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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.

13F holders, Q3 2026

Institutional positions in Applied Digital Corp. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
0 vs. Q2 2026
Shares held
1.95K
−2.14K (−52.3%) vs. Q2 2026
Total value
$47.1K
−$105.5K (−69.1%) vs. Q2 2026
New holders
1
1 more added
Sold out
1
0 more reduced

563 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 1 institutionQ1 2022: 1 institutionQ2 2022: 51 institutionsQ3 2022: 62 institutionsQ4 2022: 66 institutionsQ1 2023: 74 institutionsQ2 2023: 127 institutionsQ3 2023: 131 institutionsQ4 2023: 136 institutionsQ1 2024: 116 institutionsQ2 2024: 136 institutionsQ3 2024: 170 institutionsQ4 2024: 246 institutionsQ1 2025: 252 institutionsQ2 2025: 282 institutionsQ3 2025: 369 institutionsQ4 2025: 438 institutionsQ1 2026: 459 institutionsQ2 2026: 567 institutions
Value held
Q1 2021: $0Q2 2021: $0Q3 2021: $2.90MQ4 2021: $6.08MQ1 2022: $3.79MQ2 2022: $21.6MQ3 2022: $39.1MQ4 2022: $58.0MQ1 2023: $78.4MQ2 2023: $454.6MQ3 2023: $347.3MQ4 2023: $450.6MQ1 2024: $275.6MQ2 2024: $504.2MQ3 2024: $1.12BQ4 2024: $1.12BQ1 2025: $821.4MQ2 2025: $1.45BQ3 2025: $4.09BQ4 2025: $4.42BQ1 2026: $5.01BQ2 2026: $7.85B
Institutions holding APLD and their total value by quarter
QuarterHoldersValue
Q2 2026567$7.85B
Q1 2026459$5.01B
Q4 2025438$4.42B
Q3 2025369$4.09B
Q2 2025282$1.45B
Q1 2025252$821.4M
Q4 2024246$1.12B
Q3 2024170$1.12B
Q2 2024136$504.2M
Q1 2024116$275.6M
Q4 2023136$450.6M
Q3 2023131$347.3M
Q2 2023127$454.6M
Q1 202374$78.4M
Q4 202266$58.0M
Q3 202262$39.1M
Q2 202251$21.6M
Q1 20221$3.79M
Q4 20211$6.08M
Q3 20211$2.90M
Q2 20210$0
Q1 20210$0

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q2 2026.

Institutions holding APLD in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Polaris Financial Partners97$2.00K0.00%+97New
Versant Capital Management, Inc519$12.6K0.00%+173+50.0%Added
GoalVest Advisory LLC530$12.9K0.00%00.0%Unchanged
Noble Wealth Management PBC800$19.5K0.01%00.0%Unchanged
CX Institutional0$00.00%−2,406−100.0%Sold out
Hood River Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
BlackRock, Inc.––––Not filed
Situational Awareness LP––––Not filed
Vanguard Capital Management LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Equitec Proprietary Markets, LLC––––Not filed
Goldman Sachs Group Inc––––Not filed
Geode Capital Management, LLC––––Not filed
Value Aligned Research Advisors, LLC––––Not filed
Oasis Management Co Ltd.––––Not filed
State Street Corp––––Not filed
Dba Trading, LLC––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Norges Bank––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Voloridge Investment Management, LLC––––Not filed
Morgan Stanley––––Not filed
UBS Group AG––––Not filed
Bank of America Corp––––Not filed
HRT Financial LP––––Not filed
Ameriprise Financial Inc––––Not filed
Barclays PLC––––Not filed
Squarepoint Ops LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Van Eck Associates Corp––––Not filed
Northern Trust Corp––––Not filed
Citadel Advisors LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
Voya Investment Management LLC––––Not filed
Jane Street Group, LLC––––Not filed
SEI Investments Co––––Not filed
Toroso Investments, LLC––––Not filed
Millennium Management LLC––––Not filed
Westfield Capital Management Co LP––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Wellington Management Group LLP––––Not filed
Bank of Montreal––––Not filed
Tiger Global Management LLCSuperinvestorTiger Global Management––––Not filed
Susquehanna International Group, LLP––––Not filed
Point72 Asset Management, L.P.––––Not filed
LPL Financial LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Citigroup Inc––––Not filed
Qube Research & Technologies Ltd––––Not filed
UBS Asset Management Americas Inc––––Not filed
Swiss National Bank––––Not filed
Clearfield Capital Management LP––––Not filed
Raymond James Financial Inc––––Not filed
Vident Advisory, LLC––––Not filed
Jump Financial, LLC––––Not filed
Plustick Management LLC––––Not filed
Hunter Associates Investment Management LLC––––Not filed
Driehaus Capital Management LLC––––Not filed
Colony Group, LLC––––Not filed
Algert Global LLC––––Not filed
Gillson Capital LP––––Not filed
Voleon Capital Management LP––––Not filed
BIT Capital GmbH––––Not filed
Nuveen, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Bleakley Financial Group, LLC––––Not filed
Spear Advisors LLC––––Not filed
California State Teachers Retirement System––––Not filed
Thames Capital Management LLC––––Not filed
Clarity Financial LLC––––Not filed
Thor Investment Management Inc––––Not filed
Krane Funds Advisors LLC––––Not filed
Shannon River Fund Management LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Invesco Ltd.––––Not filed
SG Americas Securities, LLC––––Not filed
TFR Capital, LLC.––––Not filed
Marshall Wace, LLP––––Not filed
Catalyst Funds Management Pty Ltd––––Not filed
LMR Partners LLP––––Not filed
Dimensional Fund Advisors LP––––Not filed
Rhumbline Advisers––––Not filed
State of Wisconsin Investment Board––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Legal & General Group Plc––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Creative Planning––––Not filed
Steamboat Capital Partners, LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Royal Bank of Canada––––Not filed
Cetera Investment Advisers––––Not filed
Shay Capital LLC––––Not filed
Nomura Holdings Inc––––Not filed