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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
All Only new positions Only increased Only reduced
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
6 Chase Coleman Tiger Global Management 885.00K $33.01M 0.1% New +885.0K — +$33.01M
7 Steve Cohen Point72 Asset Management 789.01K $29.43M 0.0% New +789.0K — +$29.43M
8 Polen Capital Polen Capital Management 98.33K $3.67M 0.0% New +98.3K — +$3.67M
9 Dan Loeb Third Point 22.00K $820.60K 0.0% New +22.0K — +$820.60K

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
Chamber BothHouseSenate
Party AllDemocratsRepublicansIndependents
Traded Any timeLast 30 daysLast 90 daysLast 12 months
All Purchases Sales Exchanges Large: $50K+ Very large: $250K+ Filed late (45+ days)
Column filters

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

No politician trades match these filters.