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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 42,210 | $1.57M | 0.33% | +41,144+3,859.7% | Added |
| Sigma Planning Corp | 42,189 | $1.57M | 0.04% | −3,669−8.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,787 | $1.56M | 0.04% | +21,130+102.3% | Added |
| Jefferies Financial Group Inc. | 41,192 | $1.54M | 0.01% | −418,312−91.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 40,737 | $1.52M | 0.01% | −8,226−16.8% | Reduced |
| Global Retirement Partners, LLC | 39,513 | $1.47M | 0.02% | +39,513 | New |
| Sentinel Dome Partners, LLC | 39,500 | $1.47M | 1.07% | +39,500 | New |
| Morse Asset Management, Inc | 39,246 | $1.46M | 0.24% | +5,486+16.3% | Added |
| Nisa Investment Advisors, LLC | 39,204 | $1.46M | 0.00% | −2,598−6.2% | Reduced |
| Captrust Financial Advisors | 38,672 | $1.44M | 0.00% | −5,742−12.9% | Reduced |
| Bayesian Capital Management, LP | 37,800 | $1.41M | 0.90% | +37,800 | New |
| Dockside LLC | 37,403 | $1.40M | 0.33% | +37,403 | New |
| HighTower Advisors, LLC | 37,368 | $1.39M | 0.00% | +4,498+13.7% | Added |
| Cookson Peirce & Co Inc | 36,251 | $1.35M | 0.04% | +4,077+12.7% | Added |
| Knights of Columbus Asset Advisors LLC | 35,766 | $1.33M | 0.07% | −9,710−21.4% | Reduced |
| Cantor Fitzgerald, L. P. | 34,571 | $1.29M | 0.02% | +34,571 | New |
| Vontobel Holding Ltd. | 34,495 | $1.29M | 0.00% | −22,186−39.1% | Reduced |
| Royal Fund Management, LLC | 34,450 | $1.28M | 0.11% | +25,870+301.5% | Added |
| Quent Capital, LLC | 34,000 | $1.27M | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 33,580 | $1.25M | 0.02% | +3,155+10.4% | Added |
| Resources Investment Advisors, LLC. | 33,198 | $1.24M | 0.01% | +1,139+3.6% | Added |
| IHT Wealth Management, LLC | 32,687 | $1.22M | 0.03% | −137−0.4% | Reduced |
| Wolverine Asset Management LLC | 32,272 | $1.20M | 0.02% | −26−0.1% | Reduced |
| Feynman Point Asset Management LLC | 32,150 | $1.20M | 2.19% | −14,283−30.8% | Reduced |
| Thoroughbred Financial Services, LLC | 30,760 | $1.15M | 0.06% | −355−1.1% | Reduced |
| Yorktown Management & Research Co Inc | 30,350 | $1.13M | 0.69% | 00.0% | Unchanged |
| American Century Companies Inc | 30,011 | $1.12M | 0.00% | +14,281+90.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,599 | $1.10M | 0.02% | +29,599 | New |
| Mariner, LLC | 29,594 | $1.10M | 0.00% | −208,121−87.6% | Reduced |
| JustInvest LLC | 28,177 | $1.05M | 0.01% | +6,381+29.3% | Added |
| Exchange Traded Concepts, LLC | 28,106 | $1.05M | 0.01% | +28,106 | New |
| CastleKnight Management LP | 28,100 | $1.05M | 0.04% | −12,800−31.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 27,481 | $1.03M | 0.72% | +845+3.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,114 | $1.02M | 0.00% | +183+0.7% | Added |
| B. Riley Financial, Inc. | 27,011 | $1.01M | 0.23% | +27,011 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,892 | $1.00M | 0.00% | −1,541−5.4% | Reduced |
| Virginia Retirement Systems Et Al | 25,800 | $962.3K | 0.01% | +25,800 | New |
| Capstone Investment Advisors, LLC | 25,548 | $952.9K | 0.01% | +25,548 | New |
| FreeGulliver LLC | 25,000 | $932.5K | 0.33% | +25,000 | New |
| Two Sigma Securities, LLC | 24,969 | $931.3K | 0.08% | +13,422+116.2% | Added |
| Allstate Corp | 24,961 | $931.0K | 0.01% | −18,020−41.9% | Reduced |
| Advisory Services Network, LLC | 24,929 | $929.8K | 0.01% | +18,332+277.9% | Added |
| Flow Traders U.S. LLC | 24,349 | $908.0K | 0.04% | +24,349 | New |
| Holocene Advisors, LP | 24,135 | $900.2K | 0.00% | +24,135 | New |
| Alphadyne Asset Management LP | 23,943 | $893.1K | 0.04% | −22,141−48.0% | Reduced |
| Balboa Wealth Partners | 23,800 | $887.7K | 0.12% | −18,386−43.6% | Reduced |
| Landscape Capital Management, L.L.C. | 23,673 | $883.0K | 0.06% | −278,382−92.2% | Reduced |
| Quad-Cities Investment Group, LLC | 23,600 | $880.3K | 0.32% | −1,910−7.5% | Reduced |
| RSM US Wealth Management LLC | 22,430 | $836.6K | 0.01% | +413+1.9% | Added |
| SBI Securities Co., Ltd. | 22,028 | $821.6K | 0.02% | −1,997−8.3% | Reduced |
| Third Point LLCSuperinvestorThird Point | 22,000 | $820.6K | 0.02% | +22,000 | New |
| Federation des caisses Desjardins du Quebec | 21,939 | $818.3K | 0.00% | +4,776+27.8% | Added |
| Quantinno Capital Management LP | 21,781 | $812.4K | 0.00% | +8,398+62.8% | Added |
| Axq Capital, LP | 21,748 | $811.2K | 0.09% | +21,748 | New |
| Deutsche Bank AG | 21,664 | $808.1K | 0.00% | −192,757−89.9% | Reduced |
| Crumly & Associates Inc. | 21,270 | $793.4K | 0.15% | 00.0% | Unchanged |
| VGI Partners Ltd | 20,907 | $779.8K | 0.04% | +20,907 | New |
| Apollon Wealth Management, LLC | 20,417 | $761.6K | 0.01% | +5,275+34.8% | Added |
| Worldquant Millennium Advisors LLC | 20,359 | $759.4K | 0.00% | +20,359 | New |
| Caxton Associates LLP | 20,252 | $755.4K | 0.01% | +20,252 | New |
| Fortress Wealth Group, LLC | 27,695 | $753.0K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,082 | $749.0K | 0.00% | 00.0% | Unchanged |
| Genesis Financial Group, LLC | 20,000 | $746.0K | 0.49% | −300−1.5% | Reduced |
| Concurrent Investment Advisors, LLC | 19,859 | $740.7K | 0.01% | −22,175−52.8% | Reduced |
| Geneos Wealth Management Inc. | 19,565 | $729.8K | 0.01% | −159−0.8% | Reduced |
| Xponance, Inc. | 18,446 | $688.0K | 0.00% | −3,931−17.6% | Reduced |
| Truvestments Capital LLC | 18,189 | $678.5K | 0.10% | +6,913+61.3% | Added |
| The PNC Financial Services Group, Inc. | 18,182 | $678.2K | 0.00% | +6,121+50.8% | Added |
| Armis Advisers, LLC | 20,110 | $673.7K | 0.06% | +20,110 | New |
| Chesapeake Capital Corp | 17,988 | $671.0K | 0.36% | +4,823+36.6% | Added |
| Wealthspire Advisors, LLC | 17,512 | $653.2K | 0.00% | +485+2.8% | Added |
| Amundi | 17,441 | $650.5K | 0.00% | −13,886−44.3% | Reduced |
| Twin Tree Management, LP | 17,141 | $639.4K | 0.10% | −21,017−55.1% | Reduced |
| Fieldview Capital Management, LLC | 16,988 | $633.7K | 0.18% | −6,502−27.7% | Reduced |
| EP Wealth Advisors, LLC | 16,986 | $633.6K | 0.00% | +16,986 | New |
| Allspring Global Investments Holdings, LLC | 17,821 | $633.0K | 0.00% | +632+3.7% | Added |
| Sentinel Trust Co Lba | 16,650 | $621.0K | 0.05% | −5,500−24.8% | Reduced |
| M&T Bank Corp | 16,564 | $618.0K | 0.00% | +5,188+45.6% | Added |
| Centiva Capital, LP | 16,551 | $617.4K | 0.02% | +16,551 | New |
| International Private Wealth Advisors LLC | 16,376 | $610.8K | 0.31% | +16,376 | New |
| Morris Retirement Advisors, LLC | 16,320 | $608.7K | 0.22% | −37,171−69.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,166 | $603.0K | 0.02% | −650−3.9% | Reduced |
| Swiss Life Asset Management Ltd | 15,998 | $596.7K | 0.00% | +25+0.2% | Added |
| Savvy Advisors, Inc. | 15,899 | $593.0K | 0.01% | +4,593+40.6% | Added |
| Farther Finance Advisors, LLC | 15,857 | $591.5K | 0.00% | +6,496+69.4% | Added |
| Hollencrest Capital Management | 15,402 | $574.5K | 0.04% | −9,877−39.1% | Reduced |
| Kovack Advisors, Inc. | 16,011 | $572.5K | 0.03% | −2,686−14.4% | Reduced |
| Foundations Investment Advisors, LLC | 14,788 | $551.6K | 0.01% | −826−5.3% | Reduced |
| Abel Hall, LLC | 14,629 | $545.7K | 0.09% | +430+3.0% | Added |
| Benin Management CORP | 14,600 | $544.6K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14,500 | $540.9K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 14,438 | $538.5K | 0.07% | −7,622−34.6% | Reduced |
| Clark Financial Services Group Inc | 14,406 | $537.3K | 0.25% | +1,811+14.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 14,300 | $533.4K | 0.15% | +4,450+45.2% | Added |
| Krilogy Financial LLC | 14,243 | $531.3K | 0.02% | +561+4.1% | Added |
| Himension Fund | 14,021 | $523.0K | 0.03% | +14,021 | New |
| Assetmark, Inc | 14,020 | $522.9K | 0.00% | +30+0.2% | Added |
| Flagship Harbor Advisors, LLC | 13,880 | $517.7K | 0.02% | −400−2.8% | Reduced |
| Quantbot Technologies LP | 13,792 | $514.4K | 0.02% | −80,500−85.4% | Reduced |
| Blair William & Co | 13,693 | $510.7K | 0.00% | −1,512−9.9% | Reduced |