Security Snapshot

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

CUSIP: 038169207

13F Institutional Holders and Ownership History from Q2 2022 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

428

Shares (Excl. Options)

179,485,446

Price

$24.52

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / Common Stock
Symbol
APLD on Nasdaq
Shares outstanding
279,308,378
Price per share
$23.74
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
$23.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Sponsored

Quick Takeaways

  • APLD - Applied Digital Corp. - Common Stock is tracked under CUSIP 038169207.
  • 428 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 428 to 44 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,403,060,994 to $13,513,037.

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

Latest holder context comes from 428 institutions filings for Q4 2025.

Open SEC Evidence

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.

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
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 279,308,378 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 8.7% 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
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 566,801 $13,513,037 -$19,485,316 $23.74 44
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

Sponsored