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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $127.8 M.
Top institutional holders include Renaissance Technologies and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $22.92 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 101.4%. Conversely, Paul Tudor Jones reduced exposure by 66.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.10% | Add 101.4% | 3,178,300 | $72.91 M | Q3 2025 | |
| 0.01% | Reduce -66.9% | 312,011 | $7.16 M | Q3 2025 | |
| 0.01% | New Buy | 25,000 | $573,500 | Q3 2025 | |
| 0.00% | Add 18.3% | 24,789 | $568,659 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Applied Digital Corporation (APLD)
Major holders include Renaissance Technologies ($72.91 M), Paul Tudor Jones ($7.16 M), Louis Moore Bacon ($573,500). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.54 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.92 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited APLD. The total reported sell value was $14.45 M.
Yes, 1 managers opened new positions in APLD, and 2 increased their existing holdings. The total reported buy value was $37.37 M.