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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 6 | $147 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 8 | $190 | 0.00% | −10−55.6% | Reduced |
| Quarry LP | 9 | $214 | 0.00% | −281−96.9% | Reduced |
| Lloyd Advisory Services, LLC. | 9 | $218 | 0.00% | +9 | New |
| Kingdom Financial Group LLC. | 9 | $218 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $237 | 0.00% | −371,680−100.0% | Reduced |
| TD Private Client Wealth LLC | 10 | $237 | 0.00% | −18−64.3% | Reduced |
| Godfrey Financial Associates, Inc. | 11 | $261 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $261 | 0.00% | +11 | New |
| Fifth Third Bancorp | 17 | $404 | 0.00% | +17 | New |
| TFC Financial Management | 22 | $523 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $594 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 25 | $594 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $594 | 0.00% | +25 | New |
| Versant Capital Management, Inc | 31 | $736 | 0.00% | +31 | New |
| Archer Investment Corp | 42 | $997 | 0.00% | +42 | New |
| Avion Wealth | 83 | $1.00K | 0.00% | +19+29.7% | Added |
| Hantz Financial Services, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Whittier Trust Co | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 60 | $1.42K | 0.00% | +60 | New |
| Sound Income Strategies, LLC | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $1.76K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 77 | $1.83K | 0.00% | −57−42.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $1.99K | 0.00% | +50 | New |
| TSFG, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $2.00K | 0.00% | +48+177.8% | Added |
| Clearstead Advisors, LLC | 91 | $2.16K | 0.00% | −1,903−95.4% | Reduced |
| SWAN Capital LLC | 98 | $2.33K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $2.37K | 0.00% | −2,100−95.5% | Reduced |
| Raleigh Capital Management Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 100 | $2.37K | 0.00% | +100 | New |
| Silicon Valley Capital Partners | 110 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 110 | $2.61K | 0.00% | +50+83.3% | Added |
| Triumph Capital Management | 124 | $2.94K | 0.00% | +22+21.6% | Added |
| Keating Financial Advisory Services, Inc. | 125 | $2.97K | 0.00% | +125 | New |
| Valley National Advisers Inc | 150 | $3.00K | 0.00% | −200−57.1% | Reduced |
| Roble, Belko & Company, Inc | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $3.06K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 141 | $3.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 145 | $3.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 148 | $3.51K | 0.00% | +16+12.1% | Added |
| Quadrant Capital Group LLC | 151 | $3.58K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 156 | $3.70K | 0.00% | +148+1,850.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 174 | $4.12K | 0.00% | +174 | New |
| Frazier Financial Advisors, LLC | 175 | $4.16K | 0.00% | +75+75.0% | Added |
| Rialto Wealth Management, LLC | 181 | $4.30K | 0.00% | +14+8.4% | Added |
| Bell Investment Advisors, Inc | 187 | $4.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 194 | $4.61K | 0.00% | −129−39.9% | Reduced |
| Berbice Capital Management LLC | 200 | $4.75K | 0.00% | +200 | New |
| Owl Creek Wealth Partners LLC | 202 | $4.80K | 0.00% | +202 | New |
| Covestor Ltd | 206 | $5.00K | 0.00% | +180+692.3% | Added |
| Transamerica Financial Advisors, Inc. | 217 | $5.15K | 0.00% | +217 | New |
| Smartleaf Asset Management LLC | 262 | $5.38K | 0.00% | −105−28.6% | Reduced |
| Delos Wealth Advisors, LLC | 232 | $5.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 235 | $5.58K | 0.00% | +14+6.3% | Added |
| Accent Capital Management, LLC | 245 | $5.82K | 0.00% | +245 | New |
| Aster Capital Management (DIFC) Ltd | 1,066 | $5.99K | 0.00% | +1,066 | New |
| Security National Bank | 261 | $6.20K | 0.00% | +261 | New |
| Financial Consulate, Inc | 264 | $6.27K | 0.00% | +5+1.9% | Added |
| CoreCap Advisors, LLC | 272 | $6.46K | 0.00% | −2,144−88.7% | Reduced |
| Rothschild Investment LLC | 285 | $6.77K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $7.00K | 0.00% | −355−54.2% | Reduced |
| CVA Family Office, LLC | 300 | $7.12K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 345 | $8.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 370 | $8.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 395 | $9.38K | 0.00% | +85+27.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 428 | $10.2K | 0.00% | +428 | New |
| Root Financial Partners, LLC | 458 | $10.9K | 0.00% | −1,776−79.5% | Reduced |
| Graney & King, LLC | 492 | $11.7K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 500 | $11.9K | 0.01% | −300−37.5% | Reduced |
| HM Payson & Co | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 550 | $13.1K | 0.00% | −225−29.0% | Reduced |
| Armstrong Advisory Group, Inc | 577 | $13.7K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 595 | $14.1K | 0.01% | +150+33.7% | Added |
| EverSource Wealth Advisors, LLC | 604 | $14.3K | 0.00% | +489+425.2% | Added |
| MCF Advisors LLC | 619 | $14.7K | 0.00% | −323−34.3% | Reduced |
| Salem Investment Counselors Inc | 632 | $15.0K | 0.00% | +632 | New |
| Ritter Daniher Financial Advisory LLC | 671 | $15.9K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 665 | $16.0K | 0.01% | −588−46.9% | Reduced |
| Bessemer Group Inc | 673 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 723 | $17.6K | 0.00% | +723 | New |
| Caitlin John, LLC | 796 | $18.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 800 | $19.0K | 0.01% | −200−20.0% | Reduced |
| SHP Wealth Management | 800 | $19.0K | 0.00% | +150+23.1% | Added |
| Pittenger & Anderson Inc | 800 | $19.0K | 0.00% | +200+33.3% | Added |
| SRS Capital Advisors, Inc. | 803 | $19.1K | 0.00% | −4,117−83.7% | Reduced |
| Bear Mountain Capital, Inc. | 600 | $19.3K | 0.01% | +100+20.0% | Added |
| Strategic Wealth Partners, Ltd. | 855 | $20.3K | 0.00% | −55−6.0% | Reduced |
| Albion Financial Group | 1,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,000 | $23.7K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,000 | $23.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,000 | $23.7K | 0.01% | +1,000 | New |
| Curio Wealth, LLC | 1,006 | $23.9K | 0.01% | +600+147.8% | Added |
| Signaturefd, LLC | 1,073 | $25.5K | 0.00% | +597+125.4% | Added |
| Bayforest Capital Ltd | 1,074 | $25.5K | 0.03% | +1,074 | New |
| Larson Financial Group LLC | 1,108 | $26.3K | 0.00% | +1,013+1,066.3% | Added |