A
Applied Digital
APLD · Power Shells
$25.78
-1.36 (-5.01%)
As of Sep 10, 2026 close
Institutional Ownership — Q1 2026 (filed through May 20)
Institutional Holders
451
+16 vs Q4 2025
Shares Held
197.3M
+17.9M QoQ
% of Shares Out
34.0%
99.2M held with sole discretion
Value Held
$5.1B
at $25.78 · Sep 10, 2026 close
5%+ Owners
7
via 13G/13D
% of Shares Out counts only shares held with sole investment discretion. Where two managers share discretion, Form 13F requires each to report the full position, so summing every filer exceeds 100% of shares outstanding for widely-held names.
Holder Map
Block size ∝ position · color = QoQ changeWhale Activity — Q1 2026 Filings
Increased172
Decreased122
New position96
Closed80
Institutional Shares Held by Quarter
Holders
Sortable · search holders| Source | % of Shrs Out | Period | |||||
|---|---|---|---|---|---|---|---|
| Hood River Capital Management LLC | 13F | 23.1M23,075,612 | +1.0M+1,038,181 +4.7% | $547.8M | 7.9% | Mar 31, 2026 | |
| BlackRock, Inc. | 13F | 20.9M20,896,101 | +56K+55,899 +0.3% | $496.1M | 7.2% | Mar 31, 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13F | 14.8M14,807,795 | +14.8M+14,807,795 new | $351.5M | 5.1% | Mar 31, 2026 | |
| Situational Awareness LP | 13F | 13.5M13,478,438 | +2.1M+2,139,378 +18.9% | $320.0M | 4.6% | Mar 31, 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 13F | 10.8M10,775,681 | +10.8M+10,775,681 new | $255.8M | 3.7% | Mar 31, 2026 | |
| GOLDMAN SACHS GROUP INC | 13F | 8.0M8,004,366 | +6.6M+6,590,204 +466.0% | $190.0M | 2.7% | Mar 31, 2026 | |
| Value Aligned Research Advisors, LLC | 13F | 6.7M6,668,311 | +1.0M+1,024,761 +18.2% | $158.3M | 2.3% | Mar 31, 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC | 13F | 6.4M6,411,459 | +126K+125,639 +2.0% | $152.2M | 2.2% | Mar 31, 2026 | |
| DBA TRADING, LLC | 13F | 5.6M5,576,235 | +5.6M+5,576,235 new | $132.4M | 1.9% | Mar 31, 2026 | |
| STATE STREET CORP | 13F | 5.6M5,568,528 | +138K+137,884 +2.5% | $132.2M | 1.9% | Mar 31, 2026 | |
| UBS Group AG | 13F | 4.5M4,500,887 | +771K+770,847 +20.7% | $106.9M | 1.5% | Mar 31, 2026 | |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 3.4M3,434,056 | +2.6M+2,620,950 +322.3% | $81.5M | 1.2% | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | 13F | 3.4M3,398,941 | -4.8M-4,807,609 -58.6% | $80.7M | 1.2% | Mar 31, 2026 | |
| Marex Group plc | 13F | 3.4M3,385,062 | -520K-519,697 -13.3% | $80.4M | 1.2% | Mar 31, 2026 | |
| BANK OF AMERICA CORP /DE/ | 13F | 3.3M3,262,512 | -546K-545,769 -14.3% | $77.5M | 1.1% | Mar 31, 2026 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13F | 3.0M2,998,984 | -1.0M-1,014,963 -25.3% | $71.2M | 1.0% | Mar 31, 2026 | |
| MORGAN STANLEY | 13F | 2.9M2,903,139 | -658K-657,875 -18.5% | $68.9M | 1.0% | Mar 31, 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13F | 2.2M2,162,278 | -38K-37,932 -1.7% | $51.3M | 0.7% | Mar 31, 2026 | |
| T. Rowe Price Investment Management, Inc. | 13F | 2.2M2,161,705 | -2.0M-2,047,997 -48.6% | $51.3M | 0.7% | Mar 31, 2026 | |
| BARCLAYS PLC | 13F | 2.1M2,128,753 | +951K+951,378 +80.8% | $50.5M | 0.7% | Mar 31, 2026 | |
| NORTHERN TRUST CORP | 13F | 2.1M2,119,543 | +60K+60,488 +2.9% | $50.3M | 0.7% | Mar 31, 2026 | |
| VAN ECK ASSOCIATES CORP | 13F | 1.8M1,818,589 | +132K+132,396 +7.9% | $43.2M | 0.6% | Mar 31, 2026 | |
| JPMORGAN CHASE & CO | 13F | 1.7M1,731,359 | +522K+522,158 +43.2% | $35.6M | 0.6% | Mar 31, 2026 | |
| VANGUARD FIDUCIARY TRUST CO | 13F | 1.7M1,686,116 | +1.7M+1,686,116 new | $40.0M | 0.6% | Mar 31, 2026 | |
| TWO SIGMA INVESTMENTS, LP | 13F | 1.6M1,592,602 | +1.3M+1,275,484 +402.2% | $37.8M | 0.5% | Mar 31, 2026 | |
| VOYA INVESTMENT MANAGEMENT LLC | 13F | 1.4M1,414,711 | +221K+221,368 +18.6% | $33.6M | 0.5% | Mar 31, 2026 | |
| HSBC HOLDINGS PLC | 13F | 1.2M1,240,239 | +72K+72,460 +6.2% | $28.4M | 0.4% | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | 13F | 1.2M1,236,337 | +1.2M+1,236,337 new | $29.4M | 0.4% | Mar 31, 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP | 13F | 1.2M1,228,625 | +598K+598,046 +94.8% | $29.2M | 0.4% | Mar 31, 2026 | |
| LORD, ABBETT & CO. LLC | 13F | 1.2M1,175,642 | +149K+148,549 +14.5% | $27.9M | 0.4% | Mar 31, 2026 | |
| CITIGROUP INC | 13F | 1.1M1,145,940 | +729K+728,631 +174.6% | $27.2M | 0.4% | Mar 31, 2026 | |
| SEI INVESTMENTS CO | 13F | 1.1M1,093,701 | +272K+271,618 +33.0% | $26.0M | 0.4% | Mar 31, 2026 | |
| FRANKLIN RESOURCES INC | 13F | 1.1M1,059,833 | +187K+187,164 +21.4% | $25.2M | 0.4% | Mar 31, 2026 | |
| Oasis Management Co Ltd. | 13F | 1.0M1,032,817 | +300K+300,000 +40.9% | $24.5M | 0.4% | Mar 31, 2026 | |
| Tidal Investments LLC | 13F | 925K924,689 | +903K+903,375 +4238.4% | $22.0M | 0.3% | Mar 31, 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13F | 852K852,435 | +391K+391,309 +84.9% | $20.2M | 0.3% | Mar 31, 2026 | |
| Bank of New York Mellon Corp | 13F | 800K799,764 | -19K-19,468 -2.4% | $19.0M | 0.3% | Mar 31, 2026 | |
| JANUS HENDERSON GROUP PLC | 13F | 785K785,152 | +598K+597,548 +318.5% | $18.6M | 0.3% | Mar 31, 2026 | |
| Covalis Capital LLP | 13F | 738K738,143 | +738K+738,143 new | $17.5M | 0.3% | Mar 31, 2026 | |
| Jump Financial, LLC | 13F | 660K660,481 | +71K+70,581 +12.0% | $15.7M | 0.2% | Mar 31, 2026 | |
| LPL Financial LLC | 13F | 657K656,588 | +70K+70,459 +12.0% | $15.6M | 0.2% | Mar 31, 2026 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13F | 646K646,051 | +76K+75,964 +13.3% | $15.3M | 0.2% | Mar 31, 2026 | |
| PLUSTICK MANAGEMENT LLC | 13F | 640K640,000 | -360K-360,000 -36.0% | $15.2M | 0.2% | Mar 31, 2026 | |
| AMERIPRISE FINANCIAL INC | 13F | 615K615,051 | +259K+258,650 +72.6% | $14.6M | 0.2% | Mar 31, 2026 | |
| Nuveen, LLC | 13F | 596K596,266 | +48K+47,596 +8.7% | $14.2M | 0.2% | Mar 31, 2026 | |
| FEDERATED HERMES, INC. | 13F | 581K580,732 | +187K+186,559 +47.3% | $13.8M | 0.2% | Mar 31, 2026 | |
| Vident Advisory, LLC | 13F | 581K580,718 | -60K-60,434 -9.4% | $13.8M | 0.2% | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | 13F | 546K546,217 | +546K+546,217 new | $13.0M | 0.2% | Mar 31, 2026 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 13F | 542K542,092 | -492K-492,305 -47.6% | $12.9M | 0.2% | Mar 31, 2026 | |
| CLEARFIELD CAPITAL MANAGEMENT LP | 13F | 514K514,379 | +0+0 +0.0% | $12.2M | 0.2% | Mar 31, 2026 |
Showing 50 of 451 holders · 8 columns
Page 1 of 10
Derivatives Institutional Owners
13F put/call positions · excluded from ownership totals| Type | Period | |||||
|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | Call | 8.7M8,689,700 | -1.1M-1,090,800 -11.2% | $206.3M | Mar 31, 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Call | 7.6M7,621,500 | -1.0M-1,047,000 -12.1% | $180.9M | Mar 31, 2026 | |
| NOMURA HOLDINGS INC | Call | 7.5M7,500,000 | +0+0 +0.0% | $178.1M | Mar 31, 2026 | |
| PEAK6 LLC | Call | 7.0M6,973,100 | -666K-666,400 -8.7% | $165.5M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Call | 5.1M5,097,700 | -1.3M-1,250,400 -19.7% | $121.0M | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | Put | 3.9M3,897,600 | +1.1M+1,095,200 +39.1% | $92.5M | Mar 31, 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Put | 2.9M2,891,200 | -987K-987,200 -25.5% | $68.6M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Put | 2.8M2,849,000 | -1.7M-1,722,800 -37.7% | $67.6M | Mar 31, 2026 | |
| UBS Group AG | Call | 1.7M1,728,500 | -25K-25,000 -1.4% | $41.0M | Mar 31, 2026 | |
| Walleye Trading LLC | Call | 1.2M1,160,500 | +401K+400,700 +52.7% | $27.6M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Put | 1.0M1,000,900 | -184K-183,600 -15.5% | $23.8M | Mar 31, 2026 | |
| Oasis Management Co Ltd. | Call | 1.0M1,000,000 | +500K+500,000 +100.0% | $23.7M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Call | 892K892,100 | -798K-797,700 -47.2% | $21.2M | Mar 31, 2026 | |
| Walleye Trading LLC | Put | 881K880,900 | +900+900 +0.1% | $20.9M | Mar 31, 2026 | |
| UBS Group AG | Put | 757K757,200 | +0+0 +0.0% | $18.0M | Mar 31, 2026 | |
| Caption Management, LLC | Call | 600K600,000 | +100K+100,000 +20.0% | $14.2M | Mar 31, 2026 | |
| Parallax Volatility Advisers, L.P. | Call | 525K524,800 | -168K-168,000 -24.2% | $16.4M | Mar 31, 2026 | |
| Shay Capital LLC | Call | 453K452,500 | +453K+452,500 new | $10.7M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Call | 371K371,000 | -53K-52,700 -12.4% | $8.8M | Mar 31, 2026 | |
| BARCLAYS PLC | Call | 340K339,600 | -79K-79,100 -18.9% | $8.1M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Put | 324K324,200 | -33K-33,200 -9.3% | $7.7M | Mar 31, 2026 | |
| CAPITAL FUND MANAGEMENT S.A. | Call | 318K317,800 | +164K+163,700 +106.2% | $7.5M | Mar 31, 2026 | |
| Value Aligned Research Advisors, LLC | Call | 264K264,200 | +264K+264,200 new | $6.3M | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Call | 201K200,600 | +183K+182,700 +1020.7% | $4.8M | Mar 31, 2026 | |
| BARCLAYS PLC | Put | 171K170,500 | +45K+44,900 +35.7% | $4.0M | Mar 31, 2026 | |
| Parallax Volatility Advisers, L.P. | Put | 157K156,500 | +116K+116,200 +288.3% | $4.9M | Mar 31, 2026 | |
| CAPITAL FUND MANAGEMENT S.A. | Put | 153K152,600 | -37K-37,000 -19.5% | $3.6M | Mar 31, 2026 | |
| MILLENNIUM MANAGEMENT LLC | Call | 151K151,200 | +151K+151,200 new | $3.6M | Mar 31, 2026 | |
| Walleye Capital LLC | Call | 117K116,900 | -80K-79,700 -40.5% | $2.8M | Mar 31, 2026 | |
| Walleye Capital LLC | Put | 93K92,500 | -78K-77,800 -45.7% | $2.2M | Mar 31, 2026 | |
| Twin Tree Management, LP | Put | 92K92,300 | -1K-1,100 -1.2% | $2.2M | Mar 31, 2026 | |
| REX Advisers, LLC | Put | 89K89,400 | +89K+89,400 new | $24.4K | Mar 31, 2026 | |
| Crawford Fund Management, LLC | Put | 70K70,000 | -44K-43,500 -38.3% | $1.7M | Mar 31, 2026 | |
| Squarepoint Ops LLC | Call | 65K65,000 | +7K+6,600 +11.3% | $1.5M | Mar 31, 2026 | |
| Alphadyne Asset Management LP | Put | 63K62,800 | +32K+32,000 +103.9% | $1.5M | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | Call | 60K60,300 | +60K+60,300 new | $1.4M | Mar 31, 2026 | |
| Alphadyne Asset Management LP | Call | 52K52,200 | +39K+38,500 +281.0% | $1.2M | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | Put | 37K37,300 | +37K+37,300 new | $885.5K | Mar 31, 2026 | |
| CSS LLC/IL | Put | 36K36,000 | +2K+2,000 +5.9% | $854.6K | Mar 31, 2026 | |
| WELLS FARGO & COMPANY/MN | Put | 33K32,500 | +33K+32,500 new | $771.5K | Mar 31, 2026 | |
| Twin Tree Management, LP | Call | 30K30,300 | -49K-48,900 -61.7% | $719.3K | Mar 31, 2026 | |
| REX Advisers, LLC | Call | 30K29,800 | +30K+29,800 new | $4.5K | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Put | 25K24,600 | -49K-48,500 -66.3% | $584.0K | Mar 31, 2026 | |
| Dockside LLC | Put | 24K23,823 | +24K+23,823 new | $565.6K | Mar 31, 2026 | |
| Squarepoint Ops LLC | Put | 24K23,700 | -86K-86,000 -78.4% | $562.6K | Mar 31, 2026 | |
| Sculptor Capital LP | Put | 21K21,000 | +0+0 +0.0% | $498.5K | Mar 31, 2026 | |
| SIG BROKERAGE, LP | Put | 13K13,100 | -3K-3,000 -18.6% | $311.0K | Mar 31, 2026 | |
| SIG BROKERAGE, LP | Call | 13K13,100 | +0+0 +0.0% | $311.0K | Mar 31, 2026 | |
| PEAK6 LLC | Put | 9K8,700 | -794K-793,600 -98.9% | $206.5K | Mar 31, 2026 | |
| Omega Financial Group, LLC | Call | 7K7,300 | +0+0 +0.0% | $173.3K | Mar 31, 2026 |
Showing 50 of 53 derivative positions · 7 columns
Page 1 of 2
Ownership Events — 13G / 13D
Event-driven, scanned dailyVanguard Portfolio Management falls below 5% (from 5.4%) Schedule 13G/A · position exited | 13G/A | Jul 31, 2026 |
BlackRock, Inc. falls below 5% (from 7.3%) Schedule 13G/A · position exited | 13G/A | Jul 27, 2026 |
Wesley Cummins reports 7.6% (from 7.6%) Schedule 13D/A · amendment | 13D/A | Jul 8, 2026 |
JANE STREET GROUP, LLC reports 7.1% (from 7.0%) Schedule 13G/A · amendment | 13G/A | May 12, 2026 |
Vanguard Portfolio Management crosses 5.0% Initial Schedule 13G · 14,996,742 shares reported | 13G | Apr 28, 2026 |
Hood River Capital Management LLC reports 7.9% (from 7.2%) Schedule 13G/A · amendment | 13G/A | Feb 17, 2026 |
JANE STREET GROUP, LLC reports 7.0% (from 6.1%) Schedule 13G/A · amendment | 13G/A | Feb 12, 2026 |
The Vanguard Group reports 8.7% (from 6.0%) Schedule 13G/A · amendment | 13G/A | Jan 30, 2026 |
Wesley Cummins reports 7.6% (from 7.4%) Schedule 13D/A · amendment | 13D/A | Jan 8, 2026 |
JANE STREET GROUP, LLC reports 6.1% (from 5.5%) Schedule 13G/A · amendment | 13G/A | Nov 13, 2025 |
Quarterly holdings from SEC Form 13F-HR structured data sets (filed within 45 days of quarter end); 5%+ ownership events from Schedule 13G/13D filings scanned daily via EDGAR. Each row links to the source filing. Est. Avg Cost is a rolling-average estimate — each quarter's added shares priced at that quarter's 13F value ÷ shares, split-adjusted, with history beginning 2024-Q2; positions with one quarter of history or a data-quality flag show “—”.