Ticker · CUSIP 038169207

APLD

APPLIED DIGITAL CORP

Technology·Information Technology Services

···Share

Holders (tracked)

Combined shares

25,028,026

Combined value

$613.69M

Last close

$31.53

Quarter

2025Q4

Price is +28.6% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$31.53+27.58 (+698.23%)H $41.35 · L $3.95 · Avg Vol 34.3M

Position opened

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

SEC event timeline

19 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−3,954,845 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−2,714,036 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−2,699,280 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−79,146 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+92,915 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+91,000 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−3,642,846 shares · 2025Q4
Position
Wellington Management added2026-02-17
+123,062 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+16,364 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−3,178,300 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+304,700 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−942,008 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+3,031,154 shares · 2025Q3
Position
D.E. Shaw & Co. opened position2025-11-14
+10,905,830 shares · 2025Q3
Position
Wellington Management opened position2025-11-14
+507,517 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+3,829 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−166,350 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+3,976,151 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+1,600,300 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

Buys

0 · $0

Sells

0 · $0

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-10	Cummins Wes CEO; Chairman · Officer, Director	M	100,000	—	—
04-10	Cummins Wes CEO; Chairman · Officer, Director	F	39,350	$26.26	$1.03M

View full insider history for APLD →

Follow-the-investor returns

If you'd copied each holder of APLD…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Izzy Englander (Millennium Mgmt)	2022Q2	$7.72	+308.5%	$9.2M
Paul Tudor Jones (Tudor Investment)	2023Q2	$9.20	+242.9%	$564K
Paul Tudor Jones (Tudor Investment)	2023Q2	$9.20	+242.9%	$564K
AQR Capital Management	2023Q2	$15.47	+103.9%	$1.3M
Two Sigma Investments	2024Q4	$21.66	+45.6%	$10.0M
T. Rowe Price	2022Q4	$22.42	+40.7%	$14.5M
Wellington Management	2023Q2	$22.83	+38.1%	$19.9M
Steve Cohen (Point72)	2024Q2	$24.12	+30.7%	$11.3M
Steve Cohen (Point72)	2024Q2	$24.12	+30.7%	$11.3M
Steve Cohen (Point72)	2024Q2	$24.12	+30.7%	$11.3M
D.E. Shaw & Co.	2024Q4	$24.26	+30.0%	$53.3M
D.E. Shaw & Co.	2024Q4	$24.26	+30.0%	$53.3M
D.E. Shaw & Co.	2024Q4	$24.26	+30.0%	$53.3M
Ken Griffin (Citadel Advisors)	2023Q1	$24.49	+28.7%	$144.1M
Ken Griffin (Citadel Advisors)	2023Q1	$24.49	+28.7%	$144.1M
Ken Griffin (Citadel Advisors)	2023Q1	$24.49	+28.7%	$144.1M
Norges Bank (Norway SWF)	2025Q4	$24.52	+28.6%	$9.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+304,700
$7.5M
Steve Cohen (Point72)
+92,915
$2.3M
Paul Tudor Jones (Tudor Investment)
+91,000
$2.2M

Added to2

Wellington Management
+123,062
$3.0M
AQR Capital Management
+16,364
$401K

Trimmed5

Ken Griffin (Citadel Advisors)
−3,954,845
$97.0M
Two Sigma Investments
−2,714,036
$66.5M
D.E. Shaw & Co.
−2,699,280
$66.2M
Izzy Englander (Millennium Mgmt)
−79,146
$1.9M
T. Rowe Price
−3,642,846
$89K

Exited1

Renaissance Technologies
−3,178,300
$72.9M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q2	4	643,895	$676K	—
2022Q3	4	718,747	$1.2M	—
2022Q4	4	2,977,276	$5.5M	—
2023Q1	5	3,430,074	$7.7M	+1
2023Q2	11	5,993,889	$56.0M	+6
2023Q3	8	6,288,772	$39.2M	-3
2023Q4	7	6,595,185	$44.5M	-1
2024Q1	8	7,283,486	$31.2M	+1
2024Q2	10	8,756,069	$52.1M	+2
2024Q3	10	14,410,451	$117.0M	—
2024Q4	12	13,011,568	$99.4M	+2
2025Q1	10	9,275,008	$52.1M	-2
2025Q2	9	13,810,826	$139.1M	-1
2025Q3	14	37,283,438	$855.3M	+5
2025Q4	17	25,028,026	$613.7M	+3

Who owns APLD

17 super-investors · 2025Q4

Tracked stake

25.03M

Combined value

$614M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added2Trim9

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	D.E. Shaw & Co.	8.21M	$201M	0.1%	Trim−2.70M
2	Ken Griffin Citadel Advisors	6.35M	$156M	0.0%	Trim−3.95M
3	Ken Griffin Citadel Advisors	4.57M	$112M	0.0%	Trim−3.95M
4	D.E. Shaw & Co.	1.69M	$41M	0.0%	Trim−2.70M
5	D.E. Shaw & Co.	1.18M	$29M	0.0%	Trim−2.70M
6	Wellington Management	630.6K	$15M	0.0%	Added+123.1K
7	T. Rowe Price	461.1K	$11M	0.0%	Trim−3.64M
8	Steve Cohen Point72	423.7K	$10M	0.0%	New+92.9K
9	Steve Cohen Point72	357.4K	$9M	0.0%	New+92.9K
10	Two Sigma Investments	317.1K	$8M	0.0%	Trim−2.71M
11	Norges Bank Norway SWF	304.7K	$7M	0.0%	New+304.7K	—
12	Izzy Englander Millennium Mgmt	291.3K	$7M	0.0%	Trim−79.1K
13	Steve Cohen Point72	92.9K	$2M	0.0%	New+92.9K
14	Paul Tudor Jones Tudor Investment	73.1K	$2M	0.0%	New+91.0K
15	AQR Capital Management	41.2K	$1M	0.0%	Added+16.4K
16	Paul Tudor Jones Tudor Investment	17.9K	$439K	0.0%	New+91.0K
17	Ken Griffin Citadel Advisors	16.3K	$399K	0.0%	Trim−3.95M

Recent moves

20 transactions

ADDWellington Management
+123,062 · 2025Q4
TRIMT. Rowe Price
−3,642,846 · 2025Q4
ADDAQR Capital Management
+16,364 · 2025Q4
TRIMTwo Sigma Investments
−2,714,036 · 2025Q4
NEWSteve Cohen (Point72)
+92,915 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−3,954,845 · 2025Q4
TRIMD.E. Shaw & Co.
−2,699,280 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+91,000 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−79,146 · 2025Q4
SOLDRenaissance Technologies
−3,178,300 · 2025Q4
NEWNorges Bank (Norway SWF)
+304,700 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−942,008 · 2025Q3
ADDT. Rowe Price
+3,976,151 · 2025Q3
ADDAQR Capital Management
+3,829 · 2025Q3
NEWWellington Management
+507,517 · 2025Q3
NEWTwo Sigma Investments
+3,031,154 · 2025Q3
NEWD.E. Shaw & Co.
+10,905,830 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−166,350 · 2025Q3
ADDRenaissance Technologies
+1,600,300 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+16,653 · 2025Q2

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