Security Snapshot

Applied Digital Corp. - Common Stock (APLD) Institutional Ownership

CUSIP: 038169207

13F Institutional Holders and Ownership History from Q2 2022 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

562

Shares (Excl. Options)

214,019,095

Price

$37.30

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.02%
Share change
+17,295,475
Value change
+$702,693,939
Number of holders
562
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
286,253,680
SEC-reported price per share
$27.97
Insider filing price
$27.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • APLD - Applied Digital Corp. - Common Stock is tracked under CUSIP 038169207.
  • 562 institutions reported positions in Q2 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 454 to 562 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $5,011,454,668 to $7,840,753,152.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 562 institutions filings for Q2 2026.

Open SEC evidence

Security key

038169207

Latest holder period

Q2 2026

13F holders

562

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
APLD
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Cummins Wes 7.6% 0% $822,184,765 +$33,138,700 22,042,487 +4.2% Wesley Cummins 07 Jul 2026
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
JANE STREET GROUP, LLC 7.1% +1.4% $576,456,498 +$3,931,951 20,886,105 +0.69% JANE STREET GROUP, LLC 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 4.8% -11% $432,891,135 -$38,606,434 13,768,802 -8.2% Vanguard Portfolio Management 30 Jun 2026
BlackRock, Inc. 4.3% -43% $455,052,279 -$120,081,419 12,199,793 -21% BlackRock, Inc. 30 Jun 2026
CLEARFIELD CAPITAL MANAGEMENT LP 2.4% $22,425,890 5,005,779 CLEARFIELD CAPITAL MANAGEMENT LP 31 Dec 2024

As of 30 Jun 2026, 562 institutional investors reported holding 214,019,095 shares of Applied Digital Corp. - Common Stock (APLD). This represents 75% of the company’s total 286,253,680 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
56%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Hood River Capital Management LLC 7.9% 22,518,887 -2.4% 6.1% $839,954,485
Situational Awareness LP 5.4% 15,384,616 +14% 2.3% $469,022,807
VANGUARD PORTFOLIO MANAGEMENT LLC 4.8% 13,728,812 -7.3% 0.02% $512,084,688
BlackRock, Inc. 4.7% 13,375,070 -36% 0.01% $498,890,104
VANGUARD CAPITAL MANAGEMENT LLC 4% 11,555,819 +7.2% 0.01% $431,032,049
TWO SIGMA INVESTMENTS, LP 3.6% 10,299,117 +547% 0.29% $384,157,064
EQUITEC PROPRIETARY MARKETS, LLC 2.9% 8,373,964 77% $312,348,857
GOLDMAN SACHS GROUP INC 2.4% 6,980,959 -13% 0.03% $260,389,771
DBA TRADING, LLC 1.9% 5,576,235 0% 67% $132,379,819
Value Aligned Research Advisors, LLC 1.9% 5,546,030 -17% 1.2% $206,866,919
Oasis Management Co Ltd. 1.7% 5,007,317 +385% 20% $186,772,924
GEODE CAPITAL MANAGEMENT, LLC 1.7% 4,877,618 -24% 0.01% $221,671,268
STATE STREET CORP 1.6% 4,482,378 -20% 0% $167,196,689
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.2% 3,516,146 +17% 0.16% $131,152,246
BNP PARIBAS FINANCIAL MARKETS 1.1% 3,278,874 0% 0.06% $122,302,000
NORGES BANK 1.1% 3,088,677 0.01% $115,207,652
D. E. Shaw & Co., Inc. 1.1% 3,033,821 -11% 0.07% $113,161,523
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.1% 3,033,280 +3512% 0.48% $113,141,344
MORGAN STANLEY 1% 2,947,256 +1.5% 0.01% $109,932,675
UBS Group AG 1% 2,884,430 -36% 0.02% $107,589,239
BANK OF AMERICA CORP /DE/ 0.91% 2,615,865 -20% 0.01% $97,571,765
HRT FINANCIAL LP 0.72% 2,067,003 +5289% 0.14% $77,099,000
AMERIPRISE FINANCIAL INC 0.72% 2,058,415 +235% 0.02% $76,778,879
BARCLAYS PLC 0.64% 1,842,002 -13% 0.02% $68,706,674
Squarepoint Ops LLC 0.63% 1,795,876 +782% 0.13% $66,986,175

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
17
Latest
Q2 2026
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 214,019,095 $7,840,753,152 +$702,693,939 $37.30 562
2026 Q1 211,312,029 $5,011,454,668 +$314,837,055 $23.74 454
2025 Q4 179,540,391 $4,404,408,245 +$162,675,402 $24.52 430
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
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