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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| 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 | 200,000 |
| Q1 2023 | 1 | $204 | 91,100 |
| Q4 2022 | 1 | $149 | 80,900 |
| Q3 2022 | 1 | $38 | 22,400 |
| Q2 2022 | 1 | $30 | 28,100 |
Related APLD Institutional Insights:
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- APLD Institutional Ownership & 13F Activity
- APLD Top Institutional Shareholders
- APLD Institutional Buying Activity
- APLD Institutional Selling Activity
- Technology Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
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