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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.

Q1 2026 vs. Q4 2025

How the institutions holding Applied Digital Corp. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of APLD: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4389459+30
Shares180.2M26.1M211.3M+57.2M (+37.1%)
Value$4.42B$641.0M$5.01B+$1.23B (+32.6%)

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Applied Digital Corp. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to APLD in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC14,807,795$351.5M0.02%
Situational Awareness Partners LP13,478,438$320.0M8.30%
Vanguard Capital Management LLC10,775,681$255.8M0.01%
Dba Trading, LLC5,576,235$132.4M65.75%
Vanguard Fiduciary Trust Co1,686,116$40.0M0.01%
Jane Street Group, LLC1,236,337$29.4M0.03%
Covalis Capital LLP738,143$17.5M1.08%
Balyasny Asset Management LLC546,217$13.0M0.03%
Jefferies Financial Group Inc.459,504$10.9M0.13%
Vanguard Asset Management, Ltd225,560$5.35M0.00%
Findell Capital Management LLC170,000$4.04M1.19%
Covalis (Gibraltar) Ltd141,088$3.35M14.86%
Schonfeld Strategic Advisors LLC139,532$3.31M0.03%
Second Line Capital, LLC86,703$2.97M0.56%
Vanguard Global Advisers, LLC110,926$2.63M0.00%
Tudor Investment Corp Et Al109,280$2.59M0.01%
Quantbot Technologies LP94,292$2.24M0.09%
Aptus Capital Advisors, LLC85,270$2.02M0.02%
Dimensional Fund Advisors LP82,968$1.97M0.00%
EAM Investors, LLC81,874$1.94M0.22%
Krane Funds Advisors LLC68,074$1.70M0.07%
Scientech Research LLC68,813$1.63M1.36%
IMC-Chicago, LLC68,597$1.63M0.02%
Vanguard Investments Australia, Ltd.62,712$1.49M0.00%
Mirabella Financial Services LLP60,518$1.44M0.14%
Credit Agricole S A59,136$1.40M0.00%
Ratan Capital Management LP50,000$1.19M0.44%
Defiance ETFs, LLC45,906$1.09M0.02%
Sigma Planning Corp45,858$1.09M0.03%
Allstate Corp42,981$1.02M0.01%
HRT Financial LP38,355$910.0K0.00%
IHT Wealth Management, LLC32,824$779.2K0.02%
Wolverine Asset Management LLC32,298$766.8K0.01%
Cookson Peirce & Co Inc32,174$763.8K0.03%
Harvest Investment Services, LLC31,505$747.9K0.14%
REX Advisers, LLC29,800$707.5K4.13%
Pensionmark Financial Group, LLC25,169$597.5K0.01%
Fieldview Capital Management, LLC23,490$557.7K0.16%
Group One Trading, L.P.23,146$549.5K0.02%
Qsemble Capital Management, LP22,060$523.7K0.04%
Hennion & Walsh Asset Management, Inc.20,657$490.4K0.02%
American Century Companies Inc15,730$373.4K0.00%
Patten Group, Inc.15,157$359.8K0.06%
Apollon Wealth Management, LLC15,142$359.5K0.01%
Benin Management CORP14,600$346.6K0.08%
CIBC Bancorp USA Inc.13,981$331.9K0.00%
Fisher Asset Management, LLC13,350$316.9K0.00%
Clark Financial Services Group Inc12,595$299.0K0.16%
Beacon Pointe Advisors, LLC12,533$297.5K0.00%
Meadowbrook Wealth Management, LLC12,533$297.5K0.39%
DnB Asset Management AS11,952$283.7K0.00%
Journey Strategic Wealth LLC11,891$282.3K0.01%
Two Sigma Securities, LLC11,547$274.1K0.03%
Focused Alpha, LLC11,223$266.4K0.08%
Twinbeech Capital LP10,500$249.3K0.03%
Pekin Hardy Strauss, Inc.10,300$244.5K0.03%
Steel Peak Wealth Management LLC10,121$240.3K0.01%
Heck Capital Advisors, LLC9,274$220.2K0.02%
PCG Wealth Advisors, LLC9,200$218.4K0.06%
Penserra Capital Management LLC9,105$216.0K0.00%
Cornerstone Select Advisors, LLC8,727$207.2K0.13%
Abacus Wealth Partners, LLC8,668$205.8K0.02%
Advisory Services Network, LLC6,597$156.6K0.00%
Itau Unibanco Holding S.A.4,856$115.3K0.00%
Vestor Capital, LLC4,112$98.0K0.01%
CX Institutional2,344$56.0K0.00%
Opal Wealth Advisors, LLC2,230$52.9K0.01%
Global Assets Advisory, LLC2,230$52.9K0.02%
Stance Capital LLC2,157$51.2K0.02%
Innovative Asset Advisors Group, LLC1,600$38.0K0.02%
ZRC Wealth Management, LLC1,540$36.6K0.01%
Acadian Asset Management LLC1,542$36.0K0.00%
Bayforest Capital Ltd1,074$25.5K0.03%
Rakuten Securities, Inc.1,000$23.7K0.01%
TD Waterhouse Canada Inc.723$17.6K0.00%
Salem Investment Counselors Inc632$15.0K0.00%
E Fund Management (Hong Kong) Co., Ltd.428$10.2K0.00%
Security National Bank261$6.20K0.00%
Aster Capital Management (DIFC) Ltd1,066$5.99K0.00%
Accent Capital Management, LLC245$5.82K0.00%
Transamerica Financial Advisors, Inc.217$5.15K0.00%
Owl Creek Wealth Partners LLC202$4.80K0.00%
Berbice Capital Management LLC200$4.75K0.00%
Wealth Enhancement Trust Services, Inc.174$4.12K0.00%
Keating Financial Advisory Services, Inc.125$2.97K0.00%
RHL Group, LLC100$2.37K0.00%
Mark Sheptoff Financial Planning, LLC50$1.99K0.00%
Leo H. Evart, Inc.60$1.42K0.00%
Hantz Financial Services, Inc.60$1.00K0.00%
Archer Investment Corp42$9970.00%
Versant Capital Management, Inc31$7360.00%
Strategic Investment Solutions, Inc.25$5940.00%
Fifth Third Bancorp17$4040.00%
Twin Peaks Wealth Advisors, LLC11$2610.00%
Lloyd Advisory Services, LLC.9$2180.00%
Kingdom Financial Group LLC.9$2180.00%
Ares Financial Consulting, LLC6$1470.00%

Sold out (67)

Institutions that held Applied Digital Corp. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of APLD in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Quadrature Capital Ltd1,015,481$24.9M
Exchange Traded Concepts, LLC648,282$15.9M
Connor, Clark & Lunn Investment Management Ltd.591,391$14.5M
Dymon Asia Capital (Singapore) Pte. Ltd.580,000$14.2M
B. Riley Financial, Inc.495,000$12.1M
Driehaus Capital Management LLC321,371$7.88M
BI Asset Management Fondsmaeglerselskab A/S207,428$5.09M
FORA Capital, LLC201,508$4.94M
Arosa Capital Management LP200,000$4.90M
Caitong International Asset Management Co., Ltd176,515$4.33M
National Bank of Canada121,000$2.97M
Point72 Asset Management, L.P.92,915$2.28M
TD Asset Management Inc83,134$2.04M
Vennlight Capital Management, LP76,037$1.86M
Engle Capital Management, L.P.59,900$1.47M
Headlands Technologies LLC59,771$1.47M
Quest Partners LLC59,679$1.46M
Jain Global LLC59,522$1.46M
Concentric Capital Strategies, LP50,199$1.23M
VGI Partners Ltd44,400$1.09M
Clear Street Group Inc.27,788$681.4K
Redwood Wealth Management Group, LLC23,823$584.1K
Thomist Capital Management, LP21,700$522.5K
Brevan Howard Capital Management LP18,689$458.3K
Harbor Capital Advisors, Inc.18,417$452.0K
Legato Capital Management LLC17,720$434.5K
Chicago Partners Investment Group LLC10,325$389.1K
Richmond Investment Services, LLC14,682$360.0K
Engineers Gate Manager LP14,229$348.9K
Verity Asset Management, Inc.14,205$348.3K
R Squared Ltd13,403$328.6K
Cresset Asset Management, LLC10,608$260.1K
Mangrove Partners9,643$236.4K
ProCore Advisors, LLC9,406$230.6K
Bridgefront Capital, LLC9,264$227.2K
Optiver Holding B.V.8,954$219.6K
Rafferty Asset Management, LLC8,912$218.5K
Cerity Partners LLC8,908$218.4K
Teacher Retirement System of Texas8,328$204.2K
bLong Financial, LLC8,300$203.5K
Dudley Capital Management, LLC8,300$203.5K
Janney Montgomery Scott LLC8,265$203.0K
Keynote Financial Services LLC8,216$201.5K
Mackenzie Financial Corp8,366$201.1K
Amalgamated Bank7,472$183.0K
SageView Advisory Group, LLC5,856$143.6K
RiverPark Advisors, LLC3,793$93.0K
Greenline Wealth Management LLC3,206$78.6K
Tucker Asset Management LLC2,922$71.6K
Bogart Wealth, LLC2,000$49.0K
Optima Capital LLC2,000$49.0K
Centiva Capital, LP1,895$46.5K
McGuire Capital Advisors Inc1,112$27.3K
Ameriflex Group, Inc.1,000$24.5K
Kemnay Advisory Services Inc.897$22.0K
Vermillion & White Wealth Management Group, LLC650$15.9K
Camelot Portfolios, LLC400$9.81K
Caldwell Trust Co250$6.13K
IFC & Insurance Marketing, Inc.240$6.00K
Abound Wealth Management100$2.45K
TD Capital Management LLC96$2.35K
Concord Wealth Partners76$1.86K
Founders Capital Management50$1.23K
North Star Investment Management Corp.40$981
Beaird Harris Wealth Management, LLC24$587
DV Trading LLC7$172
Murphy, Middleton, Hinkle & Parker, Inc.9,849–

Not filed for Q1 2026 yet (9)

Institutions that held Applied Digital Corp. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APLD in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc24,168,082$592.6M
B. Riley Asset Management, LLC1,631,453$40.0M
Norges Bank304,700$7.47M
CIBC World Markets Corp15,735$385.8K
Prosperity Wealth Management, Inc.15,600$382.5K
Global Retirement Partners, LLC4,845$118.8K
CIBC Private Wealth Group, LLC635$15.6K
ORG Partners LLC130$3.19K
Comerica Bank16$392