APLD · NASDAQ · Information Technology Services

Applied Digital (APLD)

Builds and leases power-dense AI data centers while operating legacy blockchain hosting.

$28.51
After hours−0.01 (−0.04%)
At close$28.52(+1.17%)

13F · 13D/G · Form 4

Institutions≈ 72.55%211.45M shares
632 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders11.59%33.78M shares
13 holders · as of Sep 14, 2026
Other≈ 15.86%46.25M shares
remainder

291.47M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Hood River Capital Management LLCInstitution
7.73%22.52Mas of Jun 30, 2026
Wesley CumminsInsider
7.56%22.04Mfiled Jul 8, 2026
Situational Awareness LPInstitution
5.28%15.38Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.71%13.73Mas of Jun 30, 2026
BlackRock, Inc.Institution
4.59%13.38Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.96%11.56Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
3.53%10.30Mas of Jun 30, 2026
Equitec Proprietary Markets, LLCInstitution
2.87%8.37Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.40%6.98Mas of Jun 30, 2026
Wes CumminsInsiderdirector, officer: CEO; Chairman
1.98%5.77Mfiled Aug 4, 2026
Dba Trading, LLCInstitution
1.91%5.58Mas of Jun 30, 2026
Value Aligned Research Advisors, LLCInstitution
1.90%5.55Mas of Jun 30, 2026
Oasis Management Co Ltd.Institution
1.72%5.01Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.67%4.88Mas of Jun 30, 2026
State Street CorpInstitution
1.54%4.48Mas of Jun 30, 2026
Mirae Asset Global Etfs Holdings Ltd.Institution
1.21%3.52Mas of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
1.12%3.28Mas of Jun 30, 2026
Norges BankInstitution
1.06%3.09Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
1.04%3.03Mas of Jun 30, 2026
Voloridge Investment Management, LLCInstitution
1.04%3.03Mas of Jun 30, 2026
Morgan StanleyInstitution
1.01%2.95Mas of Jun 30, 2026
UBS Group AGInstitution
0.99%2.88Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.90%2.62Mas of Jun 30, 2026
Jason Gechen ZhangInsiderofficer: President
0.87%2.54Mfiled Sep 14, 2026
HRT Financial LPInstitution
0.71%2.07Mas of Jun 30, 2026

13F, as of Jun 30, 2026

632 holders · 211.45M shares · 174 new positions · 344 increased · 170 reduced · 68 closed

HolderShares% outstandingChg q/qFiled
Hood River Capital Management LLC22.52M7.73%−556.7KAug 14, 2026
Situational Awareness LP15.38M5.28%+1.91MAug 14, 2026
Vanguard Portfolio Management LLC13.73M4.71%−1.08MAug 13, 2026
BlackRock, Inc.13.38M4.59%−7.52MAug 7, 2026
Vanguard Capital Management LLC11.56M3.96%+780.1KAug 13, 2026
Two Sigma Investments, LP10.30M3.53%+8.71MAug 14, 2026
Equitec Proprietary Markets, LLC8.37M2.87%+8.37MnewJul 20, 2026
Goldman Sachs Group Inc6.98M2.40%−1.02MAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Hood River Capital Management LLC7.89%22.04M13GFeb 17, 2026
Wesley Cummins7.60%22.04M13DJul 8, 2026
BlackRock, Inc.7.30%15.42M13GFeb 4, 2025
Jane Street Group, LLC7.10%20.89M13GMay 12, 2026
Vanguard Portfolio Management5.36%15.00M13GApr 28, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 4, 2026
Richard N. Nottenburgdirector
Sale75,000$31.15133,378
Apr 30, 2026
Richard N. Nottenburgdirector
Sale12,500$34.59208,378
Apr 28, 2026
Richard N. Nottenburgdirector
Sale12,500$32.00220,878
Apr 27, 2026
Douglas S. Millerdirector
Sale10,000$34.98184,859
Jan 29, 2026
Chuck Hastingsdirector
Sale45,987$38.57388,372
Jan 15, 2026
Richard N. Nottenburgdirector
Sale12,000$35.45233,378
Jan 14, 2026
Richard N. Nottenburgdirector
Sale11,606$35.28245,378
Jan 16, 2026
Wes Cumminsdirector, officer: CEO; Chairman
Sale165,000$36.424,176,329
Jan 12, 2026
Douglas S. Millerdirector
Sale10,000$38.54200,859
Nov 28, 2025
Douglas S. Millerdirector
Sale8,000$26.98210,859

House and Senate disclosures

Not reported.