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 |
|---|---|---|---|---|---|
| Shay Capital LLC | 141,000 | $3.35M | 0.48% | +122,475+661.1% | Added |
| Schonfeld Strategic Advisors LLC | 139,532 | $3.31M | 0.03% | +139,532 | New |
| Creative Planning | 139,389 | $3.31M | 0.00% | +40,103+40.4% | Added |
| CAPROCK Group, Inc. | 139,068 | $3.30M | 0.08% | +396+0.3% | Added |
| Jones Financial Companies LLLP | 133,660 | $3.18M | 0.00% | +44,678+50.2% | Added |
| MetLife Investment Management | 130,094 | $3.09M | 0.02% | −1,128−0.9% | Reduced |
| Second Line Capital, LLC | 86,703 | $2.97M | 0.56% | +86,703 | New |
| Manufacturers Life Insurance Company, The | 123,419 | $2.93M | 0.00% | +7,357+6.3% | Added |
| Stratos Wealth Partners, LTD. | 119,766 | $2.84M | 0.03% | +9,478+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 116,507 | $2.77M | 0.01% | +7,453+6.8% | Added |
| Clear Street Markets LLC | 114,000 | $2.71M | 1.32% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 110,926 | $2.63M | 0.00% | +110,926 | New |
| Victory Capital Management Inc | 110,175 | $2.62M | 0.00% | +6,166+5.9% | Added |
| Tudor Investment Corp Et Al | 109,280 | $2.59M | 0.01% | +109,280 | New |
| Colony Group, LLC | 108,923 | $2.59M | 0.00% | −15,736−12.6% | Reduced |
| Uniting Wealth Partners, LLC | 107,204 | $2.55M | 0.54% | +250+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 105,071 | $2.49M | 0.01% | +9,371+9.8% | Added |
| ExodusPoint Capital Management, LP | 103,156 | $2.45M | 0.02% | +46,234+81.2% | Added |
| Alight Capital Management LP | 100,000 | $2.37M | 0.69% | −50,000−33.3% | Reduced |
| Wealth Management Associates, Inc. | 97,510 | $2.31M | 0.80% | +2,200+2.3% | Added |
| Private Advisor Group, LLC | 96,558 | $2.29M | 0.01% | +3,333+3.6% | Added |
| Marathon Trading Investment Management LLC | 95,500 | $2.27M | 0.67% | −4,500−4.5% | Reduced |
| Quantbot Technologies LP | 94,292 | $2.24M | 0.09% | +94,292 | New |
| State of New Jersey Common Pension Fund D | 88,635 | $2.10M | 0.01% | −5,798−6.1% | Reduced |
| Millennium Management LLC | 86,238 | $2.05M | 0.00% | −205,077−70.4% | Reduced |
| Royal Bank of Canada | 85,974 | $2.04M | 0.00% | −25,352−22.8% | Reduced |
| Aptus Capital Advisors, LLC | 85,270 | $2.02M | 0.02% | +85,270 | New |
| Man Group plc | 85,233 | $2.02M | 0.00% | −160,078−65.3% | Reduced |
| Voloridge Investment Management, LLC | 83,967 | $1.99M | 0.01% | −587,875−87.5% | Reduced |
| Dimensional Fund Advisors LP | 82,968 | $1.97M | 0.00% | +82,968 | New |
| EAM Investors, LLC | 81,874 | $1.94M | 0.22% | +81,874 | New |
| New York State Common Retirement Fund | 81,636 | $1.94M | 0.00% | −49,603−37.8% | Reduced |
| Advisor Group Holdings, Inc. | 81,367 | $1.93M | 0.00% | −3,207−3.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80,090 | $1.90M | 0.00% | +2,007+2.6% | Added |
| Los Angeles Capital Management LLC | 79,181 | $1.88M | 0.01% | +37,668+90.7% | Added |
| Register Financial Advisors LLC | 75,300 | $1.79M | 0.66% | −9,200−10.9% | Reduced |
| Krane Funds Advisors LLC | 68,074 | $1.70M | 0.07% | +68,074 | New |
| Handelsbanken Fonder AB | 70,900 | $1.68M | 0.01% | +11,100+18.6% | Added |
| Kestra Private Wealth Services, LLC | 69,423 | $1.65M | 0.02% | +13,961+25.2% | Added |
| Arizona State Retirement System | 69,116 | $1.64M | 0.01% | −743−1.1% | Reduced |
| Scientech Research LLC | 68,813 | $1.63M | 1.36% | +68,813 | New |
| Simplex Trading, LLC | 68,735 | $1.63M | 0.05% | −164,934−70.6% | Reduced |
| IMC-Chicago, LLC | 68,597 | $1.63M | 0.02% | +68,597 | New |
| SG Americas Securities, LLC | 68,480 | $1.63M | 0.00% | +35,108+105.2% | Added |
| Equitable Holdings, Inc. | 65,317 | $1.57M | 0.01% | +51,352+367.7% | Added |
| National Asset Management, Inc. | 75,518 | $1.55M | 0.10% | −3,685−4.7% | Reduced |
| Stifel Financial Corp | 65,000 | $1.54M | 0.00% | −259,474−80.0% | Reduced |
| Clear Creek Financial Management, LLC | 63,927 | $1.52M | 0.12% | +139+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 63,909 | $1.52M | 0.01% | −140−0.2% | Reduced |
| Intech Investment Management LLC | 63,155 | $1.50M | 0.01% | −11,944−15.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 62,712 | $1.49M | 0.00% | +62,712 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,283 | $1.48M | 0.00% | +9,753+18.6% | Added |
| Mirabella Financial Services LLP | 60,518 | $1.44M | 0.14% | +60,518 | New |
| SummitTX Capital, L.P. | 60,217 | $1.43M | 0.05% | +30,220+100.7% | Added |
| GWM Advisors LLC | 60,041 | $1.43M | 0.01% | −28,295−32.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 59,904 | $1.42M | 0.42% | −15,000−20.0% | Reduced |
| Credit Agricole S A | 59,136 | $1.40M | 0.00% | +59,136 | New |
| International Assets Investment Management, LLC | 55,020 | $1.35M | 0.09% | −2,500−4.3% | Reduced |
| Harbour Investments, Inc. | 56,686 | $1.35M | 0.02% | +47,642+526.8% | Added |
| Vontobel Holding Ltd. | 56,681 | $1.35M | 0.00% | +52,398+1,223.4% | Added |
| Walleye Capital LLC | 56,065 | $1.33M | 0.01% | +56,052+431,169.2% | Added |
| KLP Kapitalforvaltning AS | 55,400 | $1.32M | 0.01% | +1,700+3.2% | Added |
| Morris Retirement Advisors, LLC | 53,491 | $1.27M | 0.52% | −763−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 52,002 | $1.23M | 0.03% | +39,964+332.0% | Added |
| Bannerstone Capital Management, LLC | 51,692 | $1.23M | 1.27% | −2,343−4.3% | Reduced |
| Dupree Financial Group, LLC | 51,359 | $1.22M | 0.49% | −41−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 50,784 | $1.21M | 0.00% | +15,784+45.1% | Added |
| Ratan Capital Management LP | 50,000 | $1.19M | 0.44% | +50,000 | New |
| Prime Capital Investment Advisors, LLC | 49,708 | $1.18M | 0.01% | −2,648−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 48,963 | $1.16M | 0.01% | +19,980+68.9% | Added |
| Nicholas Investment Partners, LP | 46,530 | $1.10M | 0.08% | −55,863−54.6% | Reduced |
| Feynman Point Asset Management LLC | 46,433 | $1.10M | 3.79% | −5,427−10.5% | Reduced |
| Alphadyne Asset Management LP | 46,084 | $1.09M | 0.14% | +41,508+907.1% | Added |
| Defiance ETFs, LLC | 45,906 | $1.09M | 0.02% | +45,906 | New |
| Sigma Planning Corp | 45,858 | $1.09M | 0.03% | +45,858 | New |
| Knights of Columbus Asset Advisors LLC | 45,476 | $1.08M | 0.06% | +21,108+86.6% | Added |
| Captrust Financial Advisors | 44,414 | $1.05M | 0.00% | +5,176+13.2% | Added |
| Allstate Corp | 42,981 | $1.02M | 0.01% | +42,981 | New |
| Pictet Asset Management Holding SA | 42,574 | $1.01M | 0.00% | −1,788−4.0% | Reduced |
| Russell Investments Group, Ltd. | 42,492 | $1.01M | 0.00% | +9,829+30.1% | Added |
| Chelsea Counsel Co | 42,290 | $1.00M | 0.45% | −6,285−12.9% | Reduced |
| Balboa Wealth Partners | 42,186 | $1.00M | 0.17% | +6,636+18.7% | Added |
| Newbridge Financial Services Group, Inc. | 42,042 | $998.1K | 0.16% | +38,242+1,006.4% | Added |
| Concurrent Investment Advisors, LLC | 42,034 | $997.9K | 0.01% | +20,702+97.0% | Added |
| Nisa Investment Advisors, LLC | 41,802 | $992.4K | 0.00% | −7,984−16.0% | Reduced |
| AQR Capital Management LLC | 41,780 | $991.9K | 0.00% | +627+1.5% | Added |
| Wealthfront Advisers LLC | 41,542 | $986.2K | 0.00% | +4,638+12.6% | Added |
| CastleKnight Management LP | 40,900 | $971.0K | 0.05% | −70,400−63.3% | Reduced |
| HRT Financial LP | 38,355 | $910.0K | 0.00% | +38,355 | New |
| Twin Tree Management, LP | 38,158 | $905.9K | 0.19% | −7,609−16.6% | Reduced |
| Bank of Montreal | 36,664 | $870.4K | 0.00% | +24,290+196.3% | Added |
| Fiduciary Alliance LLC | 28,125 | $866.5K | 0.05% | −11,430−28.9% | Reduced |
| ProShare Advisors LLC | 35,096 | $833.2K | 0.00% | −8,982−20.4% | Reduced |
| Quent Capital, LLC | 34,000 | $807.2K | 0.06% | +5,000+17.2% | Added |
| Morse Asset Management, Inc | 33,760 | $801.5K | 0.17% | +565+1.7% | Added |
| PFG Investments, LLC | 33,210 | $788.4K | 0.04% | −37,850−53.3% | Reduced |
| HighTower Advisors, LLC | 32,870 | $780.3K | 0.00% | +827+2.6% | Added |
| IHT Wealth Management, LLC | 32,824 | $779.2K | 0.02% | +32,824 | New |
| Wolverine Asset Management LLC | 32,298 | $766.8K | 0.01% | +32,298 | New |
| Cookson Peirce & Co Inc | 32,174 | $763.8K | 0.03% | +32,174 | New |