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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 156,312 | $5.83M | 0.02% | −32,749−17.3% | Reduced |
| McGuire Investment Group, LLC | 155,774 | $5.81M | 0.51% | +129,874+501.4% | Added |
| Vennlight Capital Management, LP | 155,219 | $5.79M | 3.88% | +155,219 | New |
| EAM Investors, LLC | 153,239 | $5.72M | 0.51% | +71,365+87.2% | Added |
| Simplex Trading, LLC | 151,952 | $5.67M | 0.15% | +83,217+121.1% | Added |
| Jain Global LLC | 150,327 | $5.61M | 0.07% | +150,327 | New |
| Harvey Partners, LLC | 150,000 | $5.59M | 0.39% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 149,398 | $5.57M | 0.00% | −53,654−26.4% | Reduced |
| Tactive Advisors, LLC | 149,348 | $5.57M | 1.37% | −2,169−1.4% | Reduced |
| Wells Fargo & Company | 148,021 | $5.52M | 0.00% | −52,800−26.3% | Reduced |
| Cannon Capital Management, Inc. | 146,689 | $5.47M | 4.65% | −3,120−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 146,633 | $5.47M | 0.01% | +41,562+39.6% | Added |
| Agp Franklin, LLC | 146,354 | $5.46M | 2.37% | +2,432+1.7% | Added |
| Advisor Group Holdings, Inc. | 140,018 | $5.22M | 0.01% | +58,651+72.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139,337 | $5.20M | 0.01% | +22,830+19.6% | Added |
| CAPROCK Group, Inc. | 138,754 | $5.18M | 0.10% | −314−0.2% | Reduced |
| Prudential Financial Inc | 138,252 | $5.16M | 0.01% | −41,805−23.2% | Reduced |
| Entropy Technologies, LP | 138,248 | $5.16M | 0.21% | +138,248 | New |
| New York State Common Retirement Fund | 135,936 | $5.07M | 0.01% | +54,300+66.5% | Added |
| XTX Topco Ltd | 127,092 | $4.74M | 0.06% | +106,733+524.3% | Added |
| Brevan Howard Capital Management LP | 126,007 | $4.70M | 0.07% | +126,007 | New |
| Arete Wealth Advisors, LLC | 125,486 | $4.68M | 0.31% | −48,782−28.0% | Reduced |
| First Trust Advisors LP | 125,222 | $4.67M | 0.00% | −101,730−44.8% | Reduced |
| Lisanti Capital Growth, LLC | 121,865 | $4.55M | 1.00% | +121,865 | New |
| Marex Group plc | 118,824 | $4.43M | 0.03% | −3,266,238−96.5% | Reduced |
| Capital Fund Management S.A. | 118,749 | $4.43M | 0.03% | +118,749 | New |
| Engineers Gate Manager LP | 116,610 | $4.35M | 0.06% | +116,610 | New |
| Police & Firemen's Retirement System of New Jersey | 115,108 | $4.29M | 0.03% | +51,199+80.1% | Added |
| Clear Street Markets LLC | 114,900 | $4.29M | 0.83% | +900+0.8% | Added |
| Jupiter Topco LLC | 112,529 | $4.20M | 0.00% | +112,529 | New |
| Tortoise Capital Advisors, L.L.C. | 110,620 | $4.13M | 0.04% | +110,620 | New |
| Vanguard Global Advisers, LLC | 109,805 | $4.10M | 0.00% | −1,121−1.0% | Reduced |
| Los Angeles Capital Management LLC | 109,001 | $4.07M | 0.01% | +29,820+37.7% | Added |
| Treasurer of the State of North Carolina | 108,490 | $4.05M | 0.01% | +108,490 | New |
| Uniting Wealth Partners, LLC | 106,727 | $3.98M | 0.81% | −477−0.4% | Reduced |
| Man Group plc | 101,979 | $3.80M | 0.01% | +16,746+19.6% | Added |
| Private Advisor Group, LLC | 100,804 | $3.76M | 0.02% | +4,246+4.4% | Added |
| Boothbay Fund Management, LLC | 99,517 | $3.71M | 0.07% | −102,046−50.6% | Reduced |
| Franklin Resources Inc | 99,419 | $3.71M | 0.00% | −960,414−90.6% | Reduced |
| Polen Capital Management LLC | 98,328 | $3.67M | 0.03% | +98,328 | New |
| Marathon Trading Investment Management LLC | 97,500 | $3.64M | 0.41% | +2,000+2.1% | Added |
| Wealth Management Associates, Inc. | 97,475 | $3.64M | 1.00% | −350.0% | Reduced |
| MML Investors Services, LLC | 89,320 | $3.33M | 0.01% | +58,591+190.7% | Added |
| J. Goldman & Co LP | 89,300 | $3.33M | 0.12% | +89,300 | New |
| Nomura Asset Management International Inc. | 88,437 | $3.30M | 0.00% | +88,437 | New |
| Optiver Holding B.V. | 87,984 | $3.28M | 0.05% | +87,984 | New |
| Victory Capital Management Inc | 85,980 | $3.21M | 0.00% | −24,195−22.0% | Reduced |
| Stratos Wealth Partners, LTD. | 84,888 | $3.17M | 0.03% | −34,878−29.1% | Reduced |
| State of New Jersey Common Pension Fund D | 84,822 | $3.16M | 0.01% | −3,813−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 82,234 | $3.07M | 0.00% | −41,185−33.4% | Reduced |
| GWM Advisors LLC | 81,134 | $3.03M | 0.01% | +21,093+35.1% | Added |
| Defiance ETFs, LLC | 84,582 | $3.00M | 0.04% | +38,676+84.3% | Added |
| Kestra Private Wealth Services, LLC | 79,507 | $2.97M | 0.03% | +10,084+14.5% | Added |
| Weiss Asset Management LP | 78,940 | $2.94M | 0.03% | +78,940 | New |
| Occudo Quantitative Strategies LP | 76,534 | $2.85M | 0.15% | +76,534 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,324 | $2.85M | 0.00% | −3,766−4.7% | Reduced |
| National Asset Management, Inc. | 74,934 | $2.83M | 0.15% | −584−0.8% | Reduced |
| Virtu Financial LLC | 75,424 | $2.81M | 0.09% | −233,129−75.6% | Reduced |
| Allianz Asset Management GmbH | 74,075 | $2.76M | 0.00% | +74,075 | New |
| Register Financial Advisors LLC | 73,750 | $2.75M | 0.84% | −1,550−2.1% | Reduced |
| PFG Investments, LLC | 72,897 | $2.72M | 0.11% | +39,687+119.5% | Added |
| Public Employees Retirement System of Ohio | 72,610 | $2.71M | 0.01% | +72,610 | New |
| Handelsbanken Fonder AB | 71,600 | $2.67M | 0.01% | +700+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,551 | $2.67M | 0.01% | +9,268+14.9% | Added |
| Equitable Holdings, Inc. | 71,293 | $2.66M | 0.02% | +5,976+9.1% | Added |
| Arizona State Retirement System | 70,967 | $2.65M | 0.01% | +1,851+2.7% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 70,000 | $2.61M | 0.52% | +70,000 | New |
| Rockefeller Capital Management L.P. | 69,188 | $2.58M | 0.00% | +44,714+182.7% | Added |
| Clear Creek Financial Management, LLC | 66,575 | $2.48M | 0.16% | +2,648+4.1% | Added |
| Vanguard Investments Australia, Ltd. | 66,095 | $2.47M | 0.01% | +3,383+5.4% | Added |
| UniSuper Management Pty Ltd | 65,925 | $2.46M | 0.01% | +65,925 | New |
| AQR Capital Management LLC | 65,722 | $2.45M | 0.00% | +23,942+57.3% | Added |
| Perigon Wealth Management, LLC | 65,426 | $2.44M | 0.04% | +65,426 | New |
| Alliancebernstein L.P. | 100,490 | $2.39M | 0.00% | −149,423−59.8% | Reduced |
| Cadent Capital Advisors, LLC | 62,328 | $2.32M | 0.48% | +62,328 | New |
| International Assets Investment Management, LLC | 64,440 | $2.30M | 0.14% | +9,420+17.1% | Added |
| Prime Capital Investment Advisors, LLC | 60,314 | $2.25M | 0.02% | +10,606+21.3% | Added |
| ArrowMark Colorado Holdings LLC | 60,075 | $2.24M | 0.09% | −186,593−75.6% | Reduced |
| Tower Research Capital LLC (TRC) | 59,833 | $2.23M | 0.05% | +7,831+15.1% | Added |
| Harbour Investments, Inc. | 58,782 | $2.19M | 0.03% | +2,096+3.7% | Added |
| KLP Kapitalforvaltning AS | 58,200 | $2.17M | 0.01% | +2,800+5.1% | Added |
| Federated Hermes, Inc. | 58,126 | $2.17M | 0.00% | −522,606−90.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 57,904 | $2.16M | 0.58% | −2,000−3.3% | Reduced |
| Lazard Asset Management LLC | 57,754 | $2.15M | 0.00% | +53,814+1,365.8% | Added |
| Hudson Bay Capital Management LP | 53,630 | $2.00M | 0.01% | +53,630 | New |
| Walleye Capital LLC | 53,191 | $1.98M | 0.01% | −2,874−5.1% | Reduced |
| Dupree Financial Group, LLC | 52,180 | $1.95M | 0.73% | +821+1.6% | Added |
| Legato Capital Management LLC | 51,307 | $1.91M | 0.16% | +51,307 | New |
| Gsa Capital Partners LLP | 51,262 | $1.91M | 0.12% | +20,605+67.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 49,354 | $1.84M | 0.31% | +49,354 | New |
| Elevatus Welath Management | 49,123 | $1.83M | 0.45% | +49,123 | New |
| Nicholas Investment Partners, LP | 48,873 | $1.82M | 0.10% | +2,343+5.0% | Added |
| Caitong International Asset Management Co., Ltd | 48,322 | $1.80M | 0.25% | +48,322 | New |
| Bannerstone Capital Management, LLC | 44,960 | $1.68M | 1.41% | −6,732−13.0% | Reduced |
| Stifel Financial Corp | 44,187 | $1.65M | 0.00% | −20,813−32.0% | Reduced |
| Mutual Advisors, LLC | 44,020 | $1.64M | 0.03% | +44,020 | New |
| GTS Securities LLC | 43,993 | $1.64M | 0.03% | +43,993 | New |
| Pictet Asset Management Holding SA | 43,832 | $1.63M | 0.00% | +1,258+3.0% | Added |
| Wealthfront Advisers LLC | 42,721 | $1.59M | 0.00% | +1,179+2.8% | Added |
| Chelsea Counsel Co | 42,290 | $1.58M | 0.67% | 00.0% | Unchanged |