A
Applied Digital
APLD · Power Shells
$28.84
-2.31 (-7.42%)
As of Jul 13, 2026 close
Institutional Ownership — Q1 2026 (filed through May 20)
Institutional Holders
452
+17 vs Q4 2025
Shares Held
210.8M
+31.4M QoQ
% of Shares Out
73.8%
285.8M shares outstanding
Value Held
$6.1B
at $28.84 · Jul 13, 2026 close
5%+ Owners
9
via 13G/13D
Holder Map
Block size ∝ position · color = QoQ changeWhale Activity — Q1 2026 Filings
Increased172
Decreased122
New position97
Closed80
Institutional Shares Held by Quarter
Holders
Sortable · search holders| Source | % of Shrs Out | Period | |||||
|---|---|---|---|---|---|---|---|
| Hood River Capital Management LLC | 13F | 23,075,612 | +1,038,181 +4.7% | $547.8M | 8.1% | Mar 31, 2026 | |
| BlackRock, Inc. | 13F | 20,896,101 | +55,899 +0.3% | $496.1M | 7.3% | Mar 31, 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13F | 14,807,795 | +14,807,795 new | $351.5M | 5.2% | Mar 31, 2026 | |
| Situational Awareness LP | 13F | 13,478,438 | +2,139,378 +18.9% | $320.0M | 4.7% | Mar 31, 2026 | |
| Situational Awareness Partners LP | 13F | 13,478,438 | +13,478,438 new | $320.0M | 4.7% | Mar 31, 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 13F | 10,775,681 | +10,775,681 new | $255.8M | 3.8% | Mar 31, 2026 | |
| GOLDMAN SACHS GROUP INC | 13F | 8,004,366 | +6,590,204 +466.0% | $190.0M | 2.8% | Mar 31, 2026 | |
| Value Aligned Research Advisors, LLC | 13F | 6,668,311 | +1,024,761 +18.2% | $158.3M | 2.3% | Mar 31, 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC | 13F | 6,411,459 | +125,639 +2.0% | $152.2M | 2.2% | Mar 31, 2026 | |
| DBA TRADING, LLC | 13F | 5,576,235 | +5,576,235 new | $132.4M | 2.0% | Mar 31, 2026 | |
| STATE STREET CORP | 13F | 5,568,528 | +137,884 +2.5% | $132.2M | 1.9% | Mar 31, 2026 | |
| UBS Group AG | 13F | 4,500,887 | +770,847 +20.7% | $106.9M | 1.6% | Mar 31, 2026 | |
| BNP PARIBAS FINANCIAL MARKETS | 13F | 3,434,056 | +2,620,950 +322.3% | $81.5M | 1.2% | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | 13F | 3,398,941 | -4,807,609 -58.6% | $80.7M | 1.2% | Mar 31, 2026 | |
| Marex Group plc | 13F | 3,385,062 | -519,697 -13.3% | $80.4M | 1.2% | Mar 31, 2026 | |
| BANK OF AMERICA CORP /DE/ | 13F | 3,262,512 | -545,769 -14.3% | $77.5M | 1.1% | Mar 31, 2026 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13F | 2,998,984 | -1,014,963 -25.3% | $71.2M | 1.0% | Mar 31, 2026 | |
| MORGAN STANLEY | 13F | 2,903,139 | -657,875 -18.5% | $68.9M | 1.0% | Mar 31, 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13F | 2,162,278 | -37,932 -1.7% | $51.3M | 0.8% | Mar 31, 2026 | |
| T. Rowe Price Investment Management, Inc. | 13F | 2,161,705 | -2,047,997 -48.6% | $51.3K | 0.8% | Mar 31, 2026 | |
| BARCLAYS PLC | 13F | 2,128,753 | +951,378 +80.8% | $50.5M | 0.7% | Mar 31, 2026 | |
| NORTHERN TRUST CORP | 13F | 2,119,543 | +60,488 +2.9% | $50.3M | 0.7% | Mar 31, 2026 | |
| VAN ECK ASSOCIATES CORP | 13F | 1,818,589 | +132,396 +7.9% | $43.2K | 0.6% | Mar 31, 2026 | |
| JPMORGAN CHASE & CO | 13F | 1,731,359 | +522,158 +43.2% | $35.6M | 0.6% | Mar 31, 2026 | |
| VANGUARD FIDUCIARY TRUST CO | 13F | 1,686,116 | +1,686,116 new | $40.0M | 0.6% | Mar 31, 2026 | |
| TWO SIGMA INVESTMENTS, LP | 13F | 1,592,602 | +1,275,484 +402.2% | $37.8M | 0.6% | Mar 31, 2026 | |
| VOYA INVESTMENT MANAGEMENT LLC | 13F | 1,414,711 | +221,368 +18.6% | $33.6M | 0.5% | Mar 31, 2026 | |
| HSBC HOLDINGS PLC | 13F | 1,240,239 | +72,460 +6.2% | $28.4M | 0.4% | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | 13F | 1,236,337 | +1,236,337 new | $29.4M | 0.4% | Mar 31, 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP | 13F | 1,228,625 | +598,046 +94.8% | $29.2M | 0.4% | Mar 31, 2026 | |
| LORD, ABBETT & CO. LLC | 13F | 1,175,642 | +148,549 +14.5% | $27.9K | 0.4% | Mar 31, 2026 | |
| CITIGROUP INC | 13F | 1,145,940 | +728,631 +174.6% | $27.2M | 0.4% | Mar 31, 2026 | |
| SEI INVESTMENTS CO | 13F | 1,093,701 | +271,618 +33.0% | $26.0M | 0.4% | Mar 31, 2026 | |
| FRANKLIN RESOURCES INC | 13F | 1,059,833 | +187,164 +21.4% | $25.2M | 0.4% | Mar 31, 2026 | |
| Oasis Management Co Ltd. | 13F | 1,032,817 | +300,000 +40.9% | $24.5M | 0.4% | Mar 31, 2026 | |
| Tidal Investments LLC | 13F | 924,689 | +903,375 +4238.4% | $22.0M | 0.3% | Mar 31, 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13F | 852,435 | +391,309 +84.9% | $20.2K | 0.3% | Mar 31, 2026 | |
| Bank of New York Mellon Corp | 13F | 799,764 | -19,468 -2.4% | $19.0M | 0.3% | Mar 31, 2026 | |
| JANUS HENDERSON GROUP PLC | 13F | 785,152 | +597,548 +318.5% | $18.6M | 0.3% | Mar 31, 2026 | |
| Covalis Capital LLP | 13F | 738,143 | +738,143 new | $17.5M | 0.3% | Mar 31, 2026 | |
| Jump Financial, LLC | 13F | 660,481 | +70,581 +12.0% | $15.7M | 0.2% | Mar 31, 2026 | |
| LPL Financial LLC | 13F | 656,588 | +70,459 +12.0% | $15.6M | 0.2% | Mar 31, 2026 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13F | 646,051 | +75,964 +13.3% | $15.3M | 0.2% | Mar 31, 2026 | |
| PLUSTICK MANAGEMENT LLC | 13F | 640,000 | -360,000 -36.0% | $15.2M | 0.2% | Mar 31, 2026 | |
| AMERIPRISE FINANCIAL INC | 13F | 615,051 | +258,650 +72.6% | $14.6M | 0.2% | Mar 31, 2026 | |
| Nuveen, LLC | 13F | 596,266 | +47,596 +8.7% | $14.2M | 0.2% | Mar 31, 2026 | |
| FEDERATED HERMES, INC. | 13F | 580,732 | +186,559 +47.3% | $13.8M | 0.2% | Mar 31, 2026 | |
| Vident Advisory, LLC | 13F | 580,718 | -60,434 -9.4% | $13.8M | 0.2% | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | 13F | 546,217 | +546,217 new | $13.0M | 0.2% | Mar 31, 2026 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 13F | 542,092 | -492,305 -47.6% | $12.9M | 0.2% | Mar 31, 2026 |
Page 1 of 10
Derivatives Institutional Owners
13F put/call positions · excluded from ownership totals| Type | Period | |||||
|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | Call | 8,689,700 | -1,090,800 -11.2% | $206.3M | Mar 31, 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Call | 7,621,500 | -1,047,000 -12.1% | $180.9M | Mar 31, 2026 | |
| NOMURA HOLDINGS INC | Call | 7,500,000 | +0 +0.0% | $178.1M | Mar 31, 2026 | |
| PEAK6 LLC | Call | 6,973,100 | -666,400 -8.7% | $165.5M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Call | 5,097,700 | -1,250,400 -19.7% | $121.0M | Mar 31, 2026 | |
| JANE STREET GROUP, LLC | Put | 3,897,600 | +1,095,200 +39.1% | $92.5M | Mar 31, 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Put | 2,891,200 | -987,200 -25.5% | $68.6M | Mar 31, 2026 | |
| CITADEL ADVISORS LLC | Put | 2,849,000 | -1,722,800 -37.7% | $67.6M | Mar 31, 2026 | |
| UBS Group AG | Call | 1,728,500 | -25,000 -1.4% | $41.0M | Mar 31, 2026 | |
| Walleye Trading LLC | Call | 1,160,500 | +400,700 +52.7% | $27.6M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Put | 1,000,900 | -183,600 -15.5% | $23.8M | Mar 31, 2026 | |
| Oasis Management Co Ltd. | Call | 1,000,000 | +500,000 +100.0% | $23.7M | Mar 31, 2026 | |
| D. E. Shaw & Co., Inc. | Call | 892,100 | -797,700 -47.2% | $21.2M | Mar 31, 2026 | |
| Walleye Trading LLC | Put | 880,900 | +900 +0.1% | $20.9M | Mar 31, 2026 | |
| UBS Group AG | Put | 757,200 | +0 +0.0% | $18.0M | Mar 31, 2026 | |
| Caption Management, LLC | Call | 600,000 | +100,000 +20.0% | $14.2M | Mar 31, 2026 | |
| Parallax Volatility Advisers, L.P. | Call | 524,800 | -168,000 -24.2% | $16.4M | Mar 31, 2026 | |
| Shay Capital LLC | Call | 452,500 | +452,500 new | $10.7M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Call | 371,000 | -52,700 -12.4% | $8.8M | Mar 31, 2026 | |
| BARCLAYS PLC | Call | 339,600 | -79,100 -18.9% | $8.1M | Mar 31, 2026 | |
| Point72 Asset Management, L.P. | Put | 324,200 | -33,200 -9.3% | $7.7M | Mar 31, 2026 | |
| CAPITAL FUND MANAGEMENT S.A. | Call | 317,800 | +163,700 +106.2% | $7.5M | Mar 31, 2026 | |
| Value Aligned Research Advisors, LLC | Call | 264,200 | +264,200 new | $6.3M | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Call | 200,600 | +182,700 +1020.7% | $4.8M | Mar 31, 2026 | |
| BARCLAYS PLC | Put | 170,500 | +44,900 +35.7% | $4.0M | Mar 31, 2026 | |
| Parallax Volatility Advisers, L.P. | Put | 156,500 | +116,200 +288.3% | $4.9M | Mar 31, 2026 | |
| CAPITAL FUND MANAGEMENT S.A. | Put | 152,600 | -37,000 -19.5% | $3.6M | Mar 31, 2026 | |
| MILLENNIUM MANAGEMENT LLC | Call | 151,200 | +151,200 new | $3.6M | Mar 31, 2026 | |
| Walleye Capital LLC | Call | 116,900 | -79,700 -40.5% | $2.8M | Mar 31, 2026 | |
| Walleye Capital LLC | Put | 92,500 | -77,800 -45.7% | $2.2M | Mar 31, 2026 | |
| Twin Tree Management, LP | Put | 92,300 | -1,100 -1.2% | $2.2M | Mar 31, 2026 | |
| REX Advisers, LLC | Put | 89,400 | +89,400 new | $24.4K | Mar 31, 2026 | |
| Crawford Fund Management, LLC | Put | 70,000 | -43,500 -38.3% | $1.7M | Mar 31, 2026 | |
| Squarepoint Ops LLC | Call | 65,000 | +6,600 +11.3% | $1.5M | Mar 31, 2026 | |
| Alphadyne Asset Management LP | Put | 62,800 | +32,000 +103.9% | $1.5M | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | Call | 60,300 | +60,300 new | $1.4M | Mar 31, 2026 | |
| Alphadyne Asset Management LP | Call | 52,200 | +38,500 +281.0% | $1.2M | Mar 31, 2026 | |
| Balyasny Asset Management L.P. | Put | 37,300 | +37,300 new | $885.5K | Mar 31, 2026 | |
| CSS LLC/IL | Put | 36,000 | +2,000 +5.9% | $854.6K | Mar 31, 2026 | |
| WELLS FARGO & COMPANY/MN | Put | 32,500 | +32,500 new | $771.5K | Mar 31, 2026 | |
| Twin Tree Management, LP | Call | 30,300 | -48,900 -61.7% | $719.3K | Mar 31, 2026 | |
| REX Advisers, LLC | Call | 29,800 | +29,800 new | $4.5K | Mar 31, 2026 | |
| TUDOR INVESTMENT CORP ET AL | Put | 24,600 | -48,500 -66.3% | $584.0K | Mar 31, 2026 | |
| Dockside LLC | Put | 23,823 | +23,823 new | $565.6K | Mar 31, 2026 | |
| Squarepoint Ops LLC | Put | 23,700 | -86,000 -78.4% | $562.6K | Mar 31, 2026 | |
| Sculptor Capital LP | Put | 21,000 | +0 +0.0% | $498.5K | Mar 31, 2026 | |
| SIG BROKERAGE, LP | Call | 13,100 | +0 +0.0% | $311.0K | Mar 31, 2026 | |
| SIG BROKERAGE, LP | Put | 13,100 | -3,000 -18.6% | $311.0K | Mar 31, 2026 | |
| PEAK6 LLC | Put | 8,700 | -793,600 -98.9% | $206.5K | Mar 31, 2026 | |
| Omega Financial Group, LLC | Call | 7,300 | +0 +0.0% | $173.3K | Mar 31, 2026 |
Page 1 of 2
Ownership Events — 13G / 13D
Event-driven, scanned dailyWesley 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 |
Wesley Cummins reports 7.4% (from 8.5%) Schedule 13D/A · amendment | 13D/A | Nov 4, 2025 |
Wesley Cummins reports 8.5% (from 10.0%) Schedule 13D/A · amendment | 13D/A | Sep 5, 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.