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, Q1 2026
Institutional positions in Applied Digital Corp. as of Mar 31, 2026. 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
- 459
- +30 vs. Q4 2025
- Shares held
- 211.3M
- +57.2M (+37.1%) vs. Q4 2025
- Total value
- $5.01B
- +$1.23B (+32.6%) vs. Q4 2025
- New holders
- 97
- 173 more added
- Sold out
- 67
- 129 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 23,075,612 | $547.8M | 5.50% | +1,038,181+4.7% | Added |
| BlackRock, Inc. | 20,896,101 | $496.1M | 0.01% | +55,899+0.3% | Added |
| Vanguard Portfolio Management LLC | 14,807,795 | $351.5M | 0.02% | +14,807,795 | New |
| Situational Awareness LP | 13,478,438 | $320.0M | 8.30% | +2,139,378+18.9% | Added |
| Situational Awareness Partners LP | 13,478,438 | $320.0M | 8.30% | +13,478,438 | New |
| Vanguard Capital Management LLC | 10,775,681 | $255.8M | 0.01% | +10,775,681 | New |
| Goldman Sachs Group Inc | 8,004,366 | $190.0M | 0.02% | +6,590,204+466.0% | Added |
| Value Aligned Research Advisors, LLC | 6,668,311 | $158.3M | 1.87% | +1,024,761+18.2% | Added |
| Geode Capital Management, LLC | 6,411,459 | $152.2M | 0.01% | +125,639+2.0% | Added |
| Dba Trading, LLC | 5,576,235 | $132.4M | 65.75% | +5,576,235 | New |
| State Street Corp | 5,568,528 | $132.2M | 0.00% | +137,884+2.5% | Added |
| UBS Group AG | 4,500,887 | $106.9M | 0.02% | +770,847+20.7% | Added |
| BNP Paribas Arbitrage, SA | 3,434,056 | $81.5M | 0.05% | +2,620,950+322.3% | Added |
| D. E. Shaw & Co., Inc. | 3,398,941 | $80.7M | 0.06% | −4,807,609−58.6% | Reduced |
| Marex Group plc | 3,385,062 | $80.4M | 0.83% | −519,697−13.3% | Reduced |
| Bank of America Corp | 3,262,512 | $77.5M | 0.01% | −545,769−14.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,998,984 | $71.2M | 0.10% | −1,014,963−25.3% | Reduced |
| Morgan Stanley | 2,903,139 | $68.9M | 0.00% | −657,875−18.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,162,278 | $51.3M | 0.01% | −37,932−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,161,705 | $51.3M | 0.04% | −2,047,997−48.6% | Reduced |
| Barclays PLC | 2,128,753 | $50.5M | 0.02% | +951,378+80.8% | Added |
| Northern Trust Corp | 2,119,543 | $50.3M | 0.01% | +60,488+2.9% | Added |
| Van Eck Associates Corp | 1,818,589 | $43.2M | 0.03% | +132,396+7.9% | Added |
| Vanguard Fiduciary Trust Co | 1,686,116 | $40.0M | 0.01% | +1,686,116 | New |
| Two Sigma Investments, LP | 1,592,602 | $37.8M | 0.03% | +1,275,484+402.2% | Added |
| JPMorgan Chase & Co | 1,731,359 | $35.6M | 0.00% | +522,158+43.2% | Added |
| Voya Investment Management LLC | 1,414,711 | $33.6M | 0.03% | +221,368+18.6% | Added |
| Jane Street Group, LLC | 1,236,337 | $29.4M | 0.03% | +1,236,337 | New |
| Wellington Management Group LLP | 1,228,625 | $29.2M | 0.01% | +598,046+94.8% | Added |
| HSBC Holdings PLC | 1,240,239 | $28.4M | 0.02% | +72,460+6.2% | Added |
| Lord, Abbett & Co. LLC | 1,175,642 | $27.9M | 0.09% | +148,549+14.5% | Added |
| Citigroup Inc | 1,145,940 | $27.2M | 0.02% | +728,631+174.6% | Added |
| SEI Investments Co | 1,093,701 | $26.0M | 0.02% | +271,618+33.0% | Added |
| Franklin Resources Inc | 1,059,833 | $25.2M | 0.01% | +187,164+21.4% | Added |
| Oasis Management Co Ltd. | 1,032,817 | $24.5M | 2.93% | +300,000+40.9% | Added |
| Toroso Investments, LLC | 924,689 | $22.0M | 0.07% | +903,375+4,238.4% | Added |
| Price T Rowe Associates Inc | 852,435 | $20.2M | 0.00% | +391,309+84.9% | Added |
| Bank of New York Mellon Corp | 799,764 | $19.0M | 0.00% | −19,468−2.4% | Reduced |
| Janus Henderson Group PLC | 785,152 | $18.6M | 0.01% | +597,548+318.5% | Added |
| Covalis Capital LLP | 738,143 | $17.5M | 1.08% | +738,143 | New |
| Jump Financial, LLC | 660,481 | $15.7M | 0.23% | +70,581+12.0% | Added |
| LPL Financial LLC | 656,588 | $15.6M | 0.00% | +70,459+12.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 646,051 | $15.3M | 0.03% | +75,964+13.3% | Added |
| Plustick Management LLC | 640,000 | $15.2M | 7.34% | −360,000−36.0% | Reduced |
| Ameriprise Financial Inc | 615,051 | $14.6M | 0.00% | +258,650+72.6% | Added |
| Nuveen, LLC | 596,266 | $14.2M | 0.00% | +47,596+8.7% | Added |
| Federated Hermes, Inc. | 580,732 | $13.8M | 0.02% | +186,559+47.3% | Added |
| Vident Advisory, LLC | 580,718 | $13.8M | 0.12% | −60,434−9.4% | Reduced |
| Balyasny Asset Management LLC | 546,217 | $13.0M | 0.03% | +546,217 | New |
| Westfield Capital Management Co LP | 542,092 | $12.9M | 0.05% | −492,305−47.6% | Reduced |
| Clearfield Capital Management LP | 514,379 | $12.2M | 6.70% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 502,685 | $11.9M | 1.58% | +7,647+1.5% | Added |
| Swiss National Bank | 498,000 | $11.8M | 0.01% | +1,600+0.3% | Added |
| Jefferies Financial Group Inc. | 459,504 | $10.9M | 0.13% | +459,504 | New |
| FMR LLC | 438,032 | $10.4M | 0.00% | +101,946+30.3% | Added |
| UBS Asset Management Americas Inc | 437,947 | $10.4M | 0.00% | −2,228−0.5% | Reduced |
| Next Century Growth Investors LLC | 431,900 | $10.3M | 0.74% | −365,337−45.8% | Reduced |
| Raymond James Financial Inc | 417,160 | $9.90M | 0.00% | +56,512+15.7% | Added |
| Thor Investment Management Inc | 404,414 | $9.60M | 5.10% | −2,088−0.5% | Reduced |
| TFR Capital, LLC. | 372,960 | $9.50M | 2.91% | +301,954+425.3% | Added |
| BIT Capital GmbH | 396,082 | $9.40M | 0.52% | −30,038−7.0% | Reduced |
| Algert Global LLC | 312,478 | $7.42M | 0.11% | +140,338+81.5% | Added |
| Nomura Holdings Inc | 308,919 | $7.33M | 0.06% | +2,434+0.8% | Added |
| Virtu Financial LLC | 308,553 | $7.33M | 0.30% | +192,600+166.1% | Added |
| Bleakley Financial Group, LLC | 307,510 | $7.30M | 0.11% | +2,063+0.7% | Added |
| Citadel Advisors LLC | 305,249 | $7.25M | 0.01% | +288,979+1,776.1% | Added |
| Landscape Capital Management, L.L.C. | 302,055 | $7.17M | 0.45% | +187,857+164.5% | Added |
| California State Teachers Retirement System | 291,305 | $6.92M | 0.01% | +53,208+22.3% | Added |
| Rhumbline Advisers | 290,325 | $6.89M | 0.01% | −7,943−2.7% | Reduced |
| Alliancebernstein L.P. | 249,913 | $6.13M | 0.00% | +284+0.1% | Added |
| Voleon Capital Management LP | 255,741 | $6.07M | 0.13% | +181,951+246.6% | Added |
| Gillson Capital LP | 254,897 | $6.05M | 0.50% | +154,097+152.9% | Added |
| Spear Advisors LLC | 251,886 | $5.98M | 4.45% | −41,370−14.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 246,668 | $5.86M | 0.16% | +27,594+12.6% | Added |
| Kennedy Capital Management, Inc. | 240,854 | $5.72M | 0.12% | +5,432+2.3% | Added |
| State of Wisconsin Investment Board | 238,450 | $5.66M | 0.01% | +56,183+30.8% | Added |
| Mariner, LLC | 237,715 | $5.64M | 0.01% | +196,299+474.0% | Added |
| First Trust Advisors LP | 226,952 | $5.39M | 0.00% | −22,785−9.1% | Reduced |
| Vanguard Asset Management, Ltd | 225,560 | $5.35M | 0.00% | +225,560 | New |
| Deutsche Bank AG | 214,421 | $5.09M | 0.00% | −85,233−28.4% | Reduced |
| Blackstone Group Inc. | 211,110 | $5.01M | 0.02% | +112,432+113.9% | Added |
| Squarepoint Ops LLC | 203,679 | $4.84M | 0.01% | −52,908−20.6% | Reduced |
| Neuberger Berman Group LLC | 203,052 | $4.82M | 0.00% | +192,026+1,741.6% | Added |
| Boothbay Fund Management, LLC | 201,563 | $4.79M | 0.11% | −295,257−59.4% | Reduced |
| Wells Fargo & Company | 200,821 | $4.77M | 0.00% | −177,311−46.9% | Reduced |
| Legal & General Group Plc | 199,607 | $4.74M | 0.00% | −41,360−17.2% | Reduced |
| Kestra Advisory Services, LLC | 189,061 | $4.49M | 0.02% | −9,761−4.9% | Reduced |
| Cetera Investment Advisers | 185,019 | $4.39M | 0.00% | −17,643−8.7% | Reduced |
| Invesco Ltd. | 180,587 | $4.29M | 0.00% | +2,022+1.1% | Added |
| Prudential Financial Inc | 180,057 | $4.27M | 0.01% | +120,077+200.2% | Added |
| Commonwealth Equity Services, LLC | 179,213 | $4.25M | 0.01% | +46,315+34.9% | Added |
| Arete Wealth Advisors, LLC | 174,268 | $4.14M | 0.31% | −14,835−7.8% | Reduced |
| Susquehanna International Group, LLP | 172,444 | $4.09M | 0.01% | −49,848−22.4% | Reduced |
| Findell Capital Management LLC | 170,000 | $4.04M | 1.19% | +170,000 | New |
| Checchi Capital Advisers, LLC | 158,073 | $3.75M | 0.26% | −41,000−20.6% | Reduced |
| Tactive Advisors, LLC | 151,517 | $3.60M | 1.01% | −24,325−13.8% | Reduced |
| Harvey Partners, LLC | 150,000 | $3.56M | 0.29% | −100,000−40.0% | Reduced |
| Cannon Capital Management, Inc. | 149,809 | $3.56M | 2.89% | +1,546+1.0% | Added |
| Agp Franklin, LLC | 143,922 | $3.42M | 1.71% | +6,155+4.5% | Added |
| Covalis (Gibraltar) Ltd | 141,088 | $3.35M | 14.86% | +141,088 | New |