Who owns APLD?
Institutional ownership of Applied Digital Corporation from Form 13F, Q2 2026
565 institutional managers reported holding Applied Digital Corporation (APLD) in Form 13F filings for Q2 2026, with 214,634,819 shares worth $7.9B. The largest reported holder was Hood River Capital Management LLC. Managers that filed both quarters added a net 17,503,487 shares (+8.9%). 166 opened new positions and 63 sold out.
- Funds holding
- 565
- Value held
- $7.9B
- New / sold out
- 166 / 63
- Net shares, same filers
- +8.9%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of APLD
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Hood River Capital Management LLC | $840M | 10.5% | 22,518,887 | Trimmed |
| Vanguard Portfolio Management LLC | $512M | 6.4% | 13,728,812 | Trimmed |
| BlackRock, Inc. | $499M | 6.2% | 13,375,070 | Trimmed |
| Situational Awareness LP | $469M | 7.2% | 15,384,616 | Added |
| Vanguard Capital Management LLC | $431M | 5.4% | 11,555,819 | Added |
| Two Sigma Investments, LP | $384M | 4.8% | 10,299,117 | Added |
| Equitec Proprietary Markets, LLC | $312M | 3.9% | 8,373,964 | New |
| Goldman Sachs Group Inc | $260M | 3.3% | 6,980,959 | Trimmed |
| Geode Capital Management, LLC | $222M | 2.3% | 4,877,618 | Trimmed |
| Value Aligned Research Advisors, LLC | $207M | 2.6% | 5,546,030 | Trimmed |
| Oasis Management Co Ltd. | $187M | 2.3% | 5,007,317 | Added |
| State Street Corp | $167M | 2.1% | 4,482,378 | Trimmed |
| Dba Trading, LLC | $132M | 2.6% | 5,576,235 | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $131M | 1.6% | 3,516,146 | Added |
| BNP Paribas Financial Markets | $122M | 1.5% | 3,278,874 | Trimmed |
| Norges Bank | $115M | 1.4% | 3,088,677 | New |
| D. E. Shaw & Co., Inc. | $113M | 1.4% | 3,033,821 | Trimmed |
| Voloridge Investment Management, LLC | $113M | 1.4% | 3,033,280 | Added |
| Morgan Stanley | $110M | 1.4% | 2,947,256 | Added |
| UBS Group AG | $108M | 1.3% | 2,884,430 | Trimmed |
| Bank of America Corp | $97.6M | 1.2% | 2,615,865 | Trimmed |
| HRT Financial LP | $77.1M | 1.0% | 2,067,003 | Added |
| Ameriprise Financial Inc | $76.8M | 1.0% | 2,058,415 | Added |
| Barclays PLC | $68.7M | 0.9% | 1,842,002 | Trimmed |
| Squarepoint Ops LLC | $67.0M | 0.8% | 1,795,876 | Added |
Share of 13F holdings is each fund's shares as a share of the 214,634,819 APLD shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Two Sigma Investments, LP Added+$325M
- Equitec Proprietary Markets, LLC New+$312M
- Oasis Management Co Ltd. Added+$148M
- Norges Bank New+$115M
- Voloridge Investment Management, LLC Added+$110M
- HRT Financial LP Added+$75.7M
- Squarepoint Ops LLC Added+$59.4M
- Situational Awareness LP Added+$58.1M
- Ameriprise Financial Inc Added+$53.8M
- Citadel Advisors LLC Added+$39.8M
Biggest sellers in Q2 2026
- BlackRock, Inc. Trimmed-$281M
- Marex Group Ltd Trimmed-$122M
- Geode Capital Management, LLC Trimmed-$69.7M
- JPMorgan Chase & Co Trimmed-$64.1M
- UBS Group AG Trimmed-$60.3M
- T. Rowe Price Investment Management, Inc. Sold out-$51.3M
- Value Aligned Research Advisors, LLC Trimmed-$41.9M
- State Street Corp Trimmed-$40.5M
- Vanguard Portfolio Management LLC Trimmed-$40.2M
- Goldman Sachs Group Inc Trimmed-$38.2M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $2.0B and sold $1.3B; 162 added and 160 trimmed.
Schedule 13D and 13G filings on APLD
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-06-17JANE STREET GROUP, LLC SCHEDULE 13G filed by Applied Digital CorporationSchedule 13G
- 2025-06-04CoreWeave, Inc. SCHEDULE 13G filed by CoreWeave Inc.Schedule 13G
- 2025-02-04BlackRock, Inc. SCHEDULE 13G filed by BlackRock Inc.Schedule 13G
- 2025-01-31VANGUARD GROUP INC SCHEDULE 13G filed by Applied Digital CorporationSchedule 13G
Questions about APLD ownership
- Who owns APLD stock?
- 565 institutional investment managers reported APLD positions in their Form 13F filings for Q2 2026, holding 214,634,819 shares worth $7.9B in total. Hood River Capital Management LLC reported the largest position.
- Are funds buying or selling APLD?
- In Q2 2026, 166 managers opened new APLD positions, 162 added, 160 trimmed and 63 sold out. Managers that filed in both quarters added a net 17,503,487 shares.
- How current is this APLD institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to APLD by CUSIP. Options are left out. APLD news and filings · APLD insider trades · Top funds