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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 1,066 | $5.99K | 0.00% | +1,066 | New |
| Accent Capital Management, LLC | 245 | $5.82K | 0.00% | +245 | New |
| Aspect Partners, LLC | 235 | $5.58K | 0.00% | +14+6.3% | Added |
| Delos Wealth Advisors, LLC | 232 | $5.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 262 | $5.38K | 0.00% | −105−28.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 217 | $5.15K | 0.00% | +217 | New |
| Covestor Ltd | 206 | $5.00K | 0.00% | +180+692.3% | Added |
| Owl Creek Wealth Partners LLC | 202 | $4.80K | 0.00% | +202 | New |
| Berbice Capital Management LLC | 200 | $4.75K | 0.00% | +200 | New |
| Creative Financial Designs Inc | 194 | $4.61K | 0.00% | −129−39.9% | Reduced |
| Bell Investment Advisors, Inc | 187 | $4.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 181 | $4.30K | 0.00% | +14+8.4% | Added |
| Frazier Financial Advisors, LLC | 175 | $4.16K | 0.00% | +75+75.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 174 | $4.12K | 0.00% | +174 | New |
| Westfuller Advisors, LLC | 156 | $3.70K | 0.00% | +148+1,850.0% | Added |
| Quadrant Capital Group LLC | 151 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 148 | $3.51K | 0.00% | +16+12.1% | Added |
| LRI Investments, LLC | 145 | $3.44K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 141 | $3.35K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $3.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 150 | $3.00K | 0.00% | −200−57.1% | Reduced |
| Roble, Belko & Company, Inc | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 125 | $2.97K | 0.00% | +125 | New |
| Triumph Capital Management | 124 | $2.94K | 0.00% | +22+21.6% | Added |
| Silicon Valley Capital Partners | 110 | $2.61K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 110 | $2.61K | 0.00% | +50+83.3% | Added |
| Danske Bank A/S | 100 | $2.37K | 0.00% | −2,100−95.5% | Reduced |
| Raleigh Capital Management Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 100 | $2.37K | 0.00% | +100 | New |
| SWAN Capital LLC | 98 | $2.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $2.16K | 0.00% | −1,903−95.4% | Reduced |
| TSFG, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $2.00K | 0.00% | +48+177.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $1.99K | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 77 | $1.83K | 0.00% | −57−42.5% | Reduced |
| Fortitude Family Office, LLC | 74 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 60 | $1.42K | 0.00% | +60 | New |
| Whittier Trust Co | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 83 | $1.00K | 0.00% | +19+29.7% | Added |
| Hantz Financial Services, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Archer Investment Corp | 42 | $997 | 0.00% | +42 | New |
| Versant Capital Management, Inc | 31 | $736 | 0.00% | +31 | New |
| Marshall & Sterling Wealth Advisors Inc. | 25 | $594 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 25 | $594 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $594 | 0.00% | +25 | New |
| TFC Financial Management | 22 | $523 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17 | $404 | 0.00% | +17 | New |
| Godfrey Financial Associates, Inc. | 11 | $261 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $261 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $237 | 0.00% | −371,680−100.0% | Reduced |
| TD Private Client Wealth LLC | 10 | $237 | 0.00% | −18−64.3% | Reduced |
| Lloyd Advisory Services, LLC. | 9 | $218 | 0.00% | +9 | New |
| Kingdom Financial Group LLC. | 9 | $218 | 0.00% | +9 | New |
| Quarry LP | 9 | $214 | 0.00% | −281−96.9% | Reduced |
| Bare Financial Services, Inc | 8 | $190 | 0.00% | −10−55.6% | Reduced |
| Ares Financial Consulting, LLC | 6 | $147 | 0.00% | +6 | New |
| Millstone Evans Group, LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,015,481−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −648,282−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −591,391−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −580,000−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −495,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −321,371−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −207,428−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −201,508−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −176,515−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −121,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −92,915−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −83,134−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −76,037−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −59,771−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −59,679−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −59,522−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −50,199−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −27,788−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −23,823−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,689−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −18,417−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −17,720−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −14,682−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −14,205−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −13,403−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,608−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −9,643−100.0% | Sold out |
| ProCore Advisors, LLC | 0 | $0 | 0.00% | −9,406−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,264−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −8,912−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| bLong Financial, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |