Comparable stake leader
Hood River Capital Management LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001144879.
Comparable stake leader
Hood River Capital Management LLC
Disclosed value leader
Wes Cummins
Comparable rows
50/50
Latest evidence
07 Jul 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Hood River Capital Management LLC |
13D/G
13F
Company
|
7.9%
|
$808,994,092
22,037,431 shares
|
+$252,932,230 | 31 Dec 2025 |
| Wes Cummins |
13D/G
3/4/5
Wesley Cummins · CEO; Chairman, Director
|
7.6%
|
$822,184,765
22,042,487 shares
|
+$33,138,700 | 07 Jul 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
7.3%
from 13D/G
|
$496,073,448
20,896,101 shares
|
— | 31 Mar 2026 |
| JANE STREET GROUP, LLC |
13D/G
13F
Company
|
7.1%
|
$576,456,498
20,886,105 shares
|
+$3,931,951 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.4%
|
$356,022,655
14,996,742 shares
|
$0 | 31 Mar 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP |
13D/G
13F
Company
|
2.4%
|
$22,425,890
5,005,779 shares
|
$0 | 31 Dec 2024 |
| Jason Gechen Zhang |
3/4/5
President
|
0.77%
|
$52,809,986
2,224,515 shares
|
— | 01 Jul 2026 |
| Laura Laltrello |
3/4/5
Chief Operating Officer
|
0.16%
|
$17,672,780
473,796 shares
|
— | 06 Jul 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$31,922,973.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 35,000 | $0 | $1,182,175 | -$1,182,175 |
| 3-6 | 0 | 234,593 | $0 | $8,617,878 | -$8,617,878 |
| 6-9 | 0 | 354,616 | $0 | $12,176,970 | -$12,176,970 |
| 9-12 | 0 | 669,936 | $0 | $9,945,950 | -$9,945,950 |
Reporting owners
Showing 1-15 of 15 reporting-owner rows connected to Applied Digital Corp.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Wes Cummins | CEO; Chairman, Director | $131,793,370 | -$12,113,300 | -8.4% | Mixed | 22 Jun 2026 |
| Jason Gechen Zhang | President | $52,809,986 | Mixed | 01 Jul 2026 | ||
| Laura Laltrello | Chief Operating Officer | $17,672,780 | Median | 06 Jul 2026 | ||
| Mohammad Saidal LaVanway Mohmand | Chief Financial Officer | $17,368,471 | -$5,920,234 | -25% | Mixed | 22 Jun 2026 |
| Chuck Hastings | Director | $14,979,508 | -$6,189,869 | -29% | Filing P/S | 29 Jan 2026 |
| David Rench | Chief Administrative Officer | $8,105,882 | Mixed | 01 Dec 2024 | ||
| Richard N. Nottenburg | Director | $7,207,795 | -$3,956,422 | -35% | Filing P/S | 28 Apr 2026 |
| Douglas S. Miller | Director | $6,466,367 | -$1,237,340 | -16% | Filing P/S | 27 Apr 2026 |
| Kate Reed | Director | $2,563,101 | Mixed | 20 Nov 2024 | ||
| Michael Maniscalco | Former Officer | $2,499,431 | Mixed | 31 Jan 2025 | ||
| Ella G. Benson | Director | $1,588,758 | -$1,701,937 | -52% | Filing P/S | 24 Nov 2025 |
| Rachel H. Lee | Director | $1,540,352 | -$803,872 | -34% | Mixed | 09 Nov 2025 |
| Virginia Moore | Director | $1,065,651 | Mixed | 20 Feb 2024 | ||
| Kelli Mcdonald | Director | $923,452 | Mixed | 22 Feb 2024 | ||
| Regina Ingel | Chief Marketing Officer | $864,605 | Mixed | 05 Aug 2023 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Laura Laltrello | APLD | Common Stock | Tax liability | -8.4% | -43,440 | 473,796 | 06 Jul 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Tax liability | -11.7% | -265,613 | 1,997,078 | 01 Jul 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Award | 39.8% | 675,000 | 2,372,078 | 01 Jul 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Tax liability | -6.17% | -314,800 | 4,787,600 | 22 Jun 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Award | 18.6% | 800,000 | 5,102,400 | 22 Jun 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Tax liability | -21% | -192,815 | 726,431 | 22 Jun 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Award | 114.2% | 490,000 | 919,246 | 22 Jun 2026 | Direct | ||
| Richard N. Nottenburg | APLD | Common Stock | Sale | -5.66% | $432,375 | $34.59 | -12,500 | 208,378 | 30 Apr 2026 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -5.36% | $400,000 | $32.00 | -12,500 | 220,878 | 28 Apr 2026 | Direct |
| Douglas S. Miller | APLD | Common Stock | Sale | -5.13% | $349,800 | $34.98 | -10,000 | 184,859 | 27 Apr 2026 | Direct |
| Wes Cummins | APLD | Common Stock | Tax liability | -0.91% | -39,350 | 4,302,400 | 10 Apr 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Options Exercise | 2.36% | 100,000 | 4,341,750 | 10 Apr 2026 | Direct | ||
| Wes Cummins | APLD | Restricted Stock Unit | Options Exercise | -25% | -100,000 | 300,000 | 10 Apr 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Tax liability | -8.73% | -36,330 | 379,715 | 04 Apr 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Options Exercise | 25.6% | 94,167 | 461,382 | 04 Apr 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Restricted Stock Unit | Options Exercise | -100% | -94,167 | 0 | 04 Apr 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Tax liability | -0.81% | -34,579 | 4,241,750 | 04 Apr 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Options Exercise | 2.39% | 100,000 | 4,276,329 | 04 Apr 2026 | Direct | ||
| Wes Cummins | APLD | Restricted Stock Unit | Options Exercise | -100% | -100,000 | 0 | 04 Apr 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Tax liability | -4.88% | -93,037 | 1,815,128 | 12 Mar 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Award | 35.5% | 500,000 | 1,908,165 | 06 Feb 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Award | 205.9% | 250,000 | 371,409 | 06 Feb 2026 | Direct | ||
| Chuck Hastings | APLD | Common Stock | Sale | -10.6% | $1,773,719 | $38.57 | -45,987 | 388,372 | 29 Jan 2026 | Direct |
| Douglas S. Miller | APLD | Common Stock | Gift | -2.99% | -6,000 | 194,859 | 22 Jan 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Sale | -3.8% | $6,009,300 | $36.42 | -165,000 | 4,176,329 | 16 Jan 2026 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -4.89% | $425,400 | $35.45 | -12,000 | 233,378 | 15 Jan 2026 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -4.52% | $409,460 | $35.28 | -11,606 | 245,378 | 14 Jan 2026 | Direct |
| Douglas S. Miller | APLD | Common Stock | Sale | -4.74% | $385,400 | $38.54 | -10,000 | 200,859 | 12 Jan 2026 | Direct |
| Laura Laltrello | APLD | Common Stock | Tax liability | -13.8% | -82,764 | 517,236 | 06 Jan 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Award | 52.8% | 1,500,000 | 4,341,329 | 06 Jan 2026 | Direct | ||
| Wes Cummins | APLD | Performance Stock Units | Award | 4,500,000 | 4,500,000 | 06 Jan 2026 | Direct | |||
| Douglas S. Miller | APLD | Common Stock | Sale | -3.66% | $215,840 | $26.98 | -8,000 | 210,859 | 28 Nov 2025 | Direct |
| Jason Gechen Zhang | APLD | Common Stock | Tax liability | -4.14% | -60,881 | 1,408,165 | 25 Nov 2025 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Award | 13.1% | 170,000 | 1,469,046 | 25 Nov 2025 | Direct | ||
| Ella G. Benson | APLD | Common Stock | Sale | -11.1% | $199,251 | $23.22 | -8,581 | 68,422 | 24 Nov 2025 | Direct |
| Douglas S. Miller | APLD | Common Stock | Award | 3.67% | 7,747 | 218,859 | 09 Nov 2025 | Direct | ||
| Richard N. Nottenburg | APLD | Common Stock | Award | 3.11% | 7,747 | 256,984 | 09 Nov 2025 | Direct | ||
| Rachel H. Lee | APLD | Common Stock | Award | 13% | 7,747 | 67,147 | 09 Nov 2025 | Direct | ||
| Chuck Hastings | APLD | Common Stock | Award | 1.82% | 7,747 | 434,359 | 09 Nov 2025 | Direct | ||
| Ella G. Benson | APLD | Common Stock | Award | 11.2% | 7,747 | 77,003 | 09 Nov 2025 | Direct | ||
| Wes Cummins | APLD | Common Stock | Other | -55.6% | -903,970 | 722,483 | 31 Oct 2025 | See Footnote | ||
| Chuck Hastings | APLD | Common Stock | Sale | -5.54% | $856,750 | $34.27 | -25,000 | 426,612 | 31 Oct 2025 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -3.63% | $336,656 | $35.91 | -9,375 | 249,237 | 31 Oct 2025 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -1.9% | $174,000 | $34.80 | -5,000 | 258,612 | 30 Oct 2025 | Direct |
| Chuck Hastings | APLD | Common Stock | Sale | -9.97% | $1,784,500 | $35.69 | -50,000 | 451,612 | 29 Oct 2025 | Direct |
| Ella G. Benson | APLD | Common Stock | Sale | -38.1% | $1,502,686 | $35.30 | -42,569 | 69,256 | 29 Oct 2025 | Direct |
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Sale | -23.6% | $1,367,734 | $36.47 | -37,503 | 121,409 | 28 Oct 2025 | Direct |
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Sale | -38.6% | $3,408,000 | $34.08 | -100,000 | 158,912 | 24 Oct 2025 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -11.5% | $1,142,281 | $33.23 | -34,375 | 263,612 | 24 Oct 2025 | Direct |
| Rachel H. Lee | APLD | Common Stock | Sale | -29% | $803,872 | $33.20 | -24,213 | 59,400 | 24 Oct 2025 | Direct |