Guru Ownership Trend
Guru Analysis for Applied Digital Corporation (APLD)
Applied Digital Corporation (APLD), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.63 M.
Top institutional holders include Jefferies Group and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $11.56 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Applied Digital Corporation (APLD)
Major holders include Jefferies Group ($10.91 M), Paul Tudor Jones ($2.59 M), Cliff Asness ($991,857). According to the latest reported data, 4 tracked investment managers collectively hold approximately 623,914 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.56 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited APLD. The total reported sell value was $2.28 M.
Yes, 3 managers opened new positions in APLD, and 1 increased their existing holdings. The total reported buy value was $13.83 M.