APLD
APPLIED DIGITAL CORPORATIONMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $3.84 | $39 | +919% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $3.84 | $39 | +919% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $6.86 | $39 | +471% |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $9.11 | $39 | +330% |
| D.E. Shaw re-entered | Q1 2025(8Q snapshot) | 5Q | $9.11 | $39 | +330% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $9.11 | $39 | +330% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q3 2025 | Q1 2026 | → $36 | +144% |
| Soros Fund Management | Q1 2025 | Q2 2025 | → $5.59 | -39% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Applied Digital Corp.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 30, 2026 — the most recent Form 4 on file — not from today.
- Form 40001166816-26-000005Apr 30, 2026
- Form 40001144879-26-000038Apr 28, 2026
- Form 40001144879-26-000032Apr 14, 2026
- Form 40001144879-26-000026Apr 7, 2026
- Form 40001391935-26-000003Apr 7, 2026
- Form 40001144879-26-000024Mar 13, 2026
- Form 40001144879-26-000022Feb 27, 2026
- Form 40001144879-26-000020Feb 9, 2026
- Form 40001144879-26-000018Feb 9, 2026
- Form 40001144879-26-000016Jan 30, 2026
- Form 40001144879-26-000014Jan 23, 2026
- Form 40001144879-26-000012Jan 16, 2026
- Form 40001166816-26-000002Jan 16, 2026
- Form 40001144879-26-000010Jan 14, 2026
- Form 40001144879-26-000008Jan 8, 2026
Fundamentals
XBRL · APPLIED DIGITAL CORPORATIONAnnual figures sourced directly from APPLIED DIGITAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Applied Digital Corp. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventMay 5, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 16, 2026
- 10-QQuarterly reportApr 8, 2026
- 8-KMaterial eventApr 8, 2026
- 8-K/AMaterial event (amended)Apr 1, 2026
- 8-K/AMaterial event (amended)Mar 13, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KMaterial eventMar 4, 2026
- 8-KMaterial eventMar 4, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventFeb 17, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | open | $0.00 | — | +0% |
| Millennium Management | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $34 | $43 | +27% |
| Point72 Asset Management | Q1 2026 | open | $0.00 | — | +0% |
| Two Sigma Investments | Q4 2025 | open | $24 | $39 | +65% |
| D.E. Shaw | Q4 2025 | open | $24 | $39 | +65% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $15 | $36 | +144% |
| Soros Fund Management | Q1 2025 | Q2 2025 | $9.11 | $5.59 | -39% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $9.11 | $5.59 | -39% |
| D.E. Shaw | Q1 2025 | Q3 2025 | $9.11 | $15 | +60% |
| AQR Capital Management | Q1 2025 | open | $9.11 | $39 | +330% |
| Citadel Advisors | Q4 2024 | open | $6.86 | $39 | +471% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $7.17 | $5.98 | -17% |
| Millennium Management | Q3 2024 | open | $3.84 | $39 | +919% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $3.84 | $6.86 | +79% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.