Applied Digital Corp. (APLD) — Institutional Holders, Q2 2026
583 institutional investment managers reported a APLD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
APLD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- TWO SIGMA INVESTMENTSAdded · +8,706,515 sh+$324.8M
- EQUITEC PROPRIETARY MARKETSNew · +8,373,964 sh+$312.3M
- Oasis Management Ltd.Added · +3,974,500 sh+$148.2M
- VOLORIDGE INVESTMENT MANAGEMENTAdded · +2,949,313 sh+$110.0M
- HRT FINANCIALAdded · +2,028,648 sh+$75.7M
Biggest sellers
- BlackRockTrimmed · -7,521,031 sh-$280.5M
- Marex Group plcTrimmed · -3,266,238 sh-$121.8M
- T. Rowe Price Investment ManagementSold out · -2,161,705 sh-$80.6M
- UBS Group AGTrimmed · -1,616,457 sh-$60.3M
- JPMORGAN CHASETrimmed · -1,579,475 sh-$58.9M
APLD 13F holders ranked 1–100 of 583
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Hood River Capital Management#1 · 22,518,887 sh | 22,518,887 | $840.0M | 6.09% | -2.4% |
| 2 | BlackRock#2 · 22,600,070 sh | 22,600,070 | $535.6M | <0.01% | -19.6% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 13,728,812 sh | 13,728,812 | $512.1M | 0.02% | -7.3% |
| 4 | Situational Awareness#4 · 15,384,616 sh | 15,384,616 | $469.0M | 2.32% | +14.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 11,555,819 sh | 11,555,819 | $431.0M | <0.01% | +7.2% |
| 6 | LINDEN ADVISORS#6 · 99,466,000 sh | 99,466,000 | $395.7M | 2.05% | -23.8% |
| 7 | D. E. Shaw#7 · 73,098,821 sh | 73,098,821 | $392.0M | 0.19% | +25.0% |
| 8 | TWO SIGMA INVESTMENTS#8 · 10,299,117 sh | 10,299,117 | $384.2M | 0.28% | +546.7% |
| 9 | EQUITEC PROPRIETARY MARKETS#9 · 8,373,964 sh | 8,373,964 | $312.3M | 55.84% | New |
| 10 | GOLDMAN SACHS GROUP#10 · 6,980,959 sh | 6,980,959 | $260.4M | 0.02% | -12.8% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 4,877,618 sh | 4,877,618 | $221.7M | 0.01% | -23.9% |
| 12 | STATE STREET#12 · 16,114,378 sh | 16,114,378 | $213.7M | <0.01% | +8.5% |
| 13 | Value Aligned Research Advisors#13 · 5,546,030 sh | 5,546,030 | $206.9M | 0.52% | -16.8% |
| 14 | WHITEBOX ADVISORS#14 · 50,700,000 sh | 50,700,000 | $201.9M | 2.64% | -16.6% |
| 15 | Oasis Management Ltd.#15 · 5,007,317 sh | 5,007,317 | $186.8M | 9.95% | +384.8% |
| 16 | BNP PARIBAS FINANCIAL MARKETS#16 · 16,869,874 sh | 16,869,874 | $176.4M | 0.06% | +12.5% |
| 17 | DeepCurrents Investment Group#17 · 35,000,000 sh | 35,000,000 | $139.2M | 4.22% | New |
| 18 | DBA TRADING#18 · 5,576,235 sh | 5,576,235 | $132.4M | 66.54% | 0.0% |
| 19 | MIRAE ASSET GLOBAL ETFS Ltd.#19 · 3,516,146 sh | 3,516,146 | $131.2M | 0.16% | +17.2% |
| 20 | Point72 Asset Management, L.P.#20 · 25,607,009 sh | 25,607,009 | $128.2M | 0.14% | +12.2% |
| 21 | NORGES BANK#21 · 3,088,677 sh | 3,088,677 | $115.2M | 0.01% | — |
| 22 | VOLORIDGE INVESTMENT MANAGEMENT#22 · 3,033,280 sh | 3,033,280 | $113.1M | 0.48% | +3512.5% |
| 23 | MORGAN STANLEY#23 · 2,947,256 sh | 2,947,256 | $109.9M | <0.01% | +1.5% |
| 24 | UBS Group AG#24 · 2,915,430 sh | 2,915,430 | $107.7M | 0.01% | -35.5% |
| 25 | BANK OF AMERICA#25 · 3,564,865 sh | 3,564,865 | $101.4M | <0.01% | -25.0% |
| 26 | Graham Capital Management, L.P.#26 · 24,363,000 sh | 24,363,000 | $97.1M | 1.77% | -33.0% |
| 27 | HRT FINANCIAL#27 · 2,400,603 sh | 2,400,603 | $77.1M | 0.19% | +626.5% |
| 28 | AMERIPRISE FINANCIAL#28 · 2,058,415 sh | 2,058,415 | $76.8M | 0.02% | +234.7% |
| 29 | BARCLAYS PLC#29 · 1,842,002 sh | 1,842,002 | $68.7M | 0.01% | -13.5% |
| 30 | Squarepoint Ops#30 · 1,795,876 sh | 1,795,876 | $67.0M | 0.07% | +781.7% |
| 31 | PRICE T ROWE ASSOCIATES#31 · 1,792,699 sh | 1,792,699 | $66.9M | <0.01% | +110.3% |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 1,683,299 sh | 1,683,299 | $62.8M | <0.01% | -22.2% |
| 33 | VANGUARD FIDUCIARY#33 · 1,613,276 sh | 1,613,276 | $60.2M | 0.01% | -4.3% |
| 34 | VAN ECK ASSOCIATES#34 · 1,422,868 sh | 1,422,868 | $53.1M | 0.03% | -21.8% |
| 35 | NORTHERN#35 · 1,381,815 sh | 1,381,815 | $51.5M | <0.01% | -34.8% |
| 36 | LORD, ABBETT#36 · 4,387,055 sh | 4,387,055 | $51.3M | 0.15% | +47.6% |
| 37 | CITADEL ADVISORS#37 · 1,372,681 sh | 1,372,681 | $51.2M | <0.01% | +349.7% |
| 38 | BALYASNY ASSET MANAGEMENT L.P.#38 · 1,336,486 sh | 1,336,486 | $49.9M | 0.06% | +144.7% |
| 39 | VOYA INVESTMENT MANAGEMENT#39 · 1,263,520 sh | 1,263,520 | $47.1M | 0.04% | -10.7% |
| 40 | JANE STREET GROUP#40 · 1,242,028 sh | 1,242,028 | $46.3M | <0.01% | +0.5% |
| 41 | SEI INVESTMENTS#41 · 1,238,933 sh | 1,238,933 | $46.2M | 0.04% | +13.3% |
| 42 | Toroso Investments#42 · 1,219,417 sh | 1,219,417 | $43.3M | 0.07% | +23.2% |
| 43 | BANK OF MONTREAL#43 · 11,955,291 sh | 11,955,291 | $42.7M | 0.01% | New |
| 44 | MILLENNIUM MANAGEMENT#44 · 1,440,869 sh | 1,440,869 | $41.2M | 0.01% | +212.4% |
| 45 | WESTFIELD CAPITAL MANAGEMENT#45 · 1,039,641 sh | 1,039,641 | $38.8M | 0.13% | +91.8% |
| 46 | WELLINGTON MANAGEMENT GROUP LLP#46 · 1,014,085 sh | 1,014,085 | $37.8M | <0.01% | -17.5% |
| 47 | TIGER GLOBAL MANAGEMENT#47 · 885,000 sh | 885,000 | $33.0M | 0.14% | New |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#48 · 836,833 sh | 836,833 | $31.2M | <0.01% | +385.3% |
| 49 | LPL Financial#49 · 774,706 sh | 774,706 | $28.9M | <0.01% | +18.0% |
| 50 | Bank of New York Mellon#50 · 846,042 sh | 846,042 | $28.3M | <0.01% | -6.0% |
| 51 | Steward Partners Investment Advisory#51 · 732,722 sh | 732,722 | $27.3M | 0.14% | +3415.4% |
| 52 | CITIGROUP#52 · 743,344 sh | 743,344 | $27.2M | <0.01% | -36.0% |
| 53 | FMR#53 · 5,253,916 sh | 5,253,916 | $26.3M | <0.01% | -5.9% |
| 54 | Qube Research & Technologies Ltd#54 · 694,074 sh | 694,074 | $25.9M | 0.02% | New |
| 55 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#55 · 581,255 sh | 581,255 | $21.7M | <0.01% | +32.7% |
| 56 | Swiss National Bank#56 · 516,100 sh | 516,100 | $19.3M | 0.01% | +3.6% |
| 57 | CLEARFIELD CAPITAL MANAGEMENT#57 · 514,379 sh | 514,379 | $19.2M | 13.46% | 0.0% |
| 58 | RAYMOND JAMES FINANCIAL#58 · 500,376 sh | 500,376 | $18.7M | <0.01% | +19.9% |
| 59 | Vident Advisory#59 · 484,806 sh | 484,806 | $18.1M | 0.13% | -16.5% |
| 60 | Jump Financial#60 · 482,743 sh | 482,743 | $18.0M | 0.14% | -26.9% |
| 61 | PLUSTICK MANAGEMENT#61 · 475,000 sh | 475,000 | $17.7M | 6.59% | -25.8% |
| 62 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#62 · 457,830 sh | 457,830 | $17.1M | — | -8.9% |
| 63 | DRIEHAUS CAPITAL MANAGEMENT#63 · 450,395 sh | 450,395 | $16.8M | 0.10% | New |
| 64 | THRIVENT FINANCIAL FOR LUTHERANS#64 · 4,089,000 sh | 4,089,000 | $16.3M | 0.03% | -28.4% |
| 65 | Focus Partners Wealth#65 · 428,376 sh | 428,376 | $16.0M | 0.02% | +293.3% |
| 66 | ALGERT GLOBAL#66 · 423,550 sh | 423,550 | $15.8M | 0.19% | +35.5% |
| 67 | Gillson Capital#67 · 519,964 sh | 519,964 | $15.8M | 0.93% | +104.0% |
| 68 | Lombard Odier Asset Management (Europe) Ltd#68 · 3,550,000 sh | 3,550,000 | $15.1M | 0.64% | New |
| 69 | Voleon Capital Management#69 · 391,803 sh | 391,803 | $14.6M | 0.27% | +53.2% |
| 70 | BIT Capital GmbH#70 · 386,458 sh | 386,458 | $14.4M | 0.43% | -2.4% |
| 71 | Nuveen#71 · 362,936 sh | 362,936 | $13.5M | <0.01% | -39.1% |
| 72 | IMC-Chicago#72 · 359,607 sh | 359,607 | $13.4M | <0.01% | +424.2% |
| 73 | Bleakley Financial Group#73 · 307,459 sh | 307,459 | $11.5M | 0.15% | 0.0% |
| 74 | Spear Advisors#74 · 300,897 sh | 300,897 | $11.2M | 3.85% | +19.5% |
| 75 | THAMES CAPITAL MANAGEMENT#75 · 288,167 sh | 288,167 | $10.7M | 0.88% | New |
| 76 | Clarity Financial#76 · 282,075 sh | 282,075 | $10.5M | 0.89% | New |
| 77 | THOR INVESTMENT MANAGEMENT /OH#77 · 279,271 sh | 279,271 | $10.4M | — | -30.9% |
| 78 | Krane Funds Advisors#78 · 270,730 sh | 270,730 | $10.1M | 0.36% | +297.7% |
| 79 | Shannon River Fund Management#79 · 265,474 sh | 265,474 | $9.9M | 0.88% | New |
| 80 | VANGUARD ASSET MANAGEMENT, Ltd#80 · 246,566 sh | 246,566 | $9.2M | <0.01% | +9.3% |
| 81 | Invesco Ltd.#81 · 244,822 sh | 244,822 | $9.1M | <0.01% | +35.6% |
| 82 | SG Americas Securities#82 · 233,809 sh | 233,809 | $8.7M | <0.01% | +241.4% |
| 83 | TFR Capital#83 · 233,428 sh | 233,428 | $8.7M | 2.45% | -37.4% |
| 84 | MARSHALL WACE, LLP#84 · 222,537 sh | 222,537 | $8.3M | <0.01% | +733.5% |
| 85 | Catalyst Funds Management Pty Ltd#85 · 220,700 sh | 220,700 | $8.2M | 0.46% | New |
| 86 | LMR Partners LLP#86 · 218,013 sh | 218,013 | $8.1M | 0.03% | New |
| 87 | DIMENSIONAL FUND ADVISORS#87 · 217,016 sh | 217,016 | $8.1M | <0.01% | +161.6% |
| 88 | RHUMBLINE ADVISERS#88 · 213,557 sh | 213,557 | $8.0M | <0.01% | -26.4% |
| 89 | STATE OF WISCONSIN INVESTMENT BOARD#89 · 210,301 sh | 210,301 | $7.8M | 0.02% | -11.8% |
| 90 | Schonfeld Strategic Advisors#90 · 206,051 sh | 206,051 | $7.7M | 0.03% | +47.7% |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#91 · 205,591 sh | 205,591 | $7.7M | 0.01% | +304.8% |
| 92 | Legal & General Group Plc#92 · 202,771 sh | 202,771 | $7.6M | <0.01% | +1.6% |
| 93 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#93 · 199,988 sh | 199,988 | $7.5M | 0.01% | -69.0% |
| 94 | GABELLI FUNDS#94 · 1,850,000 sh | 1,850,000 | $7.4M | 0.05% | -21.3% |
| 95 | Creative Planning#95 · 196,091 sh | 196,091 | $7.3M | <0.01% | +40.7% |
| 96 | Steamboat Capital Partners#96 · 193,105 sh | 193,105 | $7.2M | 1.54% | New |
| 97 | Russell Investments Group, Ltd.#97 · 190,912 sh | 190,912 | $7.1M | <0.01% | +349.3% |
| 98 | COMMONWEALTH EQUITY SERVICES#98 · 187,163 sh | 187,163 | $7.0M | <0.01% | +4.4% |
| 99 | ROYAL BANK OF CANADA#99 · 186,443 sh | 186,443 | $7.0M | <0.01% | +116.9% |
| 100 | Cetera Investment Advisers#100 · 182,889 sh | 182,889 | $6.8M | <0.01% | -1.2% |
Funds that sold out of APLD in Q2 2026 (62)
Held APLD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| T. Rowe Price Investment Management2,161,705 sh | 2,161,705 | $51.3M |
| HSBC PLC1,240,239 sh | 1,240,239 | $28.4M |
| Covalis Capital LLP738,143 sh | 738,143 | $17.5M |
| NEXT CENTURY GROWTH INVESTORS431,900 sh | 431,900 | $10.3M |
| KENNEDY CAPITAL MANAGEMENT240,854 sh | 240,854 | $5.7M |
| Blackstone211,110 sh | 211,110 | $5.0M |
| FINDELL CAPITAL MANAGEMENT170,000 sh | 170,000 | $4.0M |
| Covalis (Gibraltar) Ltd141,088 sh | 141,088 | $3.3M |
| Second Line Capital86,703 sh | 86,703 | $3.0M |
| TUDOR INVESTMENT ET AL109,280 sh | 109,280 | $2.6M |
| ExodusPoint Capital Management103,156 sh | 103,156 | $2.4M |
| Aptus Capital Advisors85,270 sh | 85,270 | $2.0M |
| Scientech Research68,813 sh | 68,813 | $1.6M |
| INTECH INVESTMENT MANAGEMENT63,155 sh | 63,155 | $1.5M |
| MIRABELLA FINANCIAL SERVICES LLP60,518 sh | 60,518 | $1.4M |
| SummitTX Capital, L.P.60,217 sh | 60,217 | $1.4M |
| Ratan Capital Management50,000 sh | 50,000 | $1.2M |
| Fiduciary Alliance28,125 sh | 28,125 | $866.5K |
| ProShare Advisors35,096 sh | 35,096 | $833.2K |
| Harvest Investment Services31,505 sh | 31,505 | $747.9K |
| REX Advisers29,800 sh | 29,800 | $707.5K |
| Baker Avenue Asset Management28,375 sh | 28,375 | $673.6K |
| GROUP ONE TRADING, L.P.23,146 sh | 23,146 | $549.5K |
| Golden State Equity Partners20,154 sh | 20,154 | $478.5K |
| Ameritas Investment Partners19,692 sh | 19,692 | $467.5K |
| Verition Fund Management16,124 sh | 16,124 | $382.8K |
| PRINCIPAL FINANCIAL GROUP15,521 sh | 15,521 | $368.5K |
| Patten Group15,157 sh | 15,157 | $359.8K |
| CIBC Bancorp USA13,981 sh | 13,981 | $331.9K |
| LBMC INVESTMENT ADVISORS11,930 sh | 11,930 | $283.2K |
| FOCUSED ALPHA11,223 sh | 11,223 | $266.4K |
| TWINBEECH CAPITAL10,500 sh | 10,500 | $249.3K |
| SteelPeak Wealth10,121 sh | 10,121 | $240.3K |
| Baer Investment Advisory9,698 sh | 9,698 | $230.2K |
| PCG Wealth Advisors9,200 sh | 9,200 | $218.4K |
| CIBC WORLD MARKET8,700 sh | 8,700 | $206.5K |
| Abacus Wealth Partners8,668 sh | 8,668 | $205.8K |
| Caption Management6,000 sh | 6,000 | $142.4K |
| Western Wealth Management3,665 sh | 3,665 | $87.0K |
| Opal Wealth Advisors2,230 sh | 2,230 | $52.9K |
| Global Assets Advisory2,230 sh | 2,230 | $52.9K |
| QUADRANT CAPITAL GROUP302 sh | 302 | $52.6K |
| Whipplewood Advisors1,950 sh | 1,950 | $46.3K |
| PRIVATE NA1,600 sh | 1,600 | $38.0K |
| Innovative Asset Advisors Group1,600 sh | 1,600 | $38.0K |
| DAGCO1,300 sh | 1,300 | $30.9K |
| NATIXIS1,299 sh | 1,299 | $30.8K |
| Bayforest Capital Ltd1,074 sh | 1,074 | $25.5K |
| CURIO WEALTH1,006 sh | 1,006 | $23.9K |
| Root Financial Partners458 sh | 458 | $10.9K |
| Berbice Capital Management200 sh | 200 | $4.7K |
| EASTERN BANK141 sh | 141 | $3.3K |
| VALLEY NATIONAL ADVISERS150 sh | 150 | $3.0K |
| Sound Income Strategies60 sh | 60 | $1.5K |
| Archer Investment42 sh | 42 | $997.00 |
| Marshall & Sterling Wealth Advisors25 sh | 25 | $594.00 |
| TWIN PEAKS WEALTH ADVISORS11 sh | 11 | $261.00 |
| Lloyd Advisory Services9 sh | 9 | $218.00 |
| Ares Financial Consulting6 sh | 6 | $147.00 |
| Millstone Evans Group4 sh | 4 | $95.00 |
| ISLAY CAPITAL MANAGEMENT2 sh | 2 | $47.00 |
| VESTOR CAPITAL4,112 sh | 4,112 | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.