Renaissance Technologies's APLD Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 3.18 M shares of Applied Digital Corporation (APLD) worth $72.91 M, representing 0.10% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Renaissance Technologies has maintained a strategic position in APLD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.6 M shares. Largest reduction occurred in Q4 2024, reducing 444,529 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Applied Digital Corporation (APLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Digital Corporation (APLD) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +28,100 | New Buy | 28,100 | $1.07 |
| Q3 2022 | -5,700 | Reduce 20.28% | 22,400 | $1.70 |
| Q4 2022 | +58,500 | Add 261.16% | 80,900 | $0.00 |
| Q1 2023 | +10,200 | Add 12.61% | 91,100 | $0.00 |
| Q2 2023 | +108,900 | Add 119.54% | 200,000 | $0.01 |
| Q3 2023 | -200,000 | Sold Out | 200,000 | $0.01 |
| Q3 2024 | +854,900 | New Buy | 854,900 | $8.25 |
| Q4 2024 | -444,529 | Reduce 52.00% | 410,371 | $7.64 |
| Q1 2025 | -410,371 | Sold Out | 410,371 | $7.64 |
| Q2 2025 | +1.58 M | New Buy | 1.58 M | $10.07 |
| Q3 2025 | +1.6 M | Add 101.41% | 3.18 M | $22.94 |
Renaissance Technologies's Applied Digital Corporation Investment FAQs
Renaissance Technologies first purchased Applied Digital Corporation (APLD) in Q2 2022, acquiring 28,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Applied Digital Corporation (APLD) for 14 quarters since Q2 2022.
Renaissance Technologies's largest addition to Applied Digital Corporation (APLD) was in Q3 2025, adding 3,178,300 shares worth $72.91 M.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 3,178,300 shares of Applied Digital Corporation (APLD), valued at approximately $72.91 M.
As of the Q3 2025 filing, Applied Digital Corporation (APLD) represents approximately 0.10% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Applied Digital Corporation (APLD) was 3,178,300 shares, as reported at the end of Q3 2025.