Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in APLD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | 23.1M | $547.8M | +4.7% | 8.061% | 5.49% |
| 2 | BlackRock, Inc. | 20.9M | $496.1M | +0.3% | 7.300% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.8M | $351.5M | β | 5.173% | 0.02% |
| 4 | Situational Awareness LP | 13.5M | $320.0M | +18.9% | 4.709% | 6.03% |
| 5 | Situational Awareness Partners LP | 13.5M | $320.0M | β | 4.709% | 6.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 10.8M | $255.8M | β | 3.764% | 0.01% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.7M | $253.7M | -16.3% | 3.733% | 0.03% |
| 8 | CITADEL ADVISORS LLC | 8.3M | $195.9M | -24.5% | 2.883% | 0.09% |
| 9 | GOLDMAN SACHS GROUP INC | 8.0M | $190.0M | +447.6% | 2.796% | 0.02% |
| 10 | NOMURA HOLDINGS INC | 7.8M | $185.4M | -1.9% | 2.728% | 0.61% |
| 11 | UBS Group AG | 7.0M | $165.9M | +11.9% | 2.441% | 0.02% |
| 12 | Value Aligned Research Advisors, LLC | 6.9M | $164.6M | +22.8% | 2.422% | 0.81% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 6.4M | $152.2M | +2.0% | 2.240% | 0.01% |
| 14 | DBA TRADING, LLC | 5.6M | $132.4M | β | 1.948% | 65.75% |
| 15 | STATE STREET CORP | 5.6M | $132.2M | +2.5% | 1.945% | 0.00% |
| 16 | BNP PARIBAS ARBITRAGE, SA | 3.4M | $81.5M | +322.3% | 1.200% | 0.04% |
| 17 | Marex Group plc | 3.4M | $80.4M | -13.3% | 1.183% | 0.22% |
| 18 | BANK OF AMERICA CORP /DE/ | 3.3M | $77.5M | -14.3% | 1.140% | 0.01% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.0M | $71.2M | -25.3% | 1.048% | 0.10% |
| 20 | MORGAN STANLEY | 2.9M | $68.9M | -18.5% | 1.014% | 0.00% |
| 21 | BARCLAYS PLC | 2.6M | $62.6M | +53.3% | 0.922% | 0.03% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $51.3M | -1.7% | 0.755% | 0.01% |
| 23 | NORTHERN TRUST CORP | 2.1M | $50.3M | +2.9% | 0.741% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $40.0M | β | 0.589% | 0.01% |
| 25 | TWO SIGMA INVESTMENTS, LP | 1.6M | $37.8M | +402.2% | 0.556% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in APLD β a direct measure of their conviction.
Filings activity in APLD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 442 | +5.5% | 43.68% | +4.25 pp | $5.34B | +11% |
| Q4 2025 | 419 | +17% | 39.43% | +1.71 pp | $4.82B | +4.5% |
| Q3 2025 | 357 | +29% | 37.72% | +24.52 pp | $4.61B | +186% |
| Q2 2025 | 276 | +15% | 13.20% | +6.67 pp | $1.61B | +102% |
| Q1 2025 | 239 | +3.9% | 6.53% | 1.99 pp | $798M | 23% |
| Q4 2024 | 230 | +44% | 8.52% | 0.84 pp | $1.04B | 8.9% |
| Q3 2024 | 160 | +26% | 9.36% | +5.50 pp | $1.14B | +142% |
| Q2 2024 | 127 | β | 3.86% | β | $472M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying APLD stock.
Based on Q1 2026 13F filings, institutional ownership of Applied Digital Corporation stands at 43.7%, held across 442 reporting institutions.
Hood River Capital Management LLC is the largest reported institutional holder of APLD, with approximately 23,075,612 shares worth $0.55B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of APLD, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for APLD is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
100 institutions opened new positions in APLD during Q1 2026, while 77 fully exited. 137 added to existing positions and 199 trimmed.
APLD institutional ownership rose by 4.25 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 58.4% of all reported 13F value in APLD, and the top 25 account for 84.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Applied Digital Corporation (APLD) Institutional Ownership