Applied Digital Corporation (APLD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling APLD?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Applied Digital Corporation, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on APLD?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Applied Digital Corporation.

Is institutional money flowing into APLD?

165 institutional investors hold Applied Digital Corporation (APLD). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about APLD?

Track institutional sentiment and conviction scores for Applied Digital Corporation (APLD) including Smart Money Verdict and position changes on HoldingsIntel.

Applied Digital Corporation

APLD·038169207·US·equity·Technology - Information Technology Services-Activist

APLD (Applied Digital Corporation) is held by 165 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($592.6M), Hood River Capital Management LLC ($540.4M), BlackRock, Inc. ($511M). Net institutional sentiment: Mixed.

165

Holders

Avg rating(10 Elite)

$3.9B

Total Value

63% (184)

Fund Consensus

115 buying - 69 selling

Smart Money VerdictView all

43Weak MomentumSplit Signals

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See how APLD's score breaks down across 4 SEC sources

Held by 165 funds

10 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 26, 2026

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Increased	24.2M(+36.4%)	$592.6M	0.0%	+82.48%	41
Hood River Capital Management LLC	Increased	22M(+4.7%)	$540.4M	5.9%	+296.99%	64
BlackRock, Inc.	Increased	20.8M(+12.6%)	$511M	0.0%	+113.28%	35
Situational Awareness LP	Increased	11.3M(+87.0%)	$278M	5.0%	+71.73%	95
D. E. Shaw & Co., Inc.	Decreased	8.2M(-24.8%)	$201.2M	0.1%	+18.06%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	6.3M(+5.1%)	$154.2M	0.0%	+171.57%	32
Value Aligned Research Advisors, LLC	New	5.6M	$138.4M	1.4%	+8.60%	70
STATE STREET CORP	Increased	5.4M(+12.0%)	$133.2M	0.0%	+138.63%	34
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	4M(+25.5%)	$98.4M	0.1%	+108.36%	44
Marex Group plc	Increased	3.9M(+385x)	$95.7M	0.6%	+8.76%	68
BANK OF AMERICA CORP /DE/	Increased	3.8M(+155.5%)	$93.4M	0.0%	+18.22%	48
UBS Group AG	Increased	3.7M(+75.7%)	$91.5M	0.0%	+19.58%	45
MORGAN STANLEY	Increased	3.6M(+37.7%)	$87.3M	0.0%	+99.34%	39
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.2M(+4.8%)	$53.9M	0.0%	+181.91%	31
NORTHERN TRUST CORP	Increased	2.1M(+3.5%)	$50.5M	0.0%	+168.46%	30
GOLDMAN SACHS GROUP INC	Decreased	1.4M(-5.7%)	$34.7M	0.0%	+202.21%	0
JPMORGAN CHASE & CO	Increased	1.2M(+25.3%)	$29.6M	0.0%	+170.57%	35
HSBC HOLDINGS PLC	New	1.2M	$29.5M	0.0%	+8.60%	40
VOYA INVESTMENT MANAGEMENT LLC	Decreased	1.2M(-18.5%)	$29.3M	0.0%	+40.41%	0
BARCLAYS PLC	Increased	1.2M(+206.4%)	$28.9M	0.0%	+36.40%	46
WESTFIELD CAPITAL MANAGEMENT CO LP	New	1M	$25.4M	0.1%	+8.60%	47
Quadrature Capital Ltd	New	1M	$24.9M	0.3%	+8.60%	47
M&T BANK CORP	New	91,017	$24.7M	0.1%	+8.60%	40
FRANKLIN RESOURCES INC	Increased	872,669(+2692.1%)	$21.4M	0.0%	+8.91%	46
SEI INVESTMENTS CO	Increased	822,083(+21.4%)	$20.2M	0.0%	+142.23%	34
Bank of New York Mellon Corp	Increased	819,232(+32.6%)	$20.1M	0.0%	+115.94%	36
BNP PARIBAS FINANCIAL MARKETS	Decreased	813,106(-82.7%)	$19.9M	0.0%	+152.17%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Decreased	671,842(-10.9%)	$16.5M	0.1%	+151.93%	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	648,282(-32.2%)	$15.9M	0.1%	+176.48%	0
Vident Advisory, LLC	Decreased	641,152(-15.7%)	$15.7M	0.1%	+291.34%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	630,579(+24.3%)	$15.5M	0.0%	+16.08%	34
Connor, Clark & Lunn Investment Management Ltd.	New	591,391	$14.5M	0.0%	+8.60%	39
LPL Financial LLC	Increased	586,129(+27.0%)	$14.4M	0.0%	+122.46%	35
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	570,087	$14M	0.0%	+8.60%	39
Nuveen, LLC	Increased	548,670(+6.1%)	$13.5M	0.0%	+70.20%	30
Swiss National Bank	Increased	496,400(+26.9%)	$12.2M	0.0%	+102.13%	35
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	440,175(-5.0%)	$10.8M	0.0%	+58.11%	0
CITIGROUP INC	Increased	417,309(+660.5%)	$10.2M	0.0%	+19.07%	45
FEDERATED HERMES, INC.	Increased	394,173(+182.2%)	$9.7M	0.0%	+11.77%	45
WELLS FARGO & COMPANY/MN	Decreased	378,132(-79.1%)	$9.3M	0.0%	+26.03%	0
RAYMOND JAMES FINANCIAL INC	Increased	360,648(+11.9%)	$8.8M	0.0%	+81.99%	31
AMERIPRISE FINANCIAL INC	New	356,401	$8.7M	0.0%	+8.60%	38
FMR LLC	Increased	336,086(+88.3%)	$8.2M	0.0%	+16.84%	43
STIFEL FINANCIAL CORP	Decreased	324,474(-11.0%)	$8M	0.0%	+108.81%	0
DRIEHAUS CAPITAL MANAGEMENT LLC	Decreased	321,371(-77.0%)	$7.9M	0.1%	+96.24%	0
TWO SIGMA INVESTMENTS, LP	Decreased	317,118(-89.5%)	$7.8M	0.0%	+18.06%	0
NOMURA HOLDINGS INC	Decreased	306,485(-48.2%)	$7.5M	0.0%	+438.18%	0
MARSHALL WACE, LLP	Decreased	302,940(-82.0%)	$7.4M	0.0%	+57.20%	0
DEUTSCHE BANK AG\	Increased	299,654(+7.8%)	$7.3M	0.0%	+61.89%	30
RHUMBLINE ADVISERS	Decreased	298,268(-3.9%)	$7.3M	0.0%	+241.70%	0
MILLENNIUM MANAGEMENT LLC	Decreased	291,315(-21.4%)	$7.1M	0.0%	+227.48%	0
Squarepoint Ops LLC	Increased	256,587(+1.2%)	$6.3M	0.0%	+21.48%	27
Verition Fund Management LLC	Increased	250,402(+407.0%)	$6.1M	0.0%	+24.74%	44
Caption Management, LLC	Increased	250,000(+46.8%)	$6.1M	0.0%	+78.18%	37
FIRST TRUST ADVISORS LP	Decreased	249,737(-43.3%)	$6.1M	0.0%	+18.06%	0
ALLIANCEBERNSTEIN L.P.	Increased	249,629(+14.3%)	$6.1M	0.0%	+182.86%	31
Man Group plc	New	245,311	$6M	0.0%	+8.60%	38
Legal & General Group Plc	Increased	240,967(+10.9%)	$5.9M	0.0%	+132.89%	30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	238,097(+24.6%)	$5.8M	0.0%	+100.81%	33
SIMPLEX TRADING, LLC	Decreased	233,669(-3.8%)	$5.7M	0.0%	+279.24%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	222,292(+1181.4%)	$5.5M	0.0%	+14.28%	44
Cetera Investment Advisers	Increased	202,662(+58.2%)	$5M	0.0%	+40.68%	38
Kestra Advisory Services, LLC	Decreased	198,822(-0.1%)	$4.9M	0.0%	+224.62%	0
JANUS HENDERSON GROUP PLC	Increased	187,604(+114.6%)	$4.6M	0.0%	+51.28%	43
STATE OF WISCONSIN INVESTMENT BOARD	Increased	182,267(+144.7%)	$4.5M	0.0%	+45.97%	43
Invesco Ltd.	Increased	178,565(+9.3%)	$4.4M	0.0%	+249.92%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	132,898(+27.1%)	$3.3M	0.0%	+159.38%	33
NEW YORK STATE COMMON RETIREMENT FUND	Increased	131,239(+6.7%)	$3.2M	0.0%	+63.59%	28
MetLife Investment Management, LLC	Increased	131,222(+5.0%)	$3.2M	0.0%	+17.57%	28
Focus Partners Wealth	Increased	124,659(+130.4%)	$3.1M	0.0%	+12.51%	43
NATIONAL BANK OF CANADA /FI/	Decreased	121,000(-52.2%)	$3M	0.0%	+27.94%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	116,062(-4.1%)	$2.8M	0.0%	+177.50%	0
Virtu Financial LLC	Decreased	115,953(-16.6%)	$2.8M	0.1%	+18.06%	0
ROYAL BANK OF CANADA	Decreased	111,326(-75.6%)	$2.7M	0.0%	+92.89%	0
Mirae Asset Global Investments Co., Ltd.	New	109,054	$2.7M	0.0%	+8.60%	36
VICTORY CAPITAL MANAGEMENT INC	Decreased	104,009(-24.4%)	$2.6M	0.0%	+31.45%	0
Creative Planning	Increased	99,286(+43.3%)	$2.4M	0.0%	+69.74%	35
Blackstone Inc.	New	98,678	$2.4M	0.0%	+8.60%	36
State of New Jersey Common Pension Fund D	Decreased	94,433(-30.0%)	$2.3M	0.0%	+18.06%	0
Private Advisor Group, LLC	Increased	93,225(+7.5%)	$2.3M	0.0%	+157.72%	28
Point72 Asset Management, L.P.	New	92,915	$2.3M	0.0%	+8.60%	36
Mitsubishi UFJ Asset Management Co., Ltd.	Decreased	78,083(-52.4%)	$2.2M	0.0%	+175.48%	0
JONES FINANCIAL COMPANIES LLLP	Increased	88,982(+22.9%)	$2.2M	0.0%	+54.75%	31
NewEdge Advisors, LLC	Increased	88,336(+81.0%)	$2.2M	0.0%	+34.06%	40
OSAIC HOLDINGS, INC.	Increased	84,574(+60.1%)	$2.1M	0.0%	+64.12%	37
TD ASSET MANAGEMENT INC	Increased	83,134(+111.4%)	$2M	0.0%	+12.88%	42
INTECH INVESTMENT MANAGEMENT LLC	Increased	75,099(+35.8%)	$1.8M	0.0%	+130.18%	34
Arizona State Retirement System	Increased	69,859(+17.1%)	$1.7M	0.0%	+117.46%	30
Police & Firemen's Retirement System of New Jersey	Increased	64,049(+7.6%)	$1.6M	0.0%	+97.03%	28
Jain Global LLC	Increased	59,522(+40.4%)	$1.5M	0.0%	+43.25%	34
PRUDENTIAL FINANCIAL INC	Increased	59,980(+121.1%)	$1.4M	0.0%	+44.22%	41
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	41,513(+117.4%)	$1.4M	0.0%	+12.75%	41
ExodusPoint Capital Management, LP	Decreased	56,922(-14.9%)	$1.4M	0.0%	+151.93%	0
ENVESTNET ASSET MANAGEMENT INC	New	54,811	$1.3M	0.0%	+8.60%	35
KLP KAPITALFORVALTNING AS	Increased	53,700(+29.4%)	$1.3M	0.0%	+117.30%	32
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	52,530(+37.0%)	$1.3M	0.0%	+85.41%	33
NISA INVESTMENT ADVISORS, LLC	Decreased	49,786(-12.1%)	$1.2M	0.0%	+44.87%	0
Twin Tree Management, LP	Decreased	45,767(-16.1%)	$1.1M	0.0%	+18.06%	0
Pictet Asset Management Holding SA	Increased	44,362(+26.9%)	$1.1M	0.0%	+70.58%	31
ProShare Advisors LLC	Increased	44,078(+20.3%)	$1.1M	0.0%	+147.58%	30
Mariner, LLC	Increased	41,416(+261.6%)	$1M	0.0%	+11.06%	40
AQR CAPITAL MANAGEMENT LLC	Increased	41,153(+66.0%)	$1M	0.0%	+70.49%	37
CAPTRUST FINANCIAL ADVISORS	Increased	39,238(+90.2%)	$962,116	0.0%	+75.33%	39
XTX Topco Ltd	Increased	37,883(+101.5%)	$928,891	0.0%	+51.33%	40
Wealthfront Advisers LLC	Decreased	36,904(-4.6%)	$904,886	0.0%	+41.96%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Increased	35,000(+6.4%)	$858,200	0.0%	+275.63%	26
STRS OHIO	Increased	33,400(+40.9%)	$818,968	0.0%	+50.62%	33
Russell Investments Group, Ltd.	Increased	32,663(+56.0%)	$800,905	0.0%	+19.61%	35
HighTower Advisors, LLC	Increased	32,043(+11.9%)	$785,694	0.0%	+74.69%	28
OneDigital Investment Advisors LLC	Increased	30,470(+3.7%)	$747,124	0.0%	+272.25%	26
Clear Street Group Inc.	Decreased	27,788(-96.8%)	$681,362	0.0%	+18.06%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	27,559(+30.8%)	$675,746	0.0%	+15.68%	31
Rockefeller Capital Management L.P.	Increased	26,130(+0.3%)	$640,708	0.0%	+151.02%	24
Steward Partners Investment Advisory, LLC	Increased	26,115(+23.5%)	$640,340	0.0%	+143.90%	30
&PARTNERS	Increased	24,172(+33.1%)	$592,697	0.0%	+15.56%	31
MML INVESTORS SERVICES, LLC	New	23,792	$583,380	0.0%	+8.60%	34
Tidal Investments LLC	Decreased	21,314(-55.2%)	$522,619	0.0%	+43.45%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	20,204(-71.6%)	$495,402	0.0%	+152.01%	0
NewEdge Wealth, LLC	Increased	19,772(+1.4%)	$484,809	0.0%	+337.83%	24
Amundi	Increased	19,359(+167.4%)	$474,683	0.0%	+11.95%	39
Brevan Howard Capital Management LP	Decreased	18,689(-56.7%)	$458,254	0.0%	+299.27%	0
XPONANCE LLC	Increased	18,561(+11.2%)	$455,116	0.0%	+124.93%	27
Allspring Global Investments Holdings, LLC	New	15,823	$444,785	0.0%	+8.60%	33
BLAIR WILLIAM & CO/IL	Decreased	16,859(-20.9%)	$413,383	0.0%	+224.94%	0
CITADEL ADVISORS LLC	Decreased	16,270(-99.6%)	$398,940	0.0%	+139.67%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	13,056(-24.6%)	$395,075	0.0%	+18.06%	0
Ensign Peak Advisors, Inc	Decreased	15,750(-58.1%)	$386,190	0.0%	+344.34%	0
CIBC WORLD MARKETS CORP	Decreased	15,735(-27.8%)	$385,822	0.0%	+294.02%	0
GUGGENHEIM CAPITAL LLC	Decreased	15,003(-35.8%)	$367,874	0.0%	+18.06%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	14,564(+144.7%)	$357,108	0.0%	+51.72%	38
Engineers Gate Manager LP	New	14,229	$348,895	0.0%	+8.60%	33
ASSETMARK, INC	New	14,223	$348,748	0.0%	+8.60%	33
Equitable Holdings, Inc.	New	13,965	$342,422	0.0%	+8.60%	33
PRINCIPAL FINANCIAL GROUP INC	Decreased	13,121(-18.3%)	$321,727	0.0%	+184.80%	0
Vanguard Personalized Indexing Management, LLC	Increased	12,966(+14.7%)	$317,926	0.0%	+97.84%	27
BANK OF MONTREAL /CAN/	New	12,374	$303,411	0.0%	+8.60%	32
Swiss Life Asset Management Ltd	Increased	12,005(+18.8%)	$294,363	0.0%	+16.45%	28
Neuberger Berman Group LLC	Decreased	11,026(-91.6%)	$270,358	0.0%	+151.93%	0
Cresset Asset Management, LLC	Decreased	10,608(-57.4%)	$260,106	0.0%	+18.06%	0
Wealthspire Advisors, LLC	Increased	10,276(+690.5%)	$251,968	0.0%	+9.71%	37
Quantinno Capital Management LP	Decreased	10,272(-88.8%)	$251,869	0.0%	+128.33%	0
Optiver Holding B.V.	New	8,954	$219,552	0.0%	+8.60%	32
Rafferty Asset Management, LLC	New	8,912	$218,522	0.0%	+8.60%	32
Cerity Partners LLC	New	8,908	$218,424	0.0%	+8.60%	32
CIBC WORLD MARKET INC.	New	8,700	$213,324	0.0%	+8.60%	32
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	8,328(-68.3%)	$204,202	0.0%	+325.20%	0
Farther Finance Advisors, LLC	Increased	8,317(+260.7%)	$203,927	0.0%	+25.02%	37
AE Wealth Management LLC	New	8,289	$203,248	0.0%	+8.60%	32
MACKENZIE FINANCIAL CORP	Decreased	8,366(-33.7%)	$201,057	0.0%	+222.51%	0
US BANCORP \DE\	Increased	7,021(+5.0%)	$172,155	0.0%	+193.64%	24
MAI Capital Management	New	5,045	$123,704	0.0%	+8.60%	31
Allworth Financial LP	Increased	4,751(+172.1%)	$116,495	0.0%	+25.89%	35
Vontobel Holding Ltd.	Decreased	4,283(-28.9%)	$105,019	0.0%	+18.06%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4,089(+4.5%)	$100,263	0.0%	+75.81%	23
Federation des caisses Desjardins du Quebec	Increased	3,069(+28.4%)	$75,249	0.0%	+134.29%	27
DANSKE BANK A/S	New	2,200	$53,944	0.0%	+8.60%	29
NATIXIS	Decreased	1,926(-78.6%)	$47,226	0.0%	+153.92%	0
Centiva Capital, LP	New	1,895	$46,465	0.0%	+8.60%	28
CIBC Private Wealth Group LLC	Increased	635(+72.1%)	$15,570	0.0%	+63.09%	18
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	461,126(-88.8%)	$11,307	0.0%	+20.76%	0
WHITTIER TRUST CO	New	50	$1,513	0.0%	+8.60%	17
COMERICA BANK	New	16	$392	0.0%	+8.60%	17
Walleye Capital LLC	Decreased	13(-100.0%)	$319	0.0%	+23.10%	0
BNP Paribas Asset Management Holding S.A.	Increased	3,497(+76.4%)	$86	0.0%	+51.47%	17
JOHNSON INVESTMENT COUNSEL INC	Exited	0(-100.0%)	$5.3M	0.0%	+8.71%	0
Parallax Volatility Advisers, L.P.	Exited	0(-100.0%)	$1.2M	0.0%	+254.69%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$2.1M	0.0%	+8.71%	0
NVIDIA CORP	Exited	0(-100.0%)	$177M	0.0%	+194.02%	0
TWO SIGMA ADVISERS, LP	Exited	0(-100.0%)	$3M	0.0%	+8.71%	0
DIMENSIONAL FUND ADVISORS LP	Exited	0(-100.0%)	$886,470	0.0%	+8.71%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$165.1M	0.0%	+8.71%	0
BALYASNY ASSET MANAGEMENT L.P.	Exited	0(-100.0%)	$1M	0.0%	+8.71%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$7.3M	0.0%	+167.12%	0
LMR Partners LLP	Exited	0(-100.0%)	$2.1M	0.0%	+8.71%	0
TUDOR INVESTMENT CORP ET AL	Exited	0(-100.0%)	$7.2M	0.0%	+131.98%	0
AMERICAN CENTURY COMPANIES INC	Exited	0(-100.0%)	$911,314	0.0%	+202.13%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$72.9M	0.0%	+47.67%	0
MOORE CAPITAL MANAGEMENT, LP	Exited	0(-100.0%)	$573,500	0.0%	+8.71%	0
Belvedere Trading LLC	Exited	0(-100.0%)	$144,132	0.0%	+131.98%	0
CI INVESTMENTS INC.	Exited	0(-100.0%)	$210	0.0%	+287.27%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$37,234	0.0%	+109.00%	0
Mitsubishi UFJ Trust & Banking Corp	Exited	0(-100.0%)	$271,793	0.0%	+8.71%	0
CANTOR FITZGERALD, L. P.	Exited	0(-100.0%)	$309,208	0.0%	+131.98%	0

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