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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
US Bancorp13,659$509.5K0.00%+2,112+18.3%Added
NWF Advisory Services Inc.13,640$508.8K0.05%−500−3.5%Reduced
Williamson Legacy Group, LLC13,571$506.2K0.25%+13,571New
SLT Holdings LLC13,500$503.6K0.32%−1,000−6.9%Reduced
Maryland State Retirement & Pension System13,499$503.5K0.01%+13,499New
StoneX Group Inc.11,606$499.3K0.02%+11,606New
Envestnet Asset Management Inc13,333$497.3K0.00%+596+4.7%Added
Utah Retirement Systems13,289$495.7K0.00%+13,289New
Mitsubishi UFJ Trust & Banking Corp13,061$487.2K0.00%+13,061New
Activest Wealth Management13,000$484.9K0.09%+7,000+116.7%Added
Colonial River Wealth Management, LLC12,836$478.8K0.14%+12,836New
Truist Financial Corp12,745$475.4K0.00%+12,745New
Ensign Peak Advisors, Inc12,700$473.7K0.00%−3,050−19.4%Reduced
Ausdal Financial Partners, Inc.12,284$458.2K0.02%+12,284New
Connor, Clark & Lunn Investment Management Ltd.12,025$448.5K0.00%+12,025New
EFG International AG12,000$447.6K0.01%+12,000New
Visionary Wealth Advisors11,976$446.7K0.02%−756−5.9%Reduced
DnB Asset Management AS11,952$445.8K0.00%00.0%Unchanged
Fisher Asset Management, LLC11,890$443.5K0.00%−1,460−10.9%Reduced
Integrated Quantitative Investments LLC11,879$443.1K0.07%+2,447+25.9%Added
Valeo Financial Advisors, LLC11,570$431.5K0.01%−97−0.8%Reduced
Amalgamated Bank11,512$429.0K0.00%+11,512New
Change Path, LLC11,395$425.0K0.01%+11,395New
Fulcrum Asset Management LLP11,242$424.6K0.04%+11,242New
Cerity Partners LLC11,373$424.2K0.00%+11,373New
Independent Advisor Alliance11,282$420.8K0.01%+1,912+20.4%Added
Ethic Inc.11,189$417.4K0.01%−29−0.3%Reduced
Beacon Pointe Advisors, LLC11,168$416.6K0.00%−1,365−10.9%Reduced
Oxinas Partners Wealth Management LLC11,065$412.7K0.16%−13,900−55.7%Reduced
Pathstone Holdings, LLC10,935$407.9K0.00%+10,935New
Wealth Enhancement Advisory Services, LLC13,083$407.5K0.00%+1,318+11.2%Added
Triglav Skladi, D.O.O.10,566$394.1K0.02%+10,566New
Mann Financial Group, Inc.10,500$391.6K0.33%−2,140−16.9%Reduced
Acadian Asset Management LLC10,251$382.0K0.00%+8,709+564.8%Added
Strategies Wealth Advisors, LLC10,220$381.2K0.03%+191+1.9%Added
TrueWealth Advisors, LLC10,215$381.0K0.09%+10,215New
Janney Montgomery Scott LLC9,963$372.0K0.00%+9,963New
Americana Partners, LLC9,766$364.3K0.01%+9,766New
Dynamic Advisor Solutions LLC9,702$361.9K0.01%+110+1.1%Added
Cresset Asset Management, LLC9,640$359.6K0.00%+9,640New
Shelton Wealth Management, LLC9,591$357.7K0.14%−604−5.9%Reduced
Pensionmark Financial Group, LLC9,797$354.8K0.01%−15,372−61.1%Reduced
Meadowbrook Wealth Management, LLC9,918$352.3K0.38%−2,615−20.9%Reduced
Mercer Global Advisors Inc9,330$348.0K0.00%+9,330New
NBC Securities, Inc.9,166$341.9K0.02%+8,616+1,566.5%Added
AE Wealth Management LLC9,096$339.3K0.00%+604+7.1%Added
Cornerstone Select Advisors, LLC8,967$334.5K0.14%+240+2.8%Added
Guggenheim Capital LLC8,899$331.9K0.00%−2,195−19.8%Reduced
Valmark Advisers, Inc.8,880$331.2K0.00%+8,880New
CIBC Asset Management Inc8,837$329.6K0.00%+8,837New
Belvedere Trading LLC8,773$327.2K0.03%+8,773New
Ionic Capital Management LLC8,755$326.6K0.31%+8,755New
Concentric Capital Strategies, LP8,709$324.8K0.02%+8,709New
Meridian Wealth Management, LLC8,701$324.5K0.01%+8,701New
J.W. Cole Advisors, Inc.8,617$321.4K0.01%+8,617New
Pekin Hardy Strauss, Inc.8,600$320.8K0.03%−1,700−16.5%Reduced
Leonteq Securities AG8,412$313.8K0.02%−978−10.4%Reduced
OP Asset Management Ltd8,311$310.0K0.00%+8,311New
Nykredit A/S8,197$305.7K0.00%+8,197New
Advisors Asset Management, Inc.8,192$305.6K0.00%+1,281+18.5%Added
Axxcess Wealth Management, LLC8,188$305.4K0.00%+8,188New
Cape Investment Advisory, Inc.8,000$298.4K0.08%+8,000New
O'Shaughnessy Asset Management, LLC7,852$292.9K0.00%+7,852New
Heck Capital Advisors, LLC7,845$292.6K0.02%−1,429−15.4%Reduced
Everence Capital Management Inc7,774$290.0K0.02%+7,774New
E&G Advisors, LP7,750$289.1K0.06%+7,750New
Dudley Capital Management, LLC7,700$287.2K0.11%+7,700New
Clare Market Investments LLC7,680$286.5K0.05%+7,680New
ProCore Advisors, LLC7,677$286.3K0.35%+7,677New
Sterling Capital Management LLC7,664$285.9K0.00%+4,597+149.9%Added
Moors & Cabot, Inc.7,650$285.3K0.01%+7,650New
Victory Financial Group, LLC7,644$285.1K0.03%−2,054−21.2%Reduced
D.A. Davidson & Co.7,625$284.4K0.00%+7,625New
Wedbush Securities Inc7,615$284.0K0.01%−1,250−14.1%Reduced
Great Lakes Advisors, LLC7,551$281.7K0.00%+7,551New
North Dakota State Investment Board7,511$280.2K0.01%+7,511New
KBC Group NV7,450$278.0K0.00%00.0%Unchanged
111 Capital7,441$277.5K0.05%+7,441New
Brookstone Capital Management7,301$272.3K0.00%−2,863−28.2%Reduced
Ameritas Advisory Services, LLC7,300$272.3K0.01%+7,300New
Sig Brokerage, LP7,247$270.3K0.04%+7,247New
Interchange Capital Partners, LLC7,205$268.7K0.05%+7,205New
Lake Street Financial LLC7,170$267.4K0.03%−1,280−15.1%Reduced
TCFG Investment Advisors, LLC7,125$265.8K0.09%+7,125New
Prelude Capital Management, LLC7,110$265.2K0.02%+7,110New
Integrated Wealth Concepts LLC7,106$265.1K0.00%+7,106New
Aire Advisors, LLC7,000$261.1K0.04%+7,000New
Millington Financial Advisors, LLC10,000$257.9K0.10%00.0%Unchanged
Keynote Financial Services LLC6,836$255.0K0.12%+6,836New
AlphaGrep UK Ltd6,802$253.7K0.08%+6,802New
Barnes Wealth Management Group, Inc6,784$253.0K0.12%+6,784New
Mayfair Advisory Group, LLC9,282$252.4K0.08%00.0%Unchanged
Ieq Capital, LLC6,558$244.6K0.00%+6,558New
Gallagher Fiduciary Advisors, LLC6,533$243.7K0.01%+6,533New
Credit Agricole S A6,516$243.0K0.00%−52,620−89.0%Reduced
Arkadios Wealth Advisors6,456$240.8K0.00%+6,456New
IFP Advisors, Inc6,435$240.0K0.00%−328−4.8%Reduced
MAI Capital Management6,373$237.7K0.00%+520+8.9%Added
Benson Wealth Management INC6,358$237.2K0.24%−200−3.0%Reduced
Stonehage Fleming Financial Services Holdings Ltd6,227$232.3K0.01%00.0%Unchanged