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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Applied Digital Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 7,700 | $287.2K | 0.11% | +7,700 | New |
| E&G Advisors, LP | 7,750 | $289.1K | 0.06% | +7,750 | New |
| Everence Capital Management Inc | 7,774 | $290.0K | 0.02% | +7,774 | New |
| Heck Capital Advisors, LLC | 7,845 | $292.6K | 0.02% | −1,429−15.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,852 | $292.9K | 0.00% | +7,852 | New |
| Cape Investment Advisory, Inc. | 8,000 | $298.4K | 0.08% | +8,000 | New |
| Axxcess Wealth Management, LLC | 8,188 | $305.4K | 0.00% | +8,188 | New |
| Advisors Asset Management, Inc. | 8,192 | $305.6K | 0.00% | +1,281+18.5% | Added |
| Nykredit A/S | 8,197 | $305.7K | 0.00% | +8,197 | New |
| OP Asset Management Ltd | 8,311 | $310.0K | 0.00% | +8,311 | New |
| Leonteq Securities AG | 8,412 | $313.8K | 0.02% | −978−10.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 8,600 | $320.8K | 0.03% | −1,700−16.5% | Reduced |
| J.W. Cole Advisors, Inc. | 8,617 | $321.4K | 0.01% | +8,617 | New |
| Meridian Wealth Management, LLC | 8,701 | $324.5K | 0.01% | +8,701 | New |
| Concentric Capital Strategies, LP | 8,709 | $324.8K | 0.02% | +8,709 | New |
| Ionic Capital Management LLC | 8,755 | $326.6K | 0.31% | +8,755 | New |
| Belvedere Trading LLC | 8,773 | $327.2K | 0.03% | +8,773 | New |
| CIBC Asset Management Inc | 8,837 | $329.6K | 0.00% | +8,837 | New |
| Valmark Advisers, Inc. | 8,880 | $331.2K | 0.00% | +8,880 | New |
| Guggenheim Capital LLC | 8,899 | $331.9K | 0.00% | −2,195−19.8% | Reduced |
| Cornerstone Select Advisors, LLC | 8,967 | $334.5K | 0.14% | +240+2.8% | Added |
| AE Wealth Management LLC | 9,096 | $339.3K | 0.00% | +604+7.1% | Added |
| NBC Securities, Inc. | 9,166 | $341.9K | 0.02% | +8,616+1,566.5% | Added |
| Mercer Global Advisors Inc | 9,330 | $348.0K | 0.00% | +9,330 | New |
| Meadowbrook Wealth Management, LLC | 9,918 | $352.3K | 0.38% | −2,615−20.9% | Reduced |
| Pensionmark Financial Group, LLC | 9,797 | $354.8K | 0.01% | −15,372−61.1% | Reduced |
| Shelton Wealth Management, LLC | 9,591 | $357.7K | 0.14% | −604−5.9% | Reduced |
| Cresset Asset Management, LLC | 9,640 | $359.6K | 0.00% | +9,640 | New |
| Dynamic Advisor Solutions LLC | 9,702 | $361.9K | 0.01% | +110+1.1% | Added |
| Americana Partners, LLC | 9,766 | $364.3K | 0.01% | +9,766 | New |
| Janney Montgomery Scott LLC | 9,963 | $372.0K | 0.00% | +9,963 | New |
| TrueWealth Advisors, LLC | 10,215 | $381.0K | 0.09% | +10,215 | New |
| Strategies Wealth Advisors, LLC | 10,220 | $381.2K | 0.03% | +191+1.9% | Added |
| Acadian Asset Management LLC | 10,251 | $382.0K | 0.00% | +8,709+564.8% | Added |
| Mann Financial Group, Inc. | 10,500 | $391.6K | 0.33% | −2,140−16.9% | Reduced |
| Triglav Skladi, D.O.O. | 10,566 | $394.1K | 0.02% | +10,566 | New |
| Wealth Enhancement Advisory Services, LLC | 13,083 | $407.5K | 0.00% | +1,318+11.2% | Added |
| Pathstone Holdings, LLC | 10,935 | $407.9K | 0.00% | +10,935 | New |
| Oxinas Partners Wealth Management LLC | 11,065 | $412.7K | 0.16% | −13,900−55.7% | Reduced |
| Beacon Pointe Advisors, LLC | 11,168 | $416.6K | 0.00% | −1,365−10.9% | Reduced |
| Ethic Inc. | 11,189 | $417.4K | 0.01% | −29−0.3% | Reduced |
| Independent Advisor Alliance | 11,282 | $420.8K | 0.01% | +1,912+20.4% | Added |
| Cerity Partners LLC | 11,373 | $424.2K | 0.00% | +11,373 | New |
| Fulcrum Asset Management LLP | 11,242 | $424.6K | 0.04% | +11,242 | New |
| Change Path, LLC | 11,395 | $425.0K | 0.01% | +11,395 | New |
| Amalgamated Bank | 11,512 | $429.0K | 0.00% | +11,512 | New |
| Valeo Financial Advisors, LLC | 11,570 | $431.5K | 0.01% | −97−0.8% | Reduced |
| Integrated Quantitative Investments LLC | 11,879 | $443.1K | 0.07% | +2,447+25.9% | Added |
| Fisher Asset Management, LLC | 11,890 | $443.5K | 0.00% | −1,460−10.9% | Reduced |
| DnB Asset Management AS | 11,952 | $445.8K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,976 | $446.7K | 0.02% | −756−5.9% | Reduced |
| EFG International AG | 12,000 | $447.6K | 0.01% | +12,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,025 | $448.5K | 0.00% | +12,025 | New |
| Ausdal Financial Partners, Inc. | 12,284 | $458.2K | 0.02% | +12,284 | New |
| Ensign Peak Advisors, Inc | 12,700 | $473.7K | 0.00% | −3,050−19.4% | Reduced |
| Truist Financial Corp | 12,745 | $475.4K | 0.00% | +12,745 | New |
| Colonial River Wealth Management, LLC | 12,836 | $478.8K | 0.14% | +12,836 | New |
| Activest Wealth Management | 13,000 | $484.9K | 0.09% | +7,000+116.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,061 | $487.2K | 0.00% | +13,061 | New |
| Utah Retirement Systems | 13,289 | $495.7K | 0.00% | +13,289 | New |
| Envestnet Asset Management Inc | 13,333 | $497.3K | 0.00% | +596+4.7% | Added |
| StoneX Group Inc. | 11,606 | $499.3K | 0.02% | +11,606 | New |
| Maryland State Retirement & Pension System | 13,499 | $503.5K | 0.01% | +13,499 | New |
| SLT Holdings LLC | 13,500 | $503.6K | 0.32% | −1,000−6.9% | Reduced |
| Williamson Legacy Group, LLC | 13,571 | $506.2K | 0.25% | +13,571 | New |
| NWF Advisory Services Inc. | 13,640 | $508.8K | 0.05% | −500−3.5% | Reduced |
| US Bancorp | 13,659 | $509.5K | 0.00% | +2,112+18.3% | Added |
| Blair William & Co | 13,693 | $510.7K | 0.00% | −1,512−9.9% | Reduced |
| Quantbot Technologies LP | 13,792 | $514.4K | 0.02% | −80,500−85.4% | Reduced |
| Flagship Harbor Advisors, LLC | 13,880 | $517.7K | 0.02% | −400−2.8% | Reduced |
| Assetmark, Inc | 14,020 | $522.9K | 0.00% | +30+0.2% | Added |
| Himension Fund | 14,021 | $523.0K | 0.03% | +14,021 | New |
| Krilogy Financial LLC | 14,243 | $531.3K | 0.02% | +561+4.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 14,300 | $533.4K | 0.15% | +4,450+45.2% | Added |
| Clark Financial Services Group Inc | 14,406 | $537.3K | 0.25% | +1,811+14.4% | Added |
| Qsemble Capital Management, LP | 14,438 | $538.5K | 0.07% | −7,622−34.6% | Reduced |
| NewEdge Wealth, LLC | 14,500 | $540.9K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 14,600 | $544.6K | 0.11% | 00.0% | Unchanged |
| Abel Hall, LLC | 14,629 | $545.7K | 0.09% | +430+3.0% | Added |
| Foundations Investment Advisors, LLC | 14,788 | $551.6K | 0.01% | −826−5.3% | Reduced |
| Kovack Advisors, Inc. | 16,011 | $572.5K | 0.03% | −2,686−14.4% | Reduced |
| Hollencrest Capital Management | 15,402 | $574.5K | 0.04% | −9,877−39.1% | Reduced |
| Farther Finance Advisors, LLC | 15,857 | $591.5K | 0.00% | +6,496+69.4% | Added |
| Savvy Advisors, Inc. | 15,899 | $593.0K | 0.01% | +4,593+40.6% | Added |
| Swiss Life Asset Management Ltd | 15,998 | $596.7K | 0.00% | +25+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 16,166 | $603.0K | 0.02% | −650−3.9% | Reduced |
| Morris Retirement Advisors, LLC | 16,320 | $608.7K | 0.22% | −37,171−69.5% | Reduced |
| International Private Wealth Advisors LLC | 16,376 | $610.8K | 0.31% | +16,376 | New |
| Centiva Capital, LP | 16,551 | $617.4K | 0.02% | +16,551 | New |
| M&T Bank Corp | 16,564 | $618.0K | 0.00% | +5,188+45.6% | Added |
| Sentinel Trust Co Lba | 16,650 | $621.0K | 0.05% | −5,500−24.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,821 | $633.0K | 0.00% | +632+3.7% | Added |
| EP Wealth Advisors, LLC | 16,986 | $633.6K | 0.00% | +16,986 | New |
| Fieldview Capital Management, LLC | 16,988 | $633.7K | 0.18% | −6,502−27.7% | Reduced |
| Twin Tree Management, LP | 17,141 | $639.4K | 0.10% | −21,017−55.1% | Reduced |
| Amundi | 17,441 | $650.5K | 0.00% | −13,886−44.3% | Reduced |
| Wealthspire Advisors, LLC | 17,512 | $653.2K | 0.00% | +485+2.8% | Added |
| Chesapeake Capital Corp | 17,988 | $671.0K | 0.36% | +4,823+36.6% | Added |
| Armis Advisers, LLC | 20,110 | $673.7K | 0.06% | +20,110 | New |
| The PNC Financial Services Group, Inc. | 18,182 | $678.2K | 0.00% | +6,121+50.8% | Added |