13F

Stock

Applied Digital Corp.

APLD · held by 486 managers

Reported value

$5.87B

Holders

486

+92 new · −68 exited

Holders’ est. mark

−$232.7M

Price effect on 206 books still in the name

Largest holder

$547.8M

Hood River Capital Management LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Hood River Capital Management LLC23.1M$547.8M−$17.2MAdded$7.46M
BlackRock, Inc.28.1M$515.2M−$40.5MCut−$11.1M
VANGUARD PORTFOLIO MANAGEMENT LLC14.8M$351.5MHeld
Linden Advisors LP130.5M$346.5M−$4.65MCut−$4.39M
Situational Awareness13.5M$320M−$8.84MAdded$41.9M
Situational Awareness Partners LP13.5M$320MHeld
VANGUARD CAPITAL MANAGEMENT LLC10.8M$255.8MHeld
D. E. Shaw & Co., Inc.58.5M$226.8M−$152.9MCut−$12.2M
GOLDMAN SACHS GROUP INC8M$190M−$1.1MAdded$155.3M
WHITEBOX ADVISORS LLC60.8M$161.2M−$2.69MCut−$2.69M
Value Aligned Research Advisors, LLC6.67M$158.3M−$4.4MAdded$19.9M
State Street14.9M$156.9M−$2.23MCut−$1.31M
GEODE CAPITAL MANAGEMENT, LLC6.41M$152.2M−$4.9MCut−$1.92M
DBA TRADING, LLC5.58M$132.4MNew
BNP PARIBAS FINANCIAL MARKETS15M$112.2M$58.9MAdded$38.4M
UBS Group AG4.52M$106.9M−$3.27MAdded$15.4M
Graham Capital Management, L.P.36.3M$96.5M−$1.42MCut−$75.2M
BANK OF AMERICA CORP /DE/4.76M$81.4M−$26.1MCut−$12.4M
Marex Group plc3.39M$80.4M−$2.64MCut−$15.4M
SUSQUEHANNA ADVISORS GROUP, INC.29.6M$78.5M−$1.19MCut−$4.02M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3M$71.2M−$2.34MCut−$27.2M
MORGAN STANLEY2.9M$68.9M−$2.26MCut−$18.4M
Point72 Asset Management, L.P.22.8M$60.6M−$2.62MCut−$23.7M
Context Capital Management, LLC22.7M$60.4M−$987.2KAdded$3.33M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.16M$51.3M−$1.69MCut−$2.62M
BARCLAYS PLC2.13M$50.5M−$918.4KAdded$21.7M
NORTHERN TRUST CORP2.12M$50.3M−$1.61MCut−$170.1K
JPMORGAN CHASE & CO3.41M$40M$16.2MAdded$6.86M
VANGUARD FIDUCIARY TRUST CO1.69M$40MHeld
TWO SIGMA INVESTMENTS, LP1.59M$37.8M−$247.4KAdded$30M
VOYA INVESTMENT MANAGEMENT LLC1.41M$33.6M−$930.8KAdded$4.32M
JANE STREET GROUP, LLC1.24M$29.4MNew
WELLINGTON MANAGEMENT GROUP LLP1.23M$29.2M−$491.9KAdded$13.7M
HSBC HOLDINGS PLC1.24M$28.4M−$2.79MCut−$1.13M
CITIGROUP INC1.16M$27.2M−$114.6KAdded$17M
SEI INVESTMENTS CO1.09M$26M−$641.2KAdded$5.81M
FRANKLIN RESOURCES INC1.06M$25.2M−$680.7KAdded$3.76M
Oasis Management Co Ltd.1.03M$24.5M−$571.6KAdded$6.55M
Fidelity5.59M$24M$1.49MAdded$1.93M
Tidal Investments LLC989.7K$22.1M−$46.1KAdded$21.6M
Bank of New York Mellon Corp899.8K$19.3M−$2.56MCut−$836.7K
JANUS HENDERSON GROUP PLC785.2K$18.6M−$145.1KAdded$14M
Covalis Capital LLP738.1K$17.5MNew
Jump Financial, LLC660.5K$15.7M−$460.1KAdded$1.22M
LPL Financial LLC656.6K$15.6M−$457.2KAdded$1.22M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND646.1K$15.3M−$444.7KAdded$1.36M
PLUSTICK MANAGEMENT LLC640K$15.2M−$499.2KCut−$9.33M
AMERIPRISE FINANCIAL INC615.1K$14.6M−$278KAdded$5.86M
Nuveen, LLC596.3K$14.2M−$428KAdded$702K
FEDERATED HERMES, INC.580.7K$13.8M−$307.5KAdded$4.12M
Vident Advisory, LLC580.7K$13.8M−$453KCut−$1.93M
Balyasny Asset Management L.P.546.2K$13MNew
WESTFIELD CAPITAL MANAGEMENT CO LP542.1K$12.9M−$422.8KCut−$12.5M
CLEARFIELD CAPITAL MANAGEMENT LP514.4K$12.2M−$401.2KCut−$401.2K
Swiss National Bank498K$11.8M−$387.2KCut−$349.2K
Jefferies Financial Group Inc.459.5K$10.9MNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC437.9K$10.4M−$341.6KCut−$396.2K
NEXT CENTURY GROWTH INVESTORS LLC431.9K$10.3M−$336.9KCut−$9.29M
RAYMOND JAMES FINANCIAL INC417.2K$9.9M−$281.3KAdded$1.06M
TFR Capital, LLC.373K$9.5M$67KAdded$7.76M
BIT Capital GmbH396.1K$9.4M−$308.9KCut−$1.05M
NOMURA HOLDINGS INC308.9K$7.33M−$239.1KCut−$181.3K
Bleakley Financial Group, LLC307.5K$7.3M−$238.2KCut−$189.3K
Citadel305.2K$7.25M−$12.7KAdded$6.85M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.302.1K$7.17M−$89.1KAdded$4.37M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM291.3K$6.92M−$185.7KAdded$1.08M
RHUMBLINE ADVISERS290.3K$6.89M−$226.5KCut−$421.2K
GABELLI FUNDS LLC2.35M$6.24M−$94.4KCut−$94.4K
ALLIANCEBERNSTEIN L.P.249.9K$6.13M$0Added$6.96K
Voleon Capital Management LP255.7K$6.07M−$57.6KAdded$4.26M
Spear Advisors LLC251.9K$5.98M−$196.5KCut−$1.21M
ArrowMark Colorado Holdings LLC246.7K$5.86M−$170.9KAdded$484.2K
KENNEDY CAPITAL MANAGEMENT LLC240.9K$5.72M−$183.6KCut−$54.7K
STATE OF WISCONSIN INVESTMENT BOARD238.4K$5.66M−$142.2KAdded$1.19M
Mariner, LLC237.7K$5.64M−$32.7KAdded$4.63M
FIRST TRUST ADVISORS LP227K$5.39M−$177KCut−$735.7K
VANGUARD ASSET MANAGEMENT, Ltd225.6K$5.35MHeld
DEUTSCHE BANK AG\214.4K$5.09M−$167.2KCut−$2.26M
Blackstone Inc.211.1K$5.01M−$77KAdded$2.59M
Squarepoint Ops LLC203.7K$4.84M−$158.9KCut−$1.46M
NEUBERGER BERMAN GROUP LLC203.1K$4.82M−$8.6KAdded$4.55M
BOOTHBAY FUND MANAGEMENT, LLC201.6K$4.79M−$157.2KCut−$7.4M
WELLS FARGO & COMPANY/MN200.8K$4.77M−$156.6KCut−$4.5M
Legal & General Group Plc199.6K$4.74M−$155.7KCut−$1.17M
Kestra Advisory Services, LLC189.1K$4.49M−$147.5KCut−$386.8K
Cetera Investment Advisers185K$4.39M−$144.3KCut−$576.9K
Invesco Ltd.180.6K$4.29M−$139.3KCut−$91.3K
PRUDENTIAL FINANCIAL INC180.1K$4.27M−$20.4KAdded$2.83M
COMMONWEALTH EQUITY SERVICES, LLC179.2K$4.25M−$103.7KAdded$995.9K
Arete Wealth Advisors, LLC174.3K$4.14M$4.13MAdded$4.13M
SUSQUEHANNA INTERNATIONAL GROUP, LLP172.4K$4.09M−$134.5KCut−$1.36M
FINDELL CAPITAL MANAGEMENT LLC170K$4.04MNew
Checchi Capital Advisers, LLC158.1K$3.75M−$123.3KCut−$1.13M
Tactive Advisors, LLC151.5K$3.6M−$118.2KCut−$714.6K
Harvey Partners, LLC150K$3.56M−$117KCut−$2.57M
Cannon Capital Management, Inc.149.8K$3.56M−$115.6KCut−$78.9K
AGP FRANKLIN, LLC143.9K$3.42M−$107.5KAdded$38.7K
Covalis (Gibraltar) Ltd141.1K$3.35MNew
Shay Capital LLC141K$3.35M−$14.4KAdded$2.89M
Schonfeld Strategic Advisors LLC139.5K$3.31MNew
Creative Planning139.4K$3.31M−$77.4KAdded$874.6K
Caprock Group, LLC139.1K$3.3M−$108.2KCut−$98.8K
JONES FINANCIAL COMPANIES LLLP133.7K$3.18M−$67.6KAdded$993.9K
MetLife Investment Management, LLC130.1K$3.09M−$101.5KCut−$129.1K
MILLENNIUM MANAGEMENT LLC461.2K$3.04M−$2.6MCut−$5.11M
Second Line Capital, LLC86.7K$2.97MNew
MANUFACTURERS LIFE INSURANCE COMPANY, THE123.4K$2.93M−$90.5KAdded$84.1K
Stratos Wealth Partners, LTD.119.8K$2.84M−$86KAdded$139K
Mirae Asset Global Investments Co., Ltd.116.5K$2.77M−$85.1KAdded$91.9K
SUMMIT SECURITIES GROUP LLC114K$2.71M−$88.9KCut−$88.9K
Vanguard Global Advisers, LLC110.9K$2.63MHeld
VICTORY CAPITAL MANAGEMENT INC110.2K$2.62M−$81.1KAdded$65.3K
TUDOR INVESTMENT CORP ET AL109.3K$2.59MNew
Focus Partners Wealth108.9K$2.59M−$85KCut−$470.8K
Uniting Wealth Partners, LLC107.2K$2.55M−$83.4KCut−$77.5K
ExodusPoint Capital Management, LP103.2K$2.45M−$44.4KAdded$1.05M
Alight Capital Management LP100K$2.37M−$78KCut−$1.3M
Wealth Management Associates, Inc.97.5K$2.31M−$74.3KCut−$22.1K
Private Advisor Group, LLC96.6K$2.29M−$72.7KAdded$6.41K
Marathon Trading Investment Management LLC95.5K$2.27M−$74.5KCut−$184.8K
Quantbot Technologies LP94.3K$2.24MNew
State of New Jersey Common Pension Fund D88.6K$2.1M−$69.1KCut−$211.3K
ROYAL BANK OF CANADA86K$2.04M−$66.5KCut−$688K
Aptus Capital Advisors, LLC85.3K$2.02MNew
Man Group plc85.2K$2.02M−$66.5KCut−$3.99M
VOLORIDGE INVESTMENT MANAGEMENT, LLC84K$1.99M−$65.5KCut−$14.5M
DIMENSIONAL FUND ADVISORS LP83K$1.97MNew
Informed Momentum Co LLC81.9K$1.94MNew
NEW YORK STATE COMMON RETIREMENT FUND81.6K$1.94M−$63.7KCut−$1.28M
OSAIC HOLDINGS, INC.81.4K$1.93M−$63.5KCut−$142.1K
Mitsubishi UFJ Asset Management Co., Ltd.80.1K$1.9M−$341.2KCut−$293.6K
LOS ANGELES CAPITAL MANAGEMENT LLC79.2K$1.88M−$423.8KAdded$470.4K
Register Financial Advisors LLC75.3K$1.79M−$58.7KCut−$284.3K
Krane Funds Advisors LLC68.1K$1.7MNew
KESTRA PRIVATE WEALTH SERVICES, LLC69.4K$1.65M−$43.3KAdded$288.2K
ARIZONA STATE RETIREMENT SYSTEM69.1K$1.64M−$53.9KCut−$72.1K
Scientech Research LLC68.8K$1.63MNew
SIMPLEX TRADING, LLC68.7K$1.63M−$53.6KCut−$4.1M
IMC-Chicago, LLC68.6K$1.63MNew
Equitable Holdings, Inc.65.3K$1.57M−$7.65KAdded$1.22M
B. Riley Wealth Advisors, Inc.75.5K$1.55M−$300.2KCut−$390.5K
STIFEL FINANCIAL CORP65K$1.54M−$50.7KCut−$6.41M
Clear Creek Financial Management, LLC63.9K$1.52M−$49.8KCut−$46.5K
Police & Firemen's Retirement System of New Jersey63.9K$1.52M−$49.8KCut−$53.3K
INTECH INVESTMENT MANAGEMENT LLC63.2K$1.5M−$49.3KCut−$342.1K
Vanguard Investments Australia, Ltd.62.7K$1.49MHeld
Zurcher Kantonalbank (Zurich Cantonalbank)62.3K$1.48M−$41KAdded$190.6K
MIRABELLA FINANCIAL SERVICES LLP60.5K$1.44MNew
SummitTX Capital, L.P.60.2K$1.43M−$23.4KAdded$694K
CREDIT AGRICOLE S A59.1K$1.4MNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC55K$1.35M−$1.65KCut−$63K
HARBOUR INVESTMENTS, INC.56.7K$1.35M−$7.05KAdded$1.12M
Vontobel Holding Ltd.56.7K$1.35M−$3.34KAdded$1.24M
Universal- Beteiligungs- und Servicegesellschaft mbH278.4K$1.34M−$13.3KCut−$9.08K
Walleye Capital LLC56.1K$1.33M−$10Added$1.33M
KLP KAPITALFORVALTNING AS55.4K$1.32M−$41.9KCut−$1.53K
MRA Advisory Group53.5K$1.27M−$41.7KCut−$60.4K
Tower Research Capital LLC (TRC)52K$1.23M−$9.39KAdded$939.4K
Bannerstone Capital Management, LLC51.7K$1.23M−$40.3KCut−$97.8K
Dupree Financial Group, LLC51.4K$1.22M−$40.1KCut−$41.1K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM50.8K$1.21M−$27.3KAdded$347.4K
CHELSEA COUNSEL CO48.6K$1.19M$0Held
Ratan Capital Management LP50K$1.19MNew
Prime Capital Investment Advisors, LLC49.7K$1.18M−$38.8KCut−$103.7K
Nicholas Investment Partners, LP46.5K$1.1M−$36.3KCut−$1.41M
Feynman Point Asset Management LLC46.4K$1.1M−$36.2KCut−$169.3K
Alphadyne Asset Management LP46.1K$1.09M−$3.57KAdded$981.8K
Defiance ETFs, LLC45.9K$1.09MNew
Sigma Planning Corp45.9K$1.09MNew
Knights of Columbus Asset Advisors LLC45.5K$1.08M−$19KAdded$482.1K
CAPTRUST FINANCIAL ADVISORS44.4K$1.05M−$30.6KAdded$92.3K
ALLSTATE CORP43K$1.02MNew
Pictet Asset Management Holding SA42.6K$1.01M−$33.2KCut−$77K
Russell Investments Group, Ltd.42.5K$1.01M−$25.5KAdded$207.9K
Balboa Wealth Partners42.2K$1M−$27.7KAdded$129.8K
Newbridge Financial Services Group, Inc.42K$998.1K−$2.96KAdded$904.9K
Concurrent Investment Advisors, LLC42K$997.9K−$16.6KAdded$474.8K
NISA INVESTMENT ADVISORS, LLC41.8K$992.4K−$32.6KCut−$228.4K
Icahn Capital41.8K$991.9K−$32.1KCut−$17.2K
Wealthfront Advisers LLC41.5K$986.2K−$28.8KAdded$81.3K
CastleKnight Management LP40.9K$971K−$31.9KCut−$1.76M
Twin Tree Management, LP38.2K$905.9K−$29.8KCut−$216.3K
BANK OF MONTREAL /CAN/36.7K$870.4K−$9.65KAdded$567K
Fiduciary Alliance LLC28.1K$866.5K$176.9KCut−$103.4K
ProShare Advisors LLC35.1K$833.2K−$27.4KCut−$247.6K
Quent Capital, LLC34K$807.2K−$22.6KAdded$96.1K
Morse Asset Management, Inc33.8K$801.5K−$25.9KCut−$12.5K
PFG Investments, LLC33.2K$788.4K−$25.9KCut−$954K
HighTower Advisors, LLC32.9K$780.3K−$25KCut−$5.36K
IHT Wealth Management, LLC32.8K$779.2KNew
WOLVERINE ASSET MANAGEMENT LLC32.3K$766.8KNew
COOKSON PEIRCE & CO INC32.2K$763.8KNew
OneDigital Investment Advisors LLC32.1K$761.1K−$23.8KAdded$14K
Harvest Investment Services, LLC31.5K$747.9KNew
Amundi31.3K$743.7K−$15.1KAdded$269K
MML INVESTORS SERVICES, LLC30.7K$729.5K−$18.6KAdded$146.1K
STRS OHIO30.7K$728.8K−$23.9KCut−$90.2K
MISSION WEALTH MANAGEMENT, LP30.4K$722.3K−$23.7KCut−$28.8K
Yorktown Management & Research Co Inc30.4K$720.5K−$23.7KCut−$23.7K
REX Advisers, LLC29.8K$707.5KNew
FWG Holdings, LLC27.7K$697.6K−$240.7KCut−$241.8K
Baker Avenue Asset Management, LP28.4K$673.6K−$22.1KCut−$71.2K
&PARTNERS26.9K$639.3K−$18.9KAdded$46.6K
MARSHALL WACE, LLP26.7K$633.9K−$20.8KCut−$6.79M
White Knight Strategic Wealth Advisors, LLC26.6K$632.3K−$20.8KCut−$99.5K
McGuire Investment Group, LLC25.9K$614.9K−$17.7KAdded$57.4K
Quad-Cities Investment Group, LLC25.5K$605.6K−$15.6KAdded$113.7K
HOLLENCREST CAPITAL MANAGEMENT25.3K$600.1K−$17.7KAdded$43.4K
World Investment Advisors25.2K$597.5KNew
Oxinas Partners, LLC25K$592.7K−$19.5KCut−$71K
Rockefeller Capital Management L.P.24.5K$581K−$19.1KCut−$59.7K
SBI Securities Co., Ltd.24K$570.4K−$18.7KCut−$153K
Fieldview Capital Management, LLC23.5K$557.7KNew
GROUP ONE TRADING LLC23.1K$549.5KNew
XPONANCE LLC22.4K$531.2K−$14.5KAdded$76.1K
Qsemble Capital Management, LP22.1K$523.7KNew
CHOREO, LLC22K$522.7K−$7.23KAdded$10.9K
Vanguard Personalized Indexing Management, LLC21.8K$517.4K−$10.1KAdded$199.5K
LAZARD ASSET MANAGEMENT LLC15.6M$507.9K−$424.7KCut−$330.3K
Crumly & Associates Inc.21.3K$504.9K−$16.6KCut−$16.6K
Steward Partners Investment Advisory, LLC20.8K$494.8K−$16.3KCut−$145.5K
Hennion & Walsh Asset Management, Inc.20.7K$490.4KNew
XTX Topco Ltd20.4K$483.3K−$15.9KCut−$445.6K
Genesis Financial Group, LLC20.3K$481.9K−$15.8KCut−$15.8K
Golden State Equity Partners20.2K$478.5K−$7.09KAdded$255.6K
Geneos Wealth Management Inc.19.7K$468.2K−$12.4KAdded$76.9K
Ameritas Investment Partners, Inc.19.7K$467.5K−$15.4KCut−$15.4K
Kovack Advisors, Inc.18.7K$457.5K−$911Added$24.2K
Allspring Global Investments Holdings, LLC17.2K$421K−$57.3KCut−$23.8K
Krilogy Financial LLC13.7K$411.7K−$55KAdded$85.2K
Federation des caisses Desjardins du Quebec17.2K$407.4K−$2.39KAdded$332.2K
Wealthspire Advisors, LLC17K$404.2K−$8.02KAdded$152.3K
KINGSWOOD WEALTH ADVISORS, LLC16.8K$399.2K−$11.8KAdded$29K
Verition Fund Management LLC16.1K$382.8K−$12.6KCut−$5.76M
Swiss Life Asset Management Ltd16K$379.2K−$9.36KAdded$84.8K
Ensign Peak Advisors, Inc15.8K$373.9K−$12.3KCut−$12.3K
AMERICAN CENTURY COMPANIES INC15.7K$373.4KNew
FOUNDATIONS INVESTMENT ADVISORS, LLC15.6K$370.7K−$12.2KCut−$165.1K
PRINCIPAL FINANCIAL GROUP INC15.5K$368.5K−$10.2KAdded$46.7K
BLAIR WILLIAM & CO/IL15.2K$361K−$11.9KCut−$52.4K
Patten Group, Inc.15.2K$359.8KNew
Apollon Wealth Management, LLC15.1K$359.5KNew
Benin Management CORP14.6K$346.6KNew
SLT Holdings LLC14.5K$344.2K−$11.3KCut−$170.7K
NewEdge Wealth, LLC14.5K$344.2K−$11.3KCut−$140.6K
FLAGSHIP HARBOR ADVISORS, LLC14.3K$339K−$10.9KCut−$3.78K
Abel Hall, LLC14.2K$337.1K−$11.1KCut−$24.2K
Millington Financial Advisors, LLC10K$336.7K−$12.8KCut−$12.8K
NWF Advisory Services Inc.14.1K$335.7K−$11KCut−$85.1K
ASSETMARK, INC14K$332.1K−$10.9KCut−$16.6K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.