Applied DigitalAPLD
13F holders, Q1 2026 (March 31)458holders +21
87new positions
66sold out
7famous investors
$23.72avg. 13F price*
At the end of Q1 2026, 458 institutions reported holding Applied Digital Corp. (APLD) in their 13F filings, up 21 from Q4 2025. 87 opened new positions and 66 sold out. The largest holders were Hood River Capital Management LLC ($547.8M), BlackRock, Inc. ($496.1M) and Vanguard Portfolio Management LLC ($351.5M). 7 famous investors held it, including Leopold Aschenbrenner (8.3% of Situational Awareness's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Applied Digital Corp.
- CUSIP
- 038169207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $253.5M |
| Exits | 66 | $134.4M |
All 13F filers, Q4 2025 → Q1 2026: 36,730,365 shares bought and 20,242,415 shares sold, net +16,487,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 458 holders
| Hood River Capital Management LLC | 5.49% | Add +4.7% | 23,075,612 | $547.8M |
| BlackRock, Inc. | 0.01% | Add +0.3% | 20,896,101 | $496.1M |
| Vanguard Portfolio Management LLC | 0.02% | — | 14,807,795 | $351.5M |
| Situational Awareness | 8.30% | Add +18.9% | 13,478,438 | $320.0M |
| Vanguard Capital Management LLC | 0.01% | — | 10,775,681 | $255.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +466.0% | 8,004,366 | $190.0M |
| Value Aligned Research Advisors, LLC | 1.87% | Add +18.2% | 6,668,311 | $158.3M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 6,411,459 | $152.2M |
| Dba Trading, LLC | 65.75% | New | 5,576,235 | $132.4M |
| State Street Corp. | 0.00% | Add +2.5% | 5,568,528 | $132.2M |
| UBS Group AG | 0.02% | Add +20.7% | 4,500,887 | $106.9M |
| BNP Paribas Financial Markets | 0.05% | Add +322.3% | 3,434,056 | $81.5M |
| D. E. Shaw & Co. | 0.07% | Reduce -58.6% | 3,398,941 | $80.7M |
| Marex Group Ltd | 0.83% | Reduce -13.3% | 3,385,062 | $80.4M |
| Bank of America Corp. | 0.01% | Reduce -14.3% | 3,262,512 | $77.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -25.3% | 2,998,984 | $71.2M |
| Morgan Stanley | 0.00% | Reduce -18.5% | 2,903,139 | $68.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.7% | 2,162,278 | $51.3M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -48.6% | 2,161,705 | $51.3M |
| Barclays PLC | 0.02% | Add +80.8% | 2,128,753 | $50.5M |
| Northern Trust Corp. | 0.01% | Add +2.9% | 2,119,543 | $50.3M |
| Van Eck Associates Corp. | 0.03% | Add +7.8% | 1,818,589 | $43.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,686,116 | $40.0M |
| Two Sigma Investments, LP | 0.03% | Add +402.2% | 1,592,602 | $37.8M |
| JPMorgan Chase & Co. | 0.00% | Add +43.2% | 1,731,359 | $35.6M |
| Voya Investment Management LLC | 0.04% | Add +18.6% | 1,414,711 | $33.6M |
| Jane Street Group, LLC | 0.03% | New | 1,236,337 | $29.4M |
| Wellington Management Group LLP | 0.01% | Add +94.8% | 1,228,625 | $29.2M |
| HSBC Holdings PLC | 0.02% | Add +6.2% | 1,240,239 | $28.4M |
| Lord, Abbett & Co. LLC | 0.10% | Add +14.5% | 1,175,642 | $27.9M |
| Citigroup Inc. | 0.02% | Add +174.6% | 1,145,940 | $27.2M |
| Sei Investments Co. | 0.02% | Add +33.0% | 1,093,701 | $26.0M |
| Franklin Resources Inc. | 0.01% | Add +21.4% | 1,059,833 | $25.2M |
| Oasis Management Co Ltd. | 3.37% | Add +40.9% | 1,032,817 | $24.5M |
| Tidal Investments LLC | 0.07% | Add +4238.4% | 924,689 | $22.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +84.9% | 852,435 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 799,764 | $19.0M |
| Janus Henderson Group PLC | 0.01% | Add +318.5% | 785,152 | $18.6M |
| Covalis Capital LLP | 1.09% | New | 738,143 | $17.5M |
| Jump Financial, LLC | 0.26% | Add +12.0% | 660,481 | $15.7M |
| LPL Financial LLC | 0.00% | Add +12.0% | 656,588 | $15.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +13.3% | 646,051 | $15.3M |
| Plustick Management LLC | 7.34% | Reduce -36.0% | 640,000 | $15.2M |
| Ameriprise Financial Inc. | 0.00% | Add +72.6% | 615,051 | $14.6M |
| Nuveen, LLC | 0.00% | Add +8.7% | 596,266 | $14.2M |
| Federated Hermes, Inc. | 0.02% | Add +47.3% | 580,732 | $13.8M |
| Vident Advisory, LLC | 0.12% | Reduce -9.4% | 580,718 | $13.8M |
| Balyasny Asset Management L.P. | 0.03% | New | 546,217 | $13.0M |
| Westfield Capital Management Co. LP | 0.05% | Reduce -47.6% | 542,092 | $12.9M |
| Clearfield Capital Management LP | 6.70% | No change | 514,379 | $12.2M |
| Hunter Associates Investment Management LLC | 1.58% | Add +1.5% | 502,685 | $11.9M |
| Swiss National Bank | 0.01% | Add +0.3% | 498,000 | $11.8M |
| Jefferies Financial Group Inc. | 0.14% | New | 459,504 | $10.9M |
| FMR LLC | 0.00% | Add +30.3% | 438,032 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 437,947 | $10.4M |
| Next Century Growth Investors LLC | 0.74% | Reduce -45.8% | 431,900 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +15.7% | 417,160 | $9.9M |
| Thor Investment Management Inc. /Oh/ | 5.10% | Reduce -0.5% | 404,414 | $9.6M |
| TFR Capital, LLC. | 2.91% | Add +425.3% | 372,960 | $9.5M |
| BIT Capital GmbH | 0.52% | Reduce -7.0% | 396,082 | $9.4M |
| Algert Global LLC | 0.11% | Add +81.5% | 312,478 | $7.4M |
| Nomura Holdings Inc. | 0.06% | Add +0.8% | 308,919 | $7.3M |
| Virtu Financial LLC | 0.30% | Add +166.1% | 308,553 | $7.3M |
| Bleakley Financial Group, LLC | 0.11% | Add +0.7% | 307,510 | $7.3M |
| Citadel Advisors | 0.01% | Add +1776.2% | 305,249 | $7.2M |
| Landscape Capital Management, L.L.C. | 0.45% | Add +164.5% | 302,055 | $7.2M |
| California State Teachers Retirement System | 0.01% | Add +22.4% | 291,305 | $6.9M |
| Rhumbline Advisers | 0.01% | Reduce -2.7% | 290,325 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 249,913 | $6.1M |
| Voleon Capital Management LP | 0.13% | Add +246.6% | 255,741 | $6.1M |
| Gillson Capital LP | 0.50% | Add +152.9% | 254,897 | $6.1M |
| Spear Advisors LLC | 4.45% | Reduce -14.1% | 251,886 | $6.0M |
| ArrowMark Colorado Holdings LLC | 0.16% | Add +12.6% | 246,668 | $5.9M |
| Kennedy Capital Management LLC | 0.12% | Add +2.3% | 240,854 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Add +30.8% | 238,450 | $5.7M |
| Mariner, LLC | 0.01% | Add +474.0% | 237,715 | $5.6M |
| First Trust Advisors LP | 0.00% | Reduce -9.1% | 226,952 | $5.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 225,560 | $5.4M |
| Deutsche Bank AG | 0.00% | Reduce -28.4% | 214,421 | $5.1M |
| Blackstone Inc. | 0.02% | Add +113.9% | 211,110 | $5.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -20.6% | 203,679 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | Add +1741.6% | 203,052 | $4.8M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -59.4% | 201,563 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -46.9% | 200,821 | $4.8M |
| Legal & General Group Plc | 0.00% | Reduce -17.2% | 199,607 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.9% | 189,061 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -8.7% | 185,019 | $4.4M |
| Invesco Ltd. | 0.00% | Add +1.1% | 180,587 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +200.2% | 180,057 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.9% | 179,213 | $4.3M |
| Arete Wealth Advisors, LLC | 0.31% | Reduce -7.8% | 174,268 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -22.4% | 172,444 | $4.1M |
| Findell Capital Management LLC | 1.19% | New | 170,000 | $4.0M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -20.6% | 158,073 | $3.8M |
| Tactive Advisors, LLC | 1.01% | Reduce -13.8% | 151,517 | $3.6M |
| Harvey Partners, LLC | 0.29% | Reduce -40.0% | 150,000 | $3.6M |
| Cannon Capital Management, Inc. | 2.89% | Add +1.0% | 149,809 | $3.6M |
| Agp Franklin, LLC | 1.71% | Add +4.5% | 143,922 | $3.4M |
| Covalis (Gibraltar) Ltd | 14.86% | New | 141,088 | $3.3M |
| Shay Capital LLC | 0.48% | Add +661.1% | 141,000 | $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.