Applied DigitalAPLD
13F holders, Q3 2025 (September 30)369holders +87
121new positions
36sold out
7famous investors
$23.00avg. 13F price*
At the end of Q3 2025, 369 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 87 from Q2 2025. 121 opened new positions and 36 sold out. The largest holders were Hood River Capital Management LLC ($482.8M), BlackRock, Inc. ($424.6M) and Vanguard Group Inc. ($406.5M). 7 famous investors held it, including Leopold Aschenbrenner (6.4% of Situational Awareness's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Applied Digital Corp.
- CUSIP
- 038169207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $664.4M |
| Exits | 36 | $32.0M |
All 13F filers, Q2 2025 → Q3 2025: 55,750,130 shares bought and 22,611,929 shares sold, net +33,138,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Hood River Capital Management LLC | 5.70% | Reduce -3.7% | 21,046,654 | $482.8M |
| BlackRock, Inc. | 0.01% | Add +25.5% | 18,509,611 | $424.6M |
| Vanguard Group Inc. | 0.01% | Add +23.2% | 17,722,174 | $406.5M |
| D. E. Shaw & Co. | 0.22% | New | 10,905,830 | $250.2M |
| Nvidia Corp. | 4.61% | No change | 7,716,050 | $177.0M |
| Jane Street Group, LLC | 0.20% | New | 7,198,999 | $165.1M |
| Situational Awareness | 6.39% | Reduce -8.0% | 6,064,155 | $139.1M |
| Geode Capital Management, LLC | 0.01% | Add +19.4% | 5,981,592 | $137.2M |
| State Street Corp. | 0.00% | Add +17.8% | 4,848,822 | $111.2M |
| BNP Paribas Financial Markets | 0.09% | Reduce -10.2% | 4,685,538 | $107.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +3110.7% | 4,103,972 | $94.1M |
| Citadel Advisors | 0.07% | Add +18.0% | 3,971,115 | $91.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +20.2% | 3,199,135 | $73.4M |
| Renaissance Technologies | 0.10% | Add +101.4% | 3,178,300 | $72.9M |
| Two Sigma Investments, LP | 0.11% | New | 3,031,154 | $69.5M |
| Morgan Stanley | 0.00% | Reduce -34.1% | 2,585,357 | $59.3M |
| UBS Group AG | 0.01% | Add +680.1% | 2,122,830 | $48.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +12.6% | 2,100,308 | $48.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | New | 2,055,489 | $47.2M |
| Northern Trust Corp. | 0.01% | Add +19.8% | 1,989,477 | $45.6M |
| Wells Fargo & Company | 0.01% | Add +919.4% | 1,811,950 | $41.6M |
| Marshall Wace, LLP | 0.04% | Add +157.1% | 1,681,848 | $38.6M |
| Plustick Management LLC | 15.78% | Reduce -25.1% | 1,640,000 | $37.6M |
| 272 Capital LP | 95.28% | No change | 1,631,453 | $37.4M |
| HRT Financial LP | 0.14% | Add +10.7% | 1,623,112 | $37.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -65.3% | 1,498,991 | $34.4M |
| Bank of America Corp. | 0.00% | Add +360.4% | 1,490,650 | $34.2M |
| Voya Investment Management LLC | 0.04% | Add +403.4% | 1,464,909 | $33.6M |
| Van Eck Associates Corp. | 0.03% | Reduce -62.9% | 1,415,462 | $32.5M |
| Driehaus Capital Management LLC | 0.23% | Add +33.4% | 1,397,421 | $32.1M |
| Oasis Management Co Ltd. | 5.25% | No change | 1,032,817 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.9% | 965,132 | $22.1M |
| Exchange Traded Concepts, LLC | 0.21% | Add +30.8% | 955,629 | $21.9M |
| Boothbay Fund Management, LLC | 0.55% | Add +0.1% | 906,203 | $20.8M |
| Clear Street Group Inc. | 0.10% | — | 867,597 | $19.9M |
| Vident Advisory, LLC | 0.17% | Reduce -20.9% | 760,604 | $17.4M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -76.9% | 754,155 | $17.3M |
| Sei Investments Co. | 0.02% | Add +8.5% | 677,106 | $15.5M |
| Bank of New York Mellon Corp | 0.00% | Add +17.2% | 617,902 | $14.2M |
| Next Century Growth Investors LLC | 1.02% | New | 610,193 | $14.0M |
| Nomura Holdings Inc. | 0.07% | Add +54.3% | 591,266 | $13.6M |
| Clearfield Capital Management LP | 7.54% | Reduce -3.5% | 549,479 | $12.6M |
| Nuveen, LLC | 0.00% | Add +124.6% | 517,195 | $11.9M |
| Wellington Management Group LLP | 0.00% | New | 507,517 | $11.6M |
| Hunter Associates Investment Management LLC | 1.60% | Reduce -14.7% | 502,820 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +150.5% | 463,363 | $10.6M |
| LPL Financial LLC | 0.00% | Add +3.4% | 461,637 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +38.4% | 456,923 | $10.5M |
| First Trust Advisors LP | 0.01% | New | 440,172 | $10.1M |
| Y-Intercept (Hong Kong) Ltd | 0.24% | Reduce -22.4% | 433,973 | $10.0M |
| Headlands Technologies LLC | 0.78% | Add +12.4% | 425,532 | $9.8M |
| Thor Investment Management Inc. /Oh/ | 5.84% | Reduce -6.0% | 422,866 | $9.7M |
| Lord, Abbett & Co. LLC | 0.03% | New | 398,455 | $9.1M |
| Swiss National Bank | 0.01% | Add +13.9% | 391,300 | $9.0M |
| Barclays PLC | 0.00% | Add +3.0% | 384,262 | $8.8M |
| Millennium Management | 0.01% | Reduce -31.0% | 370,461 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +22.3% | 364,531 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +70.7% | 322,317 | $7.4M |
| Aristeia Capital, L.L.C. | 0.38% | Reduce -3.9% | 320,169 | $7.3M |
| Group One Trading LLC | 0.22% | Reduce -3.1% | 318,688 | $7.3M |
| Tudor Investment Corporation | 0.05% | Reduce -66.9% | 312,011 | $7.2M |
| Rhumbline Advisers | 0.01% | Add +14.9% | 310,265 | $7.1M |
| Franklin Resources Inc. | 0.00% | New | 31,255 | $6.8M |
| SG Americas Securities, LLC | 0.02% | Add +418.7% | 281,871 | $6.5M |
| Deutsche Bank AG | 0.00% | Add +119.5% | 278,033 | $6.4M |
| Arete Wealth Advisors, LLC | 0.39% | Reduce -32.8% | 274,725 | $6.3M |
| Informed Momentum Co LLC | 0.71% | Reduce -4.8% | 276,056 | $6.2M |
| Squarepoint Ops LLC | 0.01% | Add +2120.5% | 253,583 | $5.8M |
| National Bank of Canada | 0.01% | Add +791.5% | 253,200 | $5.8M |
| Harvey Partners, LLC | 0.52% | No change | 250,000 | $5.7M |
| Simplex Trading, LLC | 0.12% | Reduce -29.5% | 242,800 | $5.6M |
| Johnson Investment Counsel Inc. | 0.04% | New | 200 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +10.1% | 218,398 | $5.0M |
| Legal & General Group Plc | 0.00% | Add +11.9% | 217,205 | $5.0M |
| Nicholas Investment Partners, LP | 0.42% | New | 208,919 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.7% | 199,024 | $4.6M |
| Ghisallo Capital Management LLC | 0.15% | No change | 197,000 | $4.5M |
| California State Teachers Retirement System | 0.00% | Add +19.8% | 191,072 | $4.4M |
| Tactive Advisors, LLC | 1.18% | Add +8.4% | 182,387 | $4.2M |
| FMR LLC | 0.00% | Add +1012.3% | 178,443 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -16.7% | 170,661 | $3.9M |
| Caption Management, LLC | 0.24% | Add +26.3% | 170,300 | $3.9M |
| Walleye Capital LLC | 0.03% | Add +1706.1% | 168,273 | $3.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +13.2% | 164,191 | $3.8M |
| Invesco Ltd. | 0.00% | Reduce -25.7% | 163,299 | $3.7M |
| Gillson Capital LP | 0.32% | New | 160,600 | $3.7M |
| Federated Hermes, Inc. | 0.01% | New | 139,671 | $3.2M |
| Virtu Financial LLC | 0.18% | New | 139,021 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Add +618.4% | 137,576 | $3.2M |
| Algert Global LLC | 0.05% | New | 137,210 | $3.1M |
| Agp Franklin, LLC | 1.53% | New | 136,848 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 134,880 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -38.6% | 131,599 | $3.0M |
| Azora Capital LP | 0.14% | New | 130,777 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | New | 129,398 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +107.8% | 128,111 | $2.9M |
| Vennlight Capital Management, LP | 3.73% | New | 125,000 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | New | 124,991 | $2.9M |
| New York State Common Retirement Fund | 0.00% | Add +147.8% | 122,960 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +26.2% | 121,013 | $2.8M |
"% of holder's portfolio" is APLD's weight in each manager's 13F, not the share of Applied Digital Corp. the manager owns.