Applied DigitalAPLD
13F holders, Q2 2026 (June 30)567holders +109
168new positions
62sold out
10famous investors
$36.62avg. 13F price*
At the end of Q2 2026, 567 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 109 from Q1 2026. 168 opened new positions and 62 sold out. The largest holders were Hood River Capital Management LLC ($840.0M), Vanguard Portfolio Management LLC ($512.1M) and BlackRock, Inc. ($498.9M). 10 famous investors held it, including Leopold Aschenbrenner (2.3% of Situational Awareness's portfolio), Chase Coleman (0.1% of Tiger Global Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Applied Digital Corp.
- CUSIP
- 038169207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 168 | $604.5M |
| Exits | 62 | $152.0M |
All 13F filers, Q1 2026 → Q2 2026: 51,412,167 shares bought and 37,289,982 shares sold, net +14,122,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 567 holders
| Hood River Capital Management LLC | 6.09% | Reduce -2.4% | 22,518,887 | $840.0M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -7.3% | 13,728,812 | $512.1M |
| BlackRock, Inc. | 0.01% | Reduce -36.0% | 13,375,070 | $498.9M |
| Situational Awareness | 2.33% | Add +14.1% | 15,384,616 | $469.0M |
| Vanguard Capital Management LLC | 0.01% | Add +7.2% | 11,555,819 | $431.0M |
| Two Sigma Investments, LP | 0.30% | Add +546.7% | 10,299,117 | $384.2M |
| Equitec Proprietary Markets, LLC | 77.32% | New | 8,373,964 | $312.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -12.8% | 6,980,959 | $260.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -23.9% | 4,877,618 | $221.7M |
| Value Aligned Research Advisors, LLC | 1.24% | Reduce -16.8% | 5,546,030 | $206.9M |
| Oasis Management Co Ltd. | 22.02% | Add +384.8% | 5,007,317 | $186.8M |
| State Street Corp. | 0.00% | Reduce -19.5% | 4,482,378 | $167.2M |
| Dba Trading, LLC | 66.54% | No change | 5,576,235 | $132.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.16% | Add +17.2% | 3,516,146 | $131.2M |
| BNP Paribas Financial Markets | 0.06% | Reduce -4.5% | 3,278,874 | $122.3M |
| Norges Bank | 0.01% | — | 3,088,677 | $115.2M |
| D. E. Shaw & Co. | 0.07% | Reduce -10.7% | 3,033,821 | $113.2M |
| Voloridge Investment Management, LLC | 0.48% | Add +3512.5% | 3,033,280 | $113.1M |
| Morgan Stanley | 0.01% | Add +1.5% | 2,947,256 | $109.9M |
| UBS Group AG | 0.02% | Reduce -35.9% | 2,884,430 | $107.6M |
| Bank of America Corp. | 0.01% | Reduce -19.8% | 2,615,865 | $97.6M |
| HRT Financial LP | 0.14% | Add +5289.1% | 2,067,003 | $77.1M |
| Ameriprise Financial Inc. | 0.02% | Add +234.7% | 2,058,415 | $76.8M |
| Barclays PLC | 0.02% | Reduce -13.5% | 1,842,002 | $68.7M |
| Squarepoint Ops LLC | 0.13% | Add +781.7% | 1,795,876 | $67.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +110.3% | 1,792,699 | $66.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -22.1% | 1,683,299 | $62.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -4.3% | 1,613,276 | $60.2M |
| Van Eck Associates Corp. | 0.03% | Reduce -21.8% | 1,422,868 | $53.1M |
| Northern Trust Corp. | 0.01% | Reduce -34.8% | 1,381,815 | $51.5M |
| Citadel Advisors | 0.03% | Add +349.7% | 1,372,681 | $51.2M |
| Balyasny Asset Management L.P. | 0.09% | Add +144.7% | 1,336,486 | $49.9M |
| Voya Investment Management LLC | 0.05% | Reduce -10.7% | 1,263,520 | $47.1M |
| Jane Street Group, LLC | 0.03% | Add +0.5% | 1,242,028 | $46.3M |
| Sei Investments Co. | 0.04% | Add +13.3% | 1,238,933 | $46.2M |
| Tidal Investments LLC | 0.10% | Add +24.8% | 1,154,417 | $43.1M |
| Millennium Management | 0.03% | Add +1136.0% | 1,065,869 | $39.8M |
| Westfield Capital Management Co. LP | 0.13% | Add +91.8% | 1,039,641 | $38.8M |
| Lord, Abbett & Co. LLC | 0.11% | Reduce -13.7% | 1,015,055 | $37.9M |
| Wellington Management Group LLP | 0.01% | Reduce -17.5% | 1,014,085 | $37.8M |
| Bank of Montreal | 0.01% | Add +2505.5% | 955,291 | $35.6M |
| Tiger Global Management | 0.14% | New | 885,000 | $33.0M |
| Susquehanna International Group, LLP | 0.03% | Add +385.3% | 836,833 | $31.2M |
| Point72 Asset Management | 0.05% | New | 789,009 | $29.4M |
| LPL Financial LLC | 0.01% | Add +18.0% | 774,706 | $28.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.7% | 746,042 | $27.8M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +3415.4% | 732,722 | $27.3M |
| Citigroup Inc. | 0.01% | Reduce -36.5% | 727,344 | $27.1M |
| Qube Research & Technologies Ltd | 0.03% | New | 694,074 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.7% | 581,255 | $21.7M |
| Swiss National Bank | 0.01% | Add +3.6% | 516,100 | $19.3M |
| Clearfield Capital Management LP | 13.46% | No change | 514,379 | $19.2M |
| Raymond James Financial Inc. | 0.01% | Add +19.9% | 500,376 | $18.7M |
| Vident Advisory, LLC | 0.13% | Reduce -16.5% | 484,806 | $18.1M |
| Jump Financial, LLC | 0.18% | Reduce -26.9% | 482,743 | $18.0M |
| Plustick Management LLC | 7.51% | Reduce -25.8% | 475,000 | $17.7M |
| Hunter Associates Investment Management LLC | 1.97% | Reduce -8.9% | 457,830 | $17.1M |
| Driehaus Capital Management LLC | 0.10% | New | 450,395 | $16.8M |
| Focus Partners Wealth | 0.02% | Add +293.3% | 428,376 | $16.0M |
| Algert Global LLC | 0.19% | Add +35.5% | 423,550 | $15.8M |
| Gillson Capital LP | 0.93% | Add +104.0% | 519,964 | $15.8M |
| Voleon Capital Management LP | 0.27% | Add +53.2% | 391,803 | $14.6M |
| BIT Capital GmbH | 0.49% | Reduce -2.4% | 386,458 | $14.4M |
| Nuveen, LLC | 0.00% | Reduce -39.1% | 362,936 | $13.5M |
| IMC-Chicago, LLC | 0.12% | Add +424.2% | 359,607 | $13.4M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -0.0% | 307,459 | $11.5M |
| Spear Advisors LLC | 3.85% | Add +19.5% | 300,897 | $11.2M |
| California State Teachers Retirement System | 0.01% | Add +2.4% | 298,175 | $11.1M |
| Thames Capital Management LLC | 0.88% | New | 288,167 | $10.7M |
| Clarity Financial LLC | 0.90% | New | 282,075 | $10.5M |
| Thor Investment Management Inc. /Oh/ | 5.93% | Reduce -30.9% | 279,271 | $10.4M |
| Krane Funds Advisors LLC | 0.36% | Add +297.7% | 270,730 | $10.1M |
| Shannon River Fund Management LLC | 0.88% | New | 265,474 | $9.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +9.3% | 246,566 | $9.2M |
| Invesco Ltd. | 0.00% | Add +35.6% | 244,822 | $9.1M |
| SG Americas Securities, LLC | 0.01% | Add +241.4% | 233,809 | $8.7M |
| TFR Capital, LLC. | 2.45% | Reduce -37.4% | 233,428 | $8.7M |
| Marshall Wace, LLP | 0.01% | Add +733.5% | 222,537 | $8.3M |
| Catalyst Funds Management Pty Ltd | 0.46% | New | 220,700 | $8.2M |
| LMR Partners LLP | 0.07% | New | 218,013 | $8.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +161.6% | 217,016 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -26.4% | 213,557 | $8.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -11.8% | 210,301 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +47.7% | 206,051 | $7.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +304.8% | 205,591 | $7.7M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 202,771 | $7.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -69.0% | 199,988 | $7.5M |
| Creative Planning | 0.00% | Add +40.7% | 196,091 | $7.3M |
| Steamboat Capital Partners, LLC | 1.54% | New | 193,105 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +349.3% | 190,912 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.4% | 187,163 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +116.9% | 186,443 | $7.0M |
| Cetera Investment Advisers | 0.01% | Reduce -1.1% | 182,889 | $6.8M |
| Shay Capital LLC | 0.72% | Add +24.3% | 175,321 | $6.5M |
| Nomura Holdings Inc. | 0.03% | Reduce -44.0% | 172,960 | $6.5M |
| Alight Capital Management LP | 1.01% | Add +65.8% | 165,800 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.2% | 151,884 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 156,214 | $6.1M |
| FMR LLC | 0.00% | Reduce -63.0% | 161,916 | $6.0M |
| Checchi Capital Advisers, LLC | 0.38% | Add +0.6% | 158,957 | $5.9M |
"% of holder's portfolio" is APLD's weight in each manager's 13F, not the share of Applied Digital Corp. the manager owns.