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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, Q2 2026

Institutional positions in Applied Digital Corp. as of Jun 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

Institutional holders
567
+113 vs. Q1 2026
Shares held
214.4M
+17.4M (+8.8%) vs. Q1 2026
Total value
$7.85B
+$3.18B (+68.0%) vs. Q1 2026
New holders
175
162 more added
Sold out
62
165 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 567 institutions
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 heldQ2 2026: $7.85B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2026.

Institutions holding APLD in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vermillion Wealth Management, Inc.921$34.4K0.01%−1,642−64.1%Reduced
SHP Wealth Management950$35.4K0.00%+150+18.8%Added
Strategic Wealth Partners, Ltd.989$36.9K0.00%+134+15.7%Added
FNY Investment Advisers, LLC1,000$37.0K0.01%+1,000New
Albion Financial Group1,000$37.3K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC1,000$37.3K0.02%00.0%Unchanged
McMillan Office, Inc.1,000$37.3K0.00%00.0%Unchanged
Pittenger & Anderson Inc1,000$37.3K0.00%+200+25.0%Added
SOA Wealth Advisors, LLC.1,000$37.3K0.01%+1,000New
Macquarie Group Ltd1,023$38.2K0.00%+1,023New
N.E.W. Advisory Services LLC1,116$41.6K0.00%00.0%Unchanged
Osbon Capital Management LLC1,149$42.9K0.03%−1−0.1%Reduced
Gables Capital Management Inc.1,150$42.9K0.02%+1,150New
Bartlett & Co. Wealth Management LLC1,205$44.9K0.00%00.0%Unchanged
Bogart Wealth, LLC1,211$45.2K0.00%+1,211New
Action Point Financial Planning, LLC1,400$52.2K0.01%+1,400New
Ancora Advisors, LLC1,500$56.0K0.00%−600−28.6%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management1,500$56.0K0.04%+1,500New
Creative Financial Designs Inc1,536$57.3K0.00%+1,342+691.8%Added
ZRC Wealth Management, LLC1,540$57.4K0.02%00.0%Unchanged
UMA Financial Services, Inc.1,559$58.1K0.01%+123+8.6%Added
Armstrong Advisory Group, Inc1,566$58.4K0.00%+989+171.4%Added
Larson Financial Group LLC1,568$58.5K0.00%+460+41.5%Added
CrossGen Wealth, LLC1,755$65.5K0.05%00.0%Unchanged
MRP Capital Investments, LLC2,000$74.6K0.05%00.0%Unchanged
State of Wyoming2,007$74.9K0.01%−314−13.5%Reduced
Stance Capital LLC2,023$75.5K0.02%−134−6.2%Reduced
GAMMA Investing LLC2,092$78.0K0.00%+464+28.5%Added
Atlantic Union Bankshares Corp2,251$84.0K0.00%−1,055−31.9%Reduced
Rakuten Securities, Inc.2,274$84.8K0.02%+1,274+127.4%Added
Meeder Asset Management Inc2,317$86.4K0.00%+2,317New
Center for Financial Planning, Inc.2,375$88.6K0.01%+838+54.5%Added
CX Institutional2,406$90.0K0.00%+62+2.6%Added
Eurizon Capital SGR S.p.A.2,891$109.3K0.00%+2,891New
Signaturefd, LLC3,254$121.4K0.00%+2,181+203.3%Added
Allworth Financial LP3,411$127.2K0.00%+1,139+50.1%Added
Spire Wealth Management3,442$128.4K0.00%−829−19.4%Reduced
Newbridge Financial Services Group, Inc.3,500$130.6K0.02%−38,542−91.7%Reduced
SJS Investment Consulting Inc.3,598$134.2K0.01%−884−19.7%Reduced
Parallel Advisors, LLC3,790$141.4K0.00%+1,176+45.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,031$150.4K0.00%−544−11.9%Reduced
Northwestern Mutual Wealth Management Co4,110$153.3K0.00%−1,089−20.9%Reduced
MetLife Investment Management4,157$155.1K0.00%−125,937−96.8%Reduced
Pinnacle Wealth Planning Services, Inc.4,367$162.9K0.02%−94−2.1%Reduced
SRS Capital Advisors, Inc.4,739$176.8K0.00%+3,936+490.2%Added
Private Wealth Asset Management, LLC5,000$186.5K0.02%00.0%Unchanged
STRS Ohio5,370$200.3K0.00%−25,330−82.5%Reduced
Maridea Wealth Management LLC5,443$203.0K0.02%+5,443New
Gotham Asset Management, LLC5,465$203.8K0.00%+5,465New
Penserra Capital Management LLC5,500$205.0K0.00%−3,605−39.6%Reduced
Pine Valley Investments Ltd Liability Co5,504$205.3K0.01%+5,504New
Winton Group Ltd5,600$208.9K0.01%+5,600New
Compass Financial Management LLC5,650$209.1K0.03%+5,650New
Synergy Financial Management, LLC5,656$211.0K0.02%+5,656New
Teacher Retirement System of Texas5,671$211.5K0.00%+5,671New
Massar Capital Management, LP5,730$213.7K0.07%+5,730New
Omega Financial Group, LLC5,734$213.9K0.07%00.0%Unchanged
Great Valley Advisor Group, Inc.5,739$214.3K0.00%+5,739New
Odyssean, LLC5,780$215.6K0.04%+5,780New
Laird Norton Trust Company, LLC5,788$215.9K0.00%+5,788New
Easterly Investment Partners LLC5,797$216.2K0.01%+5,797New
Florida Financial Advisors, LLC5,847$218.1K0.04%+5,847New
Fortem Financial Group, LLC6,000$223.8K0.05%+6,000New
Fifth Third Wealth Advisors LLC6,003$223.9K0.01%+6,003New
Atria Investments LLC6,018$224.5K0.00%+6,018New
Laurion Capital Management LP6,081$226.8K0.02%+6,081New
Numerai GP LLC6,153$229.5K0.02%+6,153New
Stonehage Fleming Financial Services Holdings Ltd6,227$232.3K0.01%00.0%Unchanged
Benson Wealth Management INC6,358$237.2K0.24%−200−3.0%Reduced
MAI Capital Management6,373$237.7K0.00%+520+8.9%Added
IFP Advisors, Inc6,435$240.0K0.00%−328−4.8%Reduced
Arkadios Wealth Advisors6,456$240.8K0.00%+6,456New
Credit Agricole S A6,516$243.0K0.00%−52,620−89.0%Reduced
Gallagher Fiduciary Advisors, LLC6,533$243.7K0.01%+6,533New
Ieq Capital, LLC6,558$244.6K0.00%+6,558New
Mayfair Advisory Group, LLC9,282$252.4K0.08%00.0%Unchanged
Barnes Wealth Management Group, Inc6,784$253.0K0.12%+6,784New
AlphaGrep UK Ltd6,802$253.7K0.08%+6,802New
Keynote Financial Services LLC6,836$255.0K0.12%+6,836New
Millington Financial Advisors, LLC10,000$257.9K0.10%00.0%Unchanged
Aire Advisors, LLC7,000$261.1K0.04%+7,000New
Integrated Wealth Concepts LLC7,106$265.1K0.00%+7,106New
Prelude Capital Management, LLC7,110$265.2K0.02%+7,110New
TCFG Investment Advisors, LLC7,125$265.8K0.09%+7,125New
Lake Street Financial LLC7,170$267.4K0.03%−1,280−15.1%Reduced
Interchange Capital Partners, LLC7,205$268.7K0.05%+7,205New
Sig Brokerage, LP7,247$270.3K0.04%+7,247New
Ameritas Advisory Services, LLC7,300$272.3K0.01%+7,300New
Brookstone Capital Management7,301$272.3K0.00%−2,863−28.2%Reduced
111 Capital7,441$277.5K0.05%+7,441New
KBC Group NV7,450$278.0K0.00%00.0%Unchanged
North Dakota State Investment Board7,511$280.2K0.01%+7,511New
Great Lakes Advisors, LLC7,551$281.7K0.00%+7,551New
Wedbush Securities Inc7,615$284.0K0.01%−1,250−14.1%Reduced
D.A. Davidson & Co.7,625$284.4K0.00%+7,625New
Victory Financial Group, LLC7,644$285.1K0.03%−2,054−21.2%Reduced
Moors & Cabot, Inc.7,650$285.3K0.01%+7,650New
Sterling Capital Management LLC7,664$285.9K0.00%+4,597+149.9%Added
ProCore Advisors, LLC7,677$286.3K0.35%+7,677New
Clare Market Investments LLC7,680$286.5K0.05%+7,680New