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Applied Digital Corp. hedge fund holdings

APLDNASDAQ
$25.38+1.22 (+5.05% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

APLD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-4.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025140114$331M$365M266Aug 14, 2025
Q3 202521096$1.26B$508M344Nov 14, 2025
Q4 2025220130$1.18B$1.17B410Feb 14, 2026
Q1 2026195154$842M$480M432May 15, 2026
Q2 2026264170$1.78B$1.29B537Aug 14, 2026

Quarterly action breakdown

Q2 2026
537 filers
New position
148
$578M+15.5M sh
Increased
116
$1.2B+32.3M sh
Reduced
124
-$1.11B-29.8M sh
Out / sold
46
-$172M-4.61M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Equitec Proprietary Markets, LLCNew Buy+$312M$312M55.84%Jul 20, 2026
Oasis Management Co Ltd.Added 384.82%+$148M$187M9.95%Aug 14, 2026
Voloridge Investment Management, LLCAdded 3512.47%+$110M$113M0.48%Aug 14, 2026
Situational Awareness LPAdded 14.14%+$58.1M$469M2.32%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Sell 100%-$51.3M$00.00%Aug 14, 2026
Value Aligned Research Advisors, LLCReduce 16.83%-$41.9M$207M0.52%Aug 17, 2026
Tiger Global Management LLCNew Buy+$33M$33M0.14%Aug 14, 2026
Hood River Capital Management LLCReduce 2.41%-$20.8M$840M6.09%Aug 14, 2026
Westfield Capital Management Co LPAdded 91.78%+$18.6M$38.8M0.13%Aug 12, 2026
Covalis Capital LLPSell 100%-$17.5M$00.00%Aug 13, 2026
Driehaus Capital Management LLCNew Buy+$16.8M$16.8M0.10%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundReduce 69.04%-$16.6M$7.46M0.01%Aug 13, 2026
Jefferies Financial Group Inc.Reduce 91.04%-$15.6M$1.54M0.01%Aug 17, 2026
Van Eck Associates CorpReduce 21.76%-$14.8M$53.1M0.03%Aug 14, 2026
IMC-Chicago, LLCAdded 424.23%+$10.9M$13.4M0.00%Aug 6, 2026
Thames Capital Management LLCNew Buy+$10.7M$10.7M0.88%Aug 12, 2026
Clarity Financial LLCNew Buy+$10.5M$10.5M0.89%Jul 20, 2026
Next Century Growth Investors LLCSell 100%-$10.3M$00.00%Aug 14, 2026
Shannon River Fund Management LLCNew Buy+$9.9M$9.9M0.88%Aug 13, 2026
Tidal Investments LLCAdded 24.84%+$8.57M$43.1M0.07%Aug 13, 2026
Catalyst Funds Management Pty LtdNew Buy+$8.23M$8.23M0.46%Aug 10, 2026
Gillson Capital LPAdded 103.99%+$8.03M$15.8M0.93%Aug 14, 2026
Wellington Management Group LLPReduce 17.46%-$8M$37.8M0.01%Aug 14, 2026
Krane Funds Advisors LLCAdded 297.70%+$7.56M$10.1M0.36%Aug 14, 2026
Steamboat Capital Partners, LLCNew Buy+$7.2M$7.2M1.54%Aug 14, 2026
ArrowMark Colorado Holdings LLCReduce 75.65%-$6.96M$2.24M0.09%Aug 13, 2026
Plustick Management LLCReduce 25.78%-$6.15M$17.7M6.59%Aug 14, 2026
Lord, Abbett & Co. LLCReduce 13.66%-$5.99M$37.9M0.11%Aug 14, 2026
Vennlight Capital Management, LPNew Buy+$5.79M$5.79M3.88%Aug 14, 2026
Kennedy Capital Management LLCSell 100%-$5.72M$00.00%Aug 14, 2026
Jain Global LLCNew Buy+$5.61M$5.61M0.02%Aug 14, 2026
TFR Capital, LLC.Reduce 37.41%-$5.2M$8.71M2.45%Aug 6, 2026
Voleon Capital Management LPAdded 53.20%+$5.08M$14.6M0.27%Aug 14, 2026
Nomura Holdings IncReduce 44.01%-$5.07M$6.45M0.01%Aug 14, 2026
McGuire Investment Group, LLCAdded 501.44%+$4.84M$5.81M0.51%Jul 27, 2026
Thor Investment Management Inc /Oh/Reduce 30.94%-$4.67M$10.4M5.92%Jul 23, 2026
Lisanti Capital Growth, LLCNew Buy+$4.55M$4.55M1.00%Aug 10, 2026
Capital Fund Management S.A.New Buy+$4.43M$4.43M0.02%Aug 13, 2026
Treasurer of the State of North CarolinaNew Buy+$4.05M$4.05M0.01%Aug 14, 2026
Findell Capital Management LLCSell 100%-$4.04M$00.00%Aug 14, 2026
First Trust Advisors LPReduce 44.82%-$3.79M$4.67M0.00%Aug 11, 2026
Polen Capital Management LLCNew Buy+$3.67M$3.67M0.03%Aug 4, 2026
Vident Advisory, LLCReduce 16.52%-$3.58M$18.1M0.13%Aug 12, 2026
J. Goldman & Co LPNew Buy+$3.33M$3.33M0.09%Aug 14, 2026
Nomura Asset Management International Inc.New Buy+$3.3M$3.3M0.01%Aug 14, 2026
Second Line Capital, LLCSell 100%-$2.97M$00.00%Aug 12, 2026
Weiss Asset Management LPNew Buy+$2.94M$2.94M0.03%Aug 14, 2026
Timothy G. Youngquist 2020 Irrevocable TrustNew Buy+$2.61M$2.61M0.51%Aug 7, 2026
UniSuper Management Pty LtdNew Buy+$2.46M$2.46M0.01%Aug 14, 2026
Alight Capital Management LPAdded 65.80%+$2.45M$6.18M0.87%Aug 14, 2026
Perigon Wealth Management, LLCNew Buy+$2.44M$2.44M0.04%Aug 7, 2026
Cadent Capital Advisors, LLCNew Buy+$2.32M$2.32M0.48%Jul 14, 2026
MML Investors Services, LLCAdded 190.67%+$2.19M$3.33M0.01%Aug 7, 2026
Aptus Capital Advisors, LLCSell 100%-$2.02M$00.00%Aug 12, 2026
Credit Agricole S AReduce 88.98%-$1.96M$243K0.00%Aug 14, 2026
Whitaker-Myers Wealth Managers, LTD.New Buy+$1.84M$1.84M0.31%Jul 9, 2026
Elevatus Welath ManagementNew Buy+$1.83M$1.83M0.45%Aug 13, 2026
Spear Advisors LLCAdded 19.46%+$1.83M$11.2M3.85%Aug 14, 2026
Arete Wealth Advisors, LLCReduce 27.99%-$1.82M$4.68M0.31%Aug 13, 2026
Hunter Associates Investment Management LLCReduce 8.92%-$1.67M$17.1M1.97%Jul 23, 2026
Mutual Advisors, LLCNew Buy+$1.64M$1.64M0.03%Aug 14, 2026
GTS Securities LLCNew Buy+$1.64M$1.64M0.03%Aug 14, 2026
Aster Capital Management (DIFC) LtdAdded 3859.66%+$1.53M$1.57M0.34%Aug 14, 2026
PFG Investments, LLCAdded 119.50%+$1.48M$2.72M0.11%Jul 23, 2026
Sentinel Dome Partners, LLCNew Buy+$1.47M$1.47M1.07%Aug 14, 2026
SummitTX Capital, L.P.Sell 100%-$1.43M$00.00%Aug 14, 2026
Dockside LLCNew Buy+$1.4M$1.4M0.33%Aug 3, 2026
MRA Advisory GroupReduce 69.49%-$1.39M$609K0.22%Jul 8, 2026
Defiance ETFs, LLCAdded 84.25%+$1.37M$3M0.04%Aug 14, 2026
Stratos Wealth Partners, LTD.Reduce 29.12%-$1.3M$3.17M0.03%Aug 11, 2026
Ratan Capital Management LPSell 100%-$1.19M$00.00%Aug 18, 2026
Royal Fund Management, LLCAdded 301.52%+$965K$1.28M0.11%Jul 20, 2026
Flow Traders U.S. LLCNew Buy+$908K$908K0.04%Aug 14, 2026
Holocene Advisors, LPNew Buy+$900K$900K0.00%Aug 14, 2026
Fiduciary Alliance LLCSell 100%-$867K$00.00%Jul 20, 2026
Vontobel Holding Ltd.Reduce 39.14%-$828K$1.29M0.00%Aug 3, 2026
Concurrent Investment Advisors, LLCReduce 52.75%-$827K$741K0.01%Jul 27, 2026
Alphadyne Asset Management LPReduce 48.04%-$826K$893K0.01%Aug 14, 2026
Third Point LLCNew Buy+$821K$821K0.02%Aug 14, 2026
Axq Capital, LPNew Buy+$811K$811K0.09%Aug 6, 2026
Hennion & Walsh Asset Management, Inc.Added 102.29%+$788K$1.56M0.04%Jul 8, 2026
Twin Tree Management, LPReduce 55.08%-$784K$639K0.01%Aug 12, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 9.31%+$784K$9.2M0.01%Aug 13, 2026
Regal Partners LtdNew Buy+$780K$780K0.04%Aug 14, 2026
Worldquant Millennium Advisors LLCNew Buy+$759K$759K0.00%Aug 14, 2026
Caxton Associates LLPNew Buy+$755K$755K0.01%Aug 14, 2026
Harvest Investment Services, LLCSell 100%-$748K$00.00%Aug 14, 2026
Balboa Wealth PartnersReduce 43.58%-$686K$888K0.12%Aug 10, 2026
Bison Wealth, LLCNew Buy+$674K$674K0.06%Jul 7, 2026
Baker Avenue Asset Management, LPSell 100%-$674K$00.00%Jul 28, 2026
Allstate CorpReduce 41.93%-$672K$931K0.01%Aug 13, 2026
International Private Wealth Advisors LLCNew Buy+$611K$611K0.31%Aug 7, 2026
World Investment AdvisorsReduce 61.08%-$557K$355K0.01%Aug 14, 2026
Feynman Point Asset Management LLCReduce 30.76%-$533K$1.2M2.19%Aug 14, 2026
Himension Capital (Singapore) Pte. Ltd.New Buy+$523K$523K0.03%Aug 13, 2026
Oxinas Partners, LLCReduce 55.68%-$518K$413K0.16%Jul 14, 2026
Williamson Legacy Group, LLCNew Buy+$506K$506K0.25%Aug 13, 2026
Maryland State Retirement & Pension SystemNew Buy+$504K$504K0.01%Jul 30, 2026
Utah Retirement SystemsNew Buy+$496K$496K0.00%Aug 14, 2026
Colonial River Investments, LLCNew Buy+$479K$479K0.14%Jul 24, 2026

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