Applied Digital Corp.
APLD- 交易所
- Nasdaq
- 產業
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001144879
近 90 天，Applied Digital Corp. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 567 家機構在 13F 申報持有，市值合計 $78.5 億；老虎環球和第三點資本兩位大師持有。
2025 年第 4 季 13F 持有人
Applied Digital Corp. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 438
- 較 2025 年第 3 季 +71 家
- 持有股數
- 1.80 億
- 較 2025 年第 3 季 +203.3 萬 (+1.1%)
- 總市值
- $44.2 億
- 較 2025 年第 3 季 +$3.35 億 (+8.2%)
- 新進機構
- 134
- 另有 166 家加碼
- 清倉機構
- 63
- 另有 97 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APLD 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 567 | $78.5 億 |
| 2026 年第 1 季 | 459 | $50.1 億 |
| 2025 年第 4 季 | 438 | $44.2 億 |
| 2025 年第 3 季 | 369 | $40.9 億 |
| 2025 年第 2 季 | 282 | $14.5 億 |
| 2025 年第 1 季 | 252 | $8.21 億 |
| 2024 年第 4 季 | 246 | $11.2 億 |
| 2024 年第 3 季 | 170 | $11.2 億 |
| 2024 年第 2 季 | 136 | $5.04 億 |
| 2024 年第 1 季 | 116 | $2.76 億 |
| 2023 年第 4 季 | 136 | $4.51 億 |
| 2023 年第 3 季 | 131 | $3.47 億 |
| 2023 年第 2 季 | 127 | $4.55 億 |
| 2023 年第 1 季 | 74 | $7,841 萬 |
| 2022 年第 4 季 | 66 | $5,801 萬 |
| 2022 年第 3 季 | 62 | $3,907 萬 |
| 2022 年第 2 季 | 51 | $2,162 萬 |
| 2022 年第 1 季 | 1 | $378.8 萬 |
| 2021 年第 4 季 | 1 | $608.2 萬 |
| 2021 年第 3 季 | 1 | $290.3 萬 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 4 季持有機構
每家機構持有 Applied Digital Corp. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,168,082 | $5.93 億 | 0.01% | +6,445,908+36.4% | 加碼 |
| Hood River Capital Management LLC | 22,037,431 | $5.40 億 | 5.92% | +990,777+4.7% | 加碼 |
| BlackRock, Inc. | 20,840,202 | $5.11 億 | 0.01% | +2,330,591+12.6% | 加碼 |
| Situational Awareness LP | 11,339,060 | $2.78 億 | 7.10% | +5,274,905+87.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,206,550 | $2.01 億 | 0.15% | −2,699,280−24.8% | 減碼 |
| Geode Capital Management, LLC | 6,285,820 | $1.54 億 | 0.01% | +304,228+5.1% | 加碼 |
| Value Aligned Research Advisors, LLC | 5,643,550 | $1.38 億 | 2.83% | +5,643,550 | 新進 |
| State Street Corp | 5,430,644 | $1.33 億 | 0.00% | +581,822+12.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,209,702 | $1.03 億 | 0.07% | +2,154,213+104.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,013,947 | $9,842 萬 | 0.15% | +814,812+25.5% | 加碼 |
| Marex Group plc | 3,904,759 | $9,574 萬 | 1.04% | +3,894,639+38,484.6% | 加碼 |
| Bank of America Corp | 3,808,281 | $9,338 萬 | 0.01% | +2,317,631+155.5% | 加碼 |
| UBS Group AG | 3,730,040 | $9,146 萬 | 0.02% | +1,607,210+75.7% | 加碼 |
| Morgan Stanley | 3,561,014 | $8,732 萬 | 0.01% | +975,657+37.7% | 加碼 |
| Charles Schwab Investment Management Inc | 2,200,210 | $5,395 萬 | 0.01% | +99,902+4.8% | 加碼 |
| Northern Trust Corp | 2,059,055 | $5,049 萬 | 0.01% | +69,578+3.5% | 加碼 |
| Van Eck Associates Corp | 1,686,193 | $4,135 萬 | 0.03% | +270,731+19.1% | 加碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $4,000 萬 | 100.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,414,162 | $3,468 萬 | 0.00% | −84,829−5.7% | 減碼 |
| JPMorgan Chase & Co | 1,209,201 | $2,965 萬 | 0.00% | +244,069+25.3% | 加碼 |
| HSBC Holdings PLC | 1,167,779 | $2,951 萬 | 0.02% | +1,167,779 | 新進 |
| Voya Investment Management LLC | 1,193,343 | $2,926 萬 | 0.03% | −271,566−18.5% | 減碼 |
| Barclays PLC | 1,177,375 | $2,887 萬 | 0.01% | +793,113+206.4% | 加碼 |
| Westfield Capital Management Co LP | 1,034,397 | $2,536 萬 | 0.11% | +1,034,397 | 新進 |
| Lord, Abbett & Co. LLC | 1,027,093 | $2,519 萬 | 0.08% | +628,638+157.8% | 加碼 |
| Quadrature Capital Ltd | 1,015,481 | $2,490 萬 | 0.25% | +1,015,481 | 新進 |
| Plustick Management LLC | 1,000,000 | $2,452 萬 | 10.85% | −640,000−39.0% | 減碼 |
| Franklin Resources Inc | 872,669 | $2,140 萬 | 0.01% | +841,414+2,692.1% | 加碼 |
| SEI Investments Co | 822,083 | $2,016 萬 | 0.02% | +144,977+21.4% | 加碼 |
| Bank of New York Mellon Corp | 819,232 | $2,009 萬 | 0.00% | +201,330+32.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 813,106 | $1,994 萬 | 0.01% | −3,872,432−82.6% | 減碼 |
| Next Century Growth Investors LLC | 797,237 | $1,955 萬 | 1.36% | +187,044+30.7% | 加碼 |
| Oasis Management Co Ltd. | 732,817 | $1,797 萬 | 2.36% | −300,000−29.0% | 減碼 |
| Voloridge Investment Management, LLC | 671,842 | $1,647 萬 | 0.06% | −82,313−10.9% | 減碼 |
| Exchange Traded Concepts, LLC | 648,282 | $1,590 萬 | 0.13% | −307,347−32.2% | 減碼 |
| Vident Advisory, LLC | 641,152 | $1,572 萬 | 0.15% | −119,452−15.7% | 減碼 |
| Wellington Management Group LLP | 630,579 | $1,546 萬 | 0.00% | +123,062+24.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 591,391 | $1,450 萬 | 0.04% | +591,391 | 新進 |
| Jump Financial, LLC | 589,900 | $1,446 萬 | 0.18% | +579,642+5,650.6% | 加碼 |
| LPL Financial LLC | 586,129 | $1,437 萬 | 0.00% | +124,492+27.0% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 580,000 | $1,422 萬 | 3.15% | +580,000 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 570,087 | $1,398 萬 | 0.02% | +570,087 | 新進 |
| Nuveen, LLC | 548,670 | $1,345 萬 | 0.00% | +31,475+6.1% | 加碼 |
| Clearfield Capital Management LP | 514,379 | $1,261 萬 | 6.81% | −35,100−6.4% | 減碼 |
| Boothbay Fund Management, LLC | 496,820 | $1,218 萬 | 0.32% | −409,383−45.2% | 減碼 |
| Swiss National Bank | 496,400 | $1,217 萬 | 0.01% | +105,100+26.9% | 加碼 |
| B. Riley Financial, Inc. | 495,000 | $1,214 萬 | 5.19% | +495,000 | 新進 |
| Hunter Associates Investment Management LLC | 495,038 | $1,214 萬 | 1.62% | −7,782−1.5% | 減碼 |
| Price T Rowe Associates Inc | 461,126 | $1,131 萬 | 0.00% | −3,642,846−88.8% | 減碼 |
| UBS Asset Management Americas Inc | 440,175 | $1,079 萬 | 0.00% | −23,188−5.0% | 減碼 |
| BIT Capital GmbH | 426,120 | $1,045 萬 | 0.46% | +426,120 | 新進 |
| Citigroup Inc | 417,309 | $1,023 萬 | 0.01% | +362,439+660.5% | 加碼 |
| Thor Investment Management Inc | 406,502 | $996.7 萬 | 5.72% | −16,364−3.9% | 減碼 |
| Federated Hermes, Inc. | 394,173 | $966.5 萬 | 0.02% | +254,502+182.2% | 加碼 |
| Wells Fargo & Company | 378,132 | $927.2 萬 | 0.00% | −1,433,818−79.1% | 減碼 |
| Berkshire Capital Holdings Inc | 371,690 | $911.4 萬 | 3.02% | +371,690 | 新進 |
| Raymond James Financial Inc | 360,648 | $884.3 萬 | 0.00% | +38,331+11.9% | 加碼 |
| Ameriprise Financial Inc | 356,401 | $873.9 萬 | 0.00% | +356,401 | 新進 |
| FMR LLC | 336,086 | $824.1 萬 | 0.00% | +157,643+88.3% | 加碼 |
| Stifel Financial Corp | 324,474 | $795.6 萬 | 0.01% | −40,057−11.0% | 減碼 |
| Driehaus Capital Management LLC | 321,371 | $788.0 萬 | 0.05% | −1,076,050−77.0% | 減碼 |
| Two Sigma Investments, LP | 317,118 | $777.6 萬 | 0.01% | −2,714,036−89.5% | 減碼 |
| Nomura Holdings Inc | 306,485 | $751.5 萬 | 0.02% | −284,781−48.2% | 減碼 |
| Bleakley Financial Group, LLC | 305,447 | $749.0 萬 | 0.13% | +305,447 | 新進 |
| Norges Bank | 304,700 | $747.1 萬 | 0.00% | +304,700 | 新進 |
| Marshall Wace, LLP | 302,940 | $742.8 萬 | 0.01% | −1,378,908−82.0% | 減碼 |
| Deutsche Bank AG | 299,654 | $734.8 萬 | 0.00% | +21,621+7.8% | 加碼 |
| Rhumbline Advisers | 298,268 | $731.4 萬 | 0.01% | −11,997−3.9% | 減碼 |
| Spear Advisors LLC | 293,256 | $719.1 萬 | 5.04% | +293,256 | 新進 |
| Millennium Management LLC | 291,315 | $714.3 萬 | 0.01% | −79,146−21.4% | 減碼 |
| Squarepoint Ops LLC | 256,587 | $629.2 萬 | 0.01% | +3,004+1.2% | 加碼 |
| Verition Fund Management LLC | 250,402 | $614.0 萬 | 0.03% | +201,016+407.0% | 加碼 |
| Harvey Partners, LLC | 250,000 | $613.0 萬 | 0.55% | 00.0% | 不變 |
| Caption Management, LLC | 250,000 | $613.0 萬 | 0.27% | +79,700+46.8% | 加碼 |
| First Trust Advisors LP | 249,737 | $612.4 萬 | 0.00% | −190,435−43.3% | 減碼 |
| Alliancebernstein L.P. | 249,629 | $612.1 萬 | 0.00% | +31,231+14.3% | 加碼 |
| Man Group plc | 245,311 | $601.5 萬 | 0.01% | +245,311 | 新進 |
| Legal & General Group Plc | 240,967 | $590.9 萬 | 0.00% | +23,762+10.9% | 加碼 |
| California State Teachers Retirement System | 238,097 | $583.8 萬 | 0.01% | +47,025+24.6% | 加碼 |
| Kennedy Capital Management, Inc. | 235,422 | $577.3 萬 | 0.12% | +235,422 | 新進 |
| Simplex Trading, LLC | 233,669 | $573.0 萬 | 0.16% | −9,131−3.8% | 減碼 |
| Susquehanna International Group, LLP | 222,292 | $545.1 萬 | 0.01% | +204,945+1,181.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 219,074 | $537.2 萬 | 0.12% | +219,074 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 207,428 | $508.6 萬 | 0.04% | +207,428 | 新進 |
| Cetera Investment Advisers | 202,662 | $496.9 萬 | 0.01% | +74,551+58.2% | 加碼 |
| FORA Capital, LLC | 201,508 | $494.1 萬 | 0.60% | +157,327+356.1% | 加碼 |
| Arosa Capital Management LP | 200,000 | $490.4 萬 | 3.15% | +186,000+1,328.6% | 加碼 |
| Checchi Capital Advisers, LLC | 199,073 | $488.1 萬 | 0.33% | +180,133+951.1% | 加碼 |
| Kestra Advisory Services, LLC | 198,822 | $487.5 萬 | 0.02% | −202−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 189,103 | $463.7 萬 | 0.32% | −85,622−31.2% | 減碼 |
| Janus Henderson Group PLC | 187,604 | $459.8 萬 | 0.00% | +100,175+114.6% | 加碼 |
| State of Wisconsin Investment Board | 182,267 | $446.9 萬 | 0.01% | +107,785+144.7% | 加碼 |
| Invesco Ltd. | 178,565 | $437.8 萬 | 0.00% | +15,266+9.3% | 加碼 |
| Caitong International Asset Management Co., Ltd | 176,515 | $432.8 萬 | 1.06% | +176,515 | 新進 |
| Tactive Advisors, LLC | 175,842 | $431.2 萬 | 1.26% | −6,545−3.6% | 減碼 |
| Algert Global LLC | 172,140 | $422.1 萬 | 0.07% | +34,930+25.5% | 加碼 |
| Alight Capital Management LP | 150,000 | $367.8 萬 | 0.99% | +150,000 | 新進 |
| Cannon Capital Management, Inc. | 148,263 | $363.5 萬 | 3.20% | +148,263 | 新進 |
| CAPROCK Group, Inc. | 138,672 | $340.0 萬 | 0.07% | +907+0.7% | 加碼 |
| Agp Franklin, LLC | 137,767 | $337.8 萬 | 1.58% | +919+0.7% | 加碼 |