Latest Period
Q1 2026
Security Snapshot
Applied Digital Corp. - Common stock, par value $0.001 per share (APLD) Institutional Ownership
CUSIP: 038169207
13F Institutional Holders and Ownership History from Q2 2022 to Q1 2026
Institutions Reporting
452
Shares (Excl. Options)
210,847,711
Price
$23.74
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- Security type / class
- Equity / Common stock, par value $0.001 per share
- Symbol
- APLD on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 210,847,711
- Total 13F value
- $5,000,431,528
- Portfolio coverage rank
- 0.02%
- Share change
- +13,506,429
- Value change
- +$315,392,973
- Number of holders
- 452
- Shares outstanding
- 294,170,493
- SEC-reported price per share
- $49.65
- Insider filing price
- $49.65
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- APLD - Applied Digital Corp. - Common stock, par value $0.001 per share is tracked under CUSIP 038169207.
- 452 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 430 to 452 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $4,404,408,245 to $5,000,431,528.
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
Open SEC evidence
Latest holder context comes from 452 institutions filings for Q1 2026.
Security key
038169207
Latest holder period
Q1 2026
13F holders
452
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
APLD full holder history
Applied Digital Corp. SEC filings
Applied Digital Corp. company facts
Applied Digital Corp. insider transactions
Applied Digital Corp. 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 038169207:
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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 7.1% | +1.4% | $576,456,498 | +$3,931,951 | 20,886,105 | +0.69% | JANE STREET GROUP, LLC | 31 Mar 2026 |
| 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 Mar 2026, 452 institutional investors reported holding 210,847,711 shares of Applied Digital Corp. - Common stock, par value $0.001 per share (APLD). This represents 72% of the company’s total 294,170,493 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
57%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 7.8% | 23,075,612 | +4.7% | 5.5% | $547,815,029 |
| BlackRock, Inc. | 7.1% | 20,896,101 | +0.27% | 0.01% | $496,073,448 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | 14,807,795 | 0% | 0.02% | $351,537,053 |
| Situational Awareness Partners LP | 4.6% | 13,478,438 | 0% | 8.3% | $319,978,118 |
| Situational Awareness LP | 4.6% | 13,478,438 | +19% | 8.3% | $319,978,118 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 10,775,681 | 0% | 0.01% | $255,814,667 |
| GOLDMAN SACHS GROUP INC | 2.7% | 8,004,366 | +466% | 0.02% | $190,023,649 |
| Value Aligned Research Advisors, LLC | 2.3% | 6,668,311 | +18% | 1.9% | $158,305,703 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 6,411,459 | +2% | 0.01% | $152,234,675 |
| DBA TRADING, LLC | 1.9% | 5,576,235 | 66% | $132,379,819 | |
| STATE STREET CORP | 1.9% | 5,568,528 | +2.5% | 0% | $132,196,855 |
| UBS Group AG | 1.5% | 4,500,887 | +21% | 0.02% | $106,851,057 |
| BNP PARIBAS FINANCIAL MARKETS | 1.2% | 3,434,056 | 0% | 0.05% | $81,524,489 |
| D. E. Shaw & Co., Inc. | 1.2% | 3,398,941 | -59% | 0.06% | $80,690,859 |
| Marex Group plc | 1.2% | 3,385,062 | -13% | 0.83% | $80,361,373 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 3,262,512 | -14% | 0.01% | $77,452,035 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1% | 2,998,984 | -25% | 0.1% | $71,195,880 |
| MORGAN STANLEY | 0.99% | 2,903,139 | -18% | 0% | $68,920,529 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 2,162,278 | -1.7% | 0.01% | $51,332,480 |
| T. Rowe Price Investment Management, Inc. | 0.73% | 2,161,705 | -49% | 0.04% | $51,319,000 |
| BARCLAYS PLC | 0.72% | 2,128,753 | +81% | 0.02% | $50,536,597 |
| NORTHERN TRUST CORP | 0.72% | 2,119,543 | +2.9% | 0.01% | $50,317,950 |
| VAN ECK ASSOCIATES CORP | 0.62% | 1,818,589 | +7.9% | 0.03% | $43,173,000 |
| JPMORGAN CHASE & CO | 0.59% | 1,731,359 | +43% | 0% | $35,570,771 |
| VANGUARD FIDUCIARY TRUST CO | 0.57% | 1,686,116 | 0% | 0.01% | $40,028,394 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q1 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 210,847,711 | $5,000,431,528 | +$315,392,973 | $23.74 | 452 |
| 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 |