| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.6% | +44% | $592,601,371 | +$279,725,312 | 24,168,082 | +89% | The Vanguard Group | 31 Dec 2025 |
| 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 | |||
| CLEARFIELD CAPITAL MANAGEMENT LP | 2.4% | $22,425,890 | 5,005,779 | CLEARFIELD CAPITAL MANAGEMENT LP | 31 Dec 2024 |
As of 31 Dec 2025, 400 institutional investors reported holding 172,660,610 shares of Applied Digital Corp. - Common Stock (APLD). This represents 62% of the company’s total 279,308,378 outstanding shares.
The largest institutional shareholders of Applied Digital Corp. - Common Stock (APLD) together control 50% 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 | 8.7% | 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. | 7.5% | 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 | 2.3% | 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 |
| 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 |
| 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 |
| Quadrature Capital Ltd | 0.36% | 1,015,481 | 0.25% | $24,899,594 | |
| PLUSTICK MANAGEMENT LLC | 0.36% | 1,000,000 | -39% | 11% | $24,520,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 172,660,610 | $4,234,845,048 | +$42,411,142 | $24.52 | 400 |
| 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 |