APPLIED DIGITAL CORP (APLD) is held by 166 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Hood River Capital Management LLC as of Q1 2026.

Are institutions buying or selling APLD?

In Q1 2026, 105 institutions opened or increased positions in APPLIED DIGITAL CORP while 76 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on APLD?

HoldingsIntel scores APPLIED DIGITAL CORP across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for APLD. In Q1 2026, the institutional leg showed net inflows: 105 buying versus 76 selling.

How many hedge funds hold APLD?

166 institutional investors report holding APPLIED DIGITAL CORP (APLD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into APLD?

As of Q1 2026, tracked institutions in APPLIED DIGITAL CORP show 105 buyers versus 76 sellers — net inflows.

APPLIED DIGITAL CORP

APLD·038169207·US·Common Stock·Technology - Information Technology Services-Activist

166

Holders

(18 Elite)

$4.1B

Total Value

58% (181)

Consensus

105 buying - 76 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 166 funds

18 elite

Who's Trading

ActivistWCWesley Cummins7.6%Jul 8, 2026

Activist

JANE STREET GROUP, LLC7.1%May 12, 2026

InsiderNNNottenburg Richard NSell $432KApr 30, 2026

InsiderNNNottenburg Richard NSell $400KApr 28, 2026

ActivistVPVanguard Portfolio Management5.4%Apr 28, 2026

InsiderMSMILLER DOUGLAS SSell $350KApr 27, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

Activist

Hood River Capital Management LLC7.9%Feb 17, 2026

InsiderHCHASTINGS CHUCKSell $1.8MJan 29, 2026

InsiderCWCummins WesSell $6.0MJan 16, 2026

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Hood River Capital Management LLC	Increased	23.1M(+4.7%)	$547.8M	5.5%	+317.16%	64
BlackRock, Inc.	Increased	20.9M(+0.3%)	$496.1M	0.0%	+153.29%	31
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	14.8M	$351.5M	0.0%	+19.12%	43
Situational Awareness LP	Increased	13.5M(+18.9%)	$320M	2.3%	+83.65%	64
VAVANGUARD CAPITAL MANAGEMENT LLC	New	10.8M	$255.8M	0.0%	+19.12%	43
GOLDMAN SACHS GROUP INC	Increased	8M(+466.0%)	$190M	0.0%	+35.09%	49
VAValue Aligned Research Advisors, LLC	Increased	6.7M(+18.2%)	$158.3M	0.8%	+27.67%	50
GEODE CAPITAL MANAGEMENT, LLC	Increased	6.4M(+2.0%)	$152.2M	0.0%	+212.97%	31
STATE STREET CORP	Increased	5.6M(+2.5%)	$132.2M	0.0%	+174.82%	31
UBS Group AG	Increased	4.5M(+20.7%)	$106.9M	0.0%	+37.82%	36
BNP PARIBAS FINANCIAL MARKETS	Increased	3.4M(+322.3%)	$81.5M	0.0%	+38.98%	48
DED. E. Shaw & Co., Inc.	Decreased	3.4M(-58.6%)	$80.7M	0.0%	+40.63%	0
Marex Group Ltd	Decreased	3.4M(-13.3%)	$80.4M	0.5%	+29.55%	0
BANK OF AMERICA CORP /DE/	Decreased	3.3M(-14.3%)	$77.5M	0.0%	+40.83%	0
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	3M(-25.3%)	$71.2M	0.1%	+148.21%	0
MORGAN STANLEY	Decreased	2.9M(-18.5%)	$68.9M	0.0%	+137.45%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	2.2M(-1.7%)	$51.3M	0.0%	+235.82%	0
BARCLAYS PLC	Increased	2.1M(+80.8%)	$50.5M	0.0%	+39.75%	45
NORTHERN TRUST CORP	Increased	2.1M(+2.9%)	$50.3M	0.0%	+205.12%	30
VFVANGUARD FIDUCIARY TRUST CO	New	1.7M	$40M	0.0%	+19.12%	40