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APLD in the 13F filings

Applied Digital Corp · CUSIP 038169207

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
12,237,174
combined, among listed positions
Reported value
$291m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -807,760.

Managers listing APLD in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
D. E. Shaw & Co.3,398,941$81munder 0.1%Trimmed-4,807,60915 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,592,602$38munder 0.1%Added+1,275,48415 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,236,337$29munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,228,625$29munder 0.1%Added+598,04615 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc852,435$20munder 0.1%Added+391,30915 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd785,152$19munder 0.1%Added+597,54818 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC546,217$13munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)438,032$10munder 0.1%Added+101,94615 May 2026 (the filing on sec.gov)
Citadel Advisors LLC305,249$7.2munder 0.1%Added+288,97915 May 2026 (the filing on sec.gov)
AllianceBernstein LP249,913$6.1munder 0.1%Added+28415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC203,679$4.8munder 0.1%Trimmed-52,90815 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC203,052$4.8munder 0.1%Added+192,02627 Oct 2026 (the filing on sec.gov)
Invesco Ltd180,587$4.3munder 0.1%Added+2,02212 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP172,444$4.1munder 0.1%Trimmed-49,84815 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC139,532$3.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Tudor Investment Corp109,280$2.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP103,156$2.4munder 0.1%Added+46,23414 May 2026 (the filing on sec.gov)
Quantbot Technologies LP94,292$2.2m0.09%Newnew13 May 2026 (the filing on sec.gov)
Millennium Management LLC86,238$2.0munder 0.1%Trimmed-205,07715 May 2026 (the filing on sec.gov)
Man Group PLC85,233$2.0munder 0.1%Trimmed-160,07815 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC83,967$2.0munder 0.1%Trimmed-587,87515 May 2026 (the filing on sec.gov)
Walleye Capital LLC56,065$1.3munder 0.1%Added+56,05213 May 2026 (the filing on sec.gov)
AQR Capital Management LLC41,780$992kunder 0.1%Added+62715 May 2026 (the filing on sec.gov)
Marshall Wace LLP26,700$634kunder 0.1%Trimmed-276,24015 May 2026 (the filing on sec.gov)
Verition Fund Management LLC16,124$383kunder 0.1%Trimmed-234,27815 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015Q3 2023Q4 2023Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APLD by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20231$8.7mn.a.n.a.
Q4 20231$49m10
Q3 20241$15m10
Q4 20244$13m31
Q1 20252$6.9m22
Q2 20251$33m10
Q3 20257$614m61
Q4 20252$218m1118
Q1 20262$83m1810
Q2 202611$778m2411

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APLD and GOOGL →APLD and META →APLD and SPCX →Choose a stock to compare with APLD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APLD, latest filings →Back to the 13F Explorer →