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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

APLD

APLD 13F Positioning & Ownership Changes

Applied Digital CORP

+$314.2M

Net Activity

Institutions Holding

467

Popularity Rank

#1201

Avg Weight

0.34%

Total Value

$6.3B

Ownership Trend

467 institutions currently hold APLD, with 260 net buyers and 208 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

208

Net Buying Institutions

260

Key Holders

Key Holders

Top 5 by Value

HR
Hood River Capital Management LLC
$547.8M
BI
BlackRock, Inc.
$496.1M
VP
Vanguard Portfolio Management LLC
$351.5M
JS
Jane Street Group, LLC
$328.2M
SA
Situational Awareness Partners LP
$320.0M

Top 5 by Conviction

DT
Dba Trading, LLC
65.75%
HR
Hood River Capital Management LLC
5.49%
OM
Oasis Management Co Ltd.
2.81%
SA
Situational Awareness Partners LP
2.34%
SA
Situational Awareness LP
2.34%
View all 467 holding institutions

Across its top 20 institutional holders, APLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 42/100).

Quarterly Activity

Recent Activity

+$3.8B

Total Buy Value

$2.4B

Total Sell Value

New buy86
Trim136
Add174
Sold out72

260

Net Buyers

208

Net Sellers

Smart Money Convergence

APLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-08
Reporting PersonTypeFiling DateShares% of Class
Wesley Cummins13D/A2026-07-0822.04M7.6%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

038169207, 038169108

FAQ

Who are the top institutional investors holding APPLIED DIGITAL CORP (APLD)?
Major stakeholders currently include Hood River Capital Management LLC ($547.8M), BlackRock, Inc. ($496.1M), Vanguard Portfolio Management LLC ($351.5M). Based on the latest 13F filings, there are a total of 467 tracked investment funds and institutions maintaining positions in APLD.
What is the overall institutional sentiment toward APLD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $314.2M, driven by 260 managers accumulating shares while 208 reduced their exposure.
Which institutions have been selling or reducing their APLD positions?
In the latest period, 136 funds trimmed their holdings, and 72 managers completely exited their positions. The aggregate reported sell value was $2.4B.
Are there any notable investors adding APLD to their portfolios?
Yes, buying activity remains notable. 86 institutions opened new positions in {ticker}, and 174 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.8B.

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