Applied Digital CORP (APLD) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

APLD ranks #1012 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

APLD is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

APLD is a top-conviction position for Dba Trading, LLC — at 66.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in APLD belongs to Hood River Capital Management LLC, but the position matters far more to Dba Trading, LLC, who has 66.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

TD Waterhouse Canada Inc. has added to its APLD position for two straight quarters, increasing it by $130.4K to reach $148.0K today.

NFSG Corp has trimmed its APLD position for two straight quarters, cutting it by $910.3K while still holding $87.8K.

APLD is down 11.5% today, but institutions show net buying of $1.7B this quarter — a divergence between today's price move and the underlying institutional flow.

APLD reported a net loss of $184.3M over the trailing twelve months.

• Not yet profitable — net loss of $184.3M over the trailing twelve months
• Revenue grew 104.9% year over year
• Net income improved year over year, from -$231.1M to -$184.3M
• Generated $89.7M in positive operating cash flow
• Current ratio of 4.01x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.60x equity — a highly leveraged balance sheet worth noting