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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 14,199 | $337.1K | 0.07% | −537−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 14,280 | $339.0K | 0.01% | +300+2.1% | Added |
| SLT Holdings LLC | 14,500 | $344.2K | 0.24% | −6,500−31.0% | Reduced |
| NewEdge Wealth, LLC | 14,500 | $344.2K | 0.00% | −5,272−26.7% | Reduced |
| Benin Management CORP | 14,600 | $346.6K | 0.08% | +14,600 | New |
| Apollon Wealth Management, LLC | 15,142 | $359.5K | 0.01% | +15,142 | New |
| Patten Group, Inc. | 15,157 | $359.8K | 0.06% | +15,157 | New |
| Blair William & Co | 15,205 | $361.0K | 0.00% | −1,654−9.8% | Reduced |
| Principal Financial Group Inc | 15,521 | $368.5K | 0.00% | +2,400+18.3% | Added |
| Foundations Investment Advisors, LLC | 15,614 | $370.7K | 0.00% | −6,237−28.5% | Reduced |
| American Century Companies Inc | 15,730 | $373.4K | 0.00% | +15,730 | New |
| Ensign Peak Advisors, Inc | 15,750 | $373.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,973 | $379.2K | 0.00% | +3,968+33.1% | Added |
| Verition Fund Management LLC | 16,124 | $382.8K | 0.00% | −234,278−93.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,816 | $399.2K | 0.02% | +1,716+11.4% | Added |
| Wealthspire Advisors, LLC | 17,027 | $404.2K | 0.00% | +6,751+65.7% | Added |
| Federation des caisses Desjardins du Quebec | 17,163 | $407.4K | 0.00% | +14,094+459.2% | Added |
| Krilogy Financial LLC | 13,682 | $411.7K | 0.01% | +4,659+51.6% | Added |
| Allspring Global Investments Holdings, LLC | 17,189 | $421.0K | 0.00% | +1,366+8.6% | Added |
| Kovack Advisors, Inc. | 18,697 | $457.5K | 0.02% | +1,028+5.8% | Added |
| Ameritas Investment Partners, Inc. | 19,692 | $467.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19,724 | $468.2K | 0.01% | +3,763+23.6% | Added |
| Public Employees Retirement Association of Colorado | 20,082 | $477.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 20,154 | $478.5K | 0.04% | +11,065+121.7% | Added |
| Genesis Financial Group, LLC | 20,300 | $481.9K | 0.32% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,359 | $483.3K | 0.01% | −17,524−46.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,657 | $490.4K | 0.02% | +20,657 | New |
| Steward Partners Investment Advisory, LLC | 20,843 | $494.8K | 0.00% | −5,272−20.2% | Reduced |
| Crumly & Associates Inc. | 21,270 | $504.9K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 21,796 | $517.4K | 0.01% | +8,830+68.1% | Added |
| RSM US Wealth Management LLC | 22,017 | $522.7K | 0.01% | +762+3.6% | Added |
| Qsemble Capital Management, LP | 22,060 | $523.7K | 0.04% | +22,060 | New |
| Sentinel Trust Co Lba | 22,150 | $526.0K | 0.05% | −7,200−24.5% | Reduced |
| Xponance, Inc. | 22,377 | $531.2K | 0.00% | +3,816+20.6% | Added |
| Group One Trading, L.P. | 23,146 | $549.5K | 0.02% | +23,146 | New |
| Fieldview Capital Management, LLC | 23,490 | $557.7K | 0.16% | +23,490 | New |
| SBI Securities Co., Ltd. | 24,025 | $570.4K | 0.02% | −5,477−18.6% | Reduced |
| Rockefeller Capital Management L.P. | 24,474 | $581.0K | 0.00% | −1,656−6.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 24,965 | $592.7K | 0.27% | −2,100−7.8% | Reduced |
| Pensionmark Financial Group, LLC | 25,169 | $597.5K | 0.01% | +25,169 | New |
| Hollencrest Capital Management | 25,279 | $600.1K | 0.02% | +2,575+11.3% | Added |
| Quad-Cities Investment Group, LLC | 25,510 | $605.6K | 0.24% | +5,447+27.1% | Added |
| McGuire Investment Group, LLC | 25,900 | $614.9K | 0.07% | +3,163+13.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 26,636 | $632.3K | 0.53% | −3,210−10.8% | Reduced |
| Marshall Wace, LLP | 26,700 | $633.9K | 0.00% | −276,240−91.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,931 | $639.3K | 0.00% | +2,759+11.4% | Added |
| Baker Avenue Asset Management, LP | 28,375 | $673.6K | 0.02% | −2,000−6.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,433 | $675.0K | 0.00% | +874+3.2% | Added |
| Fortress Wealth Group, LLC | 27,695 | $697.6K | 0.26% | −32−0.1% | Reduced |
| REX Advisers, LLC | 29,800 | $707.5K | 4.13% | +29,800 | New |
| Yorktown Management & Research Co Inc | 30,350 | $720.5K | 0.60% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 30,425 | $722.3K | 0.02% | −209−0.7% | Reduced |
| Gsa Capital Partners LLP | 30,657 | $728.0K | 0.05% | +19,467+174.0% | Added |
| STRS Ohio | 30,700 | $728.8K | 0.00% | −2,700−8.1% | Reduced |
| MML Investors Services, LLC | 30,729 | $729.5K | 0.00% | +6,937+29.2% | Added |
| Thoroughbred Financial Services, LLC | 31,115 | $738.0K | 0.04% | +3,277+11.8% | Added |
| Amundi | 31,327 | $743.7K | 0.00% | +11,968+61.8% | Added |
| Harvest Investment Services, LLC | 31,505 | $747.9K | 0.14% | +31,505 | New |
| Resources Investment Advisors, LLC. | 32,059 | $761.1K | 0.01% | +1,589+5.2% | Added |
| Cookson Peirce & Co Inc | 32,174 | $763.8K | 0.03% | +32,174 | New |
| Wolverine Asset Management LLC | 32,298 | $766.8K | 0.01% | +32,298 | New |
| IHT Wealth Management, LLC | 32,824 | $779.2K | 0.02% | +32,824 | New |
| HighTower Advisors, LLC | 32,870 | $780.3K | 0.00% | +827+2.6% | Added |
| PFG Investments, LLC | 33,210 | $788.4K | 0.04% | −37,850−53.3% | Reduced |
| Morse Asset Management, Inc | 33,760 | $801.5K | 0.17% | +565+1.7% | Added |
| Quent Capital, LLC | 34,000 | $807.2K | 0.06% | +5,000+17.2% | Added |
| ProShare Advisors LLC | 35,096 | $833.2K | 0.00% | −8,982−20.4% | Reduced |
| Fiduciary Alliance LLC | 28,125 | $866.5K | 0.05% | −11,430−28.9% | Reduced |
| Bank of Montreal | 36,664 | $870.4K | 0.00% | +24,290+196.3% | Added |
| Twin Tree Management, LP | 38,158 | $905.9K | 0.19% | −7,609−16.6% | Reduced |
| HRT Financial LP | 38,355 | $910.0K | 0.00% | +38,355 | New |
| CastleKnight Management LP | 40,900 | $971.0K | 0.05% | −70,400−63.3% | Reduced |
| Wealthfront Advisers LLC | 41,542 | $986.2K | 0.00% | +4,638+12.6% | Added |
| AQR Capital Management LLC | 41,780 | $991.9K | 0.00% | +627+1.5% | Added |
| Nisa Investment Advisors, LLC | 41,802 | $992.4K | 0.00% | −7,984−16.0% | Reduced |
| Concurrent Investment Advisors, LLC | 42,034 | $997.9K | 0.01% | +20,702+97.0% | Added |
| Newbridge Financial Services Group, Inc. | 42,042 | $998.1K | 0.16% | +38,242+1,006.4% | Added |
| Balboa Wealth Partners | 42,186 | $1.00M | 0.17% | +6,636+18.7% | Added |
| Chelsea Counsel Co | 42,290 | $1.00M | 0.45% | −6,285−12.9% | Reduced |
| Russell Investments Group, Ltd. | 42,492 | $1.01M | 0.00% | +9,829+30.1% | Added |
| Pictet Asset Management Holding SA | 42,574 | $1.01M | 0.00% | −1,788−4.0% | Reduced |
| Allstate Corp | 42,981 | $1.02M | 0.01% | +42,981 | New |
| Captrust Financial Advisors | 44,414 | $1.05M | 0.00% | +5,176+13.2% | Added |
| Knights of Columbus Asset Advisors LLC | 45,476 | $1.08M | 0.06% | +21,108+86.6% | Added |
| Sigma Planning Corp | 45,858 | $1.09M | 0.03% | +45,858 | New |
| Defiance ETFs, LLC | 45,906 | $1.09M | 0.02% | +45,906 | New |
| Alphadyne Asset Management LP | 46,084 | $1.09M | 0.14% | +41,508+907.1% | Added |
| Feynman Point Asset Management LLC | 46,433 | $1.10M | 3.79% | −5,427−10.5% | Reduced |
| Nicholas Investment Partners, LP | 46,530 | $1.10M | 0.08% | −55,863−54.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48,963 | $1.16M | 0.01% | +19,980+68.9% | Added |
| Prime Capital Investment Advisors, LLC | 49,708 | $1.18M | 0.01% | −2,648−5.1% | Reduced |
| Ratan Capital Management LP | 50,000 | $1.19M | 0.44% | +50,000 | New |
| State Board of Administration of Florida Retirement System | 50,784 | $1.21M | 0.00% | +15,784+45.1% | Added |
| Dupree Financial Group, LLC | 51,359 | $1.22M | 0.49% | −41−0.1% | Reduced |
| Bannerstone Capital Management, LLC | 51,692 | $1.23M | 1.27% | −2,343−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 52,002 | $1.23M | 0.03% | +39,964+332.0% | Added |
| Morris Retirement Advisors, LLC | 53,491 | $1.27M | 0.52% | −763−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 55,400 | $1.32M | 0.01% | +1,700+3.2% | Added |
| Walleye Capital LLC | 56,065 | $1.33M | 0.01% | +56,052+431,169.2% | Added |
| Vontobel Holding Ltd. | 56,681 | $1.35M | 0.00% | +52,398+1,223.4% | Added |