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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 73,790 | $180.9 萬 | 0.04% | +73,790 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 74,904 | $183.7 萬 | 0.54% | 00.0% | 不變 |
| Intech Investment Management LLC | 75,099 | $184.1 萬 | 0.02% | +19,797+35.8% | 加碼 |
| Vennlight Capital Management, LP | 76,037 | $186.4 萬 | 2.18% | −48,963−39.2% | 減碼 |
| National Asset Management, Inc. | 79,203 | $194.2 萬 | 0.09% | −91,458−53.6% | 減碼 |
| TD Asset Management Inc | 83,134 | $203.8 萬 | 0.00% | +43,810+111.4% | 加碼 |
| Register Financial Advisors LLC | 84,500 | $207.2 萬 | 0.81% | −10,500−11.1% | 減碼 |
| Advisor Group Holdings, Inc. | 84,574 | $207.4 萬 | 0.00% | +31,738+60.1% | 加碼 |
| GWM Advisors LLC | 88,336 | $216.6 萬 | 0.01% | +39,528+81.0% | 加碼 |
| Jones Financial Companies LLLP | 88,982 | $218.2 萬 | 0.00% | +16,591+22.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,083 | $219.5 萬 | 0.00% | −86,108−52.4% | 減碼 |
| Point72 Asset Management, L.P. | 92,915 | $227.8 萬 | 0.00% | +92,915 | 新進 |
| Private Advisor Group, LLC | 93,225 | $228.6 萬 | 0.01% | +6,498+7.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 94,433 | $231.5 萬 | 0.01% | −40,447−30.0% | 減碼 |
| Wealth Management Associates, Inc. | 95,310 | $233.7 萬 | 0.81% | +650+0.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 95,700 | $234.7 萬 | 0.01% | +2,009+2.1% | 加碼 |
| Blackstone Group Inc. | 98,678 | $242.0 萬 | 0.01% | +98,678 | 新進 |
| Creative Planning | 99,286 | $243.4 萬 | 0.00% | +30,008+43.3% | 加碼 |
| Marathon Trading Investment Management LLC | 100,000 | $245.2 萬 | 0.29% | +100,000 | 新進 |
| Gillson Capital LP | 100,800 | $247.2 萬 | 0.16% | −59,800−37.2% | 減碼 |
| Nicholas Investment Partners, LP | 102,393 | $251.1 萬 | 0.18% | −106,526−51.0% | 減碼 |
| Victory Capital Management Inc | 104,009 | $255.0 萬 | 0.00% | −33,567−24.4% | 減碼 |
| Royal Fund Management, LLC | 105,820 | $259.5 萬 | 0.24% | +94,770+857.6% | 加碼 |
| Uniting Wealth Partners, LLC | 106,954 | $262.3 萬 | 0.80% | −3,179−2.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 109,054 | $267.4 萬 | 0.01% | +109,054 | 新進 |
| Stratos Wealth Partners, LTD. | 110,288 | $270.4 萬 | 0.03% | +4,506+4.3% | 加碼 |
| Royal Bank of Canada | 111,326 | $272.9 萬 | 0.00% | −345,597−75.6% | 減碼 |
| CastleKnight Management LP | 111,300 | $272.9 萬 | 0.16% | +111,300 | 新進 |
| Clear Street Markets LLC | 114,000 | $279.5 萬 | 0.50% | +114,000 | 新進 |
| Landscape Capital Management, L.L.C. | 114,198 | $280.0 萬 | 0.19% | +114,198 | 新進 |
| Virtu Financial LLC | 115,953 | $284.3 萬 | 0.11% | −23,068−16.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 116,062 | $284.6 萬 | 0.00% | −4,951−4.1% | 減碼 |
| National Bank of Canada | 121,000 | $296.7 萬 | 0.00% | −132,200−52.2% | 減碼 |
| Colony Group, LLC | 124,659 | $305.7 萬 | 0.00% | +70,564+130.4% | 加碼 |
| MetLife Investment Management | 131,222 | $321.8 萬 | 0.02% | +6,231+5.0% | 加碼 |
| New York State Common Retirement Fund | 131,239 | $321.8 萬 | 0.00% | +8,279+6.7% | 加碼 |
| Commonwealth Equity Services, LLC | 132,898 | $325.9 萬 | 0.00% | +28,344+27.1% | 加碼 |
| Agp Franklin, LLC | 137,767 | $337.8 萬 | 1.58% | +919+0.7% | 加碼 |
| CAPROCK Group, Inc. | 138,672 | $340.0 萬 | 0.07% | +907+0.7% | 加碼 |
| Cannon Capital Management, Inc. | 148,263 | $363.5 萬 | 3.20% | +148,263 | 新進 |
| Alight Capital Management LP | 150,000 | $367.8 萬 | 0.99% | +150,000 | 新進 |
| Algert Global LLC | 172,140 | $422.1 萬 | 0.07% | +34,930+25.5% | 加碼 |
| Tactive Advisors, LLC | 175,842 | $431.2 萬 | 1.26% | −6,545−3.6% | 減碼 |
| Caitong International Asset Management Co., Ltd | 176,515 | $432.8 萬 | 1.06% | +176,515 | 新進 |
| Invesco Ltd. | 178,565 | $437.8 萬 | 0.00% | +15,266+9.3% | 加碼 |
| State of Wisconsin Investment Board | 182,267 | $446.9 萬 | 0.01% | +107,785+144.7% | 加碼 |
| Janus Henderson Group PLC | 187,604 | $459.8 萬 | 0.00% | +100,175+114.6% | 加碼 |
| Arete Wealth Advisors, LLC | 189,103 | $463.7 萬 | 0.32% | −85,622−31.2% | 減碼 |
| Kestra Advisory Services, LLC | 198,822 | $487.5 萬 | 0.02% | −202−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 199,073 | $488.1 萬 | 0.33% | +180,133+951.1% | 加碼 |
| Arosa Capital Management LP | 200,000 | $490.4 萬 | 3.15% | +186,000+1,328.6% | 加碼 |
| FORA Capital, LLC | 201,508 | $494.1 萬 | 0.60% | +157,327+356.1% | 加碼 |
| Cetera Investment Advisers | 202,662 | $496.9 萬 | 0.01% | +74,551+58.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 207,428 | $508.6 萬 | 0.04% | +207,428 | 新進 |
| ArrowMark Colorado Holdings LLC | 219,074 | $537.2 萬 | 0.12% | +219,074 | 新進 |
| Susquehanna International Group, LLP | 222,292 | $545.1 萬 | 0.01% | +204,945+1,181.4% | 加碼 |
| Simplex Trading, LLC | 233,669 | $573.0 萬 | 0.16% | −9,131−3.8% | 減碼 |
| Kennedy Capital Management, Inc. | 235,422 | $577.3 萬 | 0.12% | +235,422 | 新進 |
| California State Teachers Retirement System | 238,097 | $583.8 萬 | 0.01% | +47,025+24.6% | 加碼 |
| Legal & General Group Plc | 240,967 | $590.9 萬 | 0.00% | +23,762+10.9% | 加碼 |
| Man Group plc | 245,311 | $601.5 萬 | 0.01% | +245,311 | 新進 |
| Alliancebernstein L.P. | 249,629 | $612.1 萬 | 0.00% | +31,231+14.3% | 加碼 |
| First Trust Advisors LP | 249,737 | $612.4 萬 | 0.00% | −190,435−43.3% | 減碼 |
| 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 |
| Verition Fund Management LLC | 250,402 | $614.0 萬 | 0.03% | +201,016+407.0% | 加碼 |
| Squarepoint Ops LLC | 256,587 | $629.2 萬 | 0.01% | +3,004+1.2% | 加碼 |
| Millennium Management LLC | 291,315 | $714.3 萬 | 0.01% | −79,146−21.4% | 減碼 |
| Spear Advisors LLC | 293,256 | $719.1 萬 | 5.04% | +293,256 | 新進 |
| Rhumbline Advisers | 298,268 | $731.4 萬 | 0.01% | −11,997−3.9% | 減碼 |
| Deutsche Bank AG | 299,654 | $734.8 萬 | 0.00% | +21,621+7.8% | 加碼 |
| Marshall Wace, LLP | 302,940 | $742.8 萬 | 0.01% | −1,378,908−82.0% | 減碼 |
| Norges Bank | 304,700 | $747.1 萬 | 0.00% | +304,700 | 新進 |
| Bleakley Financial Group, LLC | 305,447 | $749.0 萬 | 0.13% | +305,447 | 新進 |
| Nomura Holdings Inc | 306,485 | $751.5 萬 | 0.02% | −284,781−48.2% | 減碼 |
| Two Sigma Investments, LP | 317,118 | $777.6 萬 | 0.01% | −2,714,036−89.5% | 減碼 |
| Driehaus Capital Management LLC | 321,371 | $788.0 萬 | 0.05% | −1,076,050−77.0% | 減碼 |
| Stifel Financial Corp | 324,474 | $795.6 萬 | 0.01% | −40,057−11.0% | 減碼 |
| FMR LLC | 336,086 | $824.1 萬 | 0.00% | +157,643+88.3% | 加碼 |
| Ameriprise Financial Inc | 356,401 | $873.9 萬 | 0.00% | +356,401 | 新進 |
| Raymond James Financial Inc | 360,648 | $884.3 萬 | 0.00% | +38,331+11.9% | 加碼 |
| Berkshire Capital Holdings Inc | 371,690 | $911.4 萬 | 3.02% | +371,690 | 新進 |
| Wells Fargo & Company | 378,132 | $927.2 萬 | 0.00% | −1,433,818−79.1% | 減碼 |
| Federated Hermes, Inc. | 394,173 | $966.5 萬 | 0.02% | +254,502+182.2% | 加碼 |
| Thor Investment Management Inc | 406,502 | $996.7 萬 | 5.72% | −16,364−3.9% | 減碼 |
| Citigroup Inc | 417,309 | $1,023 萬 | 0.01% | +362,439+660.5% | 加碼 |
| BIT Capital GmbH | 426,120 | $1,045 萬 | 0.46% | +426,120 | 新進 |
| UBS Asset Management Americas Inc | 440,175 | $1,079 萬 | 0.00% | −23,188−5.0% | 減碼 |
| Price T Rowe Associates Inc | 461,126 | $1,131 萬 | 0.00% | −3,642,846−88.8% | 減碼 |
| Hunter Associates Investment Management LLC | 495,038 | $1,214 萬 | 1.62% | −7,782−1.5% | 減碼 |
| B. Riley Financial, Inc. | 495,000 | $1,214 萬 | 5.19% | +495,000 | 新進 |
| Swiss National Bank | 496,400 | $1,217 萬 | 0.01% | +105,100+26.9% | 加碼 |
| Boothbay Fund Management, LLC | 496,820 | $1,218 萬 | 0.32% | −409,383−45.2% | 減碼 |
| Clearfield Capital Management LP | 514,379 | $1,261 萬 | 6.81% | −35,100−6.4% | 減碼 |
| Nuveen, LLC | 548,670 | $1,345 萬 | 0.00% | +31,475+6.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 570,087 | $1,398 萬 | 0.02% | +570,087 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 580,000 | $1,422 萬 | 3.15% | +580,000 | 新進 |
| LPL Financial LLC | 586,129 | $1,437 萬 | 0.00% | +124,492+27.0% | 加碼 |
| Jump Financial, LLC | 589,900 | $1,446 萬 | 0.18% | +579,642+5,650.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 591,391 | $1,450 萬 | 0.04% | +591,391 | 新進 |