HolderBook

APPLIED DIGITAL CORP (APLD)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

23
Reporting holders
$9.4M
Reported value
0.0%
Calls
0.0%
Puts
-554
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Tactive Advisors, LLC$3.5M141,6350.83%6q-5.2%-$188.0K
Whitaker-Myers Wealth Managers, LTD.$1.5M63,1370.25%2q+27.9%+$335.9K
Two Seas Capital LP$1.2M50,0000.01%newNEW
M.E. ALLISON & CO., INC.$633.6K26,0000.36%newNEW
TrueWealth Advisors, LLC$535.3K21,9650.12%2q+115.0%+$286.3K
Crumly & Associates Inc.$518.4K21,2700.09%10qHELD
MRA Advisory Group$407.4K16,7170.15%5q+2.4%+$9.7K
Farther Finance Advisors, LLC$339.5K13,9300.00%7q-12.2%-$47.0K
Valeo Financial Advisors, LLC$300.8K12,3430.01%5q+6.7%+$18.8K
Meadowbrook Wealth Management, LLC$201.2K8,2580.21%3q-16.7%-$40.5K
GAMMA Investing LLC$72.7K2,9830.00%9q+42.6%+$21.7K
CoreCap Advisors, LLC$53.5K2,1940.00%7q+246.6%+$38.0K
ELEVATION WEALTH PARTNERS, LLC$41.2K1,6890.01%3q+9.7%+$3.6K
Noble Wealth Management PBC$19.5K8000.01%4qHELD
Grove Bank & Trust$17.7K7270.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$14.1K5770.00%6q-63.2%-$24.1K
GoalVest Advisory LLC$12.9K5300.00%2qHELD
Versant Capital Management, Inc$12.6K5190.00%3q+50.0%+$4.2K
GK Wealth Management LLC$4.9K2000.00%newNEW
Wealth Enhancement Trust Services, Inc.$3.7K1520.00%3q-12.6%
MassMutual Private Wealth & Trust, FSB$2.5K1010.00%2q+304.0%+$1.9K
Marquette Asset Management, LLC$1.4K560.00%5qHELD
Bullock Wealth Management Group$846350.00%newNEW
Polaris Financial Partners$2970.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3113G/AVanguard Portfolio Management4.8%
2026-07-2713G/ABlackRock, Inc.4.3%
2026-07-0813D/AWesley Cummins INDIVIDUAL7.6%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-04Nottenburg Richard NDirectorSold75,000$2.3M
2026-04-30Nottenburg Richard NDirectorSold12,500$432.4K
2026-04-28Nottenburg Richard NDirectorSold12,500$400.0K
2026-04-27MILLER DOUGLAS SDirectorSold10,000$349.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202623$9.4M385,8185950.0%
Q2 2026577$11.3B222,572,41116916116027.7%
Q1 2026469$6.6B212,831,3038716612723.8%
Q4 2025457$6.5B182,429,68811716310231.7%
Q3 2025382$5.6B177,850,9951271178226.9%
Q2 2025295$1.9B144,677,56696847724.4%
Q1 2025259$938.6M147,226,002731044811.8%
Q4 2024253$1.3B146,076,74497814211.8%
Q3 2024180$1.3B136,260,89167623014.6%
Q2 2024139$548.3M84,830,0224157258.0%
Q1 2024120$300.6M65,380,6331652337.6%
Q4 2023140$506.9M67,455,31427702310.3%
Q3 2023133$385.9M55,663,69830513810.0%
Q2 2023130$480.4M48,621,1826633295.4%
Q1 202373$78.4M35,011,1901924190.0%
Q4 202264$58.0M31,525,200163290.0%
Q3 202256$40.1M23,575,6901916130.0%
Q2 202245$21.6M20,587,10745000.0%
Q1 20221$3.8M1,451,5210000.0%
Q4 20211$6.1M1,451,5210000.0%
Q3 20211$2.9M1,451,5211000.0%