APPLIED DIGITAL CORP (APLD) Institutional Ownership
APLD is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $506.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Situational Awareness Partners, which reported ownership valued at approximately $469.02M in its June 30, 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 $432.62M, representing an estimated loss of -7.76% since the filing period.
Major shareholders tracked on this page include Situational Awareness Partners, Tiger Global Management, Polen Capital Management, 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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 4 | $506,521,541 | 16,389,944 |
| Q1 2026 | 1 | $319,978,118 | 13,478,438 |
| Q4 2025 | 1 | $278,033,751 | 11,339,060 |
| Q3 2025 | 2 | $212,021,918 | 9,242,455 |
| Q2 2025 | 2 | $82,269,886 | 8,169,800 |
| Q1 2025 | 1 | $22,680,072 | 4,035,600 |
| Q4 2024 | 1 | $3,135,234 | 410,371 |
| Q3 2024 | 1 | $7,052,925 | 854,900 |
| Q2 2023 | 1 | $1,870,000 | 200,000 |
| Q1 2023 | 1 | $204,000 | 91,100 |
| Q4 2022 | 1 | $149,000 | 80,900 |
| Q3 2022 | 1 | $38,000 | 22,400 |
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