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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
Rothschild Investment LLC247$9.21K0.00%−38−13.3%Reduced
E Fund Management (Hong Kong) Co., Ltd.244$9.10K0.00%−184−43.0%Reduced
Picton Mahoney Asset Management239$8.91K0.00%+239New
Covestor Ltd207$8.00K0.00%+1+0.5%Added
Close Asset Management Ltd210$8.00K0.00%+210New
Owl Creek Wealth Partners LLC202$7.54K0.00%00.0%Unchanged
Rialto Wealth Management, LLC200$7.46K0.00%+19+10.5%Added
CNB Bank200$7.46K0.00%+200New
Intesa Sanpaolo Wealth Management199$7.42K0.00%+199New
Aspect Partners, LLC198$7.38K0.00%−37−15.7%Reduced
Persistent Asset Partners Ltd193$7.20K0.00%+193New
Bell Investment Advisors, Inc187$6.98K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC175$6.53K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.174$6.47K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC167$6.23K0.00%−65−28.0%Reduced
Westfuller Advisors, LLC156$5.82K0.00%00.0%Unchanged
Roble, Belko & Company, Inc123$5.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC131$4.89K0.00%−239−64.6%Reduced
Transamerica Financial Advisors, Inc.130$4.85K0.00%−87−40.1%Reduced
Parkside Financial Bank & Trust129$4.81K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.125$4.66K0.00%00.0%Unchanged
Triumph Capital Management124$4.63K0.00%00.0%Unchanged
MCF Advisors LLC118$4.40K0.00%−501−80.9%Reduced
Silicon Valley Capital Partners110$4.10K0.00%00.0%Unchanged
Gen-Wealth Partners Inc110$4.10K0.00%00.0%Unchanged
Danske Bank A/S100$3.73K0.00%00.0%Unchanged
Raleigh Capital Management Inc.100$3.73K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$3.73K0.00%+100New
RHL Group, LLC100$3.70K0.00%00.0%Unchanged
SWAN Capital LLC98$3.65K0.00%00.0%Unchanged
First Horizon Corp90$3.36K0.00%−58−39.2%Reduced
EverSource Wealth Advisors, LLC89$3.32K0.00%−515−85.3%Reduced
Capital Advisors, Ltd. LLC75$3.00K0.00%00.0%Unchanged
TSFG, LLC75$3.00K0.00%00.0%Unchanged
Avion Wealth92$3.00K0.00%+9+10.8%Added
Bare Financial Services, Inc80$2.98K0.00%+72+900.0%Added
Barrett & Company, Inc.80$2.98K0.00%+80New
Fortitude Family Office, LLC74$2.76K0.00%00.0%Unchanged
Raffa Wealth Management, LLC65$2.42K0.00%+65New
Leo H. Evart, Inc.60$2.24K0.00%00.0%Unchanged
Aventura Private Wealth, LLC60$2.24K0.00%+60New
Tidemark, LLC57$2.13K0.00%+57New
Marquette Asset Management, LLC56$2.09K0.00%−21−27.3%Reduced
Cromwell Holdings LLC54$2.01K0.00%+54New
Mark Sheptoff Financial Planning, LLC50$1.86K0.00%00.0%Unchanged
TD Private Client Wealth LLC50$1.86K0.00%+40+400.0%Added
Huntington National Bank50$1.86K0.00%+50New
Aberdeen Wealth Management LLC50$1.86K0.00%+50New
Quarry LP47$1.75K0.00%+38+422.2%Added
Whittier Trust Co50$1.68K0.00%00.0%Unchanged
Zions Bancorporation, National Association35$1.31K0.00%+35New
Umb Bank N A30$1.12K0.00%+30New
Hantz Financial Services, Inc.29$1.00K0.00%−31−51.7%Reduced
Strategic Advocates LLC25$9330.00%00.0%Unchanged
Massmutual Trust Co FSB25$9330.00%+25New
TFC Financial Management22$8210.00%00.0%Unchanged
CVA Family Office, LLC20$7460.00%−280−93.3%Reduced
LRI Investments, LLC18$6710.00%−127−87.6%Reduced
Silver Grove Financial Group, Inc.18$6710.00%+18New
Cornerstone Financial Management LLC16$5970.00%+16New
Godfrey Financial Associates, Inc.11$4100.00%00.0%Unchanged
Strategic Investment Solutions, Inc.10$3730.00%−15−60.0%Reduced
Berkshire Capital Holdings Inc10$3730.00%00.0%Unchanged
Axiom Investment Management LLC10$3730.00%+10New
Kingdom Financial Group LLC.9$3420.00%00.0%Unchanged
Essential Partners LLC3$1120.00%+3New
Hughes Financial Services, LLC1$370.00%+1New
T. Rowe Price Investment Management, Inc.0$00.00%−2,161,705−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,240,239−100.0%Sold out
Covalis Capital LLP0$00.00%−738,143−100.0%Sold out
Next Century Growth Investors LLC0$00.00%−431,900−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−240,854−100.0%Sold out
Blackstone Group Inc.0$00.00%−211,110−100.0%Sold out
Findell Capital Management LLC0$00.00%−170,000−100.0%Sold out
Covalis (Gibraltar) Ltd0$00.00%−141,088−100.0%Sold out
Second Line Capital, LLC0$00.00%−86,703−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−109,280−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−103,156−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−85,270−100.0%Sold out
Scientech Research LLC0$00.00%−68,813−100.0%Sold out
Intech Investment Management LLC0$00.00%−63,155−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−60,518−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−60,217−100.0%Sold out
Ratan Capital Management LP0$00.00%−50,000−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−28,125−100.0%Sold out
ProShare Advisors LLC0$00.00%−35,096−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−31,505−100.0%Sold out
REX Advisers, LLC0$00.00%−29,800−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−28,375−100.0%Sold out
Group One Trading, L.P.0$00.00%−23,146−100.0%Sold out
Golden State Equity Partners0$00.00%−20,154−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−19,692−100.0%Sold out
Verition Fund Management LLC0$00.00%−16,124−100.0%Sold out
Principal Financial Group Inc0$00.00%−15,521−100.0%Sold out
Patten Group, Inc.0$00.00%−15,157−100.0%Sold out
CIBC Bancorp USA Inc.0$00.00%−13,981−100.0%Sold out
LBMC Investment Advisors, LLC0$00.00%−11,930−100.0%Sold out
Focused Alpha, LLC0$00.00%−11,223−100.0%Sold out
Twinbeech Capital LP0$00.00%−10,500−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−10,121−100.0%Sold out