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 |
|---|---|---|---|---|---|
| Spear Advisors LLC | 300,897 | $11.2M | 3.85% | +49,011+19.5% | Added |
| Bleakley Financial Group, LLC | 307,459 | $11.5M | 0.15% | −510.0% | Reduced |
| IMC-Chicago, LLC | 359,607 | $13.4M | 0.12% | +291,010+424.2% | Added |
| Nuveen, LLC | 362,936 | $13.5M | 0.00% | −233,330−39.1% | Reduced |
| BIT Capital GmbH | 386,458 | $14.4M | 0.49% | −9,624−2.4% | Reduced |
| Voleon Capital Management LP | 391,803 | $14.6M | 0.27% | +136,062+53.2% | Added |
| Gillson Capital LP | 519,964 | $15.8M | 0.93% | +265,067+104.0% | Added |
| Algert Global LLC | 423,550 | $15.8M | 0.19% | +111,072+35.5% | Added |
| Colony Group, LLC | 428,376 | $16.0M | 0.02% | +319,453+293.3% | Added |
| Driehaus Capital Management LLC | 450,395 | $16.8M | 0.10% | +450,395 | New |
| Hunter Associates Investment Management LLC | 457,830 | $17.1M | 1.97% | −44,855−8.9% | Reduced |
| Plustick Management LLC | 475,000 | $17.7M | 7.51% | −165,000−25.8% | Reduced |
| Jump Financial, LLC | 482,743 | $18.0M | 0.16% | −177,738−26.9% | Reduced |
| Vident Advisory, LLC | 484,806 | $18.1M | 0.13% | −95,912−16.5% | Reduced |
| Raymond James Financial Inc | 500,376 | $18.7M | 0.01% | +83,216+19.9% | Added |
| Clearfield Capital Management LP | 514,379 | $19.2M | 13.46% | 00.0% | Unchanged |
| Swiss National Bank | 516,100 | $19.3M | 0.01% | +18,100+3.6% | Added |
| UBS Asset Management Americas Inc | 581,255 | $21.7M | 0.00% | +143,308+32.7% | Added |
| Qube Research & Technologies Ltd | 694,074 | $25.9M | 0.03% | +694,074 | New |
| Citigroup Inc | 727,344 | $27.1M | 0.01% | −418,596−36.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 732,722 | $27.3M | 0.14% | +711,879+3,415.4% | Added |
| Bank of New York Mellon Corp | 746,042 | $27.8M | 0.00% | −53,722−6.7% | Reduced |
| LPL Financial LLC | 774,706 | $28.9M | 0.01% | +118,118+18.0% | Added |
| Point72 Asset Management, L.P. | 789,009 | $29.4M | 0.04% | +789,009 | New |
| Susquehanna International Group, LLP | 836,833 | $31.2M | 0.03% | +664,389+385.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 885,000 | $33.0M | 0.14% | +885,000 | New |
| Bank of Montreal | 955,291 | $35.6M | 0.01% | +918,627+2,505.5% | Added |
| Wellington Management Group LLP | 1,014,085 | $37.8M | 0.01% | −214,540−17.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,015,055 | $37.9M | 0.11% | −160,587−13.7% | Reduced |
| Westfield Capital Management Co LP | 1,039,641 | $38.8M | 0.13% | +497,549+91.8% | Added |
| Millennium Management LLC | 1,065,869 | $39.8M | 0.03% | +979,631+1,136.0% | Added |
| Toroso Investments, LLC | 1,154,417 | $43.1M | 0.10% | +229,728+24.8% | Added |
| SEI Investments Co | 1,238,933 | $46.2M | 0.04% | +145,232+13.3% | Added |
| Jane Street Group, LLC | 1,242,028 | $46.3M | 0.03% | +5,691+0.5% | Added |
| Voya Investment Management LLC | 1,263,520 | $47.1M | 0.04% | −151,191−10.7% | Reduced |
| Balyasny Asset Management LLC | 1,336,486 | $49.9M | 0.09% | +790,269+144.7% | Added |
| Citadel Advisors LLC | 1,372,681 | $51.2M | 0.03% | +1,067,432+349.7% | Added |
| Northern Trust Corp | 1,381,815 | $51.5M | 0.01% | −737,728−34.8% | Reduced |
| Van Eck Associates Corp | 1,422,868 | $53.1M | 0.03% | −395,721−21.8% | Reduced |
| Vanguard Fiduciary Trust Co | 1,613,276 | $60.2M | 0.01% | −72,840−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,683,299 | $62.8M | 0.01% | −478,979−22.2% | Reduced |
| Price T Rowe Associates Inc | 1,792,699 | $66.9M | 0.01% | +940,264+110.3% | Added |
| Squarepoint Ops LLC | 1,795,876 | $67.0M | 0.13% | +1,592,197+781.7% | Added |
| Barclays PLC | 1,842,002 | $68.7M | 0.02% | −286,751−13.5% | Reduced |
| Ameriprise Financial Inc | 2,058,415 | $76.8M | 0.02% | +1,443,364+234.7% | Added |
| HRT Financial LP | 2,067,003 | $77.1M | 0.14% | +2,028,648+5,289.1% | Added |
| Bank of America Corp | 2,615,865 | $97.6M | 0.01% | −646,647−19.8% | Reduced |
| UBS Group AG | 2,884,430 | $107.6M | 0.02% | −1,616,457−35.9% | Reduced |
| Morgan Stanley | 2,947,256 | $109.9M | 0.01% | +44,117+1.5% | Added |
| Voloridge Investment Management, LLC | 3,033,280 | $113.1M | 0.48% | +2,949,313+3,512.5% | Added |
| D. E. Shaw & Co., Inc. | 3,033,821 | $113.2M | 0.07% | −365,120−10.7% | Reduced |
| Norges Bank | 3,088,677 | $115.2M | 0.01% | +3,088,677 | New |
| BNP Paribas Arbitrage, SA | 3,278,874 | $122.3M | 0.06% | −155,182−4.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,516,146 | $131.2M | 0.16% | +517,162+17.2% | Added |
| Dba Trading, LLC | 5,576,235 | $132.4M | 66.54% | 00.0% | Unchanged |
| State Street Corp | 4,482,378 | $167.2M | 0.00% | −1,086,150−19.5% | Reduced |
| Oasis Management Co Ltd. | 5,007,317 | $186.8M | 20.35% | +3,974,500+384.8% | Added |
| Value Aligned Research Advisors, LLC | 5,546,030 | $206.9M | 1.24% | −1,122,281−16.8% | Reduced |
| Geode Capital Management, LLC | 4,877,618 | $221.7M | 0.01% | −1,533,841−23.9% | Reduced |
| Goldman Sachs Group Inc | 6,980,959 | $260.4M | 0.03% | −1,023,407−12.8% | Reduced |
| Equitec Proprietary Markets, LLC | 8,373,964 | $312.3M | 77.22% | +8,373,964 | New |
| Two Sigma Investments, LP | 10,299,117 | $384.2M | 0.29% | +8,706,515+546.7% | Added |
| Vanguard Capital Management LLC | 11,555,819 | $431.0M | 0.01% | +780,138+7.2% | Added |
| Situational Awareness LP | 15,384,616 | $469.0M | 2.33% | +1,906,178+14.1% | Added |
| BlackRock, Inc. | 13,375,070 | $498.9M | 0.01% | −7,521,031−36.0% | Reduced |
| Vanguard Portfolio Management LLC | 13,728,812 | $512.1M | 0.02% | −1,078,983−7.3% | Reduced |
| Hood River Capital Management LLC | 22,518,887 | $840.0M | 6.09% | −556,725−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,161,705−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,240,239−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −738,143−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −431,900−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −240,854−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −211,110−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Covalis (Gibraltar) Ltd | 0 | $0 | 0.00% | −141,088−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −86,703−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −109,280−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −103,156−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −85,270−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −68,813−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −63,155−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −60,518−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −60,217−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −28,125−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −35,096−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −31,505−100.0% | Sold out |
| REX Advisers, LLC | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −28,375−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,146−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −20,154−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −19,692−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,124−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −15,521−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −15,157−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −11,930−100.0% | Sold out |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −11,223−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |