| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Cummins Wes | 7.6% | +2.9% | $518,701,537 | 21,154,050 | 0% | Wesley Cummins | 06 Jan 2026 | |
| JANE STREET GROUP, LLC | 6.1% | +10% | $391,520,627 | +$67,596,426 | 17,067,159 | +21% | JANE STREET GROUP, LLC | 30 Sep 2025 |
| BlackRock, Inc. | 7.3% | $81,567,219 | 15,419,134 | BlackRock, Inc. | 31 Dec 2024 | |||
| Hood River Capital Management LLC | 7.2% | $80,129,862 | 15,147,422 | Hood River Capital Management LLC | 31 Dec 2024 | |||
| VANGUARD GROUP INC | 6% | $67,500,585 | 12,760,035 | The Vanguard Group | 31 Dec 2024 | |||
| CLEARFIELD CAPITAL MANAGEMENT LP | 2.4% | $26,480,571 | 5,005,779 | CLEARFIELD CAPITAL MANAGEMENT LP | 31 Dec 2024 |
As of 30 Sep 2025, 363 institutional investors reported holding 177,690,456 shares of Applied Digital Corp. - Common Stock, par value $0.001 per share (APLD). This represents 64% of the company’s total 278,342,763 outstanding shares.
The largest institutional shareholders of Applied Digital Corp. - Common Stock, par value $0.001 per share (APLD) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | 7.6% | 21,046,654 | -3.7% | 5.7% | $482,810,243 |
| BlackRock, Inc. | 6.6% | 18,509,611 | +26% | 0.01% | $424,610,476 |
| VANGUARD GROUP INC | 6.4% | 17,722,174 | +23% | 0.01% | $406,546,672 |
| D. E. Shaw & Co., Inc. | 3.9% | 10,905,830 | 0.2% | $250,179,740 | |
| NVIDIA CORP | 2.8% | 7,716,050 | 0% | 4.6% | $177,006,187 |
| JANE STREET GROUP, LLC | 2.6% | 7,198,999 | 0.19% | $165,145,037 | |
| Situational Awareness LP | 2.2% | 6,064,155 | -8% | 6.5% | $139,111,716 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 5,981,592 | +19% | 0.01% | $137,237,945 |
| STATE STREET CORP | 1.7% | 4,848,822 | +18% | 0% | $111,231,977 |
| BNP PARIBAS FINANCIAL MARKETS | 1.7% | 4,685,538 | 0% | 0.08% | $107,486,242 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.5% | 4,103,972 | +3111% | 0.01% | $94,146,000 |
| CITADEL ADVISORS LLC | 1.4% | 3,971,115 | +18% | 0.07% | $91,097,379 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.1% | 3,199,135 | +20% | 0.12% | $73,388,157 |
| RENAISSANCE TECHNOLOGIES LLC | 1.1% | 3,178,300 | +101% | 0.1% | $72,910,202 |
| TWO SIGMA INVESTMENTS, LP | 1.1% | 3,031,154 | 0.11% | $69,534,673 | |
| MORGAN STANLEY | 0.93% | 2,585,357 | -34% | 0% | $59,308,098 |
| UBS Group AG | 0.76% | 2,122,830 | +680% | 0.01% | $48,697,720 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.75% | 2,100,308 | +13% | 0.01% | $48,181,066 |
| T. Rowe Price Investment Management, Inc. | 0.74% | 2,055,489 | 0.03% | $47,153,000 | |
| NORTHERN TRUST CORP | 0.71% | 1,989,477 | +20% | 0.01% | $45,638,602 |
| WELLS FARGO & COMPANY/MN | 0.65% | 1,811,950 | +919% | 0.01% | $41,566,134 |
| MARSHALL WACE, LLP | 0.6% | 1,681,848 | +157% | 0.04% | $38,581,593 |
| PLUSTICK MANAGEMENT LLC | 0.59% | 1,640,000 | -25% | 16% | $37,621,600 |
| 272 Capital LP | 0.59% | 1,631,453 | 0% | 95% | $37,425,531 |
| HRT FINANCIAL LP | 0.58% | 1,623,112 | +11% | 0.14% | $37,234,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,213,155 | $54,434,764 | -$10,988,504 | $24.52 | 56 |
| 2025 Q3 | 177,690,456 | $4,075,432,269 | +$815,574,350 | $22.94 | 363 |
| 2025 Q2 | 143,572,234 | $1,446,128,803 | -$19,135,746 | $10.07 | 277 |
| 2025 Q1 | 144,772,736 | $813,692,728 | -$26,983,301 | $5.62 | 239 |
| 2024 Q4 | 145,452,125 | $1,111,431,062 | +$57,031,420 | $7.64 | 235 |
| 2024 Q3 | 135,378,410 | $1,115,674,652 | +$412,983,991 | $8.25 | 173 |
| 2024 Q2 | 84,016,148 | $499,593,401 | +$121,433,937 | $5.95 | 135 |
| 2024 Q1 | 62,954,506 | $269,428,990 | +$26,558,456 | $4.28 | 113 |
| 2023 Q4 | 1,311,062 | $8,836,558 | -$1,703,036 | $6.74 | 3 |
| 2023 Q3 | 54,132,467 | $337,782,314 | +$26,744,964 | $6.24 | 127 |
| 2023 Q2 | 48,437,429 | $452,854,167 | +$128,827,345 | $9.35 | 124 |
| 2023 Q1 | 35,005,730 | $78,411,509 | +$11,656,941 | $2.24 | 73 |
| 2022 Q4 | 31,519,995 | $57,996,188 | +$15,858,842 | $1.84 | 63 |
| 2022 Q3 | 22,978,294 | $39,060,000 | +$6,433,901 | $1.70 | 54 |
| 2022 Q2 | 20,584,782 | $21,614,000 | +$20,203,004 | $1.05 | 42 |