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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 56,686 | $1.35M | 0.02% | +47,642+526.8% | Added |
| International Assets Investment Management, LLC | 55,020 | $1.35M | 0.09% | −2,500−4.3% | Reduced |
| Credit Agricole S A | 59,136 | $1.40M | 0.00% | +59,136 | New |
| Pension & Wealth Management Advisors, Inc. | 59,904 | $1.42M | 0.42% | −15,000−20.0% | Reduced |
| GWM Advisors LLC | 60,041 | $1.43M | 0.01% | −28,295−32.0% | Reduced |
| SummitTX Capital, L.P. | 60,217 | $1.43M | 0.05% | +30,220+100.7% | Added |
| Mirabella Financial Services LLP | 60,518 | $1.44M | 0.14% | +60,518 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,283 | $1.48M | 0.00% | +9,753+18.6% | Added |
| Vanguard Investments Australia, Ltd. | 62,712 | $1.49M | 0.00% | +62,712 | New |
| Intech Investment Management LLC | 63,155 | $1.50M | 0.01% | −11,944−15.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 63,909 | $1.52M | 0.01% | −140−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 63,927 | $1.52M | 0.12% | +139+0.2% | Added |
| Stifel Financial Corp | 65,000 | $1.54M | 0.00% | −259,474−80.0% | Reduced |
| National Asset Management, Inc. | 75,518 | $1.55M | 0.10% | −3,685−4.7% | Reduced |
| Equitable Holdings, Inc. | 65,317 | $1.57M | 0.01% | +51,352+367.7% | Added |
| SG Americas Securities, LLC | 68,480 | $1.63M | 0.00% | +35,108+105.2% | Added |
| IMC-Chicago, LLC | 68,597 | $1.63M | 0.02% | +68,597 | New |
| Simplex Trading, LLC | 68,735 | $1.63M | 0.05% | −164,934−70.6% | Reduced |
| Scientech Research LLC | 68,813 | $1.63M | 1.36% | +68,813 | New |
| Arizona State Retirement System | 69,116 | $1.64M | 0.01% | −743−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 69,423 | $1.65M | 0.02% | +13,961+25.2% | Added |
| Handelsbanken Fonder AB | 70,900 | $1.68M | 0.01% | +11,100+18.6% | Added |
| Krane Funds Advisors LLC | 68,074 | $1.70M | 0.07% | +68,074 | New |
| Register Financial Advisors LLC | 75,300 | $1.79M | 0.66% | −9,200−10.9% | Reduced |
| Los Angeles Capital Management LLC | 79,181 | $1.88M | 0.01% | +37,668+90.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80,090 | $1.90M | 0.00% | +2,007+2.6% | Added |
| Advisor Group Holdings, Inc. | 81,367 | $1.93M | 0.00% | −3,207−3.8% | Reduced |
| New York State Common Retirement Fund | 81,636 | $1.94M | 0.00% | −49,603−37.8% | Reduced |
| EAM Investors, LLC | 81,874 | $1.94M | 0.22% | +81,874 | New |
| Dimensional Fund Advisors LP | 82,968 | $1.97M | 0.00% | +82,968 | New |
| Voloridge Investment Management, LLC | 83,967 | $1.99M | 0.01% | −587,875−87.5% | Reduced |
| Man Group plc | 85,233 | $2.02M | 0.00% | −160,078−65.3% | Reduced |
| Aptus Capital Advisors, LLC | 85,270 | $2.02M | 0.02% | +85,270 | New |
| Royal Bank of Canada | 85,974 | $2.04M | 0.00% | −25,352−22.8% | Reduced |
| Millennium Management LLC | 86,238 | $2.05M | 0.00% | −205,077−70.4% | Reduced |
| State of New Jersey Common Pension Fund D | 88,635 | $2.10M | 0.01% | −5,798−6.1% | Reduced |
| Quantbot Technologies LP | 94,292 | $2.24M | 0.09% | +94,292 | New |
| Marathon Trading Investment Management LLC | 95,500 | $2.27M | 0.67% | −4,500−4.5% | Reduced |
| Private Advisor Group, LLC | 96,558 | $2.29M | 0.01% | +3,333+3.6% | Added |
| Wealth Management Associates, Inc. | 97,510 | $2.31M | 0.80% | +2,200+2.3% | Added |
| Alight Capital Management LP | 100,000 | $2.37M | 0.69% | −50,000−33.3% | Reduced |
| ExodusPoint Capital Management, LP | 103,156 | $2.45M | 0.02% | +46,234+81.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 105,071 | $2.49M | 0.01% | +9,371+9.8% | Added |
| Uniting Wealth Partners, LLC | 107,204 | $2.55M | 0.54% | +250+0.2% | Added |
| Colony Group, LLC | 108,923 | $2.59M | 0.00% | −15,736−12.6% | Reduced |
| Tudor Investment Corp Et Al | 109,280 | $2.59M | 0.01% | +109,280 | New |
| Victory Capital Management Inc | 110,175 | $2.62M | 0.00% | +6,166+5.9% | Added |
| Vanguard Global Advisers, LLC | 110,926 | $2.63M | 0.00% | +110,926 | New |
| Clear Street Markets LLC | 114,000 | $2.71M | 1.32% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 116,507 | $2.77M | 0.01% | +7,453+6.8% | Added |
| Stratos Wealth Partners, LTD. | 119,766 | $2.84M | 0.03% | +9,478+8.6% | Added |
| Manufacturers Life Insurance Company, The | 123,419 | $2.93M | 0.00% | +7,357+6.3% | Added |
| Second Line Capital, LLC | 86,703 | $2.97M | 0.56% | +86,703 | New |
| MetLife Investment Management | 130,094 | $3.09M | 0.02% | −1,128−0.9% | Reduced |
| Jones Financial Companies LLLP | 133,660 | $3.18M | 0.00% | +44,678+50.2% | Added |
| CAPROCK Group, Inc. | 139,068 | $3.30M | 0.08% | +396+0.3% | Added |
| Creative Planning | 139,389 | $3.31M | 0.00% | +40,103+40.4% | Added |
| Schonfeld Strategic Advisors LLC | 139,532 | $3.31M | 0.03% | +139,532 | New |
| Shay Capital LLC | 141,000 | $3.35M | 0.48% | +122,475+661.1% | Added |
| Covalis (Gibraltar) Ltd | 141,088 | $3.35M | 14.86% | +141,088 | New |
| Agp Franklin, LLC | 143,922 | $3.42M | 1.71% | +6,155+4.5% | Added |
| Cannon Capital Management, Inc. | 149,809 | $3.56M | 2.89% | +1,546+1.0% | Added |
| Harvey Partners, LLC | 150,000 | $3.56M | 0.29% | −100,000−40.0% | Reduced |
| Tactive Advisors, LLC | 151,517 | $3.60M | 1.01% | −24,325−13.8% | Reduced |
| Checchi Capital Advisers, LLC | 158,073 | $3.75M | 0.26% | −41,000−20.6% | Reduced |
| Findell Capital Management LLC | 170,000 | $4.04M | 1.19% | +170,000 | New |
| Susquehanna International Group, LLP | 172,444 | $4.09M | 0.01% | −49,848−22.4% | Reduced |
| Arete Wealth Advisors, LLC | 174,268 | $4.14M | 0.31% | −14,835−7.8% | Reduced |
| Commonwealth Equity Services, LLC | 179,213 | $4.25M | 0.01% | +46,315+34.9% | Added |
| Prudential Financial Inc | 180,057 | $4.27M | 0.01% | +120,077+200.2% | Added |
| Invesco Ltd. | 180,587 | $4.29M | 0.00% | +2,022+1.1% | Added |
| Cetera Investment Advisers | 185,019 | $4.39M | 0.00% | −17,643−8.7% | Reduced |
| Kestra Advisory Services, LLC | 189,061 | $4.49M | 0.02% | −9,761−4.9% | Reduced |
| Legal & General Group Plc | 199,607 | $4.74M | 0.00% | −41,360−17.2% | Reduced |
| Wells Fargo & Company | 200,821 | $4.77M | 0.00% | −177,311−46.9% | Reduced |
| Boothbay Fund Management, LLC | 201,563 | $4.79M | 0.11% | −295,257−59.4% | Reduced |
| Neuberger Berman Group LLC | 203,052 | $4.82M | 0.00% | +192,026+1,741.6% | Added |
| Squarepoint Ops LLC | 203,679 | $4.84M | 0.01% | −52,908−20.6% | Reduced |
| Blackstone Group Inc. | 211,110 | $5.01M | 0.02% | +112,432+113.9% | Added |
| Deutsche Bank AG | 214,421 | $5.09M | 0.00% | −85,233−28.4% | Reduced |
| Vanguard Asset Management, Ltd | 225,560 | $5.35M | 0.00% | +225,560 | New |
| First Trust Advisors LP | 226,952 | $5.39M | 0.00% | −22,785−9.1% | Reduced |
| Mariner, LLC | 237,715 | $5.64M | 0.01% | +196,299+474.0% | Added |
| State of Wisconsin Investment Board | 238,450 | $5.66M | 0.01% | +56,183+30.8% | Added |
| Kennedy Capital Management, Inc. | 240,854 | $5.72M | 0.12% | +5,432+2.3% | Added |
| ArrowMark Colorado Holdings LLC | 246,668 | $5.86M | 0.16% | +27,594+12.6% | Added |
| Spear Advisors LLC | 251,886 | $5.98M | 4.45% | −41,370−14.1% | Reduced |
| Gillson Capital LP | 254,897 | $6.05M | 0.50% | +154,097+152.9% | Added |
| Voleon Capital Management LP | 255,741 | $6.07M | 0.13% | +181,951+246.6% | Added |
| Alliancebernstein L.P. | 249,913 | $6.13M | 0.00% | +284+0.1% | Added |
| Rhumbline Advisers | 290,325 | $6.89M | 0.01% | −7,943−2.7% | Reduced |
| California State Teachers Retirement System | 291,305 | $6.92M | 0.01% | +53,208+22.3% | Added |
| Landscape Capital Management, L.L.C. | 302,055 | $7.17M | 0.45% | +187,857+164.5% | Added |
| Citadel Advisors LLC | 305,249 | $7.25M | 0.01% | +288,979+1,776.1% | Added |
| Bleakley Financial Group, LLC | 307,510 | $7.30M | 0.11% | +2,063+0.7% | Added |
| Virtu Financial LLC | 308,553 | $7.33M | 0.30% | +192,600+166.1% | Added |
| Nomura Holdings Inc | 308,919 | $7.33M | 0.06% | +2,434+0.8% | Added |
| Algert Global LLC | 312,478 | $7.42M | 0.11% | +140,338+81.5% | Added |
| BIT Capital GmbH | 396,082 | $9.40M | 0.52% | −30,038−7.0% | Reduced |
| TFR Capital, LLC. | 372,960 | $9.50M | 2.91% | +301,954+425.3% | Added |