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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 18,189 | $678.5K | 0.10% | +6,913+61.3% | Added |
| Xponance, Inc. | 18,446 | $688.0K | 0.00% | −3,931−17.6% | Reduced |
| Geneos Wealth Management Inc. | 19,565 | $729.8K | 0.01% | −159−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 19,859 | $740.7K | 0.01% | −22,175−52.8% | Reduced |
| Genesis Financial Group, LLC | 20,000 | $746.0K | 0.49% | −300−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 20,082 | $749.0K | 0.00% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 27,695 | $753.0K | 0.26% | 00.0% | Unchanged |
| Caxton Associates LLP | 20,252 | $755.4K | 0.01% | +20,252 | New |
| Worldquant Millennium Advisors LLC | 20,359 | $759.4K | 0.00% | +20,359 | New |
| Apollon Wealth Management, LLC | 20,417 | $761.6K | 0.01% | +5,275+34.8% | Added |
| VGI Partners Ltd | 20,907 | $779.8K | 0.04% | +20,907 | New |
| Crumly & Associates Inc. | 21,270 | $793.4K | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 21,664 | $808.1K | 0.00% | −192,757−89.9% | Reduced |
| Axq Capital, LP | 21,748 | $811.2K | 0.09% | +21,748 | New |
| Quantinno Capital Management LP | 21,781 | $812.4K | 0.00% | +8,398+62.8% | Added |
| Federation des caisses Desjardins du Quebec | 21,939 | $818.3K | 0.00% | +4,776+27.8% | Added |
| Third Point LLCSuperinvestorThird Point | 22,000 | $820.6K | 0.02% | +22,000 | New |
| SBI Securities Co., Ltd. | 22,028 | $821.6K | 0.02% | −1,997−8.3% | Reduced |
| RSM US Wealth Management LLC | 22,430 | $836.6K | 0.01% | +413+1.9% | Added |
| Quad-Cities Investment Group, LLC | 23,600 | $880.3K | 0.32% | −1,910−7.5% | Reduced |
| Landscape Capital Management, L.L.C. | 23,673 | $883.0K | 0.06% | −278,382−92.2% | Reduced |
| Balboa Wealth Partners | 23,800 | $887.7K | 0.12% | −18,386−43.6% | Reduced |
| Alphadyne Asset Management LP | 23,943 | $893.1K | 0.04% | −22,141−48.0% | Reduced |
| Holocene Advisors, LP | 24,135 | $900.2K | 0.00% | +24,135 | New |
| Flow Traders U.S. LLC | 24,349 | $908.0K | 0.04% | +24,349 | New |
| Advisory Services Network, LLC | 24,929 | $929.8K | 0.01% | +18,332+277.9% | Added |
| Allstate Corp | 24,961 | $931.0K | 0.01% | −18,020−41.9% | Reduced |
| Two Sigma Securities, LLC | 24,969 | $931.3K | 0.08% | +13,422+116.2% | Added |
| FreeGulliver LLC | 25,000 | $932.5K | 0.33% | +25,000 | New |
| Capstone Investment Advisors, LLC | 25,548 | $952.9K | 0.01% | +25,548 | New |
| Virginia Retirement Systems Et Al | 25,800 | $962.3K | 0.01% | +25,800 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,892 | $1.00M | 0.00% | −1,541−5.4% | Reduced |
| B. Riley Financial, Inc. | 27,011 | $1.01M | 0.23% | +27,011 | New |
| Wiley Bros.-Aintree Capital, LLC | 27,114 | $1.02M | 0.00% | +183+0.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 27,481 | $1.03M | 0.72% | +845+3.2% | Added |
| CastleKnight Management LP | 28,100 | $1.05M | 0.04% | −12,800−31.3% | Reduced |
| Exchange Traded Concepts, LLC | 28,106 | $1.05M | 0.01% | +28,106 | New |
| JustInvest LLC | 28,177 | $1.05M | 0.01% | +6,381+29.3% | Added |
| Mariner, LLC | 29,594 | $1.10M | 0.00% | −208,121−87.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,599 | $1.10M | 0.02% | +29,599 | New |
| American Century Companies Inc | 30,011 | $1.12M | 0.00% | +14,281+90.8% | Added |
| Yorktown Management & Research Co Inc | 30,350 | $1.13M | 0.69% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 30,760 | $1.15M | 0.06% | −355−1.1% | Reduced |
| Feynman Point Asset Management LLC | 32,150 | $1.20M | 2.19% | −14,283−30.8% | Reduced |
| Wolverine Asset Management LLC | 32,272 | $1.20M | 0.02% | −26−0.1% | Reduced |
| IHT Wealth Management, LLC | 32,687 | $1.22M | 0.03% | −137−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 33,198 | $1.24M | 0.01% | +1,139+3.6% | Added |
| Mission Wealth Management, LP | 33,580 | $1.25M | 0.02% | +3,155+10.4% | Added |
| Quent Capital, LLC | 34,000 | $1.27M | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 34,450 | $1.28M | 0.11% | +25,870+301.5% | Added |
| Vontobel Holding Ltd. | 34,495 | $1.29M | 0.00% | −22,186−39.1% | Reduced |
| Cantor Fitzgerald, L. P. | 34,571 | $1.29M | 0.02% | +34,571 | New |
| Knights of Columbus Asset Advisors LLC | 35,766 | $1.33M | 0.07% | −9,710−21.4% | Reduced |
| Cookson Peirce & Co Inc | 36,251 | $1.35M | 0.04% | +4,077+12.7% | Added |
| HighTower Advisors, LLC | 37,368 | $1.39M | 0.00% | +4,498+13.7% | Added |
| Dockside LLC | 37,403 | $1.40M | 0.33% | +37,403 | New |
| Bayesian Capital Management, LP | 37,800 | $1.41M | 0.90% | +37,800 | New |
| Captrust Financial Advisors | 38,672 | $1.44M | 0.00% | −5,742−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 39,204 | $1.46M | 0.00% | −2,598−6.2% | Reduced |
| Morse Asset Management, Inc | 39,246 | $1.46M | 0.24% | +5,486+16.3% | Added |
| Sentinel Dome Partners, LLC | 39,500 | $1.47M | 1.07% | +39,500 | New |
| Global Retirement Partners, LLC | 39,513 | $1.47M | 0.02% | +39,513 | New |
| Teachers Retirement System of the State of Kentucky | 40,737 | $1.52M | 0.01% | −8,226−16.8% | Reduced |
| Jefferies Financial Group Inc. | 41,192 | $1.54M | 0.01% | −418,312−91.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,787 | $1.56M | 0.04% | +21,130+102.3% | Added |
| Sigma Planning Corp | 42,189 | $1.57M | 0.04% | −3,669−8.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 42,210 | $1.57M | 0.33% | +41,144+3,859.7% | Added |
| Chelsea Counsel Co | 42,290 | $1.58M | 0.67% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 42,721 | $1.59M | 0.00% | +1,179+2.8% | Added |
| Pictet Asset Management Holding SA | 43,832 | $1.63M | 0.00% | +1,258+3.0% | Added |
| GTS Securities LLC | 43,993 | $1.64M | 0.03% | +43,993 | New |
| Mutual Advisors, LLC | 44,020 | $1.64M | 0.03% | +44,020 | New |
| Stifel Financial Corp | 44,187 | $1.65M | 0.00% | −20,813−32.0% | Reduced |
| Bannerstone Capital Management, LLC | 44,960 | $1.68M | 1.41% | −6,732−13.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 48,322 | $1.80M | 0.25% | +48,322 | New |
| Nicholas Investment Partners, LP | 48,873 | $1.82M | 0.10% | +2,343+5.0% | Added |
| Elevatus Welath Management | 49,123 | $1.83M | 0.45% | +49,123 | New |
| Whitaker-Myers Wealth Managers, LTD. | 49,354 | $1.84M | 0.31% | +49,354 | New |
| Gsa Capital Partners LLP | 51,262 | $1.91M | 0.12% | +20,605+67.2% | Added |
| Legato Capital Management LLC | 51,307 | $1.91M | 0.16% | +51,307 | New |
| Dupree Financial Group, LLC | 52,180 | $1.95M | 0.73% | +821+1.6% | Added |
| Walleye Capital LLC | 53,191 | $1.98M | 0.01% | −2,874−5.1% | Reduced |
| Hudson Bay Capital Management LP | 53,630 | $2.00M | 0.01% | +53,630 | New |
| Lazard Asset Management LLC | 57,754 | $2.15M | 0.00% | +53,814+1,365.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 57,904 | $2.16M | 0.58% | −2,000−3.3% | Reduced |
| Federated Hermes, Inc. | 58,126 | $2.17M | 0.00% | −522,606−90.0% | Reduced |
| KLP Kapitalforvaltning AS | 58,200 | $2.17M | 0.01% | +2,800+5.1% | Added |
| Harbour Investments, Inc. | 58,782 | $2.19M | 0.03% | +2,096+3.7% | Added |
| Tower Research Capital LLC (TRC) | 59,833 | $2.23M | 0.05% | +7,831+15.1% | Added |
| ArrowMark Colorado Holdings LLC | 60,075 | $2.24M | 0.09% | −186,593−75.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 60,314 | $2.25M | 0.02% | +10,606+21.3% | Added |
| International Assets Investment Management, LLC | 64,440 | $2.30M | 0.14% | +9,420+17.1% | Added |
| Cadent Capital Advisors, LLC | 62,328 | $2.32M | 0.48% | +62,328 | New |
| Alliancebernstein L.P. | 100,490 | $2.39M | 0.00% | −149,423−59.8% | Reduced |
| Perigon Wealth Management, LLC | 65,426 | $2.44M | 0.04% | +65,426 | New |
| AQR Capital Management LLC | 65,722 | $2.45M | 0.00% | +23,942+57.3% | Added |
| UniSuper Management Pty Ltd | 65,925 | $2.46M | 0.01% | +65,925 | New |
| Vanguard Investments Australia, Ltd. | 66,095 | $2.47M | 0.01% | +3,383+5.4% | Added |
| Clear Creek Financial Management, LLC | 66,575 | $2.48M | 0.16% | +2,648+4.1% | Added |
| Rockefeller Capital Management L.P. | 69,188 | $2.58M | 0.00% | +44,714+182.7% | Added |