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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.

Q2 2026 vs. Q1 2026

How the institutions holding Applied Digital Corp. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of APLD: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4595567+113
Shares211.3M14.3M214.4M+17.4M (+8.8%)
Value$5.01B$339.1M$7.85B+$3.18B (+68.0%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (175)

Institutions that held Applied Digital Corp. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 175 by value.

Institutions new to APLD in Q2 2026
InstitutionSharesValue% of portfolio
Equitec Proprietary Markets, LLC8,373,964$312.3M77.22%
Norges Bank3,088,677$115.2M0.01%
Tiger Global Management LLCSuperinvestorTiger Global Management885,000$33.0M0.14%
Point72 Asset Management, L.P.789,009$29.4M0.04%
Qube Research & Technologies Ltd694,074$25.9M0.03%
Driehaus Capital Management LLC450,395$16.8M0.10%
Thames Capital Management LLC288,167$10.7M0.88%
Clarity Financial LLC282,075$10.5M0.90%
Shannon River Fund Management LLC265,474$9.90M0.88%
Catalyst Funds Management Pty Ltd220,700$8.23M0.46%
LMR Partners LLP218,013$8.13M0.06%
Steamboat Capital Partners, LLC193,105$7.20M1.54%
Vennlight Capital Management, LP155,219$5.79M3.88%
Jain Global LLC150,327$5.61M0.07%
Entropy Technologies, LP138,248$5.16M0.21%
Brevan Howard Capital Management LP126,007$4.70M0.07%
Lisanti Capital Growth, LLC121,865$4.55M1.00%
Capital Fund Management S.A.118,749$4.43M0.03%
Engineers Gate Manager LP116,610$4.35M0.06%
Jupiter Topco LLC112,529$4.20M0.00%
Tortoise Capital Advisors, L.L.C.110,620$4.13M0.04%
Treasurer of the State of North Carolina108,490$4.05M0.01%
Polen Capital Management LLC98,328$3.67M0.03%
J. Goldman & Co LP89,300$3.33M0.12%
Nomura Asset Management International Inc.88,437$3.30M0.00%
Optiver Holding B.V.87,984$3.28M0.05%
Weiss Asset Management LP78,940$2.94M0.03%
Occudo Quantitative Strategies LP76,534$2.85M0.15%
Allianz Asset Management GmbH74,075$2.76M0.00%
Public Employees Retirement System of Ohio72,610$2.71M0.01%
Timothy G. Youngquist 2020 Irrevocable Trust70,000$2.61M0.52%
UniSuper Management Pty Ltd65,925$2.46M0.01%
Perigon Wealth Management, LLC65,426$2.44M0.04%
Cadent Capital Advisors, LLC62,328$2.32M0.48%
Hudson Bay Capital Management LP53,630$2.00M0.01%
Legato Capital Management LLC51,307$1.91M0.16%
Whitaker-Myers Wealth Managers, LTD.49,354$1.84M0.31%
Elevatus Welath Management49,123$1.83M0.45%
Caitong International Asset Management Co., Ltd48,322$1.80M0.25%
Mutual Advisors, LLC44,020$1.64M0.03%
GTS Securities LLC43,993$1.64M0.03%
Global Retirement Partners, LLC39,513$1.47M0.02%
Sentinel Dome Partners, LLC39,500$1.47M1.07%
Bayesian Capital Management, LP37,800$1.41M0.90%
Dockside LLC37,403$1.40M0.33%
Cantor Fitzgerald, L. P.34,571$1.29M0.02%
Y-Intercept (Hong Kong) Ltd29,599$1.10M0.02%
Exchange Traded Concepts, LLC28,106$1.05M0.01%
B. Riley Financial, Inc.27,011$1.01M0.23%
Virginia Retirement Systems Et Al25,800$962.3K0.01%
Capstone Investment Advisors, LLC25,548$952.9K0.01%
FreeGulliver LLC25,000$932.5K0.33%
Flow Traders U.S. LLC24,349$908.0K0.04%
Holocene Advisors, LP24,135$900.2K0.00%
Third Point LLCSuperinvestorThird Point22,000$820.6K0.02%
Axq Capital, LP21,748$811.2K0.09%
VGI Partners Ltd20,907$779.8K0.04%
Worldquant Millennium Advisors LLC20,359$759.4K0.00%
Caxton Associates LLP20,252$755.4K0.01%
Armis Advisers, LLC20,110$673.7K0.06%
EP Wealth Advisors, LLC16,986$633.6K0.00%
Centiva Capital, LP16,551$617.4K0.02%
International Private Wealth Advisors LLC16,376$610.8K0.31%
Himension Fund14,021$523.0K0.03%
Williamson Legacy Group, LLC13,571$506.2K0.25%
Maryland State Retirement & Pension System13,499$503.5K0.01%
StoneX Group Inc.11,606$499.3K0.02%
Utah Retirement Systems13,289$495.7K0.00%
Mitsubishi UFJ Trust & Banking Corp13,061$487.2K0.00%
Colonial River Wealth Management, LLC12,836$478.8K0.14%
Truist Financial Corp12,745$475.4K0.00%
Ausdal Financial Partners, Inc.12,284$458.2K0.02%
Connor, Clark & Lunn Investment Management Ltd.12,025$448.5K0.00%
EFG International AG12,000$447.6K0.01%
Amalgamated Bank11,512$429.0K0.00%
Change Path, LLC11,395$425.0K0.01%
Fulcrum Asset Management LLP11,242$424.6K0.04%
Cerity Partners LLC11,373$424.2K0.00%
Pathstone Holdings, LLC10,935$407.9K0.00%
Triglav Skladi, D.O.O.10,566$394.1K0.02%
TrueWealth Advisors, LLC10,215$381.0K0.09%
Janney Montgomery Scott LLC9,963$372.0K0.00%
Americana Partners, LLC9,766$364.3K0.01%
Cresset Asset Management, LLC9,640$359.6K0.00%
Mercer Global Advisors Inc9,330$348.0K0.00%
Valmark Advisers, Inc.8,880$331.2K0.00%
CIBC Asset Management Inc8,837$329.6K0.00%
Belvedere Trading LLC8,773$327.2K0.03%
Ionic Capital Management LLC8,755$326.6K0.31%
Concentric Capital Strategies, LP8,709$324.8K0.02%
Meridian Wealth Management, LLC8,701$324.5K0.01%
J.W. Cole Advisors, Inc.8,617$321.4K0.01%
OP Asset Management Ltd8,311$310.0K0.00%
Nykredit A/S8,197$305.7K0.00%
Axxcess Wealth Management, LLC8,188$305.4K0.00%
Cape Investment Advisory, Inc.8,000$298.4K0.08%
O'Shaughnessy Asset Management, LLC7,852$292.9K0.00%
Everence Capital Management Inc7,774$290.0K0.02%
E&G Advisors, LP7,750$289.1K0.06%
Dudley Capital Management, LLC7,700$287.2K0.11%

Sold out (62)

Institutions that held Applied Digital Corp. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of APLD in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
T. Rowe Price Investment Management, Inc.2,161,705$51.3M
HSBC Holdings PLC1,240,239$28.4M
Covalis Capital LLP738,143$17.5M
Next Century Growth Investors LLC431,900$10.3M
Kennedy Capital Management, Inc.240,854$5.72M
Blackstone Group Inc.211,110$5.01M
Findell Capital Management LLC170,000$4.04M
Covalis (Gibraltar) Ltd141,088$3.35M
Second Line Capital, LLC86,703$2.97M
Tudor Investment Corp Et Al109,280$2.59M
ExodusPoint Capital Management, LP103,156$2.45M
Aptus Capital Advisors, LLC85,270$2.02M
Scientech Research LLC68,813$1.63M
Intech Investment Management LLC63,155$1.50M
Mirabella Financial Services LLP60,518$1.44M
SummitTX Capital, L.P.60,217$1.43M
Ratan Capital Management LP50,000$1.19M
Fiduciary Alliance LLC28,125$866.5K
ProShare Advisors LLC35,096$833.2K
Harvest Investment Services, LLC31,505$747.9K
REX Advisers, LLC29,800$707.5K
Baker Avenue Asset Management, LP28,375$673.6K
Group One Trading, L.P.23,146$549.5K
Golden State Equity Partners20,154$478.5K
Ameritas Investment Partners, Inc.19,692$467.5K
Verition Fund Management LLC16,124$382.8K
Principal Financial Group Inc15,521$368.5K
Patten Group, Inc.15,157$359.8K
CIBC Bancorp USA Inc.13,981$331.9K
LBMC Investment Advisors, LLC11,930$283.2K
Focused Alpha, LLC11,223$266.4K
Twinbeech Capital LP10,500$249.3K
Steel Peak Wealth Management LLC10,121$240.3K
PCG Wealth Advisors, LLC9,200$218.4K
CIBC World Markets Inc.8,700$206.5K
Abacus Wealth Partners, LLC8,668$205.8K
Caption Management, LLC6,000$142.4K
Itau Unibanco Holding S.A.4,856$115.3K
Vestor Capital, LLC4,112$98.0K
Opal Wealth Advisors, LLC2,230$52.9K
Global Assets Advisory, LLC2,230$52.9K
Whipplewood Advisors, LLC1,950$46.3K
Private Trust Co NA1,600$38.0K
Innovative Asset Advisors Group, LLC1,600$38.0K
DAGCO, Inc.1,300$30.9K
Natixis1,299$30.8K
Bayforest Capital Ltd1,074$25.5K
Curio Wealth, LLC1,006$23.9K
Root Financial Partners, LLC458$10.9K
Accent Capital Management, LLC245$5.82K
Berbice Capital Management LLC200$4.75K
Quadrant Capital Group LLC151$3.58K
Eastern Bank141$3.35K
Valley National Advisers Inc150$3.00K
Sound Income Strategies, LLC60$1.47K
Archer Investment Corp42$997
Marshall & Sterling Wealth Advisors Inc.25$594
Twin Peaks Wealth Advisors, LLC11$261
Lloyd Advisory Services, LLC.9$218
Ares Financial Consulting, LLC6$147
Millstone Evans Group, LLC4$95
Islay Capital Management, LLC2$47

Not filed for Q2 2026 yet (5)

Institutions that held Applied Digital Corp. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding APLD in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Situational Awareness Partners LP13,478,438$320.0M
Janus Henderson Group PLC785,152$18.6M
Journey Strategic Wealth LLC11,891$282.3K
CWM, LLC6,385$151.6K
Sunbelt Securities, Inc.1,000$23.7K