners Investment Group LLC | 10,325 | $389.1K | 0.01% | +1,549+17.7% | Added |
| Ensign Peak Advisors, Inc | 15,750 | $386.2K | 0.00% | −21,800−58.1% | Reduced |
| CIBC World Markets Corp | 15,735 | $385.8K | 0.00% | +15,735 | New |
| Prosperity Wealth Management, Inc. | 15,600 | $382.5K | 0.13% | −11,400−42.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,100 | $370.3K | 0.02% | +4,050+36.7% | Added |
| Guggenheim Capital LLC | 15,003 | $367.9K | 0.00% | −8,378−35.8% | Reduced |
| Abel Hall, LLC | 14,736 | $361.3K | 0.08% | +14,736 | New |
| Richmond Investment Services, LLC | 14,682 | $360.0K | 0.06% | +3,792+34.8% | Added |
| The PNC Financial Services Group, Inc. | 14,564 | $357.1K | 0.00% | +8,613+144.7% | Added |
| Millington Financial Advisors, LLC | 10,000 | $349.5K | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,229 | $348.9K | 0.00% | +14,229 | New |
| Assetmark, Inc | 14,223 | $348.7K | 0.00% | +14,223 | New |
| Verity Asset Management, Inc. | 14,205 | $348.3K | 0.15% | −5,824−29.1% | Reduced |
| Flagship Harbor Advisors, LLC | 13,980 | $342.8K | 0.02% | −1,950−12.2% | Reduced |
| Equitable Holdings, Inc. | 13,965 | $342.4K | 0.00% | +13,965 | New |
| Leonteq Securities AG | 13,641 | $334.5K | 0.02% | −23,089−62.9% | Reduced |
| R Squared Ltd | 13,403 | $328.6K | 0.15% | +1,767+15.2% | Added |
| Krilogy Financial LLC | 9,023 | $326.5K | 0.01% | +9,023 | New |
| Chesapeake Capital Corp | 13,165 | $322.8K | 0.27% | 00.0% | Unchanged |
| Principal Financial Group Inc | 13,121 | $321.7K | 0.00% | −2,932−18.3% | Reduced |
| JustInvest LLC | 12,966 | $317.9K | 0.00% | +1,658+14.7% | Added |
| Bank of Montreal | 12,374 | $303.4K | 0.00% | +12,374 | New |
| Tower Research Capital LLC (TRC) | 12,038 | $295.2K | 0.01% | −45,301−79.0% | Reduced |
| Swiss Life Asset Management Ltd | 12,005 | $294.4K | 0.00% | +1,898+18.8% | Added |
| LBMC Investment Advisors, LLC | 11,930 | $292.5K | 0.02% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 11,925 | $292.4K | 0.13% | +1,612+15.6% | Added |
| Valeo Financial Advisors, LLC | 11,533 | $282.8K | 0.01% | +2,685+30.3% | Added |
| M&T Bank Corp | 11,216 | $275.3K | 0.00% | +11,216 | New |
| Gsa Capital Partners LLP | 11,190 | $274.0K | 0.02% | +527+4.9% | Added |
| Neuberger Berman Group LLC | 11,026 | $270.4K | 0.00% | −120,573−91.6% | Reduced |
| Dynamic Advisor Solutions LLC | 10,845 | $265.9K | 0.01% | −656−5.7% | Reduced |
| Savvy Advisors, Inc. | 10,695 | $262.2K | 0.01% | +10,695 | New |
| Mayfair Advisory Group, LLC | 9,282 | $260.9K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,608 | $260.1K | 0.00% | +10,608 | New |
| Wealthspire Advisors, LLC | 10,276 | $252.0K | 0.00% | +8,976+690.5% | Added |
| Quantinno Capital Management LP | 10,272 | $251.9K | 0.00% | −81,073−88.8% | Reduced |
| Ethic Inc. | 10,231 | $250.9K | 0.00% | +397+4.0% | Added |
| Strategies Wealth Advisors, LLC | 10,020 | $245.7K | 0.02% | 00.0% | Unchanged |
| Mangrove Partners | 9,643 | $236.4K | 0.02% | +9,643 | New |
| ProCore Advisors, LLC | 9,406 | $230.6K | 0.24% | +9,406 | New |
| Brookstone Capital Management | 9,275 | $227.4K | 0.00% | +321+3.6% | Added |
| Bridgefront Capital, LLC | 9,264 | $227.2K | 0.06% | +9,264 | New |
| Independent Advisor Alliance | 9,215 | $226.0K | 0.01% | +407+4.6% | Added |
| Wedbush Securities Inc | 9,165 | $225.0K | 0.01% | −1,620−15.0% | Reduced |
| Lake Street Financial LLC | 9,175 | $225.0K | 0.03% | −2,500−21.4% | Reduced |
| Mann Financial Group, Inc. | 9,140 | $224.1K | 0.22% | 00.0% | Unchanged |
| Golden State Equity Partners | 9,089 | $222.9K | 0.04% | +9,089 | New |
| Harbour Investments, Inc. | 9,044 | $221.8K | 0.00% | +8,011+775.5% | Added |
| Integrated Quantitative Investments LLC | 8,982 | $220.2K | 0.05% | +8,982 | New |
| Optiver Holding B.V. | 8,954 | $219.6K | 0.00% | +8,954 | New |
| Rafferty Asset Management, LLC | 8,912 | $218.5K | 0.00% | +8,912 | New |
| Cerity Partners LLC | 8,908 | $218.4K | 0.00% | +8,908 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,900 | $218.2K | 0.05% | +2,400+36.9% | Added |
| CIBC World Markets Inc. | 8,700 | $213.3K | 0.00% | +8,700 | New |
| Teacher Retirement System of Texas | 8,328 | $204.2K | 0.00% | −17,912−68.3% | Reduced |
| Farther Finance Advisors, LLC | 8,317 | $203.9K | 0.00% | +6,011+260.7% | Added |
| 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 |
| AE Wealth Management LLC | 8,289 | $203.2K | 0.00% | +8,289 | New |
| Janney Montgomery Scott LLC | 8,265 | $203.0K | 0.00% | +8,265 | New |
| Keynote Financial Services LLC | 8,216 | $201.5K | 0.11% | −2,133−20.6% | Reduced |
| Mackenzie Financial Corp | 8,366 | $201.1K | 0.00% | −4,244−33.7% | Reduced |
| IFP Advisors, Inc | 7,795 | $191.1K | 0.00% | +1,508+24.0% | 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 |
| US Bancorp | 7,021 | $172.2K | 0.00% | +333+5.0% | Added |
| CWM, LLC | 6,743 | $165.0K | 0.00% | +1,098+19.5% | Added |
| Benson Wealth Management INC | 6,558 | $160.8K | 0.18% | +6,558 | New |
| Advisors Asset Management, Inc. | 6,246 | $153.2K | 0.00% | +3,608+136.8% | Added |