Applied Digital Corp. (APLD) Institutional Ownership

Ownership Summary

A total of 369 institutions have reported a stake in Applied Digital Corp. (NASDAQ:APLD) as of September 2025, according to recent 13F filings with the SEC.

• The collective stake of institutional investors in Applied Digital moved to 86.8% in September 2025, a shift up from the 67.5% reported for June 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 29.07%, with a year-over-year an increase of 115.79% in the count of filers.
• A review of institutional activity for Applied Digital shows 251 of 369 filers increasing their positions, while 78 reduced their stake, and 40 remained unchanged.
• This class of investors increased its holdings in Applied Digital to 190.46Mn shares for the 13F-cycle ending September 2025, up by 42.89Mn shares quarter on quarter, and up 49.20Mn shares year over year.
• Hood River Capital Management LLC's holding of 21.05Mn shares as of September 30, 2025 makes it the primary institutional investor in Applied Digital, owning 9.59% of the stock.
• Among the most significant buyers of Applied Digital during September 2025 were D. E. Shaw & Co., Inc. (10.91Mn), JANE STREET GROUP, LLC (8.63Mn), PRICE T ROWE ASSOCIATES INC /MD/ (3.98Mn), CITADEL ADVISORS LLC (3.97Mn), BlackRock, Inc. (3.76Mn).
• Leading sellers of Applied Digital stock in September 2025 included GOLDMAN SACHS GROUP INC (3.51Mn), VOLORIDGE INVESTMENT MANAGEMENT, LLC (2.51Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (2.49Mn), VAN ECK ASSOCIATES CORP (2.40Mn), MORGAN STANLEY (1.34Mn).
• The top 10 institutional holders of Applied Digital for the quarter ending September 2025 included Hood River Capital Management LLC (21.05Mn), BlackRock, Inc. (18.51Mn), JANE STREET GROUP, LLC (17.84Mn), VANGUARD GROUP INC (17.72Mn), D. E. Shaw & Co., Inc. (10.91Mn), NVIDIA CORP (7.72Mn), Situational Awareness LP (6.06Mn), GEODE CAPITAL MANAGEMENT, LLC (5.98Mn), STATE STREET CORP (4.85Mn), BNP PARIBAS FINANCIAL MARKETS (4.69Mn).