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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 32,059 | $761.1K | 0.01% | +1,589+5.2% | Added |
| Harvest Investment Services, LLC | 31,505 | $747.9K | 0.14% | +31,505 | New |
| Amundi | 31,327 | $743.7K | 0.00% | +11,968+61.8% | Added |
| Thoroughbred Financial Services, LLC | 31,115 | $738.0K | 0.04% | +3,277+11.8% | Added |
| MML Investors Services, LLC | 30,729 | $729.5K | 0.00% | +6,937+29.2% | Added |
| STRS Ohio | 30,700 | $728.8K | 0.00% | −2,700−8.1% | Reduced |
| Gsa Capital Partners LLP | 30,657 | $728.0K | 0.05% | +19,467+174.0% | Added |
| Mission Wealth Management, LP | 30,425 | $722.3K | 0.02% | −209−0.7% | Reduced |
| Yorktown Management & Research Co Inc | 30,350 | $720.5K | 0.60% | 00.0% | Unchanged |
| REX Advisers, LLC | 29,800 | $707.5K | 4.13% | +29,800 | New |
| Fortress Wealth Group, LLC | 27,695 | $697.6K | 0.26% | −32−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,433 | $675.0K | 0.00% | +874+3.2% | Added |
| Baker Avenue Asset Management, LP | 28,375 | $673.6K | 0.02% | −2,000−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,931 | $639.3K | 0.00% | +2,759+11.4% | Added |
| Marshall Wace, LLP | 26,700 | $633.9K | 0.00% | −276,240−91.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 26,636 | $632.3K | 0.53% | −3,210−10.8% | Reduced |
| McGuire Investment Group, LLC | 25,900 | $614.9K | 0.07% | +3,163+13.9% | Added |
| Quad-Cities Investment Group, LLC | 25,510 | $605.6K | 0.24% | +5,447+27.1% | Added |
| Hollencrest Capital Management | 25,279 | $600.1K | 0.02% | +2,575+11.3% | Added |
| Pensionmark Financial Group, LLC | 25,169 | $597.5K | 0.01% | +25,169 | New |
| Oxinas Partners Wealth Management LLC | 24,965 | $592.7K | 0.27% | −2,100−7.8% | Reduced |
| Rockefeller Capital Management L.P. | 24,474 | $581.0K | 0.00% | −1,656−6.3% | Reduced |
| SBI Securities Co., Ltd. | 24,025 | $570.4K | 0.02% | −5,477−18.6% | Reduced |
| Fieldview Capital Management, LLC | 23,490 | $557.7K | 0.16% | +23,490 | New |
| Group One Trading, L.P. | 23,146 | $549.5K | 0.02% | +23,146 | New |
| Xponance, Inc. | 22,377 | $531.2K | 0.00% | +3,816+20.6% | Added |
| Sentinel Trust Co Lba | 22,150 | $526.0K | 0.05% | −7,200−24.5% | Reduced |
| Qsemble Capital Management, LP | 22,060 | $523.7K | 0.04% | +22,060 | New |
| RSM US Wealth Management LLC | 22,017 | $522.7K | 0.01% | +762+3.6% | Added |
| JustInvest LLC | 21,796 | $517.4K | 0.01% | +8,830+68.1% | Added |
| Crumly & Associates Inc. | 21,270 | $504.9K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,843 | $494.8K | 0.00% | −5,272−20.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,657 | $490.4K | 0.02% | +20,657 | New |
| XTX Topco Ltd | 20,359 | $483.3K | 0.01% | −17,524−46.3% | Reduced |
| Genesis Financial Group, LLC | 20,300 | $481.9K | 0.32% | 00.0% | Unchanged |
| Golden State Equity Partners | 20,154 | $478.5K | 0.04% | +11,065+121.7% | Added |
| Public Employees Retirement Association of Colorado | 20,082 | $477.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19,724 | $468.2K | 0.01% | +3,763+23.6% | Added |
| Ameritas Investment Partners, Inc. | 19,692 | $467.5K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,697 | $457.5K | 0.02% | +1,028+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 17,189 | $421.0K | 0.00% | +1,366+8.6% | Added |
| Krilogy Financial LLC | 13,682 | $411.7K | 0.01% | +4,659+51.6% | Added |
| Federation des caisses Desjardins du Quebec | 17,163 | $407.4K | 0.00% | +14,094+459.2% | Added |
| Wealthspire Advisors, LLC | 17,027 | $404.2K | 0.00% | +6,751+65.7% | Added |
| Kingswood Wealth Advisors, LLC | 16,816 | $399.2K | 0.02% | +1,716+11.4% | Added |
| Verition Fund Management LLC | 16,124 | $382.8K | 0.00% | −234,278−93.6% | Reduced |
| Swiss Life Asset Management Ltd | 15,973 | $379.2K | 0.00% | +3,968+33.1% | Added |
| Ensign Peak Advisors, Inc | 15,750 | $373.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 15,730 | $373.4K | 0.00% | +15,730 | New |
| Foundations Investment Advisors, LLC | 15,614 | $370.7K | 0.00% | −6,237−28.5% | Reduced |
| Principal Financial Group Inc | 15,521 | $368.5K | 0.00% | +2,400+18.3% | Added |
| Blair William & Co | 15,205 | $361.0K | 0.00% | −1,654−9.8% | Reduced |
| Patten Group, Inc. | 15,157 | $359.8K | 0.06% | +15,157 | New |
| Apollon Wealth Management, LLC | 15,142 | $359.5K | 0.01% | +15,142 | New |
| Benin Management CORP | 14,600 | $346.6K | 0.08% | +14,600 | New |
| 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 |
| Flagship Harbor Advisors, LLC | 14,280 | $339.0K | 0.01% | +300+2.1% | Added |
| Abel Hall, LLC | 14,199 | $337.1K | 0.07% | −537−3.6% | Reduced |
| Millington Financial Advisors, LLC | 10,000 | $336.7K | 0.14% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,140 | $335.7K | 0.04% | −3,020−17.6% | Reduced |
| Assetmark, Inc | 13,990 | $332.1K | 0.00% | −233−1.6% | Reduced |
| CIBC Bancorp USA Inc. | 13,981 | $331.9K | 0.00% | +13,981 | New |
| Quantinno Capital Management LP | 13,383 | $317.7K | 0.00% | +3,111+30.3% | Added |
| Fisher Asset Management, LLC | 13,350 | $316.9K | 0.00% | +13,350 | New |
| Chesapeake Capital Corp | 13,165 | $312.5K | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,737 | $302.4K | 0.00% | −42,074−76.8% | Reduced |
| Visionary Wealth Advisors | 12,732 | $302.3K | 0.01% | −3,545−21.8% | Reduced |
| Mann Financial Group, Inc. | 12,640 | $300.1K | 0.28% | +3,500+38.3% | Added |
| Clark Financial Services Group Inc | 12,595 | $299.0K | 0.16% | +12,595 | New |
| Beacon Pointe Advisors, LLC | 12,533 | $297.5K | 0.00% | +12,533 | New |
| Meadowbrook Wealth Management, LLC | 12,533 | $297.5K | 0.39% | +12,533 | New |
| Wealth Enhancement Advisory Services, LLC | 11,765 | $288.9K | 0.00% | −1,291−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,061 | $286.3K | 0.00% | −2,503−17.2% | Reduced |
| DnB Asset Management AS | 11,952 | $283.7K | 0.00% | +11,952 | New |
| LBMC Investment Advisors, LLC | 11,930 | $283.2K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,891 | $282.3K | 0.01% | +11,891 | New |
| Valeo Financial Advisors, LLC | 11,667 | $277.0K | 0.01% | +134+1.2% | 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 |
| M&T Bank Corp | 11,376 | $270.4K | 0.00% | +160+1.4% | Added |
| Savvy Advisors, Inc. | 11,306 | $268.4K | 0.01% | +611+5.7% | Added |
| Truvestments Capital LLC | 11,276 | $267.7K | 0.05% | +7,800+224.4% | Added |
| Focused Alpha, LLC | 11,223 | $266.4K | 0.08% | +11,223 | New |
| Ethic Inc. | 11,218 | $266.3K | 0.00% | +987+9.6% | Added |
| Guggenheim Capital LLC | 11,094 | $263.4K | 0.00% | −3,909−26.1% | Reduced |
| Twinbeech Capital LP | 10,500 | $249.3K | 0.03% | +10,500 | New |
| Pekin Hardy Strauss, Inc. | 10,300 | $244.5K | 0.03% | +10,300 | New |
| Shelton Wealth Management, LLC | 10,195 | $242.0K | 0.11% | −1,730−14.5% | Reduced |
| Brookstone Capital Management | 10,164 | $241.3K | 0.00% | +889+9.6% | Added |
| Steel Peak Wealth Management LLC | 10,121 | $240.3K | 0.01% | +10,121 | New |
| Strategies Wealth Advisors, LLC | 10,029 | $238.1K | 0.02% | +9+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 9,850 | $233.8K | 0.08% | +950+10.7% | Added |
| Victory Financial Group, LLC | 9,698 | $230.2K | 0.03% | −12,403−56.1% | Reduced |
| Farther Finance Advisors, LLC | 9,361 | $229.3K | 0.00% | +1,044+12.6% | Added |
| Dynamic Advisor Solutions LLC | 9,592 | $227.7K | 0.01% | −1,253−11.6% | Reduced |
| Integrated Quantitative Investments LLC | 9,432 | $223.9K | 0.04% | +450+5.0% | Added |
| Leonteq Securities AG | 9,390 | $222.9K | 0.01% | −4,251−31.2% | Reduced |
| Independent Advisor Alliance | 9,370 | $222.4K | 0.00% | +155+1.7% | Added |
| Mayfair Advisory Group, LLC | 9,282 | $220.4K | 0.08% | 00.0% | Unchanged |