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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 630,579 | $1,546 萬 | 0.00% | +123,062+24.2% | 加碼 |
| Vident Advisory, LLC | 641,152 | $1,572 萬 | 0.15% | −119,452−15.7% | 減碼 |
| Exchange Traded Concepts, LLC | 648,282 | $1,590 萬 | 0.13% | −307,347−32.2% | 減碼 |
| Voloridge Investment Management, LLC | 671,842 | $1,647 萬 | 0.06% | −82,313−10.9% | 減碼 |
| Oasis Management Co Ltd. | 732,817 | $1,797 萬 | 2.36% | −300,000−29.0% | 減碼 |
| Next Century Growth Investors LLC | 797,237 | $1,955 萬 | 1.36% | +187,044+30.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 813,106 | $1,994 萬 | 0.01% | −3,872,432−82.6% | 減碼 |
| Bank of New York Mellon Corp | 819,232 | $2,009 萬 | 0.00% | +201,330+32.6% | 加碼 |
| SEI Investments Co | 822,083 | $2,016 萬 | 0.02% | +144,977+21.4% | 加碼 |
| Franklin Resources Inc | 872,669 | $2,140 萬 | 0.01% | +841,414+2,692.1% | 加碼 |
| Plustick Management LLC | 1,000,000 | $2,452 萬 | 10.85% | −640,000−39.0% | 減碼 |
| Quadrature Capital Ltd | 1,015,481 | $2,490 萬 | 0.25% | +1,015,481 | 新進 |
| Lord, Abbett & Co. LLC | 1,027,093 | $2,519 萬 | 0.08% | +628,638+157.8% | 加碼 |
| Westfield Capital Management Co LP | 1,034,397 | $2,536 萬 | 0.11% | +1,034,397 | 新進 |
| Barclays PLC | 1,177,375 | $2,887 萬 | 0.01% | +793,113+206.4% | 加碼 |
| Voya Investment Management LLC | 1,193,343 | $2,926 萬 | 0.03% | −271,566−18.5% | 減碼 |
| HSBC Holdings PLC | 1,167,779 | $2,951 萬 | 0.02% | +1,167,779 | 新進 |
| JPMorgan Chase & Co | 1,209,201 | $2,965 萬 | 0.00% | +244,069+25.3% | 加碼 |
| Goldman Sachs Group Inc | 1,414,162 | $3,468 萬 | 0.00% | −84,829−5.7% | 減碼 |
| B. Riley Asset Management, LLC | 1,631,453 | $4,000 萬 | 100.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,686,193 | $4,135 萬 | 0.03% | +270,731+19.1% | 加碼 |
| Northern Trust Corp | 2,059,055 | $5,049 萬 | 0.01% | +69,578+3.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,200,210 | $5,395 萬 | 0.01% | +99,902+4.8% | 加碼 |
| Morgan Stanley | 3,561,014 | $8,732 萬 | 0.01% | +975,657+37.7% | 加碼 |
| UBS Group AG | 3,730,040 | $9,146 萬 | 0.02% | +1,607,210+75.7% | 加碼 |
| Bank of America Corp | 3,808,281 | $9,338 萬 | 0.01% | +2,317,631+155.5% | 加碼 |
| Marex Group plc | 3,904,759 | $9,574 萬 | 1.04% | +3,894,639+38,484.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,013,947 | $9,842 萬 | 0.15% | +814,812+25.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,209,702 | $1.03 億 | 0.07% | +2,154,213+104.8% | 加碼 |
| State Street Corp | 5,430,644 | $1.33 億 | 0.00% | +581,822+12.0% | 加碼 |
| Value Aligned Research Advisors, LLC | 5,643,550 | $1.38 億 | 2.83% | +5,643,550 | 新進 |
| Geode Capital Management, LLC | 6,285,820 | $1.54 億 | 0.01% | +304,228+5.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,206,550 | $2.01 億 | 0.15% | −2,699,280−24.8% | 減碼 |
| Situational Awareness LP | 11,339,060 | $2.78 億 | 7.10% | +5,274,905+87.0% | 加碼 |
| BlackRock, Inc. | 20,840,202 | $5.11 億 | 0.01% | +2,330,591+12.6% | 加碼 |
| Hood River Capital Management LLC | 22,037,431 | $5.40 億 | 5.92% | +990,777+4.7% | 加碼 |
| Vanguard Group Inc | 24,168,082 | $5.93 億 | 0.01% | +6,445,908+36.4% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,849 | – | – | +9,849 | 新進 |
| NVIDIA Corp | 0 | $0 | 0.00% | −7,716,050−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,198,999−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,178,300−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −1,623,112−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −433,973−100.0% | 清倉 |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −320,169−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −318,688−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −312,011−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −276,056−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −197,000−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −130,777−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −129,398−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −92,551−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −90,314−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −50,200−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −43,919−100.0% | 清倉 |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −40,300−100.0% | 清倉 |
| American Century Companies Inc | 0 | $0 | 0.00% | −39,726−100.0% | 清倉 |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −38,643−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −37,735−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −31,378−100.0% | 清倉 |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −30,020−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −20,619−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −24,590−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −23,923−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −22,568−100.0% | 清倉 |
| Cannell Capital LLC | 0 | $0 | 0.00% | −20,681−100.0% | 清倉 |
| Meadowbrook Wealth Management, LLC | 0 | $0 | 0.00% | −20,350−100.0% | 清倉 |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −17,840−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −17,672−100.0% | 清倉 |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,600−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,931−100.0% | 清倉 |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −13,900−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −13,479−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,050−100.0% | 清倉 |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −12,567−100.0% | 清倉 |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −12,000−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,848−100.0% | 清倉 |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −11,434−100.0% | 清倉 |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −11,250−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,647−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −10,001−100.0% | 清倉 |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −8,290−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −9,165−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,045−100.0% | 清倉 |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −8,881−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,283−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,577−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −2,786−100.0% | 清倉 |
| Evelyn Partners Investment Management Services Ltd | 0 | $0 | 0.00% | −1,142−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −414−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −164−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |