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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 1,116 | $26.5K | 0.00% | +140+14.3% | Added |
| Osbon Capital Management LLC | 1,150 | $27.3K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,262 | $30.0K | 0.02% | −438−25.8% | Reduced |
| Natixis | 1,299 | $30.8K | 0.00% | −627−32.6% | Reduced |
| DAGCO, Inc. | 1,300 | $30.9K | 0.01% | −56−4.1% | Reduced |
| UMA Financial Services, Inc. | 1,436 | $34.1K | 0.00% | −16−1.1% | Reduced |
| Acadian Asset Management LLC | 1,542 | $36.0K | 0.00% | +1,542 | New |
| Center for Financial Planning, Inc. | 1,537 | $36.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,540 | $36.6K | 0.01% | +1,540 | New |
| Private Trust Co NA | 1,600 | $38.0K | 0.00% | −25−1.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,600 | $38.0K | 0.02% | +1,600 | New |
| GAMMA Investing LLC | 1,628 | $38.6K | 0.00% | +252+18.3% | Added |
| CrossGen Wealth, LLC | 1,755 | $41.7K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,205 | $42.9K | 0.00% | +855+244.3% | Added |
| Whipplewood Advisors, LLC | 1,950 | $46.3K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,000 | $47.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,100 | $49.9K | 0.00% | +1,500+250.0% | Added |
| Stance Capital LLC | 2,157 | $51.2K | 0.02% | +2,157 | New |
| Cornerstone Planning Group LLC | 1,309 | $52.2K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,230 | $52.9K | 0.02% | +2,230 | New |
| Opal Wealth Advisors, LLC | 2,230 | $52.9K | 0.01% | +2,230 | New |
| Allworth Financial LP | 2,272 | $53.9K | 0.00% | −2,479−52.2% | Reduced |
| State of Wyoming | 2,321 | $55.1K | 0.01% | −1,005−30.2% | Reduced |
| CX Institutional | 2,344 | $56.0K | 0.00% | +2,344 | New |
| Vermillion Wealth Management, Inc. | 2,563 | $60.8K | 0.02% | +583+29.4% | Added |
| Parallel Advisors, LLC | 2,614 | $62.1K | 0.00% | +1,458+126.1% | Added |
| Sterling Capital Management LLC | 3,067 | $72.8K | 0.00% | −1,413−31.5% | Reduced |
| Atlantic Union Bankshares Corp | 3,306 | $78.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,940 | $93.5K | 0.00% | −16,264−80.5% | Reduced |
| Vestor Capital, LLC | 4,112 | $98.0K | 0.01% | +4,112 | New |
| Spire Wealth Management | 4,271 | $101.4K | 0.00% | +946+28.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,461 | $105.9K | 0.01% | +3,038+213.5% | Added |
| SJS Investment Consulting Inc. | 4,482 | $106.4K | 0.01% | +1,117+33.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,575 | $108.6K | 0.00% | +1,078+30.8% | Added |
| Itau Unibanco Holding S.A. | 4,856 | $115.3K | 0.00% | +4,856 | New |
| Private Wealth Asset Management, LLC | 5,000 | $118.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,199 | $123.4K | 0.00% | +1,110+27.1% | Added |
| Omega Financial Group, LLC | 5,734 | $136.1K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 5,853 | $139.0K | 0.00% | +808+16.0% | Added |
| Caption Management, LLC | 6,000 | $142.4K | 0.01% | −244,000−97.6% | Reduced |
| Activest Wealth Management | 6,000 | $142.4K | 0.03% | +5,000+500.0% | Added |
| Elequin Capital LP | 6,058 | $143.8K | 0.01% | +4,842+398.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,227 | $147.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,385 | $151.6K | 0.00% | −358−5.3% | Reduced |
| Benson Wealth Management INC | 6,558 | $155.7K | 0.21% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,597 | $156.6K | 0.00% | +6,597 | New |
| IFP Advisors, Inc | 6,763 | $160.6K | 0.00% | −1,032−13.2% | Reduced |
| Advisors Asset Management, Inc. | 6,911 | $164.1K | 0.00% | +665+10.6% | Added |
| KBC Group NV | 7,450 | $177.0K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,450 | $200.6K | 0.03% | −725−7.9% | Reduced |
| AE Wealth Management LLC | 8,492 | $201.6K | 0.00% | +203+2.4% | Added |
| Royal Fund Management, LLC | 8,580 | $203.7K | 0.02% | −97,240−91.9% | Reduced |
| Abacus Wealth Partners, LLC | 8,668 | $205.8K | 0.02% | +8,668 | New |
| CIBC World Markets Inc. | 8,700 | $206.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 8,727 | $207.2K | 0.13% | +8,727 | New |
| Wedbush Securities Inc | 8,865 | $210.0K | 0.01% | −300−3.3% | Reduced |
| Penserra Capital Management LLC | 9,105 | $216.0K | 0.00% | +9,105 | New |
| PCG Wealth Advisors, LLC | 9,200 | $218.4K | 0.06% | +9,200 | New |
| Heck Capital Advisors, LLC | 9,274 | $220.2K | 0.02% | +9,274 | New |
| Mayfair Advisory Group, LLC | 9,282 | $220.4K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,370 | $222.4K | 0.00% | +155+1.7% | Added |
| Leonteq Securities AG | 9,390 | $222.9K | 0.01% | −4,251−31.2% | Reduced |
| Integrated Quantitative Investments LLC | 9,432 | $223.9K | 0.04% | +450+5.0% | Added |
| Dynamic Advisor Solutions LLC | 9,592 | $227.7K | 0.01% | −1,253−11.6% | Reduced |
| Farther Finance Advisors, LLC | 9,361 | $229.3K | 0.00% | +1,044+12.6% | Added |
| Victory Financial Group, LLC | 9,698 | $230.2K | 0.03% | −12,403−56.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,850 | $233.8K | 0.08% | +950+10.7% | Added |
| Strategies Wealth Advisors, LLC | 10,029 | $238.1K | 0.02% | +9+0.1% | Added |
| Steel Peak Wealth Management LLC | 10,121 | $240.3K | 0.01% | +10,121 | New |
| Brookstone Capital Management | 10,164 | $241.3K | 0.00% | +889+9.6% | Added |
| Shelton Wealth Management, LLC | 10,195 | $242.0K | 0.11% | −1,730−14.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,300 | $244.5K | 0.03% | +10,300 | New |
| Twinbeech Capital LP | 10,500 | $249.3K | 0.03% | +10,500 | New |
| Guggenheim Capital LLC | 11,094 | $263.4K | 0.00% | −3,909−26.1% | Reduced |
| Ethic Inc. | 11,218 | $266.3K | 0.00% | +987+9.6% | Added |
| Focused Alpha, LLC | 11,223 | $266.4K | 0.08% | +11,223 | New |
| Truvestments Capital LLC | 11,276 | $267.7K | 0.05% | +7,800+224.4% | Added |
| Savvy Advisors, Inc. | 11,306 | $268.4K | 0.01% | +611+5.7% | Added |
| M&T Bank Corp | 11,376 | $270.4K | 0.00% | +160+1.4% | Added |
| US Bancorp | 11,547 | $274.1K | 0.00% | +4,526+64.5% | Added |
| Two Sigma Securities, LLC | 11,547 | $274.1K | 0.03% | +11,547 | New |
| Valeo Financial Advisors, LLC | 11,667 | $277.0K | 0.01% | +134+1.2% | Added |
| Journey Strategic Wealth LLC | 11,891 | $282.3K | 0.01% | +11,891 | New |
| LBMC Investment Advisors, LLC | 11,930 | $283.2K | 0.02% | 00.0% | Unchanged |
| DnB Asset Management AS | 11,952 | $283.7K | 0.00% | +11,952 | New |
| The PNC Financial Services Group, Inc. | 12,061 | $286.3K | 0.00% | −2,503−17.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,765 | $288.9K | 0.00% | −1,291−9.9% | Reduced |
| Meadowbrook Wealth Management, LLC | 12,533 | $297.5K | 0.39% | +12,533 | New |
| Beacon Pointe Advisors, LLC | 12,533 | $297.5K | 0.00% | +12,533 | New |
| Clark Financial Services Group Inc | 12,595 | $299.0K | 0.16% | +12,595 | New |
| Mann Financial Group, Inc. | 12,640 | $300.1K | 0.28% | +3,500+38.3% | Added |
| Visionary Wealth Advisors | 12,732 | $302.3K | 0.01% | −3,545−21.8% | Reduced |
| Envestnet Asset Management Inc | 12,737 | $302.4K | 0.00% | −42,074−76.8% | Reduced |
| Chesapeake Capital Corp | 13,165 | $312.5K | 0.23% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 13,350 | $316.9K | 0.00% | +13,350 | New |
| Quantinno Capital Management LP | 13,383 | $317.7K | 0.00% | +3,111+30.3% | Added |
| CIBC Bancorp USA Inc. | 13,981 | $331.9K | 0.00% | +13,981 | New |
| Assetmark, Inc | 13,990 | $332.1K | 0.00% | −233−1.6% | Reduced |
| NWF Advisory Services Inc. | 14,140 | $335.7K | 0.04% | −3,020−17.6% | Reduced |
| Millington Financial Advisors, LLC | 10,000 | $336.7K | 0.14% | 00.0% | Unchanged |