Latest Period
Q4 2025
Security Snapshot
Applied Digital Corp. - Common Stock (APLD) Institutional Ownership
CUSIP: 038169207
13F Institutional Holders and Ownership History from Q2 2022 to Q1 2026
Institutions Reporting
428
Shares (Excl. Options)
179,485,446
Price
$24.52
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- Type / Class
- Equity / Common Stock
- Symbol
- APLD on Nasdaq
- Shares outstanding
- 279,789,963
- Price per share
- $27.60
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 179,485,446
- Total reported value
- $4,403,060,994
- % of total 13F portfolios
- 0.01%
- Share change
- +5,127,165
- Value change
- +$162,674,299
- Number of holders
- 428
- Price from insider filings
- $27.60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- APLD - Applied Digital Corp. - Common Stock is tracked under CUSIP 038169207.
- 428 institutions reported positions in Q4 2025.
- 6 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 428 to 212 between Q4 2025 and Q1 2026.
- Reported value moved from $4,403,060,994 to $1,147,043,548.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 428 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 038169207?
CUSIP 038169207 identifies APLD - Applied Digital Corp. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 038169207:
Significant Owners of Applied Digital Corp. - Common Stock (APLD) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hood River Capital Management LLC | 7.9% | +10% | $808,994,092 | +$252,932,230 | 22,037,431 | +45% | Hood River Capital Management LLC | 31 Dec 2025 |
| Cummins Wes | 7.6% | +2.9% | $518,701,537 | 21,154,050 | 0% | Wesley Cummins | 06 Jan 2026 | |
| JANE STREET GROUP, LLC | 7% | +15% | $761,499,135 | +$134,963,728 | 20,743,643 | +22% | JANE STREET GROUP, LLC | 31 Dec 2025 |
| BlackRock, Inc. | 7.3% | $69,077,720 | 15,419,134 | BlackRock, Inc. | 31 Dec 2024 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4% | $356,022,655 | 14,996,742 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| CLEARFIELD CAPITAL MANAGEMENT LP | 2.4% | $22,425,890 | 5,005,779 | CLEARFIELD CAPITAL MANAGEMENT LP | 31 Dec 2024 |
As of 31 Dec 2025, 428 institutional investors reported holding 179,485,446 shares of Applied Digital Corp. - Common Stock (APLD). This represents 64% of the company’s total 279,789,963 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Applied Digital Corp. - Common Stock (APLD) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.6% | 24,168,082 | +36% | 0.01% | $592,601,371 |
| Hood River Capital Management LLC | 7.9% | 22,037,431 | +4.7% | 5.9% | $540,357,808 |
| BlackRock, Inc. | 7.4% | 20,840,202 | +13% | 0.01% | $511,001,758 |
| Situational Awareness LP | 4.1% | 11,339,060 | +87% | 7.1% | $278,033,751 |
| D. E. Shaw & Co., Inc. | 2.9% | 8,206,550 | -25% | 0.15% | $201,224,606 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 6,285,820 | +5.1% | 0.01% | $154,151,441 |
| Value Aligned Research Advisors, LLC | 2% | 5,643,550 | 2.8% | $138,379,846 | |
| STATE STREET CORP | 1.9% | 5,430,644 | +12% | 0% | $133,159,391 |
| T. Rowe Price Investment Management, Inc. | 1.5% | 4,209,702 | +105% | 0.07% | $103,222,000 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.4% | 4,013,947 | +25% | 0.15% | $98,421,980 |
| Marex Group plc | 1.4% | 3,904,759 | +38485% | 1% | $95,744,691 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 3,808,281 | +155% | 0.01% | $93,379,051 |
| UBS Group AG | 1.3% | 3,730,040 | +76% | 0.02% | $91,460,581 |
| MORGAN STANLEY | 1.3% | 3,561,014 | +38% | 0.01% | $87,316,072 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.79% | 2,200,210 | +4.8% | 0.01% | $53,949,149 |
| NORTHERN TRUST CORP | 0.74% | 2,059,055 | +3.5% | 0.01% | $50,488,029 |
| VAN ECK ASSOCIATES CORP | 0.6% | 1,686,193 | +19% | 0.03% | $41,345,000 |
| 272 Capital LP | 0.58% | 1,631,453 | 0% | 100% | $40,003,228 |
| GOLDMAN SACHS GROUP INC | 0.51% | 1,414,162 | -5.7% | 0% | $34,675,252 |
| JPMORGAN CHASE & CO | 0.43% | 1,209,201 | +25% | 0% | $29,649,608 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.43% | 1,193,343 | -19% | 0.03% | $29,260,770 |
| BARCLAYS PLC | 0.42% | 1,177,375 | +206% | 0.01% | $28,869,235 |
| HSBC HOLDINGS PLC | 0.42% | 1,167,779 | 0.02% | $29,509,775 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.37% | 1,034,397 | 0.11% | $25,363,414 | |
| LORD, ABBETT & CO. LLC | 0.37% | 1,027,093 | +158% | 0.08% | $25,185,000 |
Institutional Holders of Applied Digital Corp. - Common Stock (APLD) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 48,349,630 | $1,147,043,548 | +$157,621,403 | $23.74 | 212 |
| 2025 Q4 | 179,485,446 | $4,403,060,994 | +$162,674,299 | $24.52 | 428 |
| 2025 Q3 | 177,727,186 | $4,076,274,855 | +$815,403,214 | $22.94 | 364 |
| 2025 Q2 | 143,572,234 | $1,446,128,803 | -$19,135,793 | $10.07 | 277 |
| 2025 Q1 | 144,773,878 | $813,699,395 | -$26,983,275 | $5.62 | 240 |
| 2024 Q4 | 145,480,701 | $1,111,647,625 | +$57,254,199 | $7.64 | 238 |
| 2024 Q3 | 135,378,410 | $1,115,675,034 | +$412,983,660 | $8.25 | 166 |
| 2024 Q2 | 84,368,973 | $501,692,848 | +$121,370,382 | $5.95 | 133 |
| 2024 Q1 | 62,954,506 | $269,428,647 | -$45,233,134 | $4.28 | 111 |
| 2023 Q4 | 66,828,019 | $450,426,525 | +$78,200,934 | $6.74 | 133 |
| 2023 Q3 | 55,652,138 | $347,265,148 | +$32,236,410 | $6.24 | 128 |
| 2023 Q2 | 48,621,182 | $454,572,655 | +$130,545,312 | $9.35 | 125 |
| 2023 Q1 | 35,005,730 | $78,411,183 | +$11,656,985 | $2.24 | 73 |
| 2022 Q4 | 31,547,491 | $58,046,646 | +$15,867,166 | $1.84 | 64 |
| 2022 Q3 | 22,978,294 | $39,060,000 | +$5,022,925 | $1.70 | 54 |
| 2022 Q2 | 20,585,285 | $21,615,000 | +$21,615,000 | $1.05 | 43 |