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APLDInformation TechnologyCommon Stock

Applied Digital Corp

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 038169207 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 10 of the investors we track own this stock. In the latest quarter, 7 of them bought more of it and 2 sold some or all of theirs (4 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
+4 vs last quarter (like-for-like)
Total value held
$770.86M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$527.54M
+411.8% vs last quarter
Net shares bought
+12.2M
Est. net flow +$454.36M
Quarter activity
7 bought · 2 sold
4 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns APLD?

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Who owns APLD? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↑ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
10 Ken Fisher Fisher Asset Management 11.89K $443.50K 0.0% Reduced -1.5K -10.9% -$54.46K
9 Dan Loeb Third Point 22.00K $820.60K 0.0% New +22.0K — +$820.60K
8 Polen Capital Polen Capital Management 98.33K $3.67M 0.0% New +98.3K — +$3.67M
7 Steve Cohen Point72 Asset Management 789.01K $29.43M 0.0% New +789.0K — +$29.43M
6 Chase Coleman Tiger Global Management 885.00K $33.01M 0.1% New +885.0K — +$33.01M
5 Israel Englander Millennium Management 1.07M $39.76M 0.0% Added +979.6K +1136.0% +$36.54M
4 Ken Griffin Citadel Advisors 1.37M $51.20M 0.0% Added +1.1M +349.7% +$39.82M
3 David Shaw D.E. Shaw & Co. 3.03M $113.16M 0.1% Reduced -365.1K -10.7% -$13.62M
2 Norges Bank Norges Bank Investment Management 3.09M $115.21M 0.0% — — — —
1 Two Sigma Two Sigma Investments 10.30M $384.16M 0.3% Added +8.7M +546.7% +$324.75M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in APLD

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.