Applied DigitalAPLD
13F holders, Q2 2025 (June 30)282holders +31
82new positions
57sold out
6famous investors
$10.07avg. 13F price*
At the end of Q2 2025, 282 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 31 from Q1 2025. 82 opened new positions and 57 sold out. The largest holders were Hood River Capital Management LLC ($220.1M), BlackRock, Inc. ($148.5M) and Vanguard Group Inc. ($144.8M). 6 famous investors held it, including Leopold Aschenbrenner (6.0% of Situational Awareness's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $140.8M |
| Exits | 57 | $63.7M |
All 13F filers, Q1 2025 → Q2 2025: 34,398,940 shares bought and 36,594,194 shares sold, net −2,195,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| Hood River Capital Management LLC | 3.07% | Add +2.8% | 21,859,031 | $220.1M |
| BlackRock, Inc. | 0.00% | Reduce -8.6% | 14,747,068 | $148.5M |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 14,383,112 | $144.8M |
| Nvidia Corp. | 1.79% | No change | 7,716,050 | $77.7M |
| Situational Awareness | 6.04% | Add +63.3% | 6,591,800 | $66.4M |
| BNP Paribas Financial Markets | 0.04% | Add +24356.8% | 5,219,565 | $52.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -6.2% | 5,007,747 | $50.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +89.6% | 4,315,686 | $43.5M |
| State Street Corp. | 0.00% | Reduce -1.1% | 4,115,933 | $41.4M |
| Morgan Stanley | 0.00% | Add +84.3% | 3,924,479 | $39.5M |
| Van Eck Associates Corp. | 0.04% | Reduce -7.4% | 3,817,944 | $38.4M |
| Citadel Advisors | 0.03% | Add +123.0% | 3,365,226 | $33.9M |
| Voloridge Investment Management, LLC | 0.12% | New | 3,266,164 | $32.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +24.0% | 2,661,296 | $26.8M |
| Susquehanna International Group, LLP | 0.04% | Add +231.8% | 2,509,536 | $25.3M |
| Plustick Management LLC | 13.31% | Reduce -0.9% | 2,190,000 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 1,865,753 | $18.8M |
| Northern Trust Corp. | 0.00% | Reduce -7.1% | 1,661,125 | $16.7M |
| 272 Capital LP | 67.51% | No change | 1,631,453 | $16.4M |
| Renaissance Technologies | 0.02% | New | 1,578,000 | $15.9M |
| HRT Financial LP | 0.07% | New | 1,465,700 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 1,339,452 | $13.5M |
| Driehaus Capital Management LLC | 0.08% | New | 1,047,749 | $10.6M |
| Oasis Management Co Ltd. | 2.51% | Reduce -88.2% | 1,032,817 | $10.4M |
| Vident Advisory, LLC | 0.11% | Reduce -1.2% | 961,834 | $9.7M |
| Tudor Investment Corporation | 0.07% | New | 942,008 | $9.5M |
| Boothbay Fund Management, LLC | 0.29% | Reduce -0.3% | 904,978 | $9.1M |
| Shellback Capital, LP | 0.60% | New | 900,000 | $9.1M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -29.9% | 730,555 | $7.4M |
| IMC-Chicago, LLC | 0.17% | Add +186.9% | 677,075 | $6.8M |
| Verition Fund Management LLC | 0.04% | Add +121.7% | 656,600 | $6.6M |
| Marshall Wace, LLP | 0.01% | Reduce -45.3% | 654,193 | $6.6M |
| Sei Investments Co. | 0.01% | Add +3.1% | 624,290 | $6.3M |
| Hunter Associates Investment Management LLC | 0.88% | Add +9.9% | 589,093 | $5.9M |
| Clearfield Capital Management LP | 4.41% | Reduce -86.4% | 569,179 | $5.7M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 559,317 | $5.6M |
| FORA Capital, LLC | 0.61% | New | 546,608 | $5.5M |
| Millennium Management | 0.01% | Add +3.2% | 536,811 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 527,330 | $5.3M |
| Two Seas Capital LP | 0.50% | New | 500,000 | $5.0M |
| Ardmore Road Asset Management LP | 0.38% | New | 453,365 | $4.6M |
| Thor Investment Management Inc. /Oh/ | 3.08% | Add +5.5% | 449,838 | $4.5M |
| LPL Financial LLC | 0.00% | Add +48.9% | 446,411 | $4.5M |
| Arete Wealth Advisors, LLC | 0.29% | Reduce -61.6% | 408,874 | $4.1M |
| Nomura Holdings Inc. | 0.03% | Reduce -84.7% | 383,144 | $3.9M |
| Headlands Technologies LLC | 0.46% | Add +767.8% | 378,451 | $3.8M |
| Barclays PLC | 0.00% | Add +40.0% | 373,042 | $3.8M |
| Simplex Trading, LLC | 0.09% | Add +33.7% | 344,461 | $3.5M |
| Swiss National Bank | 0.00% | Add +4.9% | 343,500 | $3.5M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -1.3% | 339,759 | $3.4M |
| Aristeia Capital, L.L.C. | 0.17% | No change | 333,300 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +1856.6% | 330,124 | $3.3M |
| Group One Trading LLC | 0.11% | Add +121.3% | 328,867 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -54.5% | 323,747 | $3.3M |
| Lazard Asset Management LLC | 0.00% | Add +133344.4% | 306,922 | $3.1M |
| Stifel Financial Corp. | 0.00% | New | 298,154 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -72.8% | 290,980 | $2.9M |
| Informed Momentum Co LLC | 0.44% | New | 290,076 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | New | 281,435 | $2.8M |
| UBS Group AG | 0.00% | Reduce -87.5% | 272,125 | $2.7M |
| Rhumbline Advisers | 0.00% | Reduce -3.3% | 270,035 | $2.7M |
| Harvey Partners, LLC | 0.25% | No change | 250,000 | $2.5M |
| Nuveen, LLC | 0.00% | Reduce -47.8% | 230,309 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 225,412 | $2.3M |
| Invesco Ltd. | 0.00% | Add +14.0% | 219,758 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | New | 214,370 | $2.2M |
| XTX Topco Ltd | 0.09% | New | 209,411 | $2.1M |
| Parallax Volatility Advisers, L.P. | 0.10% | Reduce -51.3% | 205,000 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -67.1% | 204,798 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 198,337 | $2.0M |
| Ghisallo Capital Management LLC | 0.05% | New | 197,000 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +16.7% | 194,094 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +33.7% | 188,795 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.8% | 184,963 | $1.9M |
| Bulltick Wealth Management, LLC | 0.46% | Add +71.4% | 184,900 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +149.3% | 178,762 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +32.0% | 177,751 | $1.8M |
| Lisanti Capital Growth, LLC | 0.48% | New | 172,365 | $1.7M |
| Tactive Advisors, LLC | 0.55% | — | 168,301 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 167,888 | $1.7M |
| Jump Financial, LLC | 0.02% | New | 160,587 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 159,553 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +26.6% | 144,993 | $1.5M |
| American Century Companies Inc. | 0.00% | Reduce -85.6% | 144,478 | $1.5M |
| Blair William & Co. | 0.00% | Add +42.6% | 138,163 | $1.4M |
| Caption Management, LLC | 0.13% | Reduce -0.6% | 134,800 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 127,821 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -21.0% | 126,661 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -36.3% | 118,171 | $1.2M |
| Advisory Services Network, LLC | 0.02% | New | 88,769 | $1.2M |
| Register Financial Advisors LLC | 0.49% | Reduce -56.3% | 111,000 | $1.1M |
| Shay Capital LLC | 0.23% | Add +118.2% | 99,500 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 95,915 | $966K |
| Uniting Wealth Partners, LLC | 0.37% | New | 95,600 | $963K |
| Wealth Management Associates, Inc. | 0.37% | Reduce -1.1% | 94,560 | $952K |
| Pension & Wealth Management Advisors, Inc. | 0.30% | Reduce -18.9% | 90,000 | $906K |
| Janus Henderson Group PLC | 0.00% | No change | 78,700 | $793K |
| Clear Creek Financial Management, LLC | 0.08% | Add +56.1% | 78,383 | $789K |
| Intech Investment Management LLC | 0.01% | Reduce -37.2% | 75,367 | $759K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +77.5% | 70,580 | $711K |
"% of holder's portfolio" is APLD's weight in each manager's 13F, not the share of Applied Digital Corp. the manager owns.