APPLIED DIGITAL CORP

$APLD
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Smart money positioned

11 of the Top-200 alpha managers hold $APLD as of the latest 13F snapshot.

13F holders
466
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$APLD is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.45%, with an average of 0.11% of portfolio. Largest holder: BIT Capital GmbH at 0.45%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
BIT Capital GmbH
0.45% held
α +18.3pts
02
Scopia Capital Management LP
0.45% NEW
α +10.2pts
03
Caption Management, LLC
0.08% held
α +15.5pts
04
Fiduciary Alliance LLC
0.05% held
α +16.8pts
05
Citigroup Inc.
0.01% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 466 · Source: 13F-HR
01
Coordinated Financial Services, Inc.
2.42% of portfolio
26,956,876 sh
02
Hood River Capital Management LLC
5.52% of portfolio
23,075,612 sh
03
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
5.68% of portfolio
23,075,612 sh
04
Brightline Capital Management, LLC
0.03% of portfolio
22,864,500 sh
05
Thornburg Investment Management Inc.
0.49% of portfolio
15,000,000 sh
06
Solus Alternative Asset Management LP
0.03% of portfolio
11,396,000 sh
07
Employees' Retirement Fund of the City of Fort Worth
0.58% of portfolio
10,007,727 sh
08
Exor N.V.
0.04% of portfolio
8,614,403 sh
09
Atlantic Edge Private Wealth Management, LLC
0.01% of portfolio
5,955,015 sh
10
Axa S.a.
—
5,568,528 sh
See all 466 13F holders · Pro →

Insider activity · last 90 days

24 transactions · 7 filers
29 Jan 2026
Hastings Chuck —
▼ SOLD
45,987
$38.57
S
15 Jan 2026
Nottenburg Richard N —
▼ SOLD
12,000
$35.45
S
14 Jan 2026
Nottenburg Richard N —
▼ SOLD
11,606
$35.28
S
16 Jan 2026
Cummins Wes —
▼ SOLD
165,000
$36.42
S
12 Jan 2026
Miller Douglas S —
▼ SOLD
10,000
$38.54
S
28 Nov 2025
Miller Douglas S —
▼ SOLD
8,000
$26.98
S
24 Nov 2025
Benson Ella G. —
▼ SOLD
8,581
$23.22
S
31 Oct 2025
Hastings Chuck —
▼ SOLD
25,000
$34.27
S
29 Oct 2025
Hastings Chuck —
▼ SOLD
50,000
$35.69
S
29 Oct 2025
Benson Ella G. —
▼ SOLD
42,569
$35.30
S
31 Oct 2025
Nottenburg Richard N —
▼ SOLD
9,375
$35.91
S
30 Oct 2025
Nottenburg Richard N —
▼ SOLD
5,000
$34.80
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $APLD in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:59 UTC.