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 Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.51 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $77.96 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Applied Digital Corporation (APLD)
Major holders include Steven Cohen ($2.28 M), Cliff Asness ($1.01 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 134,068 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $77.96 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited APLD. The total reported sell value was $80.64 M.
Yes, 1 managers opened new positions in APLD, and 1 increased their existing holdings. The total reported buy value was $2.68 M.