Applied DigitalAPLD

13F holders, Q1 2025 (March 31)
251holders +7
68new positions
61sold out
5famous investors
$5.62avg. 13F price*

At the end of Q1 2025, 251 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 7 from Q4 2024. 68 opened new positions and 61 sold out. The largest holders were Hood River Capital Management LLC ($119.5M), BlackRock, Inc. ($90.7M) and Vanguard Group Inc. ($75.8M). 5 famous investors held it, including Leopold Aschenbrenner (4.2% of Situational Awareness's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions68$47.8M
Exits61$119.1M

All 13F filers, Q4 2024 → Q1 2025: 29,607,541 shares bought and 29,151,016 shares sold, net +456,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 251 holders

Hood River Capital Management LLC 2.04% Add +40.4% 21,266,717 $119.5M
BlackRock, Inc. 0.00% Add +4.7% 16,135,984 $90.7M
Vanguard Group Inc. 0.00% Add +5.7% 13,491,013 $75.8M
Oasis Management Co Ltd. 16.84% Add +33.1% 8,732,817 $49.1M
Nvidia Corp. 3.78% No change 7,716,050 $43.4M
Geode Capital Management, LLC 0.00% Add +13.0% 5,339,441 $30.0M
Clearfield Capital Management LP 30.80% Reduce -16.6% 4,176,179 $23.5M
State Street Corp. 0.00% Add +0.9% 4,160,990 $23.4M
Van Eck Associates Corp. 0.03% Reduce -6.4% 4,122,704 $23.2M
Situational Awareness 4.15% New 4,035,600 $22.7M
D. E. Shaw & Co. 0.02% Add +223.1% 3,381,851 $19.0M
Nomura Holdings Inc. 0.08% Reduce -15.2% 2,501,570 $14.1M
Goldman Sachs Group Inc. 0.00% Add +62.4% 2,276,227 $12.8M
Pertento Partners LLP 1.50% Reduce -11.6% 2,235,113 $12.6M
Plustick Management LLC 9.22% Add +1.1% 2,210,000 $12.4M
UBS Group AG 0.00% Add +87.3% 2,186,286 $12.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +27.5% 2,146,400 $12.1M
Morgan Stanley 0.00% Reduce -14.0% 2,129,911 $12.0M
Charles Schwab Investment Management Inc. 0.00% Add +4.0% 1,869,386 $10.5M
Northern Trust Corp. 0.00% Reduce -0.3% 1,787,595 $10.0M
Tidal Investments LLC 0.08% Reduce -0.7% 1,685,378 $9.5M
JPMorgan Chase & Co. 0.00% Add +651.1% 1,670,362 $9.4M
272 Capital LP 24.23% No change 1,631,453 $9.2M
Partners Capital Investment Group, LLP 0.15% New 1,543,210 $8.7M
Citadel Advisors 0.01% Add +85.6% 1,509,128 $8.5M
Marshall Wace, LLP 0.01% Reduce -8.2% 1,194,967 $6.7M
Voya Investment Management LLC 0.01% Reduce -44.1% 1,068,186 $6.0M
Arete Wealth Advisors, LLC 0.46% Add +117.0% 1,065,432 $6.0M
Exchange Traded Concepts, LLC 0.10% Add +4.0% 1,042,035 $5.9M
American Century Companies Inc. 0.00% Reduce -40.5% 1,001,130 $5.6M
Vident Advisory, LLC 0.08% Add +3.3% 973,245 $5.5M
Boothbay Fund Management, LLC 0.18% Add +0.5% 908,037 $5.1M
Quantbot Technologies LP 0.16% Add +195.8% 877,888 $4.9M
Susquehanna International Group, LLP 0.01% Add +57.9% 756,299 $4.3M
Bank of America Corp. 0.00% Reduce -54.5% 710,938 $4.0M
B. Riley Wealth Advisors, Inc. 0.11% Add +93.7% 622,839 $3.5M
Sei Investments Co. 0.00% Add +15.4% 605,611 $3.4M
Hunter Associates Investment Management LLC 0.47% Add +15.9% 535,921 $3.0M
Bank of New York Mellon Corp 0.00% Add +9.4% 525,566 $3.0M
Millennium Management 0.00% Reduce -90.7% 520,158 $2.9M
Acuitas Investments, LLC 2.25% New 469,500 $2.6M
Nuveen, LLC 0.00% — 441,385 $2.5M
Thor Investment Management Inc. /Oh/ 1.76% Add +7.3% 426,475 $2.4M
Royce & Associates LP 0.03% Reduce -27.2% 426,280 $2.4M
Parallax Volatility Advisers, L.P. 0.09% Add +110.5% 420,925 $2.4M
Brevan Howard Capital Management LP 0.06% Add +171.2% 344,352 $1.9M
Aristeia Capital, L.L.C. 0.12% No change 333,300 $1.9M
Swiss National Bank 0.00% Reduce -3.4% 327,400 $1.8M
Nokomis Capital, L.L.C. 0.79% Reduce -34.5% 324,110 $1.8M
LPL Financial LLC 0.00% Add +65.7% 299,779 $1.7M
Verition Fund Management LLC 0.01% New 296,164 $1.7M
Rhumbline Advisers 0.00% Add +7.8% 279,191 $1.6M
Barclays PLC 0.00% Reduce -25.2% 266,397 $1.5M
Simplex Trading, LLC 0.05% New 257,587 $1.4M
Register Financial Advisors LLC 0.74% Add +26.1% 254,200 $1.4M
Honeycomb Asset Management LP 0.67% New 250,000 $1.4M
Harvey Partners, LLC 0.17% No change 250,000 $1.4M
IMC-Chicago, LLC 0.05% Reduce -8.8% 235,966 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -3.3% 217,412 $1.2M
Alliancebernstein L.P. 0.00% Add +4.3% 198,446 $1.1M
Invesco Ltd. 0.00% Add +76.1% 192,789 $1.1M
National Bank of Canada 0.00% Add +91.3% 192,400 $1.1M
Citigroup Inc. 0.00% Reduce -4.9% 185,619 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -47.6% 179,984 $1.0M
Galaxy Digital Capital Management GP LLC 1.50% New 175,155 $984K
Commonwealth Equity Services, LLC 0.00% Add +60.4% 170,503 $958K
Legal & General Group Plc 0.00% Reduce -0.8% 166,271 $934K
California State Teachers Retirement System 0.00% No change 162,561 $914K
Deutsche Bank AG 0.00% Reduce -76.0% 160,243 $901K
Virtu Financial LLC 0.05% New 152,801 $859K
Jane Street Group, LLC 0.00% Reduce -71.2% 150,617 $846K
State of Wisconsin Investment Board 0.00% Add +14.6% 150,491 $846K
Group One Trading LLC 0.03% Reduce -82.3% 148,593 $835K
Scientech Research LLC 0.21% New 143,453 $806K
Raymond James Financial Inc. 0.00% New 141,230 $794K
Caption Management, LLC 0.03% Add +48.0% 135,600 $762K
Wells Fargo & Company 0.00% Add +12.2% 134,632 $757K
T. Rowe Price Associates Inc. 0.00% Add +65.5% 126,170 $710K
Russell Investments Group, Ltd. 0.00% Add +29.3% 122,570 $689K
Intech Investment Management LLC 0.01% Add +111.9% 119,966 $674K
HAP Trading, LLC 0.23% Add +197.6% 115,853 $651K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +63.8% 114,486 $643K
MetLife Investment Management, LLC 0.00% Reduce -1.5% 114,370 $643K
Pension & Wealth Management Advisors, Inc. 0.23% Reduce -2.6% 111,000 $624K
Bulltick Wealth Management, LLC 0.16% Add +21.1% 107,900 $606K
Lighthouse Investment Partners, LLC 0.03% New 100,000 $562K
Manufacturers Life Insurance Company, The 0.00% Add +47.4% 97,823 $550K
Corebridge Financial, Inc. 0.00% Add +2.0% 97,224 $546K
Blair William & Co. 0.00% Add +17.8% 96,910 $545K
Prelude Capital Management, LLC 0.05% New 95,679 $538K
Wealth Management Associates, Inc. 0.23% Add +25.5% 95,660 $538K
Wolverine Trading, LLC 0.02% Reduce -21.4% 90,300 $517K
Needham Investment Management LLC 0.04% New 85,000 $478K
Walleye Capital LLC 0.01% Add +3397.5% 83,869 $471K
SeaCrest Wealth Management, LLC 0.05% Add +5.3% 80,847 $454K
Janus Henderson Group PLC 0.00% No change 78,700 $450K
Penn Capital Management Company, LLC 0.04% New 78,104 $439K
CastleKnight Management LP 0.05% Reduce -11.4% 77,600 $436K
Captrust Financial Advisors 0.00% Add +143.4% 74,950 $421K
Private Advisor Group, LLC 0.00% Add +23.5% 71,690 $403K

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

Show all 251 holders