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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
PCG Wealth Advisors, LLC0$00.00%−9,200−100.0%Sold out
CIBC World Markets Inc.0$00.00%−8,700−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−8,668−100.0%Sold out
Caption Management, LLC0$00.00%−6,000−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−4,856−100.0%Sold out
Vestor Capital, LLC0$00.00%−4,112−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−2,230−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−2,230−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−1,950−100.0%Sold out
Private Trust Co NA0$00.00%−1,600−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−1,600−100.0%Sold out
DAGCO, Inc.0$00.00%−1,300−100.0%Sold out
Natixis0$00.00%−1,299−100.0%Sold out
Bayforest Capital Ltd0$00.00%−1,074−100.0%Sold out
Curio Wealth, LLC0$00.00%−1,006−100.0%Sold out
Root Financial Partners, LLC0$00.00%−458−100.0%Sold out
Accent Capital Management, LLC0$00.00%−245−100.0%Sold out
Berbice Capital Management LLC0$00.00%−200−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−151−100.0%Sold out
Eastern Bank0$00.00%−141−100.0%Sold out
Valley National Advisers Inc0$00.00%−150−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−60−100.0%Sold out
Archer Investment Corp0$00.00%−42−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−25−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−11−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−9−100.0%Sold out
Ares Financial Consulting, LLC0$00.00%−6−100.0%Sold out
Millstone Evans Group, LLC0$00.00%−4−100.0%Sold out
Islay Capital Management, LLC0$00.00%−2−100.0%Sold out
Situational Awareness Partners LP––––Not filed
Janus Henderson Group PLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed