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Applied Digital Corp. 13F holders

567 funds reported a position in Applied Digital Corp. in their 13F for the quarter ended 30 June 2026, together 214.6 million shares worth $7.86 billion. Against the quarter before, 158 opened a position, 163 added, 161 trimmed and 62 sold out; together they bought a net 14.2 million shares. The largest holders: Hood River Capital Management LLC, Vanguard Portfolio Management LLC and BlackRock, Inc.

Funds holding567+108 on Q1 2026
Shares they held214.6Mworth $7.86 billion
Net bought on the quarter14.2M sharesabout $519.9 million at the funds' values
Funds buying to selling321 to 223opened or added, to cut or sold
Opened 158Added 163Held 80Trimmed 161Sold out 62
Opened: 158 fundsAdded: 163 fundsHeld: 80 fundsTrimmed: 161 fundsSold out: 62 funds

What each fund did in APLD against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 170 funds, 136.0 million shares170Q3 2024Q4 2024: 244 funds, 146.0 million shares244Q4 2024Q1 2025: 251 funds, 147.2 million shares251Q1 2025Q2 2025: 282 funds, 144.5 million shares282Q2 2025Q3 2025: 369 funds, 179.2 million shares369Q3 2025Q4 2025: 437 funds, 181.9 million shares437Q4 2025Q1 2026: 459 funds, 211.3 million shares459Q1 2026Q2 2026: 567 funds, 214.6 million shares567Q2 2026

Funds reporting a position in APLD in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 103 reported a position in Applied Digital Corp.: 12 opened one, 42 added, 20 trimmed and 23 sold out, a net 129,652 shares bought.

FundChange in sharesShares nowStatusFiling
Dilation Capital Management LP+123,560123,560new13F
Royal Fund Management, LLC+63,50097,950added13F
Two Seas Capital LP+50,00050,000new13F
Inspire Investing, LLC+32,58932,589new13F
Hennion & Walsh Asset Management, Inc.+29,33771,124added13F
M.e. Allison & Co., Inc.+26,00026,000new13F
SteelPeak Wealth, LLC+19,19819,198new13F
Perigon Wealth Management, LLC+17,60183,027added13F
Axxcess Wealth Management, LLC+16,97625,164added13F
SBI Securities Co., Ltd.+15,30537,333added13F
Whitaker-Myers Wealth Managers, LTD.+13,78363,137added13F
Vontobel Holding Ltd.+13,38247,877added13F
Register Financial Advisors LLC+11,85085,600added13F
TrueWealth Advisors, LLC+11,75021,965added13F
Lanark Financial, Inc.-8,866300trimmed13F
Prime Capital Investment Advisors, LLC-8,47751,837trimmed13F
Hunter Associates Investment Management LLC+8,371466,201added13F
Tactive Advisors, LLC-7,713141,635trimmed13F
Apollon Wealth Management, LLC-7,47412,943trimmed13F
Krilogy Financial LLC+6,98521,228added13F
Concurrent Investment Advisors, LLC+6,43126,290added13F
Abel Hall, LLC-6,1258,504trimmed13F
UniSuper Management Pty Ltd-5,54560,380trimmed13F
TD Waterhouse Canada Inc.+5,4326,117added13F
Heck Capital Advisors, LLC+4,90012,745added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 9 reported a position in Applied Digital Corp. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 10.3 million shares worth $384.2 million, 0.3% of its reported book. New this quarter: Tiger Global Management, Point72 Asset Management, Third Point. Sold out: Ratan Capital. In the quarter, 6 funds added or opened a position and 3 trimmed or sold out; together they bought a net 10.6 million shares, about $395.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Two Sigma Investments10,299,117$384.2 million0.3%+8,706,515added30 June 202613F
Geode Capital Management4,877,618$221.7 million0.0%-1,533,841trimmed30 June 202613F
Norges Bank3,088,677$115.2 million0.0%held30 June 202613F
Citadel Advisors1,372,681$51.2 million0.0%+1,067,432added30 June 202613F
Millennium Management1,065,869$39.8 million0.0%+979,631added30 June 202613F
Tiger Global Management885,000$33.0 million0.1%+885,000new30 June 202613F
Point72 Asset Management789,009$29.4 million0.0%+789,009new30 June 202613F
FMR LLC161,916$6.0 million0.0%-276,116trimmed30 June 202613F
Third Point22,000$820,6000.0%+22,000new30 June 202613F
Ratan Capital0$00.0%-50,000exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Hood River Capital Management LLC22,518,88710.49%$840.0 million6.09%-556,72513F
Vanguard Portfolio Management LLC13,728,8126.40%$512.1 million0.02%-1,078,98313F
BlackRock, Inc.13,375,0706.23%$498.9 million0.01%-7,521,03113F
Situational Awareness LP15,384,6167.17%$469.0 million2.33%+1,906,17813F
Vanguard Capital Management LLC11,555,8195.38%$431.0 million0.01%+780,13813F
Two Sigma Investments, LP10,299,1174.80%$384.2 million0.30%+8,706,51513F
Equitec Proprietary Markets, LLC8,373,9643.90%$312.3 million77.22%new13F
Goldman Sachs Group Inc.6,980,9593.25%$260.4 million0.03%-1,023,40713F
Geode Capital Management, LLC4,877,6182.27%$221.7 million0.01%-1,533,84113F
Value Aligned Research Advisors, LLC5,546,0302.58%$206.9 million1.24%-1,122,28113F
Oasis Management Co Ltd.5,007,3172.33%$186.8 million21.73%+3,974,50013F
State Street Corp.4,482,3782.09%$167.2 million0.01%-1,086,15013F
Dba Trading, LLC5,576,2352.60%$132.4 million66.54%no change13F
Mirae Asset Global ETFS Holdings Ltd.3,516,1461.64%$131.2 million0.16%+517,16213F
BNP Paribas Financial Markets3,278,8741.53%$122.3 million0.07%-155,18213F
Norges Bank3,088,6771.44%$115.2 million0.01%13F
D. E. Shaw & Co., Inc.3,033,8211.41%$113.2 million0.07%-365,12013F
Voloridge Investment Management, LLC3,033,2801.41%$113.1 million0.48%+2,949,31313F
Morgan Stanley2,947,2561.37%$109.9 million0.01%+44,11713F
UBS Group AG2,884,4301.34%$107.6 million0.02%-1,616,45713F
Bank of America Corp.2,615,8651.22%$97.6 million0.01%-646,64713F
HRT Financial LP2,067,0030.96%$77.1 million0.14%+2,028,64813F
Ameriprise Financial Inc.2,058,4150.96%$76.8 million0.02%+1,443,36413F
Barclays PLC1,842,0020.86%$68.7 million0.02%-286,75113F
Squarepoint Ops LLC1,795,8760.84%$67.0 million0.13%+1,592,19713F
Price T Rowe Associates Inc.1,792,6990.84%$66.9 million0.01%+940,26413F
Charles Schwab Investment Management Inc.1,683,2990.78%$62.8 million0.01%-478,97913F
Vanguard Fiduciary Trust Co.1,613,2760.75%$60.2 million0.01%-72,84013F
Van Eck Associates Corp.1,422,8680.66%$53.1 million0.03%-395,72113F
Northern Trust Corp.1,381,8150.64%$51.5 million0.01%-737,72813F
Citadel Advisors LLC1,372,6810.64%$51.2 million0.03%+1,067,43213F
Balyasny Asset Management L.P.1,336,4860.62%$49.9 million0.09%+790,26913F
Voya Investment Management LLC1,263,5200.59%$47.1 million0.04%-151,19113F
Jane Street Group, LLC1,242,0280.58%$46.3 million0.03%+5,69113F
Sei Investments Co.1,238,9330.58%$46.2 million0.04%+145,23213F
Tidal Investments LLC1,154,4170.54%$43.1 million0.10%+229,72813F
Millennium Management LLC1,065,8690.50%$39.8 million0.03%+979,63113F
Westfield Capital Management Co. LP1,039,6410.48%$38.8 million0.13%+497,54913F
Lord, Abbett & Co. LLC1,015,0550.47%$37.9 million0.11%-160,58713F
Wellington Management Group LLP1,014,0850.47%$37.8 million0.01%-214,54013F
Bank of Montreal955,2910.45%$35.6 million0.01%+918,62713F
Tiger Global Management LLC885,0000.41%$33.0 million0.14%new13F
Susquehanna International Group, LLP836,8330.39%$31.2 million0.03%+664,38913F
Point72 Asset Management, L.P.789,0090.37%$29.4 million0.05%new13F
LPL Financial LLC774,7060.36%$28.9 million0.01%+118,11813F
Bank of New York Mellon Corp746,0420.35%$27.8 million0.01%-53,72213F
Steward Partners Investment Advisory, LLC732,7220.34%$27.3 million0.14%+711,87913F
Citigroup Inc.727,3440.34%$27.1 million0.01%-418,59613F
Qube Research & Technologies Ltd694,0740.32%$25.9 million0.03%new13F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC581,2550.27%$21.7 million0.00%+143,30813F
The 50 largest of the 567 funds that reported a position in APLD in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on APLD

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls6,554,100$244.5 million30 June 202613F
Citadel AdvisorsPuts2,365,600$88.2 million30 June 202613F
Point72 Asset ManagementPuts789,300$29.4 million30 June 202613F
Point72 Asset ManagementCalls659,900$24.6 million30 June 202613F
Millennium ManagementCalls200,400$7.5 million30 June 202613F
Millennium ManagementPuts9,000$335,70030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
31 July 202613G/AVanguard Portfolio Management and 1 other13.8 million4.8%30 June 2026passive, institutional (13d-1(b))EDGAR
27 July 202613G/ABlackRock, Inc. and 1 other12.2 million4.3%30 June 2026passive, institutional (13d-1(b))EDGAR
8 July 202613D/AWesley Cummins22.0 million7.6%7 July 2026EDGAR
12 May 202613G/AJane Street Group, LLC and 11 others20.9 million7.1%31 March 2026passive, under 20% (13d-1(c))EDGAR
28 April 202613GVanguard Portfolio Management and 1 other15.0 million5.4%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/AHood River Capital Management LLC and 1 other22.0 million7.9%31 December 2025passive, institutional (13d-1(b))EDGAR
12 February 202613G/AJane Street Group, LLC and 9 others20.7 million7.0%31 December 2025passive, under 20% (13d-1(c))EDGAR
30 January 202613G/AThe Vanguard Group and 1 other24.2 million8.7%31 December 2025passive, institutional (13d-1(b))EDGAR
8 January 202613D/AWesley Cummins21.2 million7.6%6 January 2026EDGAR
13 November 202513G/AJane Street Group, LLC and 7 others17.1 million6.1%30 September 2025passive, under 20% (13d-1(c))EDGAR
4 November 202513D/AWesley Cummins21.2 million7.4%31 October 2025EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
23 September 2026555$28.54SEC
22 September 20261,596$28.19SEC
21 September 2026312,445$28.12SEC
18 September 202615,612$26.38SEC
15 September 202612,251$24.58SEC
14 September 20263,172$26.42SEC
10 September 202631,053$27.14SEC
9 September 2026443,408$28.31SEC
8 September 2026153,214$26.37SEC
4 September 20261,347$25.91SEC
3 September 202622$24.91SEC
2 September 2026143$24.29SEC
1 September 20262,300$25.41SEC
31 August 202620,109$25.34SEC
26 August 2026112,648$28.85SEC
18 August 202625,428$31.18SEC
17 August 202636,432$31.20SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 443,408 on 9 September 2026. A fail is an operational fact about settlement, not a position.