Applied DigitalAPLD

13F holders, Q2 2024 (June 30)
136holders +20
41new positions
20sold out
4famous investors
$5.95avg. 13F price*

At the end of Q2 2024, 136 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 20 from Q1 2024. 41 opened new positions and 20 sold out. The largest holders were Hood River Capital Management LLC ($57.1M), Oasis Management Co Ltd. ($42.2M) and Vanguard Group Inc. ($39.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Applied Digital Corp.
CUSIP
038169207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 116Q1 2024Q2 2024: 136Q2 2024Q3 2024: 170Q3 2024Q4 2024: 244Q4 2024Q1 2025: 251Q1 2025Q2 2025: 282Q2 2025Q3 2025: 369Q3 2025Q4 2025: 437Q4 2025Q1 2026: 458Q1 2026Q2 2026: 567Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions41$92.0M
Exits20$26.6M

All 13F filers, Q1 2024 → Q2 2024: 27,419,977 shares bought and 9,321,890 shares sold, net +18,098,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 136 holders

Hood River Capital Management LLC 1.18% Add +8.7% 9,596,231 $57.1M
Oasis Management Co Ltd. 14.34% Add +35.8% 7,097,890 $42.2M
Vanguard Group Inc. 0.00% Add +8.6% 6,707,611 $39.9M
BlackRock Inc. 0.00% Add +6.8% 6,353,071 $37.8M
Nokomis Capital, L.L.C. 15.95% Add +21.0% 5,612,385 $33.4M
Clearfield Capital Management LP 23.82% New 4,450,094 $26.5M
Nomura Holdings Inc. 0.12% Add +50.0% 3,000,009 $17.9M
Van Eck Associates Corp. 0.02% Add +18.3% 2,869,980 $17.1M
Geode Capital Management, LLC 0.00% Add +15.4% 2,058,298 $12.2M
State Street Corp. 0.00% Add +9.4% 2,050,415 $12.2M
Voya Investment Management LLC 0.01% Add +2.7% 2,000,103 $11.9M
Plustick Management LLC 10.46% Add +177.2% 1,885,000 $11.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 1,850,353 $11.0M
Jane Street Group, LLC 0.01% Add +2683.8% 1,687,061 $10.0M
272 Capital LP 4.88% Reduce -19.9% 1,631,453 $9.7M
Balyasny Asset Management L.P. 0.02% New 1,481,034 $8.8M
Cowbird Capital LP 9.24% New 1,351,296 $8.0M
Castle Hook Partners LP 0.27% New 1,307,465 $7.8M
Royce & Associates LP 0.06% Add +29.4% 1,116,377 $6.6M
Millennium Management 0.00% New 956,362 $5.7M
Boothbay Fund Management, LLC 0.19% Add +1.5% 948,725 $5.6M
B. Riley Wealth Advisors, Inc. 0.12% Add +66.1% 774,655 $4.6M
Portolan Capital Management, LLC 0.37% Reduce -37.3% 756,556 $4.5M
Northern Trust Corp. 0.00% Reduce -7.0% 722,424 $4.3M
Goldman Sachs Group Inc. 0.00% Add +53.6% 709,559 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -35.8% 703,312 $4.2M
Exchange Traded Concepts, LLC 0.11% Reduce -19.2% 694,258 $4.1M
Pertento Partners LLP 0.50% New 664,108 $4.0M
Charles Schwab Investment Management Inc. 0.00% Add +6.1% 658,739 $3.9M
Ardsley Advisory Partners LP 0.68% Add +9.9% 632,000 $3.8M
Vident Advisory, LLC 0.10% Reduce -15.8% 631,620 $3.8M
Metavasi Capital LP 2.00% New 610,000 $3.6M
Alight Capital Management LP 0.88% New 600,000 $3.6M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -4.6% 501,310 $3.0M
Northern Right Capital Management, L.P. 1.04% New 475,000 $2.8M
J. Goldman & Co LP 0.10% New 462,053 $2.7M
Tudor Investment Corporation 0.03% New 444,050 $2.6M
Collaborative Holdings Management LP 5.77% Add +142.9% 425,000 $2.5M
Register Financial Advisors LLC 1.26% Add +29.2% 417,800 $2.5M
Manatuck Hill Partners, LLC 1.05% New 400,000 $2.4M
Thor Investment Management Inc. /Oh/ 1.80% Add +228.7% 385,848 $2.3M
Thomist Capital Management, LP 0.80% New 425,000 $2.2M
Hunter Associates Investment Management LLC 0.37% Add +13.0% 371,334 $2.2M
Group One Trading LLC 0.06% New 311,075 $1.9M
Bank of New York Mellon Corp 0.00% Add +36.2% 304,869 $1.8M
JT Stratford LLC 0.31% Reduce -8.5% 282,402 $1.7M
Woodmont Investment Counsel LLC 0.13% Add +8.8% 272,420 $1.6M
Harvey Partners, LLC 0.18% No change 250,000 $1.5M
Point72 Asset Management 0.00% New 243,932 $1.5M
Morgan Stanley 0.00% Add +3.8% 243,440 $1.4M
Nuveen Asset Management, LLC 0.00% Add +15.8% 242,132 $1.4M
Gilder Gagnon Howe & Co. LLC 0.02% New 211,547 $1.3M
Sei Investments Co. 0.00% Reduce -3.2% 198,876 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +201.7% 191,841 $1.1M
Concentric Capital Strategies, LP 0.07% New 189,530 $1.1M
MYDA Advisors LLC 0.34% New 189,500 $1.1M
CastleKnight Management LP 0.15% Add +71.8% 183,300 $1.1M
Simplex Trading, LLC 0.03% Add +3174.9% 180,285 $1.1M
BIT Capital GmbH 0.09% Reduce -37.5% 175,052 $1.0M
Invesco Ltd. 0.00% Add +26.9% 149,896 $892K
Rhumbline Advisers 0.00% Add +30.0% 140,087 $834K
Marshall Wace, LLP 0.00% New 121,062 $720K
MRP Capital Investments, LLC 0.67% Add +91.7% 119,875 $713K
Covalis Capital LLP 0.09% New 110,558 $658K
Squarepoint Ops LLC 0.00% Reduce -48.2% 108,557 $646K
Bank of America Corp. 0.00% Add +168.6% 101,022 $601K
Silphium Asset Management Ltd 0.28% New 100,000 $595K
Alliancebernstein L.P. 0.00% Add +12.3% 94,110 $560K
IMC-Chicago, LLC 0.02% New 91,034 $542K
Russell Investments Group, Ltd. 0.00% Add +271.9% 68,587 $408K
Nishkama Capital, LLC 0.06% New 67,941 $404K
Commonwealth Equity Services, LLC 0.00% Add +115.7% 66,688 $397K
LPL Financial LLC 0.00% Add +115.4% 61,295 $365K
Barclays PLC 0.00% Reduce -26.8% 58,149 $346K
MetLife Investment Management, LLC 0.00% Add +35.0% 57,985 $345K
Deutsche Bank AG 0.00% Add +5.0% 55,050 $328K
Corebridge Financial, Inc. 0.00% — 52,982 $315K
State of Wisconsin Investment Board 0.00% Reduce -60.5% 51,774 $308K
Citigroup Inc. 0.00% Add +38.1% 50,094 $298K
JPMorgan Chase & Co. 0.00% Add +35.5% 47,581 $283K
Wells Fargo & Company 0.00% Add +19.9% 42,509 $253K
Wolverine Trading, LLC 0.00% New 41,040 $244K
Walleye Capital LLC 0.00% New 40,002 $238K
New York State Common Retirement Fund 0.00% Reduce -4.3% 39,519 $235K
Manufacturers Life Insurance Company, The 0.00% Add +24.9% 37,641 $224K
Wellington Management Group LLP 0.00% Reduce -25.3% 34,371 $205K
Tower Research Capital LLC (TRC) 0.00% Add +1016.9% 33,606 $200K
T. Rowe Price Associates Inc. 0.00% Add +30.7% 31,383 $187K
Cannell Capital LLC 0.04% New 30,622 $182K
CI Investments Inc. 0.00% Add +233.1% 30,580 $182K
Aire Advisors, LLC 0.04% No change 30,000 $179K
Caption Management, LLC 0.02% Reduce -57.1% 30,000 $179K
Leonteq Securities AG 0.02% Add +16.9% 27,620 $164K
UBS Group AG 0.00% Reduce -70.2% 26,463 $157K
Horizon Kinetics Asset Management LLC 0.00% Add +6.7% 25,139 $150K
State Board of Administration of Florida Retirement System 0.00% New 21,300 $127K
L & S Advisors Inc 0.02% New 20,500 $122K
Vontobel Holding Ltd. 0.00% Add +80.1% 20,235 $120K
Beacon Pointe Advisors, LLC 0.00% Reduce -50.0% 20,000 $119K
Y-Intercept (Hong Kong) Ltd 0.01% New 18,849 $112K
ICA Group Wealth Management, LLC 0.07% Add +56.8% 18,750 $112K
Crumly & Associates Inc. 0.03% New 18,484 $110K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 18,243 $109K
OneDigital Investment Advisors LLC 0.00% New 17,618 $105K
Fisher Asset Management 0.00% No change 16,000 $95K
Blair William & Co. 0.00% No change 15,100 $90K
Private Advisor Group, LLC 0.00% New 14,900 $89K
Royal Bank of Canada 0.00% Add +135.9% 12,320 $73K
Principal Financial Group Inc. 0.00% Add +3.8% 12,180 $72K
ProShare Advisors LLC 0.00% Reduce -25.4% 11,696 $70K
Victory Capital Management Inc. 0.00% Reduce -0.3% 11,323 $67K
Osaic Holdings, Inc. 0.00% Add +412.8% 10,697 $64K
Legal & General Group Plc 0.00% Reduce -85.2% 10,168 $60K
ARS Investment Partners, LLC 0.01% New 10,000 $60K
Nisa Investment Advisors, LLC 0.00% Add +0.3% 9,906 $59K
Headlands Technologies LLC 0.01% Add +381.8% 8,749 $52K
Ameritas Investment Partners, Inc. 0.00% No change 8,490 $51K
California State Teachers Retirement System 0.00% Reduce -92.2% 7,136 $42K
FMR LLC 0.00% Reduce -30.4% 6,564 $39K
FNY Investment Advisers, LLC 0.03% New 6,500 $38K
Amalgamated Bank 0.00% Add +25.2% 3,065 $18K
FPC Investment Advisory, Inc. 0.02% No change 2,800 $17K
NewEdge Advisors, LLC 0.00% Add +35.1% 2,500 $15K
GHP Investment Advisors, Inc. 0.00% New 2,000 $12K
Optiver Holding B.V. 0.00% New 1,489 $9K
Arax Advisory Partners 0.00% New 854 $5K
Concourse Financial Group Securities, Inc. 0.00% Add +166.7% 800 $5K
Tucker Asset Management LLC 0.00% No change 732 $4K
Cwm, LLC 0.00% No change 503 $3K
Castleview Partners, LLC 0.00% No change 300 $2K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 231 $1K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 200 $1K
Ancora Advisors LLC 0.00% New 200 $1K
Larson Financial Group LLC 0.00% New 150 $893
PNC Financial Services Group, Inc. 0.00% Reduce -54.8% 47 $280
Lazard Asset Management LLC 0.00% New 49 $0

"% of holder's portfolio" is APLD's weight in each manager's 13F, not the share of Applied Digital Corp. the manager owns.