Comparable stake leader
Hood River Capital Management LLC
SEC ownership of Applied Digital Corp.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001144879.
Disclosed value leader
Hood River Capital Management LLC
Comparable rows
6/50
Latest evidence
16 Oct 2026
- Public ticker
- APLD on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Hood River Capital Management LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
6 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Hood River Capital Management LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
16 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001144879
- Issuer location
- Dallas, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Applied Digital Corp. (13F + 13D/G + 3/4/5)
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.
Comparable stake leader
Hood River Capital Manage...
Disclosed value leader
Hood River Capital Manage...
Comparable rows
6/50
Latest evidence
16 Oct 2026
13F
13D/G
3/4/5
Lead comparable stake: 7.9%
44 rows are not safely comparable across share classes.
13D/G row: Hood River Capital Management LLC
Showing 1-8 of 50 holder rows.
Quick read
Hood River Capital Management LLC leads the comparable SEC ownership view at 7.9%.
6 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.
Open SEC evidence
Opens Hood River Capital Management LLC's linked filing trail.
Comparable ownership
Top 5
Hood River Capital Management LLC
7.9%
Wes Cummins
7.6%
JANE STREET GROUP, LLC
7.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
4.8%
BlackRock, Inc.
4.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Hood River Capital Management LLC |
13F
13D/G
Company
|
7.9%
Reported 13D/G
· 31 Dec 2025
|
$839,954,485
22,518,887 shares
|
— | 30 Jun 2026 |
| Wes Cummins |
13D/G
3/4/5
Wesley Cummins · CEO; Chairman, Director
|
7.6%
Reported 13D/G
· 07 Jul 2026
|
$822,184,765
22,042,487 shares
|
+$33,138,700 | 07 Jul 2026 |
| JANE STREET GROUP, LLC |
13D/G
13F
Company
|
7.1%
Reported 13D/G
· 31 Mar 2026
|
$576,456,498
20,886,105 shares
|
+$3,931,951 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Portfolio Management
|
4.8%
Reported 13D/G
· 30 Jun 2026
|
$512,084,688
13,728,812 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
4.3%
Reported 13D/G
· 30 Jun 2026
|
$498,890,104
13,375,070 shares
|
— | 30 Jun 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP |
13D/G
13F
Company
|
2.4%
Reported 13D/G
· 31 Dec 2024
|
$22,425,890
5,005,779 shares
|
$0 | 31 Dec 2024 |
| Situational Awareness LP |
13F
Company
|
—
denominator unverified
|
$469,022,807
15,384,616 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$431,032,049
11,555,819 shares
|
— | 30 Jun 2026 |
How to read this table
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
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$11,609,200.
Buys
$6,664,686
Insiders: 2
Sells
$18,273,886
Insiders: 5
Net
-$11,609,200
Shares: -178,565
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 355,803
Shares: 534,368
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 355,803 | 106,250 | $6,664,686 | $3,018,750 | +$3,645,936 |
| 3-6 | 0 | 12,500 | $0 | $432,375 | -$432,375 |
| 6-9 | 0 | 22,500 | $0 | $749,800 | -$749,800 |
| 9-12 | 0 | 393,118 | $0 | $14,072,961 | -$14,072,961 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to Applied Digital Corp.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Wes Cummins
Net 12M change
-$8.32M
Full value: -$8,322,015 · USD · 12-month changeLatest report
16 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Wes Cummins | CEO; Chairman, Director | $107,271,019 | -$5,002,614 | -4.5% | Mixed | 16 Oct 2026 |
| Jason Gechen Zhang | President | $53,547,821 | +$5,658,000 | +12% | Filing P/S | 16 Oct 2026 |
| Mohammad Saidal LaVanway Mohmand | Chief Financial Officer | $35,108,945 | Mixed | 04 Oct 2026 | ||
| Laura Laltrello | Chief Operating Officer | $30,330,718 | Mixed | 31 Jul 2026 | ||
| Chuck Hastings | Director | $14,979,508 | -$2,630,469 | -15% | Filing P/S | 29 Jan 2026 |
| David Rench | Chief Administrative Officer | $8,105,882 | Mixed | 01 Dec 2024 | ||
| Douglas S. Miller | Director | $6,466,367 | -$951,040 | -13% | 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 | ||
| Richard N. Nottenburg | Director | $2,230,475 | -$5,196,641 | -70% | Filing P/S | 13 Oct 2026 |
| Ella G. Benson | Director | $1,588,758 | -$199,251 | -11% | Filing P/S | 24 Nov 2025 |
| Rachel H. Lee | Director | $1,540,352 | 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 |
Recent insider transactions for Applied Digital Corp.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Wes Cummins | APLD | Common Stock | Purchase | 0.96% | $1,006,686 | $18.04 | 55,803 | 5,874,453 | 16 Oct 2026 | Direct |
| Jason Gechen Zhang | APLD | Common Stock | Purchase | 11.8% | $5,658,000 | $18.86 | 300,000 | 2,839,227 | 16 Oct 2026 | Direct |
| Richard N. Nottenburg | APLD | Common Stock | Sale | -23.4% | -$682,500 | $21.84 | -31,250 | 102,128 | 13 Oct 2026 | Direct |
| Wes Cummins | APLD | Common Stock | Tax liability | -0.67% | -39,350 | 5,818,650 | 10 Oct 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Options Exercise | 1.74% | 100,000 | 5,858,000 | 10 Oct 2026 | Direct | ||
| Wes Cummins | APLD | Restricted Stock Unit | Options Exercise | -33.3% | -100,000 | 200,000 | 10 Oct 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Tax liability | -3.31% | -32,136 | 937,961 | 04 Oct 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Options Exercise | 9.19% | 81,666 | 970,097 | 04 Oct 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Restricted Stock Unit | Options Exercise | -33.3% | -81,666 | 163,334 | 04 Oct 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Tax liability | -1.9% | -49,188 | 2,539,227 | 12 Sep 2026 | Direct | ||
| Richard N. Nottenburg | APLD | Common Stock | Sale | -36% | -$2,336,250 | $31.15 | -75,000 | 133,378 | 04 Aug 2026 | Direct |
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Other | 1.53% | 13,408 | 888,431 | 04 Aug 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Other | -98.2% | -714,685 | 12,798 | 04 Aug 2026 | See Footnote | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Tax liability | -9.92% | -96,408 | 875,023 | 31 Jul 2026 | Direct | ||
| Mohammad Saidal LaVanway Mohmand | APLD | Common Stock | Award | 33.7% | 245,000 | 971,431 | 31 Jul 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Tax liability | -9.86% | -629,600 | 5,758,000 | 31 Jul 2026 | Direct | ||
| Wes Cummins | APLD | Common Stock | Award | 33.4% | 1,600,000 | 6,387,600 | 31 Jul 2026 | Direct | ||
| Laura Laltrello | APLD | Common Stock | Tax liability | -24.3% | -260,640 | 813,156 | 31 Jul 2026 | Direct | ||
| Laura Laltrello | APLD | Common Stock | Award | 126.6% | 600,000 | 1,073,796 | 31 Jul 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Tax liability | -8.36% | -236,100 | 2,588,415 | 31 Jul 2026 | Direct | ||
| Jason Gechen Zhang | APLD | Common Stock | Award | 27% | 600,000 | 2,824,515 | 31 Jul 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.