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Applied Digital Corporation

APLD Technology
$28.23 $-0.28 (-0.98%)
Market Cap: $8.23 B
Gurus Holding
7
Popularity Rank
#1121
% of Shares Held
0.62%
Net Activity (Q2 2026)
+$46.11 M

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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.39 M.

Top institutional holders include Chase Coleman and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $46.11 M net inflow during the quarter.

Recent activity highlights Chase Coleman who opened a new position. Conversely, Jefferies Group reduced exposure by 91.0%.

Key Holders

Top 5 by Value

$33.01 M
$29.43 M
$2.45 M
$1.54 M
$820,600

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$64.36 M
Total Buy Value
New Buys 4
Additions 1
-$18.25 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Applied Digital Corporation (APLD)

Major holders include Chase Coleman ($33.01 M), Steven Cohen ($29.43 M), Cliff Asness ($2.45 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $46.11 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited APLD. The total reported sell value was $18.25 M.

Yes, 4 managers opened new positions in APLD, and 1 increased their existing holdings. The total reported buy value was $64.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% New Buy 885,000 $33.01 M Q2 2026
0.03% New Buy 789,009 $29.43 M Q2 2026
0.00% Add 57.3% 65,722 $2.45 M Q2 2026
0.01% Reduce -91.0% 41,192 $1.54 M Q2 2026
0.02% New Buy 22,000 $820,600 Q2 2026
0.00% Reduce -10.9% 11,890 $443,497 Q2 2026
0.00% New Buy 5,465 $203,845 Q2 2026
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Value
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