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 |
|---|---|---|---|---|---|
| First Horizon Corp | 132 | $3.24K | 0.00% | +132 | New |
| ORG Partners LLC | 130 | $3.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $3.16K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 123 | $3.00K | 0.00% | +12+10.8% | Added |
| EverSource Wealth Advisors, LLC | 115 | $2.82K | 0.00% | −133−53.6% | Reduced |
| Silicon Valley Capital Partners | 110 | $2.70K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 102 | $2.50K | 0.00% | +102 | New |
| Abound Wealth Management | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $2.45K | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 100 | $2.45K | 0.00% | +100 | New |
| SWAN Capital LLC | 98 | $2.40K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 96 | $2.35K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 95 | $2.33K | 0.00% | −1,036−91.6% | Reduced |
| Sound Income Strategies, LLC | 60 | $2.24K | 0.00% | +60 | New |
| TSFG, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $1.81K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $1.51K | 0.00% | +50 | New |
| Gen-Wealth Partners Inc | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 64 | $1.00K | 0.00% | −42−39.6% | Reduced |
| Covestor Ltd | 26 | $1.00K | 0.00% | +9+52.9% | Added |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| North Star Investment Management Corp. | 40 | $981 | 0.00% | +40 | New |
| TD Private Client Wealth LLC | 28 | $687 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $613 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 25 | $602 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 24 | $587 | 0.00% | +24 | New |
| TFC Financial Management | 22 | $540 | 0.00% | −4−15.4% | Reduced |
| Bare Financial Services, Inc | 18 | $441 | 0.00% | +18 | New |
| Comerica Bank | 16 | $392 | 0.00% | +16 | New |
| Walleye Capital LLC | 13 | $319 | 0.00% | −168,260−100.0% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $270 | 0.00% | +11 | New |
| Westfuller Advisors, LLC | 8 | $196 | 0.00% | +8 | New |
| DV Trading LLC | 7 | $172 | 0.00% | +7 | New |
| Millstone Evans Group, LLC | 4 | $98 | 0.00% | +4 | New |
| Islay Capital Management, LLC | 2 | $49 | 0.00% | +2 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,849 | – | – | +9,849 | New |
| NVIDIA Corp | 0 | $0 | 0.00% | −7,716,050−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,198,999−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,178,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,623,112−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −433,973−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −320,169−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −318,688−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −312,011−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −276,056−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −197,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −130,777−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −129,398−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −92,551−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −90,314−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −43,919−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −39,726−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −38,643−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −37,735−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −31,378−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −30,020−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −20,619−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −24,590−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −23,923−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −22,568−100.0% | Sold out |
| Cannell Capital LLC | 0 | $0 | 0.00% | −20,681−100.0% | Sold out |
| Meadowbrook Wealth Management, LLC | 0 | $0 | 0.00% | −20,350−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −17,840−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −17,672−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,931−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −13,479−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −12,567−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,848−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −11,434−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,647−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −9,165−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,045−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −8,881−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,577−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Evelyn Partners Investment Management Services Ltd | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |