L3VLUP
ProSign in

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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
30,289,414
combined, among listed positions
Reported value
$1.1bn
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: 24 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +18,052,240.

Managers listing APLD in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Two Sigma Investments LP10,299,117$384m0.28%Added+8,706,51514 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,033,821$113m0.05%Trimmed-365,12014 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC3,033,280$113m0.48%Added+2,949,31314 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,795,876$67m0.07%Added+1,592,19714 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,792,699$67munder 0.1%Added+940,26414 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,372,681$51munder 0.1%Added+1,067,4322 Sep 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,336,486$50m0.06%Added+790,26914 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC1,242,028$46munder 0.1%Added+5,69114 Aug 2026 (the filing on sec.gov)
Millennium Management LLC1,065,869$40munder 0.1%Added+979,63114 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP1,014,085$38munder 0.1%Trimmed-214,54014 Aug 2026 (the filing on sec.gov)
Tiger Global Management LLC885,000$33m0.14%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP836,833$31munder 0.1%Added+664,38914 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP789,009$29munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd244,822$9.1munder 0.1%Added+64,23514 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP222,537$8.3munder 0.1%Added+195,83713 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC206,051$7.7munder 0.1%Added+66,51914 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)161,916$6.0munder 0.1%Trimmed-276,11613 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC149,398$5.6munder 0.1%Trimmed-53,65427 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP126,007$4.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd112,529$4.2munder 0.1%Trimmed-672,62314 Aug 2026 (the filing on sec.gov)
Man Group PLC101,979$3.8munder 0.1%Added+16,74614 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC98,328$3.7munder 0.1%Newnew4 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC65,722$2.5munder 0.1%Added+23,94214 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP100,490$2.4munder 0.1%Trimmed-149,42314 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP53,630$2.0munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (9)

Exited (3)

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 →