Applied DigitalAPLD
13F holders, Q4 2025 (December 31)437holders +68
114new positions
63sold out
6famous investors
$24.54avg. 13F price*
At the end of Q4 2025, 437 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 68 from Q3 2025. 114 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($592.6M), Hood River Capital Management LLC ($540.4M) and BlackRock, Inc. ($511.0M). 6 famous investors held it, including Leopold Aschenbrenner (7.1% of Situational Awareness's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Applied Digital Corp.
- CUSIP
- 038169207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $375.6M |
| Exits | 63 | $528.2M |
All 13F filers, Q3 2025 → Q4 2025: 50,535,126 shares bought and 49,787,850 shares sold, net +747,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Vanguard Group Inc. | 0.01% | Add +36.4% | 24,168,082 | $592.6M |
| Hood River Capital Management LLC | 5.92% | Add +4.7% | 22,037,431 | $540.4M |
| BlackRock, Inc. | 0.01% | Add +12.6% | 20,840,202 | $511.0M |
| Situational Awareness | 7.10% | Add +87.0% | 11,339,060 | $278.0M |
| D. E. Shaw & Co. | 0.16% | Reduce -24.8% | 8,206,550 | $201.2M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 6,285,820 | $154.2M |
| Value Aligned Research Advisors, LLC | 2.83% | New | 5,643,550 | $138.4M |
| State Street Corp. | 0.00% | Add +12.0% | 5,430,644 | $133.2M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +104.8% | 4,209,702 | $103.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Add +25.5% | 4,013,947 | $98.4M |
| Marex Group Ltd | 1.04% | Add +38484.6% | 3,904,759 | $95.7M |
| Bank of America Corp. | 0.01% | Add +155.5% | 3,808,281 | $93.4M |
| UBS Group AG | 0.02% | Add +75.7% | 3,730,040 | $91.5M |
| Morgan Stanley | 0.01% | Add +37.7% | 3,561,014 | $87.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 2,200,210 | $53.9M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 2,059,055 | $50.5M |
| Van Eck Associates Corp. | 0.03% | Add +19.1% | 1,686,193 | $41.3M |
| 272 Capital LP | 100.00% | No change | 1,631,453 | $40.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 1,414,162 | $34.7M |
| JPMorgan Chase & Co. | 0.00% | Add +25.3% | 1,209,201 | $29.6M |
| HSBC Holdings PLC | 0.02% | New | 1,167,779 | $29.5M |
| Voya Investment Management LLC | 0.03% | Reduce -18.5% | 1,193,343 | $29.3M |
| Barclays PLC | 0.01% | Add +206.4% | 1,177,375 | $28.9M |
| Westfield Capital Management Co. LP | 0.11% | New | 1,034,397 | $25.4M |
| Lord, Abbett & Co. LLC | 0.08% | Add +157.8% | 1,027,093 | $25.2M |
| Quadrature Capital Ltd | 0.25% | New | 1,015,481 | $24.9M |
| Plustick Management LLC | 10.85% | Reduce -39.0% | 1,000,000 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +2692.1% | 872,669 | $21.4M |
| Sei Investments Co. | 0.02% | Add +21.4% | 822,083 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Add +32.6% | 819,232 | $20.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -82.7% | 813,106 | $19.9M |
| Next Century Growth Investors LLC | 1.36% | Add +30.6% | 797,237 | $19.5M |
| Oasis Management Co Ltd. | 2.75% | Reduce -29.1% | 732,817 | $18.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -10.9% | 671,842 | $16.5M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -32.2% | 648,282 | $15.9M |
| Vident Advisory, LLC | 0.15% | Reduce -15.7% | 641,152 | $15.7M |
| Wellington Management Group LLP | 0.00% | Add +24.3% | 630,579 | $15.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | New | 591,391 | $14.5M |
| Jump Financial, LLC | 0.20% | Add +5650.6% | 589,900 | $14.5M |
| LPL Financial LLC | 0.00% | Add +27.0% | 586,129 | $14.4M |
| Dymon Asia Capital (singapore) Pte. LTD. | 3.15% | New | 580,000 | $14.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 570,087 | $14.0M |
| Nuveen, LLC | 0.00% | Add +6.1% | 548,670 | $13.5M |
| Clearfield Capital Management LP | 6.81% | Reduce -6.4% | 514,379 | $12.6M |
| Boothbay Fund Management, LLC | 0.33% | Reduce -45.2% | 496,820 | $12.2M |
| Swiss National Bank | 0.01% | Add +26.9% | 496,400 | $12.2M |
| BRC Group Holdings, Inc. | 5.19% | New | 495,000 | $12.1M |
| Hunter Associates Investment Management LLC | 1.62% | Reduce -1.6% | 495,038 | $12.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -88.8% | 461,126 | $11.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.0% | 440,175 | $10.8M |
| BIT Capital GmbH | 0.46% | New | 426,120 | $10.4M |
| Citigroup Inc. | 0.01% | Add +660.5% | 417,309 | $10.2M |
| Thor Investment Management Inc. /Oh/ | 5.72% | Reduce -3.9% | 406,502 | $10.0M |
| Federated Hermes, Inc. | 0.02% | Add +182.2% | 394,173 | $9.7M |
| Wells Fargo & Company | 0.00% | Reduce -79.1% | 378,132 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.9% | 360,648 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | New | 356,401 | $8.7M |
| FMR LLC | 0.00% | Add +88.3% | 336,086 | $8.2M |
| Stifel Financial Corp. | 0.01% | Reduce -11.0% | 324,474 | $8.0M |
| Driehaus Capital Management LLC | 0.05% | Reduce -77.0% | 321,371 | $7.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -89.5% | 317,118 | $7.8M |
| Nomura Holdings Inc. | 0.02% | Reduce -48.2% | 306,485 | $7.5M |
| Bleakley Financial Group, LLC | 0.13% | New | 305,447 | $7.5M |
| Norges Bank | 0.00% | — | 304,700 | $7.5M |
| Marshall Wace, LLP | 0.01% | Reduce -82.0% | 302,940 | $7.4M |
| Deutsche Bank AG | 0.00% | Add +7.8% | 299,654 | $7.3M |
| Rhumbline Advisers | 0.01% | Reduce -3.9% | 298,268 | $7.3M |
| Spear Advisors LLC | 5.04% | — | 293,256 | $7.2M |
| Millennium Management | 0.01% | Reduce -21.4% | 291,315 | $7.1M |
| Squarepoint Ops LLC | 0.01% | Add +1.2% | 256,587 | $6.3M |
| Verition Fund Management LLC | 0.03% | Add +407.0% | 250,402 | $6.1M |
| Harvey Partners, LLC | 0.55% | No change | 250,000 | $6.1M |
| Caption Management, LLC | 0.28% | Add +46.8% | 250,000 | $6.1M |
| First Trust Advisors LP | 0.00% | Reduce -43.3% | 249,737 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +14.3% | 249,629 | $6.1M |
| Man Group plc | 0.01% | New | 245,311 | $6.0M |
| Legal & General Group Plc | 0.00% | Add +10.9% | 240,967 | $5.9M |
| California State Teachers Retirement System | 0.01% | Add +24.6% | 238,097 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | New | 235,422 | $5.8M |
| Simplex Trading, LLC | 0.16% | Reduce -3.8% | 233,669 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1181.4% | 222,292 | $5.5M |
| ArrowMark Colorado Holdings LLC | 0.12% | New | 219,074 | $5.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | New | 207,428 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +58.2% | 202,662 | $5.0M |
| FORA Capital, LLC | 0.60% | Add +356.1% | 201,508 | $4.9M |
| Arosa Capital Management LP | 3.16% | Add +1328.6% | 200,000 | $4.9M |
| Checchi Capital Advisers, LLC | 0.33% | Add +951.1% | 199,073 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 198,822 | $4.9M |
| Arete Wealth Advisors, LLC | 0.32% | Reduce -31.2% | 189,103 | $4.6M |
| Janus Henderson Group PLC | 0.00% | Add +114.6% | 187,604 | $4.6M |
| State of Wisconsin Investment Board | 0.01% | Add +144.7% | 182,267 | $4.5M |
| Invesco Ltd. | 0.00% | Add +9.3% | 178,565 | $4.4M |
| Caitong International Asset Management Co., Ltd | 1.06% | New | 176,515 | $4.3M |
| Tactive Advisors, LLC | 1.26% | Reduce -3.6% | 175,842 | $4.3M |
| Algert Global LLC | 0.07% | Add +25.5% | 172,140 | $4.2M |
| Alight Capital Management LP | 0.99% | New | 150,000 | $3.7M |
| Cannon Capital Management, Inc. | 3.20% | — | 148,263 | $3.6M |
| Caprock Group, LLC | 0.07% | Add +0.7% | 138,672 | $3.4M |
| Agp Franklin, LLC | 1.58% | Add +0.7% | 137,767 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.1% | 132,898 | $3.3M |
"% of holder's portfolio" is APLD's weight in each manager's 13F, not the share of Applied Digital Corp. the manager owns.