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 |
|---|---|---|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable Trust | 70,000 | $2.61M | 0.52% | +70,000 | New |
| Arizona State Retirement System | 70,967 | $2.65M | 0.01% | +1,851+2.7% | Added |
| Equitable Holdings, Inc. | 71,293 | $2.66M | 0.02% | +5,976+9.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,551 | $2.67M | 0.01% | +9,268+14.9% | Added |
| Handelsbanken Fonder AB | 71,600 | $2.67M | 0.01% | +700+1.0% | Added |
| Public Employees Retirement System of Ohio | 72,610 | $2.71M | 0.01% | +72,610 | New |
| PFG Investments, LLC | 72,897 | $2.72M | 0.11% | +39,687+119.5% | Added |
| Register Financial Advisors LLC | 73,750 | $2.75M | 0.84% | −1,550−2.1% | Reduced |
| Allianz Asset Management GmbH | 74,075 | $2.76M | 0.00% | +74,075 | New |
| Virtu Financial LLC | 75,424 | $2.81M | 0.09% | −233,129−75.6% | Reduced |
| National Asset Management, Inc. | 74,934 | $2.83M | 0.15% | −584−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,324 | $2.85M | 0.00% | −3,766−4.7% | Reduced |
| Occudo Quantitative Strategies LP | 76,534 | $2.85M | 0.15% | +76,534 | New |
| Weiss Asset Management LP | 78,940 | $2.94M | 0.03% | +78,940 | New |
| Kestra Private Wealth Services, LLC | 79,507 | $2.97M | 0.03% | +10,084+14.5% | Added |
| Defiance ETFs, LLC | 84,582 | $3.00M | 0.04% | +38,676+84.3% | Added |
| GWM Advisors LLC | 81,134 | $3.03M | 0.01% | +21,093+35.1% | Added |
| Manufacturers Life Insurance Company, The | 82,234 | $3.07M | 0.00% | −41,185−33.4% | Reduced |
| State of New Jersey Common Pension Fund D | 84,822 | $3.16M | 0.01% | −3,813−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 84,888 | $3.17M | 0.03% | −34,878−29.1% | Reduced |
| Victory Capital Management Inc | 85,980 | $3.21M | 0.00% | −24,195−22.0% | Reduced |
| Optiver Holding B.V. | 87,984 | $3.28M | 0.05% | +87,984 | New |
| Nomura Asset Management International Inc. | 88,437 | $3.30M | 0.00% | +88,437 | New |
| J. Goldman & Co LP | 89,300 | $3.33M | 0.12% | +89,300 | New |
| MML Investors Services, LLC | 89,320 | $3.33M | 0.01% | +58,591+190.7% | Added |
| Wealth Management Associates, Inc. | 97,475 | $3.64M | 1.00% | −350.0% | Reduced |
| Marathon Trading Investment Management LLC | 97,500 | $3.64M | 0.41% | +2,000+2.1% | Added |
| Polen Capital Management LLC | 98,328 | $3.67M | 0.03% | +98,328 | New |
| Franklin Resources Inc | 99,419 | $3.71M | 0.00% | −960,414−90.6% | Reduced |
| Boothbay Fund Management, LLC | 99,517 | $3.71M | 0.07% | −102,046−50.6% | Reduced |
| Private Advisor Group, LLC | 100,804 | $3.76M | 0.02% | +4,246+4.4% | Added |
| Man Group plc | 101,979 | $3.80M | 0.01% | +16,746+19.6% | Added |
| Uniting Wealth Partners, LLC | 106,727 | $3.98M | 0.81% | −477−0.4% | Reduced |
| Treasurer of the State of North Carolina | 108,490 | $4.05M | 0.01% | +108,490 | New |
| Los Angeles Capital Management LLC | 109,001 | $4.07M | 0.01% | +29,820+37.7% | Added |
| Vanguard Global Advisers, LLC | 109,805 | $4.10M | 0.00% | −1,121−1.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 110,620 | $4.13M | 0.04% | +110,620 | New |
| Jupiter Topco LLC | 112,529 | $4.20M | 0.00% | +112,529 | New |
| Clear Street Markets LLC | 114,900 | $4.29M | 0.83% | +900+0.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 115,108 | $4.29M | 0.03% | +51,199+80.1% | Added |
| Engineers Gate Manager LP | 116,610 | $4.35M | 0.06% | +116,610 | New |
| Capital Fund Management S.A. | 118,749 | $4.43M | 0.03% | +118,749 | New |
| Marex Group plc | 118,824 | $4.43M | 0.03% | −3,266,238−96.5% | Reduced |
| Lisanti Capital Growth, LLC | 121,865 | $4.55M | 1.00% | +121,865 | New |
| First Trust Advisors LP | 125,222 | $4.67M | 0.00% | −101,730−44.8% | Reduced |
| Arete Wealth Advisors, LLC | 125,486 | $4.68M | 0.31% | −48,782−28.0% | Reduced |
| Brevan Howard Capital Management LP | 126,007 | $4.70M | 0.07% | +126,007 | New |
| XTX Topco Ltd | 127,092 | $4.74M | 0.06% | +106,733+524.3% | Added |
| New York State Common Retirement Fund | 135,936 | $5.07M | 0.01% | +54,300+66.5% | Added |
| Entropy Technologies, LP | 138,248 | $5.16M | 0.21% | +138,248 | New |
| Prudential Financial Inc | 138,252 | $5.16M | 0.01% | −41,805−23.2% | Reduced |
| CAPROCK Group, Inc. | 138,754 | $5.18M | 0.10% | −314−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 139,337 | $5.20M | 0.01% | +22,830+19.6% | Added |
| Advisor Group Holdings, Inc. | 140,018 | $5.22M | 0.01% | +58,651+72.1% | Added |
| Agp Franklin, LLC | 146,354 | $5.46M | 2.37% | +2,432+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 146,633 | $5.47M | 0.01% | +41,562+39.6% | Added |
| Cannon Capital Management, Inc. | 146,689 | $5.47M | 4.65% | −3,120−2.1% | Reduced |
| Wells Fargo & Company | 148,021 | $5.52M | 0.00% | −52,800−26.3% | Reduced |
| Tactive Advisors, LLC | 149,348 | $5.57M | 1.37% | −2,169−1.4% | Reduced |
| Neuberger Berman Group LLC | 149,398 | $5.57M | 0.00% | −53,654−26.4% | Reduced |
| Harvey Partners, LLC | 150,000 | $5.59M | 0.39% | 00.0% | Unchanged |
| Jain Global LLC | 150,327 | $5.61M | 0.07% | +150,327 | New |
| Simplex Trading, LLC | 151,952 | $5.67M | 0.15% | +83,217+121.1% | Added |
| EAM Investors, LLC | 153,239 | $5.72M | 0.51% | +71,365+87.2% | Added |
| Vennlight Capital Management, LP | 155,219 | $5.79M | 3.88% | +155,219 | New |
| McGuire Investment Group, LLC | 155,774 | $5.81M | 0.51% | +129,874+501.4% | Added |
| Kestra Advisory Services, LLC | 156,312 | $5.83M | 0.02% | −32,749−17.3% | Reduced |
| Checchi Capital Advisers, LLC | 158,957 | $5.93M | 0.38% | +884+0.6% | Added |
| FMR LLC | 161,916 | $6.04M | 0.00% | −276,116−63.0% | Reduced |
| Jones Financial Companies LLLP | 156,214 | $6.12M | 0.00% | +22,554+16.9% | Added |
| JPMorgan Chase & Co | 151,884 | $6.17M | 0.00% | −1,579,475−91.2% | Reduced |
| Alight Capital Management LP | 165,800 | $6.18M | 1.01% | +65,800+65.8% | Added |
| Nomura Holdings Inc | 172,960 | $6.45M | 0.03% | −135,959−44.0% | Reduced |
| Shay Capital LLC | 175,321 | $6.54M | 0.72% | +34,321+24.3% | Added |
| Cetera Investment Advisers | 182,889 | $6.82M | 0.01% | −2,130−1.2% | Reduced |
| Royal Bank of Canada | 186,443 | $6.95M | 0.00% | +100,469+116.9% | Added |
| Commonwealth Equity Services, LLC | 187,163 | $6.98M | 0.01% | +7,950+4.4% | Added |
| Russell Investments Group, Ltd. | 190,912 | $7.12M | 0.01% | +148,420+349.3% | Added |
| Steamboat Capital Partners, LLC | 193,105 | $7.20M | 1.54% | +193,105 | New |
| Creative Planning | 196,091 | $7.31M | 0.00% | +56,702+40.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 199,988 | $7.46M | 0.01% | −446,063−69.0% | Reduced |
| Legal & General Group Plc | 202,771 | $7.56M | 0.00% | +3,164+1.6% | Added |
| State Board of Administration of Florida Retirement System | 205,591 | $7.67M | 0.01% | +154,807+304.8% | Added |
| Schonfeld Strategic Advisors LLC | 206,051 | $7.69M | 0.04% | +66,519+47.7% | Added |
| State of Wisconsin Investment Board | 210,301 | $7.84M | 0.02% | −28,149−11.8% | Reduced |
| Rhumbline Advisers | 213,557 | $7.97M | 0.01% | −76,768−26.4% | Reduced |
| Dimensional Fund Advisors LP | 217,016 | $8.09M | 0.00% | +134,048+161.6% | Added |
| LMR Partners LLP | 218,013 | $8.13M | 0.06% | +218,013 | New |
| Catalyst Funds Management Pty Ltd | 220,700 | $8.23M | 0.46% | +220,700 | New |
| Marshall Wace, LLP | 222,537 | $8.30M | 0.01% | +195,837+733.5% | Added |
| TFR Capital, LLC. | 233,428 | $8.71M | 2.45% | −139,532−37.4% | Reduced |
| SG Americas Securities, LLC | 233,809 | $8.72M | 0.01% | +165,329+241.4% | Added |
| Invesco Ltd. | 244,822 | $9.13M | 0.00% | +64,235+35.6% | Added |
| Vanguard Asset Management, Ltd | 246,566 | $9.20M | 0.01% | +21,006+9.3% | Added |
| Shannon River Fund Management LLC | 265,474 | $9.90M | 0.88% | +265,474 | New |
| Krane Funds Advisors LLC | 270,730 | $10.1M | 0.36% | +202,656+297.7% | Added |
| Thor Investment Management Inc | 279,271 | $10.4M | 5.93% | −125,143−30.9% | Reduced |
| Clarity Financial LLC | 282,075 | $10.5M | 0.90% | +282,075 | New |
| Thames Capital Management LLC | 288,167 | $10.7M | 0.88% | +288,167 | New |
| California State Teachers Retirement System | 298,175 | $11.1M | 0.01% | +6,870+2.4% | Added |