APPLIED DIGITAL CORP

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APLD·038169207·US·equity·Technology - Information Technology Services-Activist

APLD (APPLIED DIGITAL CORP) is held by 160 institutional investors as of Q1 2026. Largest holders: Hood River Capital Management LLC ($547.8M), BlackRock, Inc. ($496.1M), Situational Awareness LP ($320M). Net institutional sentiment: Mixed.

160

Holders

Avg rating(19 Elite)

$3.4B

Total Value

57% (180)

Fund Consensus

100 buying - 77 selling

Smart Money Verdict

View all

42Weak MomentumSplit Signals

Institutional (13F)65

Insider (Form 4)0

Activist (13D/13G)48

Congressional (STOCK Act)

No data

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See how APLD's score breaks down across 4 SEC sources

Holder Quality

19

★★★★★

Elite

53

★★★★

Strong

48

★★★

Solid

47

★★

Below

12

★

Weak

Held by 160 funds

19 elite

Who's Trading

ActivistJANE STREET GROUP, LLC7.1%

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (179)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Hood River Capital Management LLC	Increased	23.1M(+4.7%)	$547.8M	5.5%	+469.97%	64
BlackRock, Inc.	Increased	20.9M(+0.3%)	$496.1M	0.0%	+246.07%	31
SASituational Awareness LP	Increased	13.5M(+18.9%)	$320M	2.3%	+150.93%	64
GOLDMAN SACHS GROUP INC	Increased	8M(+466.0%)	$190M	0.0%	+84.57%	49
VAValue Aligned Research Advisors, LLC	Increased	6.7M(+18.2%)	$158.3M	0.8%	+74.44%	50
GEODE CAPITAL MANAGEMENT, LLC	Increased	6.4M(+2.0%)	$152.2M	0.0%	+327.61%	31
STATE STREET CORP	Increased	5.6M(+2.5%)	$132.2M	0.0%	+275.49%	31
UBS Group AG	Increased	4.5M(+20.7%)	$106.9M	0.0%	+88.30%	36
BNP PARIBAS FINANCIAL MARKETS	Increased	3.4M(+322.3%)	$81.5M	0.0%	+89.88%	48
DED. E. Shaw & Co., Inc.	Decreased	3.4M(-58.6%)	$80.7M	0.0%	+92.14%	0
Marex Group plc	Decreased	3.4M(-13.3%)	$80.4M	0.5%	+77.01%	0
BANK OF AMERICA CORP /DE/	Decreased	3.3M(-14.3%)	$77.5M	0.0%	+92.41%	0
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	3M(-25.3%)	$71.2M	0.1%	+239.12%	0
MORGAN STANLEY	Decreased	2.9M(-18.5%)	$68.9M	0.0%	+224.43%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	2.2M(-1.7%)	$51.3M	0.0%	+358.82%	0
BARCLAYS PLC	Increased	2.1M(+80.8%)	$50.5M	0.0%	+90.94%	45
NORTHERN TRUST CORP	Increased	2.1M(+2.9%)	$50.3M	0.0%	+316.88%	30
TWO SIGMA INVESTMENTS, LP	Increased	1.6M(+402.2%)	$37.8M	0.0%	+67.87%	47
JPMORGAN CHASE & CO	Increased	1.7M(+43.2%)	$35.6M	0.0%	+190.78%	39
VOYA INVESTMENT MANAGEMENT LLC	Increased	1.4M(+18.6%)	$33.6M	0.0%	+114.93%	34