APPLIED DIGITAL CORP (APLD) Institutional Ownership

APLD is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $319.98M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Situational Awareness Partners, which reported ownership valued at approximately $319.98M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Situational Awareness Partners's APLD position is now estimated to be worth approximately $614.21M, representing an estimated gain of +91.95% since the filing period.

Major shareholders tracked on this page include Situational Awareness Partners, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward APPLIED DIGITAL CORP (APLD).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$319,978,11813,478,438
Q4 20251$278,033,75111,339,060
Q3 20252$212,021,9189,242,455
Q2 20252$82,269,8868,169,800
Q1 20251$22,680,0724,035,600
Q4 20241$3,135,234410,371
Q3 20241$7,052,925854,900
Q2 20231$1,870200,000
Q1 20231$20491,100
Q4 20221$14980,900
Q3 20221$3822,400
Q2 20221$3028,100