APPLIED DIGITAL CORP (APLD) Top Institutional Shareholders

APPLIED DIGITAL CORP (APLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.77B in APLD holdings during the latest filing period.

Hood River Capital Management Llc is currently the largest disclosed institutional shareholder of APLD tracked by InsiderSet, reporting ownership valued at approximately $547.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.05B, representing an estimated gain of +91.95% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed APLD value among the investors covered in this analysis. Major shareholders include Hood River Capital Management Llc, Blackrock, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in APPLIED DIGITAL CORP (APLD).

This page ranks the largest institutional APLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

453

Total Reported Value

$4.77B

Largest Holder

Hood River Capital Management Llc

Largest Position

$547.82M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

75

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Hood River Capital Management Llc5.49%23,075,612$547,815,029$1,051,555,639+$503,740,610+91.95%
Blackrock, Inc.0.01%20,896,101$496,073,448$952,235,323+$456,161,875+91.95%
Vanguard Portfolio Management Llc0.02%14,807,795$351,537,053$674,791,218+$323,254,165+91.95%
Situational Awareness PartnersLeopold Aschenbrenner8.30%13,478,438$319,978,118$614,212,420+$294,234,302+91.95%
Situational Awareness Partners Lp8.30%13,478,438$319,978,118$614,212,420+$294,234,302+91.95%
Vanguard Capital Management Llc0.01%10,775,681$255,814,667$491,047,783+$235,233,116+91.95%
Goldman Sachs Group Inc0.02%8,004,366$190,023,649$364,758,959+$174,735,310+91.95%
Value Aligned Research Advisors, Llc1.87%6,668,311$158,305,703$303,874,932+$145,569,229+91.95%
Geode Capital Management, Llc0.01%6,411,459$152,234,675$292,170,187+$139,935,512+91.92%
Dba Trading, Llc65.75%5,576,235$132,379,819$254,109,029+$121,729,210+91.95%
State Street Corp0.00%5,568,528$132,196,855$253,757,821+$121,560,966+91.95%
Ubs Group Ag0.02%4,500,887$106,851,057$205,105,421+$98,254,364+91.95%
Bnp Paribas Financial Markets0.05%3,434,056$81,524,489$156,489,932+$74,965,443+91.95%
D. E. Shaw & Co., Inc.0.06%3,398,941$80,690,859$154,889,741+$74,198,882+91.95%
Marex Group Plc0.93%3,385,062$80,361,373$154,257,275+$73,895,902+91.95%
Bank Of America Corp0.01%3,262,512$77,452,035$148,672,672+$71,220,637+91.95%
Mirae Asset Global Etfs Holdings Ltd.0.10%2,998,984$71,195,880$136,663,701+$65,467,821+91.95%
Morgan Stanley0.00%2,903,139$68,920,529$132,296,044+$63,375,515+91.95%
Charles Schwab Investment Management Inc0.01%2,162,278$51,332,480$98,535,008+$47,202,528+91.95%
Barclays Plc0.02%2,128,753$50,536,597$97,007,274+$46,470,677+91.95%
Northern Trust Corp0.01%2,119,543$50,317,950$96,587,575+$46,269,625+91.95%
Vanguard Fiduciary Trust Co0.01%1,686,116$40,028,394$76,836,306+$36,807,912+91.95%
Two Sigma Investments, Lp0.03%1,592,602$37,808,371$72,574,873+$34,766,502+91.95%
Voya Investment Management Llc0.03%1,414,711$33,585,239$64,468,380+$30,883,141+91.95%
Jane Street Group, Llc0.03%1,236,337$29,350,640$56,339,877+$26,989,237+91.95%
Wellington Management Group Llp0.01%1,228,625$29,167,557$55,988,441+$26,820,884+91.95%
Hsbc Holdings Plc0.02%1,240,239$28,376,668$56,517,691+$28,141,023+99.17%
Citigroup Inc0.02%1,145,940$27,204,616$52,220,486+$25,015,870+91.95%
Sei Investments Co0.02%1,093,701$25,964,444$49,839,955+$23,875,511+91.95%
Franklin Resources Inc0.01%1,059,833$25,160,435$48,296,590+$23,136,155+91.95%
Oasis Management Co Ltd.2.90%1,032,817$24,519,076$47,065,471+$22,546,395+91.95%
Tidal Investments Llc0.07%924,689$21,952,117$42,138,078+$20,185,961+91.95%
Bank Of New York Mellon Corp0.00%799,764$18,986,407$36,445,245+$17,458,838+91.95%
Janus Henderson Group Plc0.01%785,152$18,637,580$35,779,377+$17,141,797+91.97%
Covalis Capital Llp1.08%738,143$17,523,515$33,637,177+$16,113,662+91.95%
Jump Financial, Llc0.23%660,481$15,679,818$30,098,119+$14,418,301+91.95%
Lpl Financial Llc0.00%656,588$15,587,399$29,920,715+$14,333,316+91.95%
Healthcare Of Ontario Pension Plan Trust Fund0.03%646,051$15,337,251$29,440,544+$14,103,293+91.95%
Ameriprise Financial Inc0.00%615,051$14,601,311$28,027,874+$13,426,563+91.95%
Nuveen, Llc0.00%596,266$14,155,355$27,171,842+$13,016,487+91.95%
Federated Hermes, Inc.0.02%580,732$13,786,578$26,463,957+$12,677,379+91.95%
Vident Advisory, Llc0.12%580,718$13,786,246$26,463,319+$12,677,073+91.95%
Balyasny Asset Management L.P.0.03%546,217$12,967,192$24,891,109+$11,923,917+91.95%
Westfield Capital Management Co Lp0.05%542,092$12,869,264$24,703,132+$11,833,868+91.95%
Clearfield Capital Management Lp6.70%514,379$12,211,357$23,440,251+$11,228,894+91.95%
Swiss National Bank0.01%498,000$11,822,520$22,693,860+$10,871,340+91.95%
Jefferies Financial Group Inc.0.13%459,504$10,908,625$20,939,597+$10,030,972+91.95%
Fmr Llc0.00%438,032$10,398,873$19,961,118+$9,562,245+91.95%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%437,947$10,396,862$19,957,245+$9,560,383+91.95%
Next Century Growth Investors Llc0.74%431,900$10,253,306$19,681,683+$9,428,377+91.95%

Frequently asked questions about APLD

  • Who owns the most APLD stock?

    The largest holders of APLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for APPLIED DIGITAL CORP (APLD).

  • Is APLD widely held by superinvestors?

    Many widely followed stocks like APLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APLD is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.